Maxwell Health

How does Maxwell Health integrate with BambooHR?

Purpose: To help you understand what you can use Maxwell Health for and how you can integrate it with BambooHR.

Your current benefit broker must be a Maxwell Health Partner to utilize this integration. Please contact Maxwell Health if you have any questions regarding available brokers.

Maxwell Health is a fully paperless operating system for employee benefits that streamlines online enrollment in all types of benefits and empowers employees to engage with their health and well-being. Maxwell totally reinvents the benefits shopping experience with its lifestyle-based packaging of benefits, and Maxwell's mobile app engages employees throughout the year (not just during open enrollment).

You can learn more about Maxwell Health in BambooHR Marketplace.

How do I enable the Maxwell Health integration?

First, you need to verify that your current broker is a Maxwell Health Broker Partner. If yes, they will need to contact their Maxwell Health Representative to provide the benefit details and employee information to Maxwell Health directly. Your broker will coordinate with Maxwell Health to build your customized Employee Benefit Portal.

Please follow the steps in the PDF attached at the bottom of this guide to get your account set up and ready to integrate with Maxwell Health.

Once your portal is complete, contact a BambooHR support hero to assist you in enabling the integration in your account.


What data syncs between BambooHR and Maxwell Health?

You can find this information in BambooHR Marketplace. To learn more about syncing fields, please click here.

Fields of First name, Last name, SSN, Country, and Email address are required to have the sync be successful. However, to trigger the benefit correctly, you must enter all of the other syncing fields.

What changes will I see in my BambooHR account?

For successful syncing of data to Maxwell Health, the following fields will add to your BambooHR account:

  • Standard hours per week
  • Benefit Group
  • Disabled

The following fields will be disabled in BambooHR, and Maxwell Health will be the source of record:

  • Benefits tab, including the Dependents table
Tips for managing your integration after it is enabled

Here are a few things that will help as you move forward.

  1. Employee information syncs FROM BambooHR to Maxwell. Therefore, it is important for you to use BambooHR as your employee information base. You should see those changes reflected in Maxwell within minutes.  
  2. You should add new hires to BambooHR. Make sure that the following fields are complete to have the sync be successful:
    • First Name
    • Last name
    • Country
    • Email address
    • SSN
    • Birthdate
    • Gender
    • Hire date
    • Pay rate and type
    • Standard hours per week
    • Benefit Group
    • Disabled
  3. Employees must be assigned to a benefit group so that Maxwell will know which benefits to offer the employees. If you have ineligible employees, you will want to add them to the ineligible group.  Every employee needs to be in a benefit group. If an employee changes eligibility during their employment, be sure to update this field.
  4. When an employee leaves your company, you must terminate them properly by adding a termination date (Click on the gears icon on the employee page and Terminate employee). This action will prevent the employee from showing as eligible during your next enrollment period.
  5. If you rehire an employee, you will need to make sure to update the Hire date field so that it will trigger a QLE (Qualifying Life Event) in Maxwell Health.
  6. Have your employees direct any Maxwell-related questions to Maxwell support. Additionally, if there is something that you need regarding your Maxwell integration, please contact Maxwell Support. This is the best process for creating a ticket for support and having a resolution handled more efficiently.

Similarly, you can direct any questions you have regarding your BambooHR account to a BambooHR Support Hero.

Remember, Maxwell Health offers weekly webinars and can provide modular training whenever needed. Reach out to their support with any questions.

Where do I go for support for this integration?

If you are an existing customer using this integration, please be aware that Maxwell Health and BambooHR support this integration.

Click here to find contact information.

What's next?

Do you need help making changes to table data on the employee profile?

Do you need help updating data for multiple employees at once? 

Have your employees started adding their dependent information? 

Do you want to find out more about our current integrations?

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