How does Small Improvements Integrate with BambooHR?
Purpose: To help you understand what Small Improvements is used for and how you can integrate it with BambooHR.
Small Improvements offers deep integration with BambooHR, so you never have to enter employee data twice. It also integrates with OneLogin for SSO. Conduct painless performance reviews. Collect 360 degree feedback from your coworkers. Track and share your goals. Create quick surveys on how to improve. Provide continuous feedback and coaching. Share company news and success stories easily.
You can learn more about Small Improvements in BambooHR's Marketplace.
Navigate to Apps* in the top right corner of BambooHR. Click on "Performance Reviews" and select "Small Improvements." Then click "Install."
*If you do not see an option for Apps in our account, please contact a BambooHR Support Hero.
Under Subdomain, select "www" or "eu" depending on your location. Then check whether you'd like to show the "Objectives" and "Performance reviews"* tabs in BambooHR.
*Please note these tabs will simply mirror information from Small Improvements. To make edits, you will need to login to Small Improvements directly.
After you have enabled the integration within BambooHR, you can follow the steps from Small Improvements on completing the integration activation.
This information can be found in BambooHR's Marketplace. For more information, please click here to learn more about syncing fields.
You can view the BambooHR integration details in Small Improvements by going to Administration, then "Overview" and then selecting BambooHR under "Integrations." When a change to information occurs, or a new employee is added to BambooHR, the information will be sent over to Small Improvements for synchronization. You will be able to see these updates by going to "Preview." Once you review the updates, click "Import" to transfer the information over to Small Improvements from BambooHR.
The first time a scenario for synchronization occurs, you will be prompted to review the data and confirm the changes. Afterward, you can choose to automate the import of information into Small Improvements on the "Configuration" tab. This will automatically apply changes or add new employees based on the data in BambooHR.
*For additional details about using Small Improvements to import your users from BambooHR, please click here.
If you choose to show the Performance Reviews and Objective tabs in BambooHR, then employees will be able to view their objectives and performance review information from Small Improvements in BambooHR. Please keep in mind this information is simply copied into BambooHR and is not editable. In order to make changes, a user must login to Small Improvements directly.
After clicking on the "Objectives" or "Performance Reviews" tab in BambooHR, if the employee is not currently logged into Small Improvements, they will see a prompt to enter login information. Clicking this link will take them to a new browser to login to Small Improvements. Once they are logged, they will be able to come back to BambooHR and refresh the tab in order to this information.