Purpose: To help you understand what PerfomYard is used for and how you can integrate it with BambooHR.
PerformYard is the #1 performance management solution for midsize organizations. We offer flexible features for HR and a simple employee experience. That means you can automate your existing process or the one you're dreaming of, without compromise. Your managers and employees will thank you.
You can learn more about PerformYard in BambooHR's Marketplace.
If you don't see an option to enable the BambooHR integration in PerformYard, please contact your PerformYard Customer Success Manager.
Log in to your PerformYard account. Navigate to "Administration." Then click on "HRIS Integrations" on the left side of the screen.
Enter your BambooHR subdomain* and click "Connect."
*The subdomain is the first part of your BambooHR URL, so if your URL is: https://efficientoffice.bamboohr.com then your company name would be "efficientoffice."
Log in to BambooHR
This will automatically take you to your BambooHR login URL where you will enter your login credentials.
If you are already logged in to BambooHR, it will skip this step.
Now you will need to go through and review the employees who are being imported into your PerformYard account. If you want to remove an employee from the import, simply click the x.
PerformYard will automatically match employees with identical email addresses. The employee will show up in the "Selected" column but can easily be removed if needed.
Once you've added all of your employees to PerformYard, going forward, all new employees will show in the list when you click to view your HRIS integration with BambooHR.