BambooHR profiles are created automatically when someone is marked as hired in Greenhouse via integration. However, here are the steps to create one manually:
This action is not always needed. We need to create a Job Title only when it is new to BambooHR.
On the Home page, click on New → New Employee top right of the screen.
Complete as many of the fields possible. Look at the next section to know which fields we complete and how. Keep in mind that when creating a profile manually, the Options and Commission fields don't appear. You will need to go to the profile after it's been created to complete those missing fields.
Here are all the fields in a profile and how we must complete them:
| Field | Options | Completed by | Comment |
|---|---|---|---|
| Employee # | Free text | Automatically assigned | |
| Status | Active; Inactive | People team/Integration | |
| Name | Free text | People team/Integration | Legal full Name |
| Preferred Name | Free text | People team/Integration | Displayed name in all integrated tools (e.x: Slack, Gmail, Lattice) |
| Preferred Surname | Free text | People team/Integration | Displayed surname in all integrated tools (e.x: Slack, Gmail, Lattice) |
| Birthdate | Date selector | Teammate | |
| SSN | Free text | Leave blank | |
| Gender | Decline; Female; Male; Non-Binary | Teammate | |
| Marital Status | Single; Married; Common Law;Domestic Partnership | Teammate | |
| Shirt Size | XSmall-XXLarge | Teammate | |
| Pronouns | He;She;They;Ze | Teammate | |
| TimezoneTZ | Multi select: Timezones | People team/Integration | This is one of the most important fields to complete. It is integrated with Okta; Okta activation for new teammates is scheduled based on this field |
| Time Zone | Free text | Leave blank | |
| Region | Europe; North America - East; North America - West | People team/Integration | Teammates are grouped in these three regions. North america includes USA and Canada. All other countries fall under Europe. |
In the image below, you can see in red the fields the People Team must complete before someone starts:
