As a manager you will have manager-specific permissions for several different accounts, which will allow you access to specific information about your direct reports in order to better support them. This page is intended to:
Should you have questions on any of these systems, you can post in #ask-people-team on Slack or reach out to the appropriate contact in our People Team Alignment.
BambooHR is the source of truth for all teammate data and information. As a manager, your permissions allow you to view information and run reports on fields like start dates, compensation, titles, birthdays, and anniversaries for your direct reports and skip-level reports.
Impact of org and role changes
When big changes occur we cannot do it in bulk, so it’s important for managers to share with us documents proactively, before the change is live so the changes are effective by the announcement date, otherwise we risk delays in the changes being reflected properly.
We must update BambooHR whenever there is a change in:
BambooHR is integrated with multiple systems (Lattice, Rippling, Okta). If BambooHR is not reflecting your changes, then it could affect your system impact reviews, feedback milestones, payroll, and systems permissions, to name a few. So any changes we make (or don’t make) here automatically affect all of these other systems.
Resources:
Running a pre-built report: you have access to a pre-built "Manager starter report" that lists all of your direct reports by team and includes full names, pronouns, birthdays, hire date, compensation and more). You can reference this short video for a step by step walkthrough.
Running a custom report: you also have access to run a custom report based on any other fields you would find helpful by clicking "New Report" in the "Reports" tab.
Adding celebration calendars: to add anniversary and birthday calendars to your Google calendar, use the following workflow for each calendar:
Celebration calendars