PerformYard | Marketplace Partner
Purpose: To help you understand what you can use PerfomYard for and how you can integrate it with BambooHR.
PerformYard
An overview from BambooHR® Marketplace:
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 are dreaming of, without compromise. Your managers and employees will thank you.
You can learn more about PerformYard in BambooHR® Marketplace.
If you do not see an option to enable the BambooHR integration in PerformYard, please contact your PerformYard customer success manager.
PerformYard
Log in to your PerformYard account. Navigate Administration and click 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, your subdomain 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 have already logged in to BambooHR, you will skip this step.
Connect fields
Check the box next to each field you would like to have synced from BambooHR.
Import employees
Now, you will need to go through and review the employees imported into your PerformYard account. If you want to remove an employee from the import, click on the X.
PerformYard will automatically match employees with identical email addresses. Employees will appear in the Selected column, but you can easily remove an employee if needed.
After adding all of your employees to PerformYard, all new employees will appear in the list when you click to view your HRIS integration with BambooHR.
You can find this information in BambooHR® Marketplace. To learn more about syncing fields, please click here and navigate to the Integration section.
If you are an existing customer using this integration, please be aware that PerformYard supports this integration.
Click here to find contact information.