GoalSpan | Marketplace Partner
How does GoalSpan integrate with BambooHR?
Purpose: To help you understand what you can use GoalSpan for and how you can integrate it with BambooHR.
GoalSpan
An overview from BambooHR® Marketplace:
GoalSpan is creating the future for employee feedback and performance. It is an effective tool that replaces the outdated annual review with a simple and intuitive digital platform. Everyone sets goals, shares ideas, and gets real-time feedback. These capabilities allow employees to perform their best because they are motivated by a clear vision and understand how they contribute to that vision. Come, be a part of our growing community where the world of digital performance is at your fingertips.
You can learn more about GoalSpan in BambooHR® Marketplace.
Log in to your GoalSpan account and click Integration from the main menu.
Enter your BambooHR login URL. Do not include https://. If my URL is https://helpcontent.bamboohr.com, my URL would be helpcontent.bamboohr.com.
Uncheck Launch account if you do not want to immediately launch all your employee accounts and new accounts added after the integration.
Click Save, and you will be redirected to your BambooHR account login page. Once you log in, you will arrive back at GoalSpan after the connection and be automatically assigned an API key.
Employee data from BambooHR will automatically sync with GoalSpan shortly after an established connection. After connecting, a data sync will occur every 15 minutes.
Enabling the Launch Account option means that every time you add a new employee to BambooHR, they will also be added to GoalSpan automatically and receive an email to log in to their GoalSpan account.
If you would like to connect to BambooHR and set up GoalSpan before launching employees, you will need to launch these employees manually later.
To launch employees later, you will need to log in to GoalSpan. Select Email Notifications and the New Account tab. Select all employee names by clicking on the checkbox at the top of the table. Click Save.
If you would like to launch future employees automatically, click Integration under the main menu in GoalSpan and check the Launch account.
With the integration enabled, log in to BambooHR. On Home, go to the Links widget and click Manage to add a new link.
Select Add Link and title your link as GoalSpan or something similar.
In the Link URL field, type the following link (https://www.goalspan.com/bamboo.php?company=) and add your BambooHR subdomain. For example, if your BambooHR login URL is https://helpcontent.bamboohr.com, your subdomain would be helpcontent. You would type https://www.goalspan.com/bamboo.php?company=helpcontent in the Link URL box.
Click Save. Single sign-on will now be enabled.
To access your GoalSpan account, click on the new GoalSpan link in the Links widget on Home.
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 GoalSpan supports this integration.
Click here to find contact information.