As your organization grows, so does your need for sharing information. BambooHR gives you the ability to set up customized access experiences for any of your employees giving them the access they need without giving them access to sensitive information that doesn't apply to their role. This course will guide you to create more advanced Access Levels for the unique or specialized roles at your organization.

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This course is designed to help users create custom access levels in BambooHR. An access level is a setting used to tell BambooHR which content each employee can view or edit. Assigning employees to access levels is an essential first step to ensure everyone can access and use the information they need in BambooHR. This course covers all types of access levels and shows you how to give your employees the access they need without risking any sensitive information.

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Specialized roles may require specialized access to BambooHR. Custom Access Levels allow you to design an access experience that will best suit the needs of various roles at your organization. This course will walk you through creating your own Custom Access Level so you can enable your people with the information they need to do their best work.

This course is for you if you want to give special access to BambooHR for your more specialized employees, and haven't made a Custom Access Level before.

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Giving your employees self-service access to do things like check their time-off balances, look up benefit information, or update their own personal information can save you and them valuable time. This course will show you how to do just that by setting up Employee Self-Service (ESS) by creating an Employee Access Level. 

This course is for you if you're new to access levels and want to know how to save time by giving your employees self-service access.

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It's time to unlock your manager's potential by giving them access to the information they need for their role. Commonly, managers need to view information in BambooHR that goes beyond what an Employee Access Level can offer. This course will walk you through setting up Manager Access Levels so your managers can access the information they need to do their best work!

This course is for you if you've never made a Manager Access Level before and are ready to learn how giving your managers access to BambooHR can save you and them time.

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This course is for you if you've already set up your Access Levels and are ready to start rolling them out. You'll learn to verify settings, create a roll out plan, and gather resources to train your team. You'll ensure that your sensitive information stays secure and that employees can access the data they need.

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It's time to tear up the red tape! Approvals in BambooHR help you streamline approval processes and get projects moving. This course will help you get up to speed on all of BambooHR's Approval goodness and how those Approvals can streamline your organization's workflows.

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This course covers the advanced functionality of Approvals in BambooHR, allowing you to create unique workflows based on an employee's Department, Division, or Location. This course is for you if, you already understand the basics of Approvals and want to learn how to set up Advanced Approval processes for various parts of your organization.

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Discover the power of Ask BambooHR, your AI-driven HR assistant. This course will show you how to provide your employees with quick answers to routine HR questions at their fingertips, freeing you up to focus on more strategic initiatives.

This course is for you if you are on the Core or Pro plan and you would like information about setting up and rolling out the Ask BambooHR feature in your account. Or you are on any other plan and you would like to see how Ask BambooHR works from the foundational level.

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We’re giving organizations with hourly employees a new reason to love BambooHR!

This course will give you an overview of our BambooHR^® Time Tracking add-on product available for your BambooHR account. 

In this course you will learn:

• What features are available in the Time Tracking add-on product.
• How to request a demo and purchase this product for your account.

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Follow along with these activities to set up Time Tracking in your BambooHR account. We’re excited to help you start using this time-saving feature! Be sure to complete this training to get all the benefits of this new add-on.

If you have any questions, please don't hesitate to check out the Help Center or contact the support team through the question mark (?) icon in your account.

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This course is designed to help users create custom access levels in BambooHR. An access level is a setting used to tell BambooHR which content each employee can view or edit. Assigning employees to access levels is an essential first step to ensure everyone can access and use the information they need in BambooHR. This course covers all types of access levels and shows you how to give your employees the access they need without risking any sensitive information.

Enroll here

Having consistent communication and keeping everyone on the same page can be a time-consuming task. Announcements help you handle this communication both efficiently and effectively. This course will show you the ins and outs of creating and sending out your own company announcements.

Enroll here

It's time to tear up the red tape! Approvals in BambooHR help you streamline approval processes and get projects moving. This course will help you get up to speed on all of BambooHR's Approval goodness and how those Approvals can streamline your organization's workflows.

Enroll here

Tracking benefits in BambooHR makes it easy for you to keep track of who is eligible for benefits based on their hire date, employment status, location, or any other applicable conditions.

This course will cover the basics of setting up benefits in your BambooHR account.

Enroll here

Collecting paper forms can feel like herding cats. One always goes missing, and by the time you have them all organized, they need updating. BambooHR electronic signature software makes the whole process digital, so gathering signatures is fast, organized, environmentally conscious, and painless for everyone involved. This course will help you get started in making your first electronic signature templates.

Enroll here

Communication is key to the success of any business. BambooHR notifications and custom email alerts are here to help take manual repetition out of your regular communications. This course will help you get your communication automated right from the start with BambooHR.

Enroll here

This course will cover what Employee Community is and the basics of setting up Employee Community in your BambooHR account.

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A great workplace is created by great people. Where do great people come from? From great recruiting practices! Learn how to set up BambooHR® Hiring, the native BambooHR Applicant Tracking System, so you can save time when messaging and managing job candidates and creating your job openings.

Enroll here

There's nothing quite like a great first impression. By using the Onboarding feature in BambooHR, you ensure that your new hires have a great first impression of your company and people every time. This course will help you understand the basics of onboarding, strategies for use, and how to build an efficient process yourself!

Enroll here

This course covers the basics, setup, and best practices of BambooHR Offboarding and shows you how to save time and effort in this process and create a positive and seamless experience for the former employee.

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Without analytics software, HR professionals spend an estimated average of seventeen hours per week creating reports. Seventeen hours! With BambooHR reporting, it only takes a few minutes and a few clicks to generate the insightful data you need in easy-to-read reports. This course will help you learn the ins and outs of reporting as you get your account running.

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Everyone loves vacations. BambooHR helps make the process of requesting and approving time off enjoyable for everyone involved. This module will help you learn how to set up Time Off in BambooHR, including printable and online references you can distribute to employees.

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This course is for you if you want to get started on setting up BambooHR Total Rewards. Before taking this course, we recommend taking Prepare Your Account for BambooHR Total Rewards to ensure your account is ready to turn on Total Rewards.

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Effective training is at the heart of every successful company. Training in BambooHR brings organization and automation to the way you track training, taking the repetitive and tedious tasks out of your routine. This course will cover the basics of setting up Training in your BambooHR account.

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Tracking benefits in BambooHR makes it easy for you to keep track of who is eligible for benefits based on their hire date, employment status, location, or any other applicable conditions.

This course will cover the basics of setting up benefits in your BambooHR account.

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This course teaches how to configure benefits and other related information in BambooHR so that it will sync automatically with BambooHR Payroll.

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Congratulations on adding Benefits Administration to your BambooHR account! This course will teach you what you need to know about this feature, such as what to check in your account before setting up Benefits Administration, how to set it up, how employees will enroll, and more.

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Creating the right benefit plans for your organization is hard - and it only gets more stressful when open enrollment comes around. BambooHR's Benefits Administration makes it easy for you and your employees. It automates the enrollment process, saves you hours of work, and it provides a clean, simple user interface for everyone involved.

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This course is for you if you have employees outside the United States and need direction setting up your BambooHR account to provide the best possible experience.

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This course will walk you through branding and configuring your BambooHR account to align with your company's needs. Learn how to set up your account to show you the most pertinent information from the get-go.

This course is for you if:

• You want to align your employees' BambooHR experience with your company brand.
• You want to optimize your BambooHR account to your unique needs.
• You want to become a BambooHR power user.

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Collecting paper forms can feel like herding cats. One always goes missing, and by the time you have them all organized, they need updating. BambooHR electronic signature software makes the whole process digital, so gathering signatures is fast, organized, environmentally conscious, and painless for everyone involved. This course will help you get started in making your first electronic signature templates.

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Learn how to use the Files and Documents features in your BambooHR account. Digitize your HR records and streamline your record-keeping process.

This course is for you if:

• You are making the switch from paper records to electronic records
• You want to share records quickly and easily across your organization

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This course guides BambooHR admins in optimizing BambooHR's Email Alerts for streamlined communication and automated reminders. Learn to set up alerts by custom dates, target specific employees, and unleash creativity for personalized use cases. Say goodbye to missed deadlines and hello to a proactive, efficient workflow.

This course is for you if:

• You've explored the Email Alerts feature and you are looking for additional functionality, and/or
• You need to set up alerts for situations unique to your company

Enroll here.

Communication is key to the success of any business. BambooHR notifications and custom email alerts are here to help take manual repetition out of your regular communications. This course will help you get your communication automated right from the start with BambooHR.

Enroll here

This course will cover what Employee Community is and the basics of setting up Employee Community in your BambooHR account.

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This course is for you if you are a Full Admin user implementing Employee Community at your company.

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It's hard to make decisions when you don't have enough data! This course will give you resources and the best principles to follow to encourage more of your employees to participate in Employee Satisfaction and Wellbeing surveys. Then, you'll have the data you need to make your company a great place to work. 

This course is for you if you have been using Employee Satisfaction and/or Employee Wellbeing and want to increase your survey participation rate.

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BambooHR^® Employee Satisfaction enables HR professionals and business leaders to keep their finger on the pulse of the employee mindset, harnessing the power of the employee Net Promoter Score to provide detailed reports on employee satisfaction and ways to improve workplace culture. And because eNPS surveys are completely anonymous, employees are free to offer honest feedback that can lead to real improvements.

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Engagement is the reward of a fully-realized employee experience, but it can be hard to help your employees get there. Employee Wellbeing in BambooHR helps you easily get a pulse on how your employees are doing throughout the year so you learn how to support them in becoming fully engaged at work. Come and learn about this tool that will take your workplace culture to a new level!

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This course gives you a high-level overview of Employee Satisfaction, Employee Wellbeing, and Performance Management.

Employee Satisfaction and Employee Wellbeing are included in Core and Pro packages. Performance Management is included in the Pro package. For more information about the Pro package, click here.

This course is for you if you want to learn how Employee Satisfaction, Employee Wellbeing, and Performance Management can help you with retention.

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This course is for you if you've already gathered some eNPS® survey data and are ready to put it into action. If you're brand new to Employee Satisfaction with eNPS, we recommend starting with this course: Beginner's Guide to Employee Satisfaction with eNPS®. 

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Discover the power of efficient hiring with our detailed video tutorial on BambooHR's applicant tracking system. This guide walks you through each critical step of the recruitment process, from creating job openings to managing candidate progression and extending offer letters.

This course is for you if you're involved in recruiting at your organization and want to leverage BambooHR to make that process more efficient.

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A great workplace comes from great people. Where do great people come from? From great recruiting practices!

Learn how to set up and use BambooHR® Hiring, the native BambooHR Applicant Tracking System, including messaging and managing candidates, creating job openings, and hiring on the go with the BambooHR® Hiring  app.

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This course will show you ways to improve your company's hiring process, especially in a competitive talent market. This is a tips and tricks course and does not cover BambooHR software but rather ways to improve companies' hiring practices.

Upon completion of this course, you will be able to:

1. Prioritize efficiency and minimize redundancy.
2. Get creative in searching for top talent in a competitive market.
3. Offer remote work to increase job satisfaction and desirability

Enroll here

A great workplace is created by great people. Where do great people come from? From great recruiting practices! Learn how to set up BambooHR® Hiring, the native BambooHR Applicant Tracking System, so you can save time when messaging and managing job candidates and creating your job openings.

Enroll here

This course will cover how to create a Job Opening in the ATS in your BambooHR account. This is for you if you would like to get started learning about and using the ATS feature in BambooHR.

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This course will cover how to create and send an Offer Letter to a new employee in the ATS in your BambooHR account. This is for you if you would like to learn how to easily send a new employee everything they need to accept a job offer.

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Developing custom API connections have its costs. However, BambooHR has the potential to connect to applications across your company's tech stack through its open API. These API connections can sync employee information and data across systems. In this course, you'll explore what an API is, generate API keys, and discover ways to integrate your company's tech stack.

This course is for you if you're unfamiliar with what an API is and are looking for ways to integrate BambooHR with other applications your organization uses.

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Unlock the potential that the BambooHR Mobile App can bring to your organization! This course will guide you to the convenient value the mobile app brings and how it can support your organization as a whole.

This course is for you if you want to know how the mobile app can save your precious time, or if you need help rolling the app out to your organization.

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Want to clean up your year-end reporting? In this course, you will learn a few simple processes in TRAXPayroll that will better help your year-end reporting to be clean and accurate and help you stay focused on great work!

This course includes the following:

• Correcting deductions
• Correcting YTD wages
• 'Imputed Income Group Term Life Insurance' to an employee's wages
• S Corporation 2% Shareholder tax type

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As we close one year and look forward to the next, there are a few essential things you need to do to ensure your BambooHR account is in tip-top shape! Taking a few moments to go through your account now will help you avoid unnecessary errors in your employee data and potentially hours of extra work and stress to clean up your account once we hit the new year.

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There's nothing quite like a great first impression. By using the Onboarding feature in BambooHR, you ensure that your new hires have a great first impression of your company and people every time. This course will help you understand the basics of onboarding, strategies for use, and how to build an efficient process yourself!

Enroll here

This course will cover how to create an Onboarding Task Template to aid in the onboarding process in your BambooHR account. This is for you if you would like to create a foundation for your onboarding to stand on.

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This course will cover how to create and send a new hire packet as part of the onboarding process in your BambooHR account. This is for you if you would like to get started learning about Onboarding in BambooHR.

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This course covers the basics, setup, and best practices of BambooHR Offboarding and shows you how to save time and effort in this process and create a positive and seamless experience for the former employee.

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Employee Offboarding is meant to track employee turnover and information gathered from exit interviews. You can track the overall turnover of your employees using several of our standard Headcount and Turnover reports. In this course, we review the available standard reports and show how they are a powerful tool in your arsenal of measuring employee turnover and discover ways to make exit interviews more useful and effective.

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There are a lot of moving parts when it comes to running payroll. This course will teach you which information fields on the Job Tab need to be filled out for Payroll to process without errors.

This course is for you if you are a BambooHR Payroll customer.

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Want to clean up your year-end reporting? In this course, you will learn a few simple processes in TRAXPayroll that will better help your year-end reporting to be clean and accurate and help you stay focused on great work!

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Walking through the Payroll Tab in BambooHR, with focus on each individual feature.

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This course will walk through what taxes Payroll users are liable for, how to apply for them, and how to enter them in BambooHR.

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This course will help you navigate the Pay Info tab, including paystubs, direct deposit, employee tax information, and extra pay.

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This course will help you prepare your BambooHR account for payroll, and learn the ins and outs of the BambooHR Payroll system.

"Welcome to Payroll Implementation with BambooHR! We have created this course to help you prepare your data in BambooHR, and learn the ins and outs of the system. We won't be going over how to run a payroll just yet—that will come later. This course can be done whenever works best for you—it just needs to be completed before your Approve Payroll call. It shouldn't take more than an hour to complete the entire thing. You can do it all at once, or spread it out over a few days. If you have any issues or questions, feel free to reach out to your implementation manager."

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This course is for you if you are a BambooHR Payroll customer looking to gain a more comprehensive understanding of your Quarterly Tax Package.

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This course is for you if you are a payroll administrator or HR professional using BambooHR Payroll, looking to learn what payroll reports are available within BambooHR, improve your skills using these reports, and how they can optimize your payroll processes.

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As a payroll client, 2-Step Login is required to ensure the utmost protection of your most sensitive data. This course will walk you through how to set up 2-Step Login.

This course is for you if you are using BambooHR Payroll and need help setting up 2-Step Login.

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This course teaches how to configure benefits and other related information in BambooHR so that it will sync automatically with BambooHR Payroll.

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This course is for you if you are looking to learn about Payroll access in BambooHR.

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Sometimes pay schedule changes need to be made. This video will teach you how to change an existing pay schedule, including what to do if employees have already been assigned to a specific pay schedule.

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This course will help you navigate the Pay Info tab, including paystubs, direct deposit, employee tax information, and extra pay.

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This course gives an overview of FUTA taxes and explains the process that TRAXPayroll customers can expect if they owe FUTA taxes.

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This is a video demo of BambooHR Performance Management, and is for you if you are interested in seeing what the BambooHR Performance Management system looks like. 

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Performance management is a complex process, and it’s about far more than determining who gets a raise or who should be let go. True performance management is about helping your employees grow and progress professionally and personally.

Review the ins and outs of Performance Management in this video course.

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BambooHR Performance Management gives you the tools to create a more meaningful performance review process for your employees. In this training, learn how to enable Performance Management in your account, run performance review cycles, introduce your employees to Performance Management, analyze and understand your performance reports.

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This course is for you if you want to get more out of the Feedback feature of Performance Management. This course delivers helpful resources that will train your managers to coach their team from good to great.

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This course will equip managers with the tools to enhance individual employee performance through assessments, feedback, and goal-setting. Learn to effectively manage your team's participation in Performance Management using status reports, and discover how BambooHR simplifies the process. By the end of the course, you'll understand the impact of performance management on company culture and employee engagement, and be ready to support your team's growth and success.

This course is for you if you are a people leader using BambooHR Performance Management product and would like to know how you should use Assessments, Feedback, and Goals to help manage the performance of your direct reports.

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This course is for you if you are looking to learn more about tracking multiple pay rates within BambooHR using Project Pay Rates. Managing different pay rates for various tasks or team members can be a complex and time-consuming process. BambooHR uses Project Pay Rates to streamline this task and ensure accurate and efficient tracking of pay rates.

This course will walk you through all the steps to get Project Pay Rates up and running in your BambooHR account.

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Without analytics software, HR professionals spend an estimated average of seventeen hours per week creating reports. Seventeen hours! With BambooHR reporting, it only takes a few minutes and a few clicks to generate the insightful data you need in easy-to-read reports. This course will help you learn the ins and outs of reporting as you get your account running.

Enroll here

It's time to get your data to have an impact! In this course, you'll use tools that help keep your employees' data clean and create Custom Reports from that data which will help you and your people do great work. Additionally, you will learn best practices and methods for sharing those reports with others in your organization.

This is for you if you're familiar with basic reporting functions in BambooHR, but are ready to enable your organization to gain more insights into Custom Reporting and best practices for sharing reports.

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In this course, you'll learn about six tools to help you keep your organization's HR data clean so your HR reporting can stay up to date and accurate.

This course is for you if you've noticed data inaccuracies across your account or missing information across your employees' profiles and are looking for the best way to address it.

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Having consistent communication and keeping everyone on the same page can be a time-consuming task. Announcements help you handle this communication both efficiently and effectively. This course will show you the ins and outs of creating and sending out your own company announcements.

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Learn about what BambooHR does to keep your data safe, and what you can do to help.

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BambooHR has a built-in data import tool that makes migrating data into BambooHR a breeze.

This course is for you if:

• You need to migrate data into BambooHR from an old HRIS, or from spreadsheets.
• You need to add a group of employees after acquiring another company.
• You need to hire large amounts of employees during seasonal changes.
• You need to populate newly added custom tables or fields for all your employees.

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During implementation, you learned a lot about BambooHR and how it can make your organization more strategic, but there is still so much to learn. Luckily, you don't have to figure it out all by yourself! We have teams of people and stockpiles of educational resources to help you along the way. Take this course to learn more about those resources and how you can best take advantage of them.

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Put yourself in the shoes of an HR admin, a manager, and an employee as they use everything BambooHR has to offer to stay connected, gain valuable insights, and get paid. This course provides an overview of how everything works together in BambooHR, giving you a holistic understanding of its capabilities.

This course is great for those who are new to BambooHR and looking for a general understanding of the system from different user perspectives.

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This course will review how to set up and use filters in your account. Let's get started!

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The purpose of this course is to provide you with awareness of how perpetrators may commit fraud in connection with your account at BambooHR. This course is broken into three topics: scams, fakes and forgeries, and imposters. Please note, this course is not intended to be all-inclusive. Should you have additional questions, we suggest that you consult with a fraud expert.

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Everyone loves vacations. BambooHR helps make the process of requesting and approving time off enjoyable for everyone involved. This module will help you learn how to set up Time Off in BambooHR, including printable and online references you can distribute to employees.

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Does your company observe certain holidays? Did you know you can set up company holidays in BambooHR? Setting them up in your account will help automate the time off process even more.  

This short course is for you if you want to learn how to set up and manage Company Holidays in your BambooHR account to streamline the time off process and ensure that employee time off requests are accurately tracked. You'll learn how to set up and maintain Company Holidays, making it easier for employees to manage their time off and for HR to stay on top of requests.

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This course will cover how to set up a Time Off Category in your BambooHR account.

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This course will cover how to set up a Time Off Policy in your BambooHR account.

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Welcome to setting up Time Off in your account! This course will cover the difference between a Time Off Category and a Time Off Policy in BambooHR.
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This course is for you if you want to get started on setting up BambooHR Total Rewards. Before taking this course, we recommend taking Prepare Your Account for BambooHR Total Rewards to ensure your account is ready to turn on Total Rewards.

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This course is for you if you want to try out  BambooHR Total Rewards, and need some guidance on getting your account ready. During this course you will add or verify all of the data that employees see on their Total Rewards statements, so everything is ready to go when you turn on Total Rewards.

We recommend that you don't complete this course in one sitting, because you may need time to set up and verify your data. The length of this course will depend on how much data needs to be updated.

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Effective training is at the heart of every successful company. Training in BambooHR brings organization and automation to the way you track training, taking the repetitive and tedious tasks out of your routine. This course will cover the basics of setting up Training in your BambooHR account.

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