The implementation process depends on a few things:

1. The number of customers ahead of you in the queue
2. How quickly you give us your data and what it looks like
3. Your availability for phone calls to answer questions

When you first log in, the Start Implementation button will appear on Home. Once you click Start Implementation and access your project plan, you will see the Continue Implementation button going forward.

Your project plan contains the following elements to help you get the most out of your implementation experience and keep you on track for completion.

1. Progress tracker: The implementation process usually takes four to six weeks. This countdown will help you keep an eye on your deadline and make sure you are on track.
2. Overview: This page outlines each step in the implementation process. Whenever you access your project plan, you will get to the last step you were on.
3. Schedule a call: Under the description of the step, you will see the option to schedule a call with your HR project manager. Clicking Schedule Your Call Now will pull up a calendar for you to select your desired date and time.
4. Implementation tasks: Within the step you are on, view and complete any tasks you need to take care of. Be sure to toggle on I have completed this task to keep track of what you still need to do.
5. Due dates: If your project manager has added a due date, you will see that on the individual step. You will also see an estimated completion time for most tasks.
6. Email: If you ever need to email your HR project manager, simply click Email Me.

If there is a task not marked as complete, the Full Admin user will receive an email notification at 7:00 AM (company time zone) the day the task is due. This email will remind them to complete past due and incomplete tasks. You can start working on tasks directly from the email by clicking Start. 

During the process, your HR project manager will teach you about specific features in BambooHR as you learn how to set up those features in your account to better prepare for success in BambooHR. You will learn more about this during your implementation process.

Employee information can be stored in many places: spreadsheets, paper files, other databases, etc. Usually, a great place to start is your payroll system.

You can add many of the custom fields and tables you need right in your BambooHR account. We will also be on the lookout for any custom fields that you might need. For example, if your first batch of data has information about your employees’ t-shirt sizes, we will create a t-shirt size field for you and import the corresponding data.

Our help section is full of video tutorials and help guides that will answer most of your questions. 

If you are not able to find an answer, you can always email your HR project manager. 

The best way is to have your data in the best format possible. The great news is that we have templates that help you with the process, which you will have easy access to through your tasks in your project plan. Please contact your HR project manager if you have any questions about those.

The implementation process usually takes four to six weeks. Also, it depends on how prepared you are for the phone calls for each phase of implementation and how fast we receive your data. At times, it is affected by the number of customers in the queue. However, this is rare. If you find that you are ready for the next call before it is scheduled, let us know. Usually, we can accommodate your request.

We work hard to get your information in the system as soon as possible. Most of the magic happens behind the scenes while we organize and format your data for importing. Before your data shows up in your account, it is scrubbed, organized, and formatted. Initially, you will log in to your BambooHR account, and it looks a bit empty. Before we import data, we want to ensure the absolute accuracy and completeness of your data. We learned a valuable lesson over the years, and that is to do it right the first time!

We have a great plan to get your employees using the system. It works best to add employees to the system right away. We have them verify their individual data and update their emergency contacts and dependents. As new information comes online, you can adjust their access settings to include new tabs and information. We make it easy for employees to get up and running with short one-minute videos that explain everything they need to know.

If you are interested in adding additional features to your BambooHR account, we are always happy to help you. Please contact your HR project manager for details and associated costs.