Interactive Guides for Administrators and Managers

Purpose: The interactive links below allow individuals with expanded access (i.e., managers, administrators, etc.) to go through a real-time guide that teaches them how to engage with and utilize each feature in BambooHR.  

Table of Contents

Our interactive guides show you different aspects of your BambooHR experience. To get started, select a link from the list below and modify it to include your subdomain information. Your subdomain is the first part of your login URL. For example, if your login URL is companyabc.bamboohr.com, the subdomain you will use for the "REPLACEME" section of each link below would be companyabc.

Follow these steps, and you are all set!

  1. Log in to your BambooHR account.
  2. Copy and paste the original link into your browser.
  3. Change "REPLACEME" to your company's subdomain.
  4. Press the Enter key to activate the interactive guide.

You can also access interactive guides through the help icon in your BambooHR account. Click here to learn more.

Search for interactive guides in Step-by-Step Guides
Reports

When logged in to BambooHR, you can use the help icon in the top right corner to find interactive guides and help guides about specific features within the Step-by-Step Guides module.

Click on the icon, click Step-by-Step Guides, and search for the feature you want to learn more about. In the example above, I searched access, and the results showed interactive guides related to access levels. The list of guides will also populate based on what is relevant to the page that you are on. Once you click on an interactive guide, the system will direct you through each step of the process. Scroll through the list to find any help guides related to your search.

Basics of BambooHR
  • Add Your Logo and Brand Color
    • https://REPLACEME.bamboohr.com/home?pendo=jpkKCxCZeUbc7cmnIbcerAUdhVg&step=FZIJe0_N9PlSZRZpWqH73pubKmQ
  • Import Training
    • https://REPLACEME.bamboohr.com/home?pendo=FWDn8ek-kKM_OSFKO0hBAlk3WZg
  • Add a New Employee
    • https://REPLACEME.bamboohr.com/home?pendo=KmaHAwPVVfbv8c8-6R8GgPSr2mw&step=oM1YtsVil9zrBWb8t0no3neKZlE
  • Manage Your Employees' Information
    • https://REPLACEME.bamboohr.com/home?pendo=ZIJt_7mUEgZS6YFpQy-U6ruo2iM&step=z54aSgdAmVuLUqWOnlNSGxGIK-0
  • Settings in BambooHR
    • https://REPLACEME.bamboohr.com/home?pendo=8oL2iBV2xX5OAsPVCsTsI39gb0Y&step=swCht1oAy-3bVpDWDDvYUdIB3cQ
  • Set Up Divisions in Settings
    • https://REPLACEME.bamboohr.com/home?pendo=vczmtZDhrEzVbCbM6NsrBUZR2lU&step=ZVVbiePLyaiSGdygsQvV8w2tNwU
  • Set Up Locations in Settings
    • https://REPLACEME.bamboohr.com/home?pendo=bF1Z31z0MJKdZpjKSLpp-9b0FNE&step=brXlElDRSaL7d224dqO4cv23KYo
  • Set Up Job Titles in Settings
    • https://REPLACEME.bamboohr.com/home?pendo=KKRylSdlTuaPLLMaTz67QS-x70o&step=k3UiyaFTXNtmKw8b4j4u_LZKuI0
  • Set Up Departments in Settings
    • https://REPLACEME.bamboohr.com/home?pendo=iLwR9y48hiQtn6svzvxPUPVi_Ds&step=bClK7VmJRP_a8lmK_vUd-NH9mlQ
Benefits Tracking guides
  • Benefits 101: Adding Plans
    • https://REPLACEME.bamboohr.com/home?pendo=UOKFLgF5xzjYG6ghVQf8QzUFAx4&step=dUqDpwZfIu12ker5P0HLPGwzhI4
  • Benefits: Make Open Enrollment Easy
    • https://REPLACEME.bamboohr.com/home?pendo=clEEzmVrmMtWc9icK5zTP6HqF0Y&step=jRQquFIQGHOhzigive80MCs4bqA
  • Benefits: Employee Basics
    • https://REPLACEME.bamboohr.com/home?pendo=A_lX2jtCOkj_GSfA1L5Apo8-S1o&step=azxnCbU8nv_yX5jxSHrsyUYVWOM
  • Employee Access to Benefits
    • https://REPLACEME.bamboohr.com?pendo=Joxgc2Yw-qoH91y9Z46sWkmGTds&step=fJKXpl8gqhwuBIntMsDFbT2wWh4
  • Enable Benefits Administrator Access
    • https://REPLACEME.bamboohr.com/home?pendo=CeSQdPGXpaGSXQcyrftS139JKXg&step=-3ePCPe82EOIelYkBByACSwRLTI
Home, Company Directory, and calendars
  • Set Up Your Company Directory
    • https://REPLACEME.bamboohr.com/home?pendo=VFds2h6dg1_0f7qhPL-AAq3yS1M&step=sOoyY3ybiCeIBRBSQ42KgFQFST8
  • Sync BambooHR Calendars with Your Calendars
    • https://REPLACEME.bamboohr.com/home?pendo=07Cz6pkUnevopVrq2b8TUm_CBJk&step=zEf_uGK_JzpwCz7-MS-U2O6Iq5w
  • How to Create a Company Announcement
    • https://REPLACEME.bamboohr.com/home?pendo=BVEVR4W1UkZstUu9B82gA2NBGb8&step=IqQF3FGMV3ec_9UQ9gNOLtsnP3o
Onboarding and e-signature documentation
  • View Your Job Openings
    • https://REPLACEME.bamboohr.com/home?pendo=nVJ7H7q3Zn9DuATUs3BgU4DRWss&step=wNOvSgVo53Sqg2PoxnGCjcMlwso
  • How to Create an Offer Letter Template
    • https://REPLACEME.bamboohr.com/home?pendo=LMlJScbZC3Uuexjiz0cC5os1Uyc&step=-rehZlLnO2ZT7k52VIIjECyvWQg
  • How to Create a Signature Template
    • https://REPLACEME.bamboohr.com/home?pendo=0vXVYEYkTxB-VcxShRFGEchUIaE&step=QDa-LLY4jr08pmgyX81qzuWVxFY
  • How to Request an E-Signature
    • https://REPLACEME.bamboohr.com/home?pendo=_uOveQ428G4de7bkWHyHC5LOWlA&step=-_NypbvyXNqJtpPDtwzTBslvNcs
  • E-Signature Reporting
    • https://REPLACEME.bamboohr.com/home?pendo=Uc8Q52xVu5JniVD7vrVuGrvRDMg&step=YxZ5VLXK0AzvS9HzeCaWgQCB4P8
  • How to Create Onboarding Tasks
    • https://REPLACEME.bamboohr.com/home?pendo=hOV4YOS3Mi3ZZmsbKL99z8Jys9k&step=vszw3zZRi3ieFBcc7yAsL9jzFpo
  • Activating the Onboarding Process
    • https://REPLACEME.bamboohr.com/home?pendo=z6ylT7rXbMZd3irdUckbYGkLdWs&step=CzmeaGvlGBZGDGm4Opzhg2aMEso
  • How to Create a New Hire Packet Template
    • https://REPLACEME.bamboohr.com/home?pendo=xKG8cQ58-3-lTe8Km81xQHl2HXE&step=c_pBpbpRi2N_NzFh8yrOP5Bq0m4 
Reporting
  • Reporting 101: The Basics & Standard Reports
    • https://REPLACEME.bamboohr.com/home?pendo=ERFvHVJ9qP1XMbVTY-JQRU0EyUI&step=RQmRFnwjZTB4t52eA2mK_J7UFT8
  • Reporting 201: Creating Custom Reports
    • https://REPLACEME.bamboohr.com/home?pendo=4LJ0w6sSoL4Q89dwnUJTi8neJrM&step=8EhnYThZk7Gm7VU8KEQC-VdHfrA
Email alerts
  • Customize Your Email Alerts
    • https://REPLACEME.bamboohr.com/home?pendo=dECIBLA4w8jGNCKK3LJauepSA4s&step=_xYFdiJov99SzJuJ2KgYji8Qc1E
Time off
  • How to Create a Time Off Policy
    • https://REPLACEME.bamboohr.com/home?pendo=MotsLgWNMve4gC6wcVL0zhBRQ8E&step=BeiUEu2kEyoCmGmU49aZO-OyOVM
  • How to Assign a Time Off Policy
    • https://REPLACEME.bamboohr.com/home?pendo=mHeNnJqSeuPndZOR__d3NHhQ1ZY&step=AtfLUlktQS3j6ETrclLEZPaga_E
  • Import Time Off Data
    • https://REPLACEME.bamboohr.com/home?pendo=KBXIUHoTlUz1-sdGF2J9scSuO9E&step=zUax5kqQ0nhWtCcSeazBlz2sF3w
  • Add Company/Bank Holidays
    • https://REPLACEME.bamboohr.com/home?pendo=ANeBQwuwtroRc4zooKtiClGA_e8&step=cLzQHHomfMZbVQAaP_Z2QCrW9pk
  • Add Approved Time Off Requests
    • https://REPLACEME.bamboohr.com/home?pendo=P3WCsAf6pkNzse4N3RsBLOC_jj8&step=2lbYb967qJ1bN2V0VYmub8qA2hQ
Training
  • Set Up and Record Your Trainings
    • https://REPLACEME.bamboohr.com/home?pendo=Z8WsjucGhDRyGjBLrfYSyZYC5Zw&step=0-nl1JfgdGvydLdg4I5Fwfn1U0w
Access levels and Approval Workflows
  • Access Levels 101: Basic Employee Access
    • https://REPLACEME.bamboohr.com/home?pendo=hpXGj4Wm_GztmDEsyzsrLCru1ug&step=xJ8InNGRodEMkbnAKk2lQVyfTbk
  • Access Levels 201: Manager Access
    • https://REPLACEME.bamboohr.com/home?pendo=m3jLgIE4azzV-b4z7ThsnnE1e0A&step=cSibnVmNQzZI4Safzj87UGmSbX0
  • Access Levels 301: Custom Access Level
    • https://REPLACEME.bamboohr.com/home?pendo=xtc0yr25uNmYgF23Jjk442gODSs&step=2zAeiYJ9zyXB9fYEVzxJc78Rv4Y
  • Access Levels 401: Helping Employees Log In
    • https://REPLACEME.bamboohr.com/home?pendo=lS3_LaVvVRWG61V3Cs3vK5vAcD0&step=ezc4I4dK-V_XOHfNJfqIUxVvffY
  • Configure Your Approvals Workflows
    • https://REPLACEME.bamboohr.com/home?pendo=OrDt4aXb8vViCGgVQwG5T8z09fM&step=Q3N55lyAhpTF62Vq3C4X978YXw4
  • Approving Employee Requests
    • https://REPLACEME.bamboohr.com/home?pendo=Lp6P6KpjUBEyWLZL6YRM7Y7TM2A&step=POmYM3WqWbjRuuzAfUWZ2kmDv_k