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.
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!
- Log in to your BambooHR account.
- Copy and paste the original link into your browser.
- Change "REPLACEME" to your company's subdomain.
- 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.
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.
Click on the icon and search for the feature you want to learn more about. In the example above, I searched access levels, and the results showed interactive guides related to access levels. 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.
- Add Your Logo and Brand Color (Available in Advantage, Core, and Pro packages only)
- https://REPLACEME.bamboohr.com/home?pendo=6DM3urTipUaaER_qydH0JGj7boU
- Import Training
- https://REPLACEME.bamboohr.com/home?pendo=FWDn8ek-kKM_OSFKO0hBAlk3WZg
- Add a New Employee
- https://REPLACEME.bamboohr.com/home?pendo=hVICQMQDaip8SuPYDgWjNOm2V04
- Manage Your Employees' Information
- https://REPLACEME.bamboohr.com/home?pendo=ZobQj1ChPZ8Quvu9FqiA0U6SiaU
- Benefits 101: Adding Plans
- https://REPLACEME.bamboohr.com/home?pendo=6tUgG8lrkM0T9lu6RLVRmh6rznY
- Benefits: Make Open Enrollment Easy
- https://REPLACEME.bamboohr.com/home?pendo=6VMZcLxQb3sCXlvyXL1u0uGCwHg
- Benefits: Employee Basics
- https://REPLACEME.bamboohr.com/home?pendo=FN-CIUcyquV-czHPMYDjOVCb-dc
- Set Up Your Company Directory
- https://REPLACEME.bamboohr.com/home?pendo=EvqCnhQ1ZcLF5mPkr4H6qIlhGhM
- Sync BambooHR Calendars with Your Calendars
- https://REPLACEME.bamboohr.com/home?pendo=lDI64T0bAohtBgO1tTIcAoOEejw
- How to Create a Company Announcement
- https://REPLACEME.bamboohr.com/home?pendo=ojiV5vdolXJoTImgWEewmxDr5uM
- View Your Job Openings
- https://REPLACEME.bamboohr.com/home?pendo=DYSgImpIGUlf10hut5x5B-vciIw
- How to Create an Offer Letter Template
- https://REPLACEME.bamboohr.com/home?pendo=ZLJNusd5lnFHsbnXWtZqNdeL6Bs
- How to Create a Signature Template
- https://REPLACEME.bamboohr.com/home?pendo=4fht0ui-8aB1aKAyI-pzHsvUNCQ
- How to Request an E-Signature
- https://REPLACEME.bamboohr.com/home?pendo=XEGG7eSMpSe2-xX2HTShUA8Ffxc
- E-Signature Reporting
- https://REPLACEME.bamboohr.com/home?pendo=l3hxsLpX_Kq96EAsDZ1uE72ccv8
- How to Create Onboarding Tasks
- https://REPLACEME.bamboohr.com/home?pendo=3-D5YPYdakk3DMlFIOVuBjxKuFs
- Activating the Onboarding Process
- https://REPLACEME.bamboohr.com/home?pendo=V6jlk4OY6jJMaTTua2-QKhVI5Pk
- How to Create a New Hire Packet Template
- https://REPLACEME.bamboohr.com/home?pendo=PK5737R5tuZsvI88DUr0_h14ljU
- Reporting 101: The Basics & Standard Reports
- https://REPLACEME.bamboohr.com/home?pendo=lEdYzbai28JMAz-18kea5d0-A4o
- Reporting 201: Creating Custom Reports (Advantage, Core, and Pro packages only)
- https://REPLACEME.bamboohr.com/home?pendo=A3n-Vc4qiWS7pnZOU_rMnJ3CL5k
- Customize Your Email Alerts
- https://REPLACEME.bamboohr.com/home?pendo=K1_zW74SrXPcE6H9JwKGkaCYhrI
- How to Create a Time Off Policy
- https://REPLACEME.bamboohr.com/home?pendo=jEd6_tw2nSwH4TUUIGI7T2DURWU
- How to Assign a Time Off Policy
- https://REPLACEME.bamboohr.com/home?pendo=7prxhU3V9bm9d3wpY7zHihvkfqE
- Import Time Off Data
- https://REPLACEME.bamboohr.com/home?pendo=j_gqe-tX8O4s_5NgPRvQdch2qmw
- Configure Your Approvals Workflows
- https://REPLACEME.bamboohr.com/home?pendo=YNoLh2J8dAI9xYV8sxFFZeYdXME
- Add Company/Bank Holidays
- https://REPLACEME.bamboohr.com/home?pendo=oIGOhkm-TipN8l65oYF72Obai-k
- Set Up and Record Your Trainings (Available in Advantage, Core, and Pro packages only)
- https://REPLACEME.bamboohr.com/home?pendo=82nxsyQZGBBeU1DCG2VsDtdGWJU
- Access Levels 101: Basic Employee Access
- https://REPLACEME.bamboohr.com/home?pendo=QGe9sswI0dKNFpeHT7IElvjjw9U
- Access Levels 201: Manager Access
- https://REPLACEME.bamboohr.com/home?pendo=mwKcaaINO-hd7qKgxlTRsQyWSms
- Access Levels 301: Custom Access Level (Advantage, Core, and Pro packages only)
- https://REPLACEME.bamboohr.com/home?pendo=KH2cUOzkGMnD570c2XXwTA8mhxQ
- Access Levels 401: Helping Employees Log In
- https://REPLACEME.bamboohr.com/home?pendo=w4iG2q6S0qqvF4GsaUiG15DN3Ls
- Configure Your Approvals Workflows
- https://REPLACEME.bamboohr.com/home?pendo=YNoLh2J8dAI9xYV8sxFFZeYdXME
- Approving Employee Requests
- https://REPLACEME.bamboohr.com/home?pendo=ZTtoSlDPmALnatUaMrsFFiqvbMI