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!

  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
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.

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.


Basics of BambooHR
  • 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 Tracking guides
  • 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

Home, Company Directory, and calendars
  • 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 

Onboarding and e-signature documentation
  • 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
  • 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

Email alerts
  • Customize Your Email Alerts
    • https://REPLACEME.bamboohr.com/home?pendo=K1_zW74SrXPcE6H9JwKGkaCYhrI 

Time off
  • 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

Training
  • Set Up and Record Your Trainings (Available in Advantage, Core, and Pro packages only)
    • https://REPLACEME.bamboohr.com/home?pendo=82nxsyQZGBBeU1DCG2VsDtdGWJU

Access levels and workflows
  • 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