BambooHR Packages FAQ

Purpose: To help you understand the packages that BambooHR offers and how to tell which package you have.

We offer two packaging options: Core and Pro. If you have the Essentials or Advantage package and are interested in learning more about our new packaging options, click here.

You also have the option to upgrade your package right in your BambooHR account.


What are the packages?

To meet the needs of our customer environments, BambooHR offers two packaging options: Core and Pro. You can choose the package that best fits your company's business needs.

  1. Core: The Core package is for customers needing to lay an HR foundation for the future. Their HR information is everywhere. It is on paper, stuffed into filing cabinets, spread across spreadsheets, entered in multiple systems, and some of it may be in their head. With HR data being everywhere, it becomes difficult for them to respond to company needs because the data is inaccessible. They spend so much time trying to keep track of everything and cannot imagine doing anything more.
  2. Pro: The Pro package is for customers needing to increase the impact they provide at their companies. They spend too much time on operational activities and cannot get to the strategic and high-impact activities they know their organizations need to be successful. They are looking for ways to do things better and more but do not know how to do it without help. With help, they can escape the characterization of being purely operational.

What are the features included in each package?

For the most up-to-date information on features, please review the Compare Plans and Features section  on our BambooHR website.

How does the legacy packaging compare?
HR Data
Feature Essentials Advantage Core Pro
Standard Access Levels X X X X
Custom Access Levels X X X
Ask BambooHR® X X
Benefits Tracking X X X X
Company Announcements X X X
Company Branding X X X
Company Links X X X X
Custom Tabs & Fields X X X
Document Storage X X X X
Standard Email Alerts X X X X
Custom Email Alerts X X X
Employee Directory & Org Chart X X X X
Employee Profile X X X X
Employee Records X X X X
Mobile App X X X X
Notification Center X X X X
Time Off Calendar X X X X
Time Off Management X X X X
Training Tracking X X X
Workflows & Approvals X X X X
Reporting
Feature Essentials Advantage Core  Pro
ACA Reporting X X X X
Audit Trail   X X X
Custom Reporting   X X X
Standard Reporting X X X X
Hiring
Feature Essentials Advantage Core  Pro
Applicant Tracking System (ATS)   X X X
Automated Disqualifying Questions     X X
Automated Emails     X X
Candidate Keyword Search   X X X
Candidate Record   X X X
Email & Offer Letter Templates   X X X
Hiring Mobile App   X X X
Job Boards   X X X
Job Openings   25 5 25
Job Pipelines     X X
Talent Pools   X X X
Onboarding
Feature Essentials Advantage Core Pro
Electronic Signatures X X X
New Hire Packet X X X
Onboarding Tasks X X X
Offboarding Tasks X X X
Welcome Emails X X X
Employee Experience
Feature Essentials Advantage Core Pro
Employee Satisfaction with eNPS X X X
Employee Wellbeing Survey X X X
Total Rewards Statement X X
AI-Powered Topic Summaries X X
Equity Projections X X
Heatmap Analysis X X X
Keyword Analysis X X X
Research-Validated Question Bank X X X
Performance Management

Please note that Pro packages now include BambooHR® Performance Management. We no longer offer it as an add-on for current customers subscribed to the Essentials or Advantage packages.

Feature Essentials Advantage Core Pro
360 Feedback X
Assessment Templates X
Custom Questions X
Custom Review Cycles X
Double-Blind Assessments X
File Upload X
Goal & Sub-Goal Tracking X
Impromptu Assessments X
Mobile Assessments X
Multiple Review Cycles X
Peer Feedback X
Pre-Built Reporting X
Segment by Employee Type X
Employee Community
Feature Essentials Advantage Core Pro
Community Feed Widget X
Company Events X
Customizable Groups X
Email Notifications X
Employee Polls X
Event Calendar X
Post Analytics Dashboard X
Post Attachments X
Post Read Confirmations X
Post Scheduling X
Slack Integration X
Integration Marketplace
Feature Essentials Advantage Core Pro
BambooHR Marketplace X X X
BambooHR Open API X X X
Customer Support
Option Essentials Advantage Core  Pro
Chat Support X X X X
Email Support X X X X
Telephone Support X X X X
Success Webinar Library X X X X

Why does BambooHR offer multiple packages?

We introduced multiple packages to be more flexible in matching the unique benefits of BambooHR with the needs of our customers. With a single package option, some customers paid for features they did not need or use, which caused customers who wanted to stay with BambooHR to leave due to pricing. Customers now have more flexibility in choosing the right package, add-ons, and services for their needs.


How do I determine which package I have?

To discover your package details, go to Settings > Account > Account Info.

Clicking on your package under "My Subscription" will pull up a modal showing how long you have been using the package, how many active users you have (or how many out of your intended employee count if you have not met that number yet), and link to more information about your package. If you are on the Pro package, you will also see a link to the setup guides.


How do I upgrade my package?

If you are interested in upgrading your package, in some instances you will be able to do this on your own in BambooHR. There are some criteria around who can use our self-serve upgrade option:

You can use the self-serve upgrade option if you are an account owner upgrading from...

  1. Core to Pro.
  2. Advantage to Pro.
  3. Essentials to Core or Pro.

You will not be able to use the self-serve upgrade option if...

  1. you are in a grace period (have a past due invoice), until that is paid.
  2. you are using wire transfer or check as your primary payment method.
  3. you have the Payroll, Ben Admin, or Time Tracking add-ons on your account.
  4. you are currently in Implementation.
  5. you want to upgrade to Core, and have Essentials with the Performance Management add-on on your account. In this case however, you WOULD be able to upgrade to Pro as you will not lose Performance Management in the process.

If you meet the criteria, you can access the self-serve upgrade option through Account Info in Settings. You can click on Learn More under "Available Upgrades," or click Manage Subscription.

From the Mangage Subscription page, click Upgrade to [Package Name].

Account Info

This will pull up a page where you can start a package upgrade, schedule a demo, or view a plan comparison.

Clicking Start Upgrade will pull up your new estimated total for your next invoice. This total will include a prorated amount* for the new package for the number of days you have left in the current billing period. You can click View Estimate or View Details to get more details on the price (see below).

*If you prepay annually, you will see a slightly different view as the amount will be coming out of your prepaid total. If you have insufficient funds, you will not be able to proceed with the upgrade. If this is the case, you can reach out to our Billing team to add the needed funds.

Clicking View Estimate will pull up a page with your new estimated monthly pricing for the new package. You can print or save this estimate if needed.

Clicking View Details will pull up a page where you can see the breakdown of the prorated amounts for the old package and your new package.

Clicking Start Using [Package Name] Now* will apply the upgrade immediately, and you will see a celebratory confirmation modal with a link to your setup guide. 

*Please note you will need to click the box accepting the terms before you can proceed with the upgrade.

If you still need either Payroll or Ben Admin to qualify for the bundle discount, you will see an option to request information about the add-ons, and our Expansion team will reach out shortly.

Once you have upgraded, you and your Account Payable Contacts will receive a confirmation email.

If you are interested in upgrading your package but do not meet the criteria to use the self-serve option, you can request a personalized demo with our team at BambooHR. To do this, navigate to Settings > Account > Account Info. On this page, select Manage Subscription and then the upgrade option.

A short video will appear and walk you through an overview of the selected package. Just below the video, click Schedule a Demo. Clicking on this link will automatically send a request to our team, and we will reach out to you shortly.


What is dynamic billing?

Our billing system for customers is dynamic, which means the system automatically adjusts billing each month based on the customer’s active employee count. Dynamic billing begins once implementation is marked complete or when an active customer headcount meets 100% of the stated headcount (whichever comes first).