BambooHR + Microsoft Excel

BambooHR + Microsoft Excel integrations

Create spreadsheets in Microsoft Excel for new employees started in BambooHR

Streamline your onboarding process and keep track of each new hire with this efficient workflow. When a new employee starts, data from BambooHR is instantly utilized to create a comprehensive spreadsheet in Microsoft Excel. This seamless integration ensures you always have up-to-date information at your fingertips, making it easier to monitor progress and quickly address any issues.

When this happens...
New Employee StartedTriggers on a new employee's start date.
TriggerPolling
automatically do this!
Create WorkbookCreates a new workbook
ActionWrite

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More things you can do with BambooHR and Microsoft Excel

Discover other triggers and actions you can use with BambooHR and Microsoft Excel

New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
Try It
- Report_number
  Required
- Field
Trigger
Polling
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Polling
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Employee ID
  Required
- Date
  Required
- Start Time
  Required
- End Time
  Required
- Note
- Project ID
- Task ID
Action
Write

- Start Date
- End Date
- Include
Action
Write
- Employee
  Required
- SupervisorEmail
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Search or write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Trigger Column
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- Apply To
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- New Name
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Row ID
  Required
- No_match_copy
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
Try It
New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Request
  Required
- Status
  Required
- Note
Action
Write
- File Name
- Employee
  Required
- Share This File with Employee
  Required
- File
  Required
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
Trigger
Polling
Try It
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Table
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Column Index
  Required
- Apply To
- Header Preservation
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Title
  Required
- Column Headers
- Zap_step_id
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Row
  Required
Action
Write
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet
  Required
- Lookup Column
  Required
- Lookup Value
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
- Range
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet ID
  Required
Action
Search
- Plan Restrictions
- Storage_source
- Folder
- Workbook
  Required
- Worksheet Name
  Required
- Column Headers
Action
Search or write

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Learn moreLearn moreHelpHelp

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About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Learn moreLearn moreHelpHelp

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Create new rows in Microsoft Excel for new times off in BambooHR