BambooHR + ProcessPlan

BambooHR + ProcessPlan integrations

Start new processes in ProcessPlan for every new employee in BambooHR

This workflow springs into action when a new employee is added to BambooHR, helping you smoothly introduce them to your organization using the ProcessPlan app. By initiating a new process in ProcessPlan, it ensures a consistent onboarding experience every time. This automation not only saves you time but also enhances your HR efficiency.

When this happens...
New EmployeeTriggers when a new employee is created.
TriggerPolling
automatically do this!
Start a New ProcessStarts a new process instance and populates it's fields.
ActionWrite

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More things you can do with BambooHR and ProcessPlan

Discover other triggers and actions you can use with BambooHR and ProcessPlan

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
- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Assigned (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Completed (No Selection = Any Tasks)
- When This Task Response Is Used (No Selection = Any Response)
Trigger
Instant
Try It
- Process Template
  Required
- Triggers When This Tasks Notes Are Updated (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Task's Start Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template ID
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Complete
  Required
- Task Response
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
Action
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
- Process Template
  Required
- When This Field Is Updated
  Required
Trigger
Instant
Try It
- Process Template
  Required
Trigger
Instant
Try It
- Process Template
  Required
- When This Task Is Canceled (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Due Date Is Changed (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Template
  Required
- When This Tasks Becomes Past Due (No Selection = Any Tasks)
Trigger
Instant
Try It
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Cancel
  Required
- Process Instance
  Required
Action
Write
- Process Template ID
  Required
- Select the Task to Start
  Required
- Process Instance
  Required
Action
Write
- Process Template
  Required
Action
Search

About BambooHR

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

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About ProcessPlan

ProcessPlan is a business process management platform. Start processes, complete tasks, and update fields from your other apps.

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