ExpenseIn has launched a new integration with BambooHR, the HR platform used by enterprises to manage employee data across the full employee lifecycle, from hiring and onboarding through to reporting and performance management.
The integration is designed to solve common problems for finance teams. Specifically, when a new starter joins, someone changes department or an employee leaves, HR updates BambooHR but finance often have to make the same change again in their expense system.
“We hear a lot from finance teams about the time they spend keeping employee details up to date across different systems. This integration means they can use the information already held in BambooHR, rather than having to make the same changes again in ExpenseIn.”
The integration can bring key employee details from BambooHR into ExpenseIn, including:
Names, with preferred names used where they’ve been set
Work email addresses, which are required for the user sync
Employee numbers, which can be used as the ExpenseIn User Reference
Departments, where a matching Department Reference has already been set up in ExpenseIn
Reporting lines, which can be used to maintain ExpenseIn approval flows when approval hierarchy syncing is enabled
So rather than updating the same employee information in two places, finance can use the data already being maintained in BambooHR.
A new manager or department doesn’t just change an HR record. It can change where expenses sit and who needs to approve them.
BambooHR departments can be synced into ExpenseIn where there’s a matching Department Reference already set up.
Reporting lines can also feed into ExpenseIn approval flows if approval hierarchy syncing is switched on.
Active employees in BambooHR can be created or updated as ExpenseIn users, provided the information needed for the user sync is available.
If an employee’s Job Employment Status is set to Terminated in BambooHR, they can be marked as a leaver in ExpenseIn.
Employees marked as Inactive in BambooHR simply stop being included in the sync.
You can choose to restrict the sync to one BambooHR division at a time.
If you don’t specify a division, all Active employees are included in the sync, subject to the information needed to create or update the ExpenseIn user.
If something doesn’t sync correctly, ExpenseIn admins are notified of the affected record and the reason it failed, so they know what needs fixing.
If your team already keeps employee information up to date in BambooHR, there’s no need for finance to maintain all of that information separately.
The BambooHR integration helps keep ExpenseIn user records, departments, and approval flows aligned with the employee data you’re already managing in HR.
Want to see it in action? Book a demo and we’ll show you how BambooHR works with ExpenseIn.
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