Advanced Analytics for BambooHR

Advanced Analytics for BambooHR

The Advanced Analytics connector for BambooHR enables seamless import of your HR data for in-depth analysis and insights into your workforce, supporting data-driven decision-making. This integration allows you to create comprehensive reports and dashboards to analyze employee details effectively, track performance, manage time-offs, and oversee employee benefits.

Setting up the Integration

A user with administrator privileges (Account admin and Org admin) can configure the integration.

Note:

  • The initial fetch might take a few minutes depending on the volume of the data to be imported. An email and an in-app notification will be sent, once the initial fetch is complete.
  • The setup process can sometimes fail for a variety of reasons. In this case we request you to access the Data source tab and click the retry link to import again. If the issue persists then write to support@zohoanalytics.com

Modules & Fields (What are the modules and fields in BambooHR that will be synchronized in Zoho Analytics Workspace?)

The below table lists the modules and fields that will be synced to Zoho Analytics.

Module Fields
Assets Asset Cost, Category, Currency Code, Date Loaned, Date Returned, Description, Employee ID, Notes, Serial Number
Bonus Comment, Cost, Currency Code, Date, Employee ID, Reason
Commission Comment, Cost, Currency Code, Date, Employee ID
Compensation Change Reason, Comments, Compensation Cost, Currency Code, Date, Employee ID, Overtime Rate, Overtime Rate - Currency Code, Overtime Status, Paid per, Pay Schedule, Pay type
Dependents Birth Date, City, Country, Employee ID, First Name, Gender, Home Phone, Last Name, Middle Name, Relationship, SSN, State, Street 1, Street 2, ZIP
Emergency Contacts City, Country, Email, Employee ID, Home Phone, Mobile Phone, Name, Primary, Relationship, State, Street 1, Street 2, Work Ext, Work Phone, ZIP Code
Employee Allergies, Birth Date, City, Country, Dietary Restrictions, Employee #, Employee ID, First Name, Gender, Home Phone, Instagram URL, Last Name, LinkedIn URL, Middle Name, Mobile Phone, Pinterest URL, Preferred Name, SSN, State, Status, Twitter Feed, Work Email, Zipcode
Employee Certifications Completion Date, Employee ID, Expiration Date, Notes, Number, Title
Employee Credit Cards Card #, Card Type, Currency Code, Employee ID, Expiration Month, Expiration Year, Limit
Employee Driver Licenses Classification, DMV Violations, Employee ID, Expiration, License #, State
Employee Education College/Institution, Degree, Employee ID, End Date, GPA, Major/Specialization, Start Date
Employee Equity # of Equity Granted, Cliff Months, Custom Grant Type Name, Employee ID, Grant Date, Grant Type, Strike Price, Strike Price - Currency code, Vesting Months, Vesting Schedule, Vesting Start Date
Employee Passports Employee ID, Expiry Date, Issued Date, Issuing Country, Passport Number
Employee Visas Date, Employee ID, Expiration, Issued, Issuing Country, Note, Visa
Employment Status Comments, Date, Eligible For Re-hire, Employee ID, Employment Status, Regrettable or Non-Regrettable, Termination Reason, Termination Type
Job Info Date, Department, Division, Employee ID, Job Title, Location, Reporting To
TimeOff Hours Date, Hours, Request ID
TimeOff Requests Employee ID, Employee Notes, End, Manager Notes, Name, Request ID, Start, Status, TimeOff Type ID, Total
TimeOff Types Time Off ID, Time Off Name, Units
Timesheet Approved, Approved At, Date, Employee ID, End, Hours, Log ID, Note, Project ID, Project Name, Start, Task ID, Task Name, Timezone, Type

Data Sync Frequency

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.

  • 1 Hour (Enterprise plan only)
  • 3 Hours (Standard plan and above)
  • 6 Hours (Standard plan and above)
  • 12 Hours (Standard plan and above)
  • Every day (Basic plan and above)

Handling Data Synchronization Failure

Data synchronization can fail,

  • If the data type of a field is changed in the BambooHR Application.
  • If the Modules and Field selected for analysis are deleted in the source application.
  • If the user who configured the integration no longer has permission to access the modules.

In any of the above mentioned cases, the data sync will be paused. You will be notified via email and in- app notification with the exact reason for failure along with the solution.

To resolve the sync failure, delete or restructure the views, or restore the specific modules and fields from the source application. Refer to Data Sync failure and solutions article for more details.

Once you have made the changes, click the Sync now option in the data source tab to resume data sync. If the issue persists, contact support@zohoanalytics.com

Managing Data Sources

The Data Sources tab provides essential information to monitor and manage the integration setup. It also allows you to edit the settings as needed. Users with administrator privileges will be able to view and modify the connection settings.


The Data Source Permalink helps you easily access the data source tab. Only the Organization Admin and Account Admin can make changes in the Data sources page, other users can know the synchronization details like whether the last data sync was successful or not, when the last data sync happened, when the next sync is scheduled to happen, etc. This link can also be pasted in dashboards so that everyone accessing the dashboard can know about the sync status.


Edit Setup

The Edit Setup tab allows you to add or delete modules or fields, change the schedule interval, and modify other settings specific to the business application.

To modify the settings, 

  1. Click Data Sources > Edit Setup.
  2. The Edit Setup - BambooHR dialog will open. Modify the settings as needed and click Save.

Re- Authenticate 

Re-authentication will be helpful when the API key or password is changed. In this case, the data sync will be paused, and the administrator who configure the connector setup must re-authenticate to resume the data sync.

To re-authenticate,
  1. Click Data Sources > Re-Authenticate.
  2. The Re-authenticate - BambooHR dialog will open. Click Authenticate BambooHR.

Sync History

The Sync History tab provides details about the data sync for the last 45 days. A successful data sync is marked in green, and a sync failure is marked in red.

To view the Sync history,

  1. Click Data sources > Sync History.
  2. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
  3. Click the date to view more details. 
    • Time - Displays the time when the data is synced.
    • Status - Shows whether the sync was a success or a failure.In case of failure, the reason will be displayed. Refer to this page to learn how to resolve the issue and avoid further failure.

Audit History

Zoho Analytics logs all the user activities and system events within the BambooHR workspace. The following actions that are logged in Zoho Analytics,

  • User Action: Create, Modules Added, Modules Removed, Fields Added, Fields Removed, Schedule Change and Entities Modified, Delete, Take Ownership, Re-authenticate, Sync Now, Retry.
  • System Action: Plan upgrade or downgrade.

To view the audit history,

  1. Click Data Sources > Audit History.
  2. A dialog with the activities for the last 180 days will open.

Remove Data Source

Zoho Analytics allows you to remove the integration if needed. Removing the integration will suspend further data synchronization. The data tables and the reports will be available.

Click the Settings icon in the Data Sources tab, and select Remove Data Source from the drop-down menu.


Data Modeling & Preparation

Zoho Analytics allows you to combine data from various sources such as Files, Feeds, Databases and Business Applications for an in-depth analysis. Query Tables allows you to combine data from different tables to create reports.

While blending data from other data sources, Zoho Analytics automatically identifies similar columns and provides suggestions for lookups. Refer to the Joining Tables article for more details.

Data Visualization/Analysis

Visualization 
 Types
Bar 
Stacked bar, Histogram, Horizontal bar
Stacked Bar 
Horizontal Stacked bar, 100% vertical and horizontal stacked bar
Area
Area with markers, Smooth Area, Smooth area with Markers
Line and Bar Combination chart
Bar with Line, Bar with Bubble, Bar with Scatter, Bar with Area, Area with Bubble, Line with Bubble and Custom Combination
Bubble Chart
Bubble Pie, Packed Bubble, Word Cloud
Stacked Area
Stacked area with markers, Smooth stacked area, Smooth stacked area with markers
Map
Heat Map, Map Scatter, Map Bubble, Map Pie, Map Bubble Pie, Map Filled, Geo Heat Map
Pie 
Pie, Ring, Semi Pie, Semi Ring
Tree map
Default View
Sankey Default View
Sunburst
Default View
Race Chart
Default View
Doughnut
Default View
Matrix View
Pivot table
Tabular
Summary and Tabular view
Dashboards and KPI widgets
Single Numeric Widget, Dial Chart Widget
Bullet, Chart Widget

Sharing and Collaboration 

Help & Support

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers.
United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: 044 - 69656060