Creating workflows for BambooHR users (Basic Auth)

Create a workflow to gain visibility of the status of BambooHR user accounts.

Before you start

Before you create workflows, you need to have added your BambooHR credentials to Oomnitza. 

To save time manually entering your subdomain each time you create a workflow, you can also set the BambooHR subdomain as a global variable.

Creating workflows

Important
The "users" fetched in this workflow are BambooHR users, some of whom may not be linked to an employee record and listed in the Company Directory. The request uses the BambooHR Get Users API. 

1. Click Configuration > Workflows 
2. Click Add .
3. Use search to find and select the Users object.
4. Edit the Begin Block and add rules to trigger the workflow. For example, if you set the Actions to Schedule and add a rule so that the Email Equals <EmployeeEmail> you can trigger a workflow to fetch a user matching a certain name on a specific date. Refer to Using the Begin block. 
5. Drag and drop the API block onto the Sandbox.
6. Click Edit on the API block and enter Bamboo in the search field. 
7. Select the BambooHR Get Users Account Status preset.
8. Enter the credentials you created in Adding your BambooHR credentials to Oomnitza.
9. Your Subdomain is derived from the global variable you created in Adding BambooHR global variables.
10. Select Advanced Mode and go to the Response tab. The Response field contains a Jinja2 statement to fetch the users' status. From the Oomnitza field dropdown, select a field you want to map the response to, such as Status or User Status.
11. Connect the Blocks. 
12. Save, validate, and activate your workflow.

Result 
The workflow updates the user record defined in the Begin block trigger with the correct status, such as "enabled" or "disabled".

Reference articles for workflows

• Mapping positive and negative responses
• Troubleshooting workflows 
• Using the API block

For further information, refer to the BambooHR API Documentation: Get a List of Users.

Create SaaS user workflows

Important
When you add the BambooHR user integration, user role information is automatically retrieved when Oomnitza syncs with BambooHR. You can also enable the Deactivate feature to deactivate users. When you enable the Deactivate feature, the following actions are completed when the integration runs:
If a user record is missing from the data source - the vendor application - or if the record is marked as inactive in the data source, the user record is deactivated in Oomnitza.
If a user record was deactivated and is now available in the data source, for example, the user logs into the SaaS application, the user record becomes active in Oomnitza.  

You can create a SaaS User workflow in Oomnitza using the BambooHR User Role preset.  This preset assigns the licensed role "Licensed User" to a user if their Status is equal to "Active". 

The request uses the BambooHR Get Employee API. 

Prerequisites

Before you create a SaaS user workflow, you should have already run your extended user integration and selected User plus SaaS User to populate the software entry in the Software > SaaS menu.

To create a SaaS User workflow using the BambooHR User Role preset, complete the following steps:

1. Click Configuration > Workflows > SaaS Users from the menu.
2. Click Add (+). The Begin and End blocks are automatically added to the sandbox.
3. Enter the name and a description of the workflow. 
4. Edit the Begin block by adding the rules that will trigger the workflow. For further information see SaaS User Roles.
5. Click the Blocks tab, and drag and drop the SaaS User Role retrieval block onto the canvas.
6. Click the Edit icon.
7. Enter BambooHR in the search field and choose the BambooHR SaaS User Role preset.
8. Click the right arrow >.
9. Enter your Credentials.
10. Your Subdomain is derived from the global variable you created in Adding BambooHR global variables.
11. Select the Deactivate User checkbox to deactivate the SaaS user in SaaS > BambooHR  > Users if they are flagged as "Inactive" or not found in BambooHR.
12. Click SAVE.
13. Connect the blocks.
14. Save, validate, and activate your workflow.

To view active BambooHR users in the SaaS Users UI:

1. Click Software from the menu.
2. Select the SaaS tab, and select your software entry for BambooHR.
3. Click Users in the side pane.
4. The Role column will be populated with the user details to confirm that this user has been found in your BambooHR SaaS.