Reconciling BambooHR

After this article...

You'll understand how to reconcile the accounts in your BambooHR tenant with the BambooHR accounts that you see in Lumos after connecting the integration. See📄 Connecting BambooHR

What do the BambooHR accounts in Lumos represent?

They represent BambooHR user accounts, not employee records.

This means that, when you look at the list of BambooHR accounts in Lumos, you may see that employees without a user account (active or suspended) don't appear, even if there is an employee record.

Reconciling Lumos Account Status

For the Account Status column, Lumos looks to the BambooHR User Status.

Reconciling Lumos Employment Status

If you're using BambooHR as your User Source (see📄 Source of Truth), Lumos will set the Employment Status value from BambooHR using the following logic:

• If a user exists in BambooHR, we'll get the employee ID for them and find their employee record.

• If an employee record exists, we use the BambooHR employee record "status"

• If an employee record does not exist, we use the BambooHR user "status"