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Integrating with BambooHR: A Step-by-Step Guide
Integrating with BambooHR: A Step-by-Step Guide
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Written by Usha Seshan
Updated over 4 months ago

This guide walks you through the steps to integrate BambooHR with Testlify, allowing you to streamline your recruitment process by syncing candidate information and assessment results between the two platforms.
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Step-by-Step Instructions

Step 1: Logging into Testlify

  1. Log into the Testlify Platform: Start by logging into your Testlify account.​

  2. Navigate to Settings: Once logged in, go to the settings menu.

  3. Access the Integration Tab: In the settings, click on the ‘Integration’ tab.

Step 2: BambooHR Integration Setup

  1. Select BambooHR Integration: Click on the BambooHR integration option within the Integration tab.
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  2. Enter API Key: You will be redirected to a new page where you need to enter your BambooHR API key.
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  3. Retrieve API Key from BambooHR:

    • Log into your BambooHR account.

    • Go to the ‘Profile’ section.

    • Navigate to ‘API Key’ under the ‘Profile’.

    • Click on ‘Create New Key’.

    • Copy the newly generated key.
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  4. Save the API Key in Testlify: Return to Testlify and paste the copied API key into the designated field. Enter the password and domain name.
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Step 3: Verifying Integration

  1. Confirmation: After saving, you will see a confirmation message indicating that BambooHR is now connected to your Testlify workspace.
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  2. Refresh Page: Go back to the Testlify dashboard and refresh the page to verify the integration status.
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Step 4: Assessment Level Integration

  1. Create a New Assessment: Follow the steps to add the necessary details for the assessment.

  2. Link Integration:

    • In the assessment settings, go to the ‘Integration’ tab.

    • Click on the link to connect the integration.

    • Select ‘BambooHR’ from the ATS drop-down menu.

    • Select the job profile from BambooHR (e.g., QA Engineer) in the job profile drop-down menu.
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  3. Set Stages:

    • Set the invitation stage (e.g., 'Interviewed’).

    • Set the completion stage (e.g., ‘Reviewed’).

    • Click on ‘Link’ to complete the integration at the assessment level.
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  4. Save Settings: Click ‘Save’ to finalize the integration settings for the assessment.

Step 5: Managing Candidates in BambooHR

  1. Click on the Hiring Tab: Go to the ‘Jobs’ section in your BambooHR account.
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  2. Search for the Job Role: (e.g., QA Engineer).
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  3. Add Candidate: Add new candidates to the job role.

  4. Move the Candidate: Move the candidate to the ‘Interviewed’ stage to trigger an invite.
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Step 6: Running Cron Job

  1. Cron Job Execution: The cron job will execute every 5 minutes.

  2. Candidate Invite: The candidate will receive the invite within 5 minutes.

Step 7: Viewing Results

  1. Complete the Assessment: Candidates complete the assessment on the Testlify platform.

  2. Check Scores in BambooHR:

    • Go to the ‘Reviewed’ stage in BambooHR.

    • Refresh the page to see the candidate’s score in the notes section.

    • Click on ‘Report Video’ to download a PDF of the assessment results.
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