How To

Create Integrations from BambooHR to Okta Directory with Hire2Retire

Use Cases

Bamboo HR is a one-stop shop for small to mid-sized companies, with over 33,000 customers in 55 industries. It is intuitive, with pre-built templates to choose from and well-designed workflows. This HR system’s ease of use, features, and tools set apart. It helps you manage things like onboarding, employee performance tracking, payroll, and even the satisfaction and well-being of your employees.

However, organizations often put their sensitive HR data at risk by not linking it to their active directory. According to data, 70% of companies have now turned to cloud-based compliance solutions. With several remote and hybrid workers, it’s essential to ensure compliance and security needs are met. We will explore more on why linking BambooHR to Okta Directory is crucial and ways to make this integration happen.

Why Link BambooHR to Okta Directory?

BambooHR has all the information on employee records, their start date, their role, and what manager they report to. By linking this HR system with Okta Directory, you can now make your HR system the single source of truth. Avoiding issues of data silos. It helps you manage the automatic provisioning and deprovisioning of accounts by linking accounts whenever a new employee is hired or terminated. It will also help you protect sensitive HR data like employee social security and banking information.

You can manage all your employee lifecycle stages by linking all this information to your Okta Directory.

Need for a Third-Party Solution for this Integration

Organizations go for a third-party solution when they want to save time and utilize creating this connection for better results, also making it accessible for their team, saving time and effort. If you are contemplating whether or not you should opt for this prepackaged solution, if your answer to all the points below is yes, then you can consider going for it.

When you are growing as a company.

When you want to implement this integration faster.

When you want to update compliance and audit logs.

When you would like to have maintenance and live support.

Once you have a clear idea of your requirements from the platform and have evaluated what measures your organization needs to take. You are just steps away from starting this integration process.

How Hire2Retire Integrates the BambooHR to Okta Directory?

BambooHR to Okta Directory Integration helps organizations automatically create, update, or deactivate Okta user accounts when changes happen in BambooHR (e.g., new hire, role change, termination). Ensures deactivated employees lose access in real time ensuring security.

Steps to Connect Oracle HCM to Okta Directory

Connect your BambooHR and Okta Directory to Hire2Retire.

Define BambooHR employee attributes and map them to Okta Directory employee attributes.

Set group membership rules for role-based access control (RBAC).

Add IT service desks and third-party applications to your Hire2Retire integration.

Create custom email templates for automated lifecycle communication.

You can ensure this and a lot more by using RoboMQ’s Hire2Retire, It provides you an easy interface to execute this integration along with giving you the ability to set and standardize workflows on your requirements like setting different attributes for multiple domains, setting up email forwarding and sharing in case of terminations or leave further making sure all the security and compliance needs are met. Have a look at how Hire2Retire can implement this integration for you by clicking on the CTA below

Why Choose Hire2Retire?

Hire2retire is being used by more than 140 companies actively to implement their workflows and is appreciated for its great customer service experience. This prepackaged integration solution not only expedites creating workflow specific to your industry needs but also makes it easy for you to manage these workflows with its intuitive no-code UX environment. If you want to learn how to benefit from a workflow solution specifically catered to your organization, click on the cta below and talk to one of our experts.

Ashita Modi

Ashita Modi is a Marketing Specialist at RoboMQ with over five years of professional experience. Her expertise lies in content strategy, with a focus on creating user-oriented content. Ashita holds a degree from UCLA Extension, where she pursued a specialized content design and UX research program. She effectively integrates these skills to communicate information compellingly.