1. Setup Data Alignment (Before You Start)
To ensure a smooth integration:
Align time-off policies in BambooHR and RemotePass (e.g., vacation, sick, parental leave).
Match accrual rules, carryover settings, and public holiday calendars in both systems.
Decide which contract types (EOR, DE, Fixed, PAYG, Milestone) should be included in the sync.
Generate BambooHR API Key - follow the steps in the guideline.
2. Setup BambooHR Connection
Log into RemotePass with integration management permissions.
Go to Settings → Integrations, then select BambooHR.
Paste your BambooHR API key and subdomain and click Continue.
3. Configure Time-off Sync
Map BambooHR time-off categories to RemotePass time-off policy types.
Select which contract types to include in the time-off sync.
Click Save & Test Connection to verify data flow.
4. The First Sync
After setup, the sync will automatically start.
RemotePass will import all upcoming approved time-off requests for available workers.
This one-time sync brings systems into alignment without affecting historical data.
Frequently Asked Questions
Q: Do I need to align all leave policies before enabling the sync?
A: Yes. To avoid errors, ensure your leave policies, accrual rules, carryovers, and public holiday calendars match between BambooHR and RemotePass before starting the integration.
Q: Can I sync only certain leave types (e.g., Vacation but not Sick Leave)?
A: Yes. During setup, you can map only the leave types you want to sync from BambooHR to RemotePass.
Q: Can I include only certain employees in the sync?
A: Yes. You can enable sync based on contract type (EOR, DE, Fixed, PAYG, Milestone) so only specific employees are included.
Q: What if I disable the integration?
A: Turning off the time-off sync stops future updates, but does not remove past synced entries. Fully disconnecting BambooHR halts all integration features.
Q: What if a worker edits or cancels the time-off request on BambooHR?
A: It would be automatically updated to RemotePass as edited or canceled.
Q: I cannot see one of the workers on the workers list. What should I do?
A: This may be due to 3 reasons. Please check:
If the email addresses on both platforms match or not. Go to Workers List on time-off module and select sync status "Discarded" to search the worker.
Check if the worker has finished the onboarding and contract status is ongoing.
Check if the worker's contract type is enabled for time-off sync.
(Module Settings > Manage Worker Types to Sync)