Integrate BambooHR with Okta

  1. If you've already added the BambooHR app to Okta, go to step 2. If you haven't added it, add it now:

    1. In the Admin Console, go to ApplicationsApplications.

    2. Click Add Application.
    3. In the Search field, enter BambooHR, and then select BambooHR.
    4. Click Add.
    5. Complete the fields on the General Settings page, and then click Next.
    6. In the Sign On Methods section of the Sign-On Options pane, select a sign-on option. If you select SAML 2.0, click View Setup Instructions and follow the instructions.
    7. Click Done.

  2. In the Admin Console, click Applications and select BambooHR in the list of applications.

  3. Select the Provisioning tab, click Configure API Integration, then select Enable API integration.

  4. Click Authenticate with BambooHR and click Save when the successful verification message appears.

  5. Optional. Change the Okta to BambooHR provisioning settings:

    1. Select the Provisioning tab then select To App in the Settings list.
    2. Click Edit.
    3. Select Update User Attributes to enable the functionality.
    1. Click Save.
  6. Optional. Change the BambooHR to Okta provisioning settings:
    1. Select the Provisioning tab, and then select To Okta in the Settings list.
    2. Click Edit in the General, User Creation & Matching, Profile & Lifecycle Sourcing, or Import Safeguard areas to edit the settings.

      3. When you select Allow BambooHR to source Okta users in the Profile & Lifecycle Sourcing area, BambooHR is the source for user profile data.

    1. Click Save.
  1. Optional. Edit the integration settings:
    1. Select the Provisioning tab, and then select Integrations in the Settings list.
    2. Click Edit in the Integration area.

    3. In the Pre-Start Interval field, enter the interval, in days, that users with a hire date ahead of or within the interval are considered active and imported into Okta. For example, if you enter 7, users with a hire date later than one week ahead of the current date aren't imported.

    4. Select Timezone aware pre-hires to use a user's timezone or location for lifecycle management. If the checkbox isn't selected, Universal Time Coordinated (UTC) is used for lifecycle management.

    5. In the Preferred timezone list, select the timezone used in your BambooHR instance. This list is available only when Timezone aware pre-hires is selected.

  2. Optional. Assign users to the BambooHR app. See Assign applications to users.
  3. Optional. Add custom app attributes. See Add custom attributes to apps, directories, and identity providers.