Can members with an access level of "No Access" in BambooHR be imported into Reward Manager?
No, BambooHR does not provide us with any data for users in that access level. This can result in revoking users in our system if already provisioned accounts are added to this access level or it won't create accounts at all.
Why a member who is not in the "No Access" level is getting revoked/their account is not being created?
The reason for this might be that they have their status as "Inactive" in BambooHR.
How to prevent provisioning accounts for some members (i.e. contractors)?
One way is to give those members an access level of "No Access" in the BambooHR platform. Please note that if those members have any other additional access levels they will still get provisioned.
The other way is to use the segmentation option in the BambooHR integration in Reward Manager. There needs to be a segment created first and then this field needs to be mapped in the integration. Whenever a member doesn't have the needed value that is set in the segmentation, they will get revoked or an account won't be created until you add this value to their BambooHR account.
For example, you create a segment with the registration question "Country" and the values in this segment are "UK" and "Ireland", you map the Country field in the integration and whoever has "UK" or "Ireland" on their account in BambooHR, will get provisioned. Whoever doesn't have it, will get revoked or won't be added at all.
This works for probational periods as well so whenever the members pass the probation period, you just need to add the values that we're using for the segmentation on their account in Bamboo and they will get provisioned.
If you need help creating the segmentation, please contact email@example.com
Why am I getting the "Your account does not have sufficient permissions to fetch the necessary data from BambooHR. Please, use an account that can fetch every member and their fields" error message on the Mapping step?
This happens when your BambooHR integration is authorized by an account that does not have admin permissions in BambooHR. In this case, you need to navigate back to the Authorize step, revoke access and then authorize the integration again with a BambooHR account that has full access.
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