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 creating accounts for some members (i.e. contractors)?
You can 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 segment your employees by using a specific field and values.
Go to the integrations Dashboard in Reward Manager and on the "Mapping" step of your configuration, at the bottom of the page, you will have the option to enable this.
You can set a specific value and we will only create accounts for employees with this value.
Whenever a member doesn't have the needed value set in the segmentation, they will get revoked or an account won't be created until you add it to their BambooHR account.
This works for probational periods as well so whenever the members pass the probation period, you just need to change the values that we're using on their account in Bamboo and their account will be created.
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.