Get a BambooHR specialist working in your account

We set up New Hire Packets, task lists, and onboarding checklists inside BambooHR so every new employee moves through a consistent, documented process from day one. This includes configuring task assignments by department, setting due-date offsets, and connecting signature requests through BambooHR's built-in e-signature tool. The result is a repeatable onboarding experience that does not require HR to manually follow up on every step.

We audit your employee profiles for missing or inconsistent data, update custom fields to reflect current org structure, and enforce naming conventions across departments, locations, and employment types. If your team has grown or reorganized, we reconcile records so reports and org charts reflect reality. Clean records also reduce errors in downstream payroll and benefits integrations.

We create saved reports in BambooHR using the report builder, pulling from fields like compensation history, headcount by department, turnover, and time-off balances. Reports are formatted for the audience, whether that is a board summary, a manager dashboard, or a payroll audit. We also set up scheduled report delivery so stakeholders get what they need without submitting a request each time.

We build and update time-off policies inside BambooHR, including accrual rules, carryover limits, blackout dates, and approval routing by manager or department. When your company adds a new policy or updates PTO accruals, we make the change and verify it applies correctly across employee groups. This prevents the common problem of employees accruing under the wrong policy for months before anyone notices.

We connect BambooHR to tools like Gusto, ADP, Greenhouse, or Slack using native integrations or middleware like Zapier to reduce manual data entry across your HR stack. A typical integration syncs new hire data from your ATS into BambooHR on offer acceptance, then triggers a Slack notification to IT for equipment provisioning. We document every integration so your team understands what is automated and what still requires a manual step.

If BambooHR was set up quickly during a growth phase or by someone who has since left, we conduct a structured audit covering field usage, workflow logic, permission levels, and data integrity. We document what is misconfigured, what is unused, and what is missing, then prioritize fixes based on your current HR priorities. This is often the first engagement for new clients who inherited a BambooHR instance they did not build.