To export the data from Bamboo, we require 4 reports that can be easily exported from their reports.
To go to the reports, click reports on the left pane and then go into custom report -> new report
The first report should be all the info that is important to you, except job and history data ( as we will include this in a separate report.
We recommend the following fields
First Name
Last Name
Email Address
Phone Number
Date of Birth
Gender
Personal Email
Nationality
Employee ID
National ID
Passport Number
NI Number
SSN
Address (First Line)
City State/Province
Zip Code
Emergency Contact Full Name
Emergency Contact Relationship
Emergency Contact Phone Number
Start Date
Termination Date
Termination Reason
Next, you can export the job history. Here, the email address of the employee and the effective date is critical - the rest is up to you and the data that you'd like to store
Its important to opt into "show history"
Email address
Effective date
Location
Department
Team
Job title
Reports to
and finally the compensation history is the same: Here, the email address of the employee and the effective date is critical - the rest is up to you and the data that you'd like to store
Its important to opt into "show history"
Email address
Effective date
pay rate
Pay schedule
Pay type
Currency code
Compensation change reason
Finally, we'll need the employees current time away balance.
Here, the report will need to include
Email address
All reasons and their current balance.
Once all 4 of these files have been downloaded, we can start migrating the data into Shapes by following the steps here.
If you have any questions, feel free to reach out to support@shapes.co