To export your data from BambooHR, we need 4 reports, which can be easily exported from BambooHR's reports.
To go to the reports, click Reports on the left pane and then go into Custom Report → New Report.
The first report should include all the information 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, export the job history. Here, the employee's email address and the effective date are critical — the rest is up to you and the data you'd like to store.
It's important to opt into Show history.
Email address
Effective date
Location
Department
Team
Job title
Reports to
The compensation history works the same way: the employee's email address and the effective date are critical — the rest is up to you and the data you'd like to store.
It's 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 balances.
This report needs to include:
Email address
All reasons and their current balance
Once all 4 of these files have been downloaded, you can start migrating the data into Shapes by following the steps here.