Step 1: Connect BambooHR to Anuvi
Log into Anuvi.
Navigate to My Tasks.
Find the “Send BambooHR connection request” task and click “Connect Bamboo”. The page will redirect you to the BambooHR login page.
Log into BambooHR.
Click Allow Access.
Step 2: Complete Onboarding Tasks in Anuvi
Once connected, Anuvi will automatically import:
Recent Qualifying Events (QEs) from the past 30 days
A full employee census
However, Anuvi does not receive the following data from BambooHR:
❌Plan names or rates
❌Current COBRA participants
You are responsible for the following tasks:
➕Adding plans in Plans Manager
➕Adding current COBRA participants
➕Adding SBCs
➕Adding group numbers