Sync BambooHR Roles with UMA

Import BambooHR job titles into UMA, configure access by role, and publish the changes.

Connect BambooHR to WorkMind before starting. See the BambooHR connection guide. If roles will manage Google Workspace or Slack access, connect those services first using the Google Workspace and Slack guides.

Sync and Review Roles

Open the integration menu and choose Configure UMA.

Open UMA configuration
Open UMA configuration

Click Sync to import BambooHR job titles and employee information.

Sync BambooHR data into UMA
Sync BambooHR data into UMA

Confirm the BambooHR account appears as connected in WorkMind.

Verify the BambooHR connection and sync
Verify the BambooHR connection and sync

Review the imported job titles. BambooHR may provide default titles as a starting point.

Review imported job titles
Review imported job titles

Use the BambooHR org chart to understand how employees are arranged in the organization.

Review the organization chart in BambooHR
Review the organization chart in BambooHR

Configure and Publish Role Access

Select a job title, such as Accountant, to configure what members of that role can access.

Open a job title to configure its access
Open a job title to configure its access

Enable the Google Workspace and Slack access toggles needed for the role.

Configure Google and Slack access for a job title
Configure Google and Slack access for a job title

Use the access menus to choose the appropriate membership level. Configure suspension or deactivation behavior for employees who leave the organization.

Set role access and offboarding behavior
Set role access and offboarding behavior

Add a short note describing the configuration, then click Publish to make it active for your team.

Publish UMA role permissions
Publish UMA role permissions