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Step 2: Setting up BambooHR integration
Step 2: Setting up BambooHR integration

Integrate with BambooHR to prevent appointments from being scheduled during approved PTO times.

Jason Casuga avatar
Written by Jason Casuga
Updated over 7 months ago

The BambooHR integration allows TimeZest to know about approved PTO time, und make it unavailable for scheduling appointments.

If you are using any HR system to manage your PTO requests, your users still have to update their PSA and Outlook calendars to reflect their time off of work. If they forget to add an entry for the PTO and they have open TimeZest scheduling requests, your clients will have an opportunity to schedule an appointment on the user's day off. With this integration, TimeZest automatically reads the BambooHR calendar to ensure that the user does not get scheduled on their approved day(s) off.

Note: The BambooHR integration with TimeZest requires that the Company Directory feature is enabled in your BambooHR account in order to get the employee information.

API User setup

TimeZest will need only a minimal amount of access to your BambooHR account. Refer to this Help Center document to set up the API User: Creating an API User to access BambooHR

Integration setup

To set up the integration, go to the Integrations page in TimeZest and enter the API Key and your BambooHR subdomain.

Finally, select how you want TimeZest to handle partial day PTO.

Once your integration is complete, any TimeZest scheduling requests will pull the user's PTO from BambooHR and display the day(s) as unavailable to the client.

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