BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.
Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.Microsoft Outlook Integrations
BambooHR + Microsoft ExchangeAdd new BambooHR contacts to Microsoft Exchange as contacts Read More...
It's easy to connect BambooHR + Microsoft Outlook without coding knowledge. Start creating your own business flow.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
BambooHR is a cloud-based People management software that helps businesses to keep track of their employees’ time, attendance and projects. It offers various HR-related tools such as timesheet tracking, robust project management capabilities, and robust reporting. BambooHR has integrated with Microsoft Outlook calendar, Excel, Power BI, GitHub and Slack.BambooHR allows users to manage employee schedule in a more efficient way so that they can focus on the work rather than managing employee schedules.
Microsoft Outlook is an email and personal information manager that offers other features such as calendar, contact manager, task manager and notes. It keeps all the emails in one place and allows users to manage all the emails from a single location. The user does not have to go to the website of each service provider for checking emails.
BambooHR allows the users to integrate Microsoft Outlook with the software. By integrating these two applications, users will be able to check their emails from BambooHR without having to log into their email accounts.In order to integrate these applications, users have to follow these steps:
a. Create an Outlook Calendar event. You can create an event in your Microsoft Outlook calendar by clicking on 'New' button and then selecting 'Event'. After creating an event, you have to provide event details such as name, start date and time and end date and time along with description and all details of the event.Because of integration between Microsoft Outlook and BambooHR, it is possible for users to create an event in their calendars using BambooHR.4. Linking contacts. After creating an event, users have to link their contact with this event in order to sync their timeline with their Microsoft Outlook. To do this, they have to click on 'Link' button present at the bottom of the left-hand side of the page. This will open a popup with all the contacts present in the user's BambooHR account.5. Scheduling employees. After linking the contact with an event in the user's calendar using BambooHR, it is possible for them to schedule their employees according to the timelines of their project. This will allow them to know who is working on what, when they are working on it and how much time they are spending on each task or project.6. Time Tracking. Users can also use Timesheet feature of BambooHR in order to track time spent by their employees on different tasks or projects as well as other details like billable hours and status of the task or project. This feature will allow users to keep track of their employees' progress towards finishing tasks or projects as well as send invoices based on billable hours.7. Reporting. Users can also use reporting function of BambooHR to get a quick overview of the performance of their business by comparing data from different projects or tasks done by employees over a specific period of time.8. Integrating other applications. While integrating other applications with BambooHR, users can also use same steps that are mentioned above for integrating Microsoft Outlook with BambooHR. By doing this, they can connect Microsoft Outlook with other applications and keep track of employees' performance in a better way.
By integrating these two applications, users will be able to make use of unique features offered by both applications at a time. For example, if they are using Microsoft Outlook calendar for scheduling employees then they will be able to take advantage of features offered by BambooHR such as time tracking and reporting.If users are using BambooHR for creating projects and assigning tasks to employees then they will be able to make use of features offered by Microsoft Outlook such as sending emails and creating events in the calendar. Integration of these two applications will also help users save time by providing them with an option of checking their emails from one single location i.e., Microsoft Outlook without having to log into each service separately.
The process to integrate BambooHR and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.