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Frequently Asked Questions about BambooHR + Jira Software Server integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Jira Software Server
How do I set up the integration between BambooHR and Jira Software Server?
To set up the integration between BambooHR and Jira Software Server, you will need access to both accounts. Navigate to our platform, connect your BambooHR and Jira accounts, then create a new Zap. You can select triggers from BambooHR, such as 'New Employee' or 'Employee Status Change', and define corresponding actions in Jira like 'Create Issue' or 'Update Issue'. Once configured, test the Zap to ensure everything is functioning correctly.
Can I update an issue in Jira when an employee is promoted in BambooHR?
Yes, you can set up a trigger for 'Employee Promotion' in BambooHR and use it to update an issue in Jira. This might involve resolving tasks related to onboarding for a new role or assigning new tasks linked to responsibilities that accompany the promotion.
What type of data can be transferred between BambooHR and Jira?
You can transfer various types of data including employee information updates like job title changes from BambooHR to corresponding projects in Jira. Specific triggers include 'Updated Employee', which can initiate actions like updating issue descriptions or assigning tasks based on role changes.
Is it possible to create a task in Jira when a new employee is added in BambooHR?
Absolutely. By creating a trigger for ‘New Employee’ in BambooHR, you can automate creating a task in Jira that could cover setting up IT equipment for the new hire or initiating an onboarding checklist directly within your project management workflows.
How frequently does the sync occur between BambooHR and Jira Software Server?
The synchronization frequency depends on how you've configured your Zaps. Typically, we perform checks every 5-15 minutes to see if any triggers have been fired like updates from employee records or status changes which then prompt actions within your defined Jira projects.
Can we track time-off requests approved in BambooHR as issues resolved in Jira?
Yes, it's possible by setting up a workflow where an approved time-off request in BambooHR triggers closing specific issues or marking tasks as complete in Jira. This ensures resource allocation adjustments are instantly visible across teams working on relevant projects.
Are there limitations on what actions I can automate between these two platforms?
There are some limitations depending on API capabilities of each platform. Typically, most common HR updates such as adding employees or updating roles are fully integrable with creating or updating tasks/issues. However, more complex workflows might require custom scripts beyond our standard automation capabilities.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Employee Started
Triggers on a new employee's start date.
Try It - Report_numberRequired
- Field
Try It- New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try It - FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- WorkEmail