BambooHR and Ashby

BambooHR

Triggers

• New employeeRuns for each employee added to BambooHR, with their name, job title, department, work email and hire date. Employees already there when the workflow is turned on don't start it.
• Employee updatedRuns each time an employee's BambooHR record changes, such as a new job title, department or manager, with their details as they are now.
• Time off requestedRuns for each new BambooHR time off request waiting for a decision, with who asked, their manager's name and email, the kind of time off, the dates and how many days it is.
• Employee terminatedBeta. Runs once when a termination is entered on an employee's BambooHR record, which is often before their last day, with their name, job, work email, last day and their manager's name and work email, for an offboarding checklist with no lookups. The last day is often weeks away when it runs, so a step that cuts off access straight away (suspending an account) locks out someone who is still working: say so, or leave that to IT on the day. How often it checks follows your workspace plan.

Actions

• List employeesList the employees in your BambooHR account, optionally filtered to one field's value and sorted, a page at a time.
• Get an employeeFetch one BambooHR employee's record by their internal employee ID, with their manager's name and work email.
• Get the employee directoryFetch your company's published BambooHR employee directory: who everyone is, their job title, department and work contact details.
• Create an employeeAdd a new employee to BambooHR. Work emails have to be unique across the account.
• Update an employeeChange fields on an existing BambooHR employee, then read the updated record back.
• Delete an employeePermanently delete a BambooHR employee and everything attached to them. This cannot be undone.

Ashby

Triggers

• New applicationRuns when a candidate applies to a job in Ashby, or is added to one
• Application moved to a stageRuns when an application moves to a new stage in Ashby, such as Onsite, Offer, Hired or Archived

Actions

• Find candidatesFind candidates by email address, name, or both. Use it to check whether someone is already in Ashby, or to get their ID.
• Get candidateGet a candidate's profile: contact details, links, tags, source, custom fields and the IDs of their applications.
• Create candidateAdd a candidate to Ashby. If someone with the same email is already there, that candidate is returned instead of a duplicate ('created' is false). To consider them for a job, follow with 'Add candidate to job'.
• Update candidateChange a candidate's details. Only the fields you fill in change; a new email or phone becomes their primary one.
• Add tag to candidateTag a candidate. Pick a tag, or type a name: a tag Ashby doesn't have yet is created.
• Remove tag from candidateTake a tag off a candidate. The tag itself stays in Ashby.