For customers of our BambooHR integration.
This article explains how to utilize Built position IDs with BambooHR, assigning new hires and role transfers to the appropriate existing positions rather than creating new ones unnecessarily.
We recommend configuring how Built handles positions for imported terminations and new hires to determine if positions are automatically deleted or created.
Creating the Necessary Custom Fields in BambooHR
Once a Built Position ID custom field is created in BambooHR, you can update individuals’ position IDs, ensuring new hires and role transfers are assigned to the correct positions during the next import. Optionally, you can create a second custom field to specify effective dates for position assignments. All position assignments will be updated in Built during the next import unless an effective date is specified.
To create Built Position ID custom fields in BambooHR:
Click the gear icon in the upper-right corner of the page.
In the left navigation, select Custom Fields & Tables.
In the navigation bar, click + Add, then Custom Field from the dropdown.
Enter the field title “Built Position ID”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Type dropdown, then click Short Answer
Click the Employee Profile Tab dropdown, then click Job.
Click the Section within selected tab dropdown, then click Job.
Click the Save button.
Click the + Add New button to create another field.
Enter the field title “Built Position ID Effective Date”.
You must enter the custom field name exactly as shown, ensuring there are no extra spaces.
Click the Category dropdown, then click the Built button.
Click the Type dropdown, then click Date.
Click the Employee Profile Tab dropdown, then click Job.
Click the Section within selected tab dropdown, then click Job.
Click Save.
To update a person’s position ID in BambooHR:
In the main navigation, locate the individual by clicking the search field and entering the person’s name.
Click the Job tab, and scroll until you see the Built Position ID custom field.
Retrieve the appropriate position ID from Built. There are several ways of copying position IDs.
Paste the position ID into the Built Position ID custom field.
If the position should be assigned on a future date rather than during the next scheduled import, enter the effective date in the Built Position ID Effective Date custom field.
Click Save.
Please contact our Customer Success Team for additional assistance.