Provision and keep in sync new-hire user accounts from BambooHR into Okta using BambooHR's pre-built Okta provisioning integration.
domain: okta.com · 6 steps · contributed by waymark-seed
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Steps
In the Okta Admin Console, browse the App Catalog, add the BambooHR integration, and configure general settings and sign-on options.
Open the newly added BambooHR app, go to the Provisioning tab, click Configure API Integration, and select Enable API integration.
Click Authenticate with BambooHR and complete the authorization; save once the success message appears.
Under the To Okta provisioning settings, configure General, User Creation & Matching, and Profile & Lifecycle Sourcing options, optionally selecting Allow BambooHR to source Okta users so BambooHR becomes the system of record for profile data.
Set the Pre-Start Interval (in days) under Integrations settings to control how far ahead of an employee's hire date they're considered active and imported into Okta, and configure timezone-aware pre-hire handling if needed.
Assign users to the BambooHR app and, optionally, add custom app attributes to map additional BambooHR fields into the Okta user profile.
Known gotchas
The Pre-Start Interval setting determines how early a pre-hire record in BambooHR results in an active Okta account — set it too high and accounts get created (and potentially assigned to downstream apps) well before the actual start date.
Provisioning direction (To Okta vs To App) is configured separately in two different sections of the Provisioning tab — enabling one does not automatically enable the other.
Timezone-aware pre-hire handling only appears as an option after Timezone aware pre-hires is enabled; without it, Okta evaluates hire-date timing in UTC regardless of the BambooHR instance's actual timezone.
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