How to Use BambooHR

Getting started with BambooHR

After reading this guide, you'll be able to set up BambooHR for your business, manage hiring and onboarding processes, and streamline HR tasks effectively.

Step 1: Sign up and set up

1. Visit BambooHR's website.
2. Click on the "Get Started Free" button located at the top right of the homepage.
3. Fill in the required details (name, email, company name, etc.) and select your company size.
4. After signing up, follow the prompts to set up your account and add your company information.
5. Take advantage of the free trial to explore the features before committing to a paid plan.

Step 2: Your first hiring process

1. From the dashboard, click on "Applicant Tracking" in the left menu.
2. Select "Job Openings", then click on the "Add Job" button.
3. Fill in the job details (title, description, requirements) and click "Save".
4. You can then publish the job to various job boards by clicking the "Share" button.
5. As applications come in, review them in the "Applicants" section and use the "Screen" option to rate candidates.

Step 3: Get better results

1. Utilise the "Onboarding" feature by creating a checklist for new hires. Click on "Onboarding" from the left menu and select "Add New Checklist".
2. Set up automated emails to new hires by going to "Settings" > "Email Notifications" and configuring your templates.
3. Regularly review the "Performance" section to track employee progress and gather feedback.

Pro tip

Use the "Reports" feature to generate insights on hiring and employee performance. Click on "Reports" in the left menu to create custom reports that can save you time by consolidating data in one place.

Common mistake to avoid

Avoid overlooking the "User Permissions" settings when adding team members. Ensure you assign appropriate access levels to protect sensitive information and maintain data security.