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BambooHR connector overview

Updated 15 days ago

Overview

The BambooHR connector allows Simpplr Enterprise Search to index your BambooHR Company Files, making handbooks, policies, and shared forms discoverable and searchable directly within Simpplr, alongside all other configured sources.

With this connector, you can:

  • Search BambooHR Company Files that are shared with employees — including handbooks, policies, and forms — without leaving Simpplr

  • Find approved HR documents by title, category, uploader name, and extracted text alongside other connected sources

  • Search BambooHR with permissions enforced when document-level security is enabled — indexed files are visible to synced BambooHR employees; when it is off, use Audiences to scope who can discover this connector

  • Search results and AI-generated summaries from BambooHR appear alongside all other connected sources in Simpplr.

Capabilities at a glance

Capability

Description

What it indexes

Public Files

Authentication

API key (HTTP Basic Auth) and company domain

Access level

Read-only — the connector never modifies content in BambooHR. BambooHR administrator rights are not required.

Enforced permissions

BambooHR does not expose file level permissions. The connector indexes only Public files which are visible to all BambooHR users by default. Audience filter restrictions set in the connector are respected.

Credential scope

Company Domain, API Key (service account); Company Files read access per category; View on employee Work Email and Home Email

Audiences

Connector can be enabled or disabled for specific audiences within Simpplr.

Supported editions

BambooHR Cloud (SaaS)

Sync schedule

Incremental sync: every hour · Full sync: every week

Filters

Document age (default: last 2 years), File Category include/exclude

Content types

Type

Supported

Details

Company Files

Yes

Files in the BambooHR Company Files library that are shared with employees; metadata plus extracted text up to the content size limit

Employee directory profiles

No

Not indexed as searchable content in this version

Employee files / HR records

No

Per-employee documents and sensitive HR records are out of scope

For fields synced per content type and how each appears in search results, see Content, Sync & Limitations - BambooHR.

Filters

Filter

Description

Document age

Applies to: Company Files

Enabled by default: Yes (created in the last 2 years, based on file creation date)

File Category

Applies to: Company Files

Enabled by default: No (optional include and/or exclude of BambooHR file categories by exact name)

Only files marked as shared with employees are indexed. That share gate is always on and is not a customer toggle.

Known limitations

  • Only Company Files shared with employees are indexed — files visible only to certain BambooHR roles and not shared with all employees are not indexed.

  • BambooHR does not expose per-file permission lists beyond the share-with-employees flag. Indexed shared files are searchable by all synced BambooHR users.

  • Files larger than 10 MB: content not extracted, metadata only — files remain findable by title and category.

  • Employee directory profiles, employee files, reports, training records, and benefits records are not indexed.

  • Text within images and scanned PDFs is not extracted or searchable.

For full detail on each limitation, see Content, Sync & Limitations - BambooHR.

Related pages

Page

What it covers

Permissions & Security - BambooHR

Auth mechanism, credential scope, permission design, propagation latency, supported editions

Setup - BambooHR

Prerequisites and step-by-step configuration

Content, Sync & Limitations - BambooHR

Fields synced per content type, sync schedules, data freshness, limitations in detail

Troubleshooting & FAQs - BambooHR

Connector-specific issues and FAQs

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