New pricing for envisionBX will be effective starting on the 1st of July 2024.

ask zach of bamboohr
Ask Envision Digital Staff

REGISTER INTEREST

Please complete the form if you have any questions or concerns.

A global integration between BambooHR and Xero

Available in the following Regions:

envisionbx australia

Australia
(AU)

envisionbx new zealand

New Zealand
(NZ)

envisionbx united kingdom

United Kingdom
(UK)

REGISTER INTEREST

Please complete the form if you have any questions or concerns.

envisionBX register interest button

envisionBX Implementation Stages

envisionbx integration type

Integration Type

Two-way via API

envisionbx direction of data flow

Direction of Data Flow

Both ways
(see details below)

envisionbx sync trigger

Sync Trigger

It’s scheduled to sync at
a regular time interval.

envisionbx sync frequency

Sync Frequency

Employees sync every 30 minutes.
Leave balances and approved
requests sync daiy.

Support Phone:

Australia (Sydney & Perth):
1300 074 484

New Zealand Toll Free:
0800 767 015

United Kingdom Toll Free:
0800 090 3115

Support Email:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

8:30am – 5:00pm Western Standard Time (WST)

 

For More Information:

Visit Envision Digital Help Center

Unified Music Group

Envelope Engineering (NZ)

OBrien Real Estate BambooHR Advanced User Training

envisionBX Divisional Filters – Lawpath

envisionBX At Its Very Best!

8 Reasons Why You Must Have EBX!

 

Finally! You can link BambooHR HR Software to Xero Accounting Software!

envisionBX provides an API link between BambooHR HR Software and Xero Accounting Software for the
first time, and makes the HR onboarding process super easy and efficient. Managing employee leave
balance is also a breeze with this HR Software and Accounting Software integration.

 

Simple employee record sync

New employees are synced directly from BambooHR HR Payroll Software to Xero Payroll to save time and make the new employee onboarding process smoother.

 

Easy leave management

When an employee requests leave, BambooHR HR Software automatically sends the request directly to their manager. When the manager approves the leave, the envisionBX connector syncs the updated leave balance in BambooHR HR Payroll Software and Xero Payroll simultaneously.

 

Would you like to connect multiple Xero Accounting Software accounts with BambooHR HR Software?

Request information and we can discuss how it’s available in all three countries!

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

The two-way data sync integration between BambooHR and Xero ensures your back office and accounting teams are always up to date, giving you constant oversight of how your business is doing.

Once configured, the integration is effortless. When enabled, the employee auto-sync runs every 30 minutes and leave syncs happen daily. Additionally, syncs may be manually triggered in envisionBX if needed.

 

Employee Sync from BambooHR to Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
First NamePersonalTextFirst name
Middle NamePersonalTextMiddle name
Last NamePersonalTextLast name
Birth DatePersonalDateDate of birth
Address Line 1PersonalTextAddress line 1
Address Line 2PersonalTextAddress line 2
CityPersonalTextSuburb
StatePersonalStateState
Zip CodePersonalTextPost code
CountryPersonalCountryCountry
Home EmailPersonalEmailEmail
GenderPersonalGenderGender
Work PhonePersonalPhonePhone number
Mobile PhonePersonalPhoneMobile number

 

Job Information Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Hire DateJobDateStart date
Pay GroupJobPay_GroupEmployee group
Employment StatusJobListEmployment basis
Pay TypeJobPay_Type
Pay RateJobCurrencyRate/Annual Salary
Pay ScheduleJobListPayroll calendar

 

Approved Leave Requests Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
FromTime OffDateStart date
ToTime OffDateEnd date
Time Off Type IdTime OffTextLeave Type Id
NotesTime OffTextDescription
Time OffDateLeavePeriods – PayPeriodStartDate
Time OffDateLeavePeriods – PayPeriodEndDate
AmountTime OffDateLeavePeriods – NumberOfUnits

 

Leave Balance Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Time Off Type IdTime OffTextLeave Type Id
AmountDNumberNumber Of Units

 

Payslips Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Employee DocumentsDocuments PayslipsFolderPayslips

 


Australian Library Options:


Custom Fields For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Tax File Number (TFN)PersonalTextTax File Number (TFN)
Tax Residency StatusPersonalListSelect residency status for tax purposes
Hours Per WeekPersonal/JobTextHours
Income TypePersonalListIncome Type
TFN ExemptionPersonalListTFN Exemption
Tax Scale TypePersonalListTax scale type

 

Custom Table (Australia Specific Bank Info) For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank NamePersonalTextBank Name
Account NamePersonalTextAccount Name
BSB NumberPersonalTextBSB Number
Account NumberPersonalTextAccount Number
Dollar AmountPersonalText/CurrencyAmount
Statement TextPersonalTextStatement Text

 


New Zealand Library Options:


Custom Fields For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
(IRD Number)PersonalText(IRD Number)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (New Zealand Specific Bank Info) For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank CodePersonalTextCode
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name
Bank NamePersonalTextBank Name
Dollar AmountPersonalText/CurrencyAmount

 


United Kingdom Library Options:


Custom Fields For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
National Insurance Number (NIN)PersonalTextNational insurance number (NIN)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (United Kingdom Specific Bank Info) For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Sort CodePersonalTextSort Code
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name

 


Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with adding fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

As part of our integration, we ask that you copy over the field template(s) for: [Customer chooses from the below options]

Australia
New Zealand
United Kingdom

1. Tax File Number (TFN) Sync from BambooHR to Xero – (NIN) in UK and (IRD) in NZ Library Options
2. Bank Information Sync from BambooHR to Xero
3. Salary/Wage Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)

It is very important that you copy the templates over and do not create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”

How to find BambooHR Support

How to find BambooHR Support

Submit a Support Request

Submit a Support Request

Submit Support Request referencing Library Options

Submit Support Request referencing Library Options


Single Touch Payroll 2 (STP2)


Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with [adding/correcting] STP2 fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

1. Income Type
2. TFN Exemption
3. Tax Scale Type

It is very important that you copy the Australia template over and don’t create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”

Once BambooHR Support (support@bamboohr.com) have set up your fields, you have two options:

1. Update the items into your fields manually (Below)
or
2. Contact Envision Digital Support on support@envisiondigital.atlassian.net and we will automatically set up your items in the backend.

EnvisionBX STP2 Fields and Items to be setup in BambooHR:

1. Income Type

  • Closely held payees
  • Labourhire
  • Nonemployee
  • Salary and wages
  • Working holiday maker

2. TFN Exemption

  • Awaiting TFN
  • Pensioner
  • TFN not quoted
  • Under 18

3. Tax Scale Type

  • Actors, variety artists and other entertainers
  • Foreign
  • Horticulturist or shearer
  • Regular
  • Senior or pensioner
  • Working holiday maker

 

AU STP2-2

 

Once BambooHR added these fields to your account it will show under the Personal
Tab.

 

AU STP2-2

 

Two things to note about this update:

1. These fields will only be visible to Full Admins and Account Owner by default. If you need other users to see these fields then you can give them access by updating their Access Level settings to include these field

2. These STP2 fields will not wipe out any data that you have in Xero. Even though the source of truth for these fields is in BambooHR and there is no data yet on these fields it will not wipe out any data you have in Xero. Once you put a different data on these STP2 fields that is different on what is in your Xero that is when the system will change your record.

 


 

ABOUT XERO ACCOUNTING SOFTWARE

Xero is world-leading online accounting software built for small business.

 

Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use Xero Accounting Software our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
Reconcile in seconds. Xero Accounting Software imports and categorises your latest bank transactions. Just click ok to reconcile.

 

More About Xero Accounting Software

Learn More about how Xero Accounting Software can benefit your business.

 

 

ABOUT BAMBOOHR HR SOFTWARE

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR HR Payroll Software

With payroll from BambooHR HR Software, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR HR Software

Learn More about how BambooHR HR Software can benefit your business.

 

Finally! You can link BambooHR HR Software to Xero Accounting Software!

envisionBX provides an API link between BambooHR and Xero for the first time, and makes the HR onboarding process super easy and efficient. Managing employee leave balance is also a breeze with the envisionBX integration.

 

Simple employee record sync

New employees are synced directly from BambooHR to Xero Payroll to save time and make the new employee onboarding process smoother.

 

Easy leave management

When an employee requests leave, BambooHR automatically sends the request directly to their manager. When the manager approves the leave, the envisionBX connector syncs the updated leave balance in BambooHR and Xero Payroll simultaneously.

 

Would you like to connect multiple Xero accounts with BambooHR?

Request information and we can discuss how it’s available in all three countries!

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

 

The two-way data sync integration between BambooHR and Xero ensures your back office and accounting teams are always up to date, giving you constant oversight of how your business is doing.

Once configured, the integration is effortless. When enabled, the employee auto-sync runs every 30 minutes and leave syncs happen daily. Additionally, syncs may be manually triggered in envisionBX if needed.

 

Employee Sync from BambooHR to Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
First NamePersonalTextFirst name
Middle NamePersonalTextMiddle name
Last NamePersonalTextLast name
Birth DatePersonalDateDate of birth
Address Line 1PersonalTextAddress line 1
Address Line 2PersonalTextAddress line 2
CityPersonalTextSuburb
StatePersonalStateState
Zip CodePersonalTextPost code
CountryPersonalCountryCountry
Home EmailPersonalEmailEmail
GenderPersonalGenderGender
Work PhonePersonalPhonePhone number
Mobile PhonePersonalPhoneMobile number

 

Job Information Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Hire DateJobDateStart date
Pay GroupJobPay_GroupEmployee group
Employment StatusJobListEmployment basis
Pay TypeJobPay_Type
Pay RateJobCurrencyRate/Annual Salary
Pay ScheduleJobListPayroll calendar

 


Approved Leave Requests Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
FromTime OffDateStart date
ToTime OffDateEnd date
Time Off Type IdTime OffTextLeave Type Id
NotesTime OffTextDescription
Time OffDateLeavePeriods – PayPeriodStartDate
Time OffDateLeavePeriods – PayPeriodEndDate
AmountTime OffDateLeavePeriods – NumberOfUnits

 

Leave Balance Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Time Off Type IdTime OffTextLeave Type Id
AmountDNumberNumber Of Units

 

Payslips Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Employee DocumentsDocuments PayslipsFolderPayslips

 


Australian Library Options:


Custom Fields For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Tax File Number (TFN)PersonalTextTax File Number (TFN)
Tax Residency StatusPersonalListSelect residency status for tax purposes
Hours Per WeekPersonal/JobTextHours
Income TypePersonalListIncome Type
TFN ExemptionPersonalListTFN Exemption
Tax Scale TypePersonalListTax scale type

 

Custom Table (Australia Specific Bank Info) For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank NamePersonalTextBank Name
Account NamePersonalTextAccount Name
BSB NumberPersonalTextBSB Number
Account NumberPersonalTextAccount Number
Dollar AmountPersonalText/
Currency
Amount
Statement TextPersonalTextStatement Text

 


New Zealand Library Options:


Custom Fields For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
(IRD Number)PersonalText(IRD Number)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (New Zealand Specific Bank Info) For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank CodePersonalTextCode
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name
Bank NamePersonalTextBank Name
Dollar AmountPersonalText/
Currency
Amount

 


United Kingdom Library Options:


Custom Fields For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
National Insurance Number (NIN)PersonalTextNational insurance number (NIN)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (United Kingdom Specific Bank Info) For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Sort CodePersonalTextSort Code
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name

 



Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with adding fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

As part of our integration, we ask that you copy over the field template(s) for: [Customer chooses from the below options]

Australia
New Zealand
United Kingdom

1. Tax File Number (TFN) Sync from BambooHR to Xero – (NIN) in UK and (IRD) in NZ Library Options
2. Bank Information Sync from BambooHR to Xero
3. Salary/Wage Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)

It is very important that you copy the templates over and do not create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”


How to find BambooHR Support

How to find BambooHR Support


Submit a Support Request

Submit a Support Request


Submit Support Request referencing Library Options

Submit Support Request referencing Library Options


Single Touch Payroll 2 (STP2)


Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with [adding/correcting] STP2 fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

1. Income Type
2. TFN Exemption
3. Tax Scale Type

It is very important that you copy the Australia template over and don’t create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”

Once BambooHR Support (support@bamboohr.com) have set up your fields, you have two options:

1. Update the items into your fields manually (Below)
or
2. Contact Envision Digital Support on support@envisiondigital.atlassian.net and we will automatically set up your items in the backend.

EnvisionBX STP2 Fields and Items to be setup in BambooHR:

1. Income Type

  • Closely held payees
  • Labourhire
  • Nonemployee
  • Salary and wages
  • Working holiday maker

2. TFN Exemption

  • Awaiting TFN
  • Pensioner
  • TFN not quoted
  • Under 18

3. Tax Scale Type

  • Actors, variety artists and other entertainers
  • Foreign
  • Horticulturist or shearer
  • Regular
  • Senior or pensioner
  • Working holiday maker

 

AU STP2-2

 

Once BambooHR added these fields to your account it will show under the Personal Tab.

 

AU STP2-2

 

Two things to note about this update:

1. These fields will only be visible to Full Admins and Account Owner by default. If you need other users to see these fields then you can give them access by updating their Access Level settings to include these field

2. These STP2 fields will not wipe out any data that you have in Xero. Even though the source of truth for these fields is in BambooHR and there is no data yet on these fields it will not wipe out any data you have in Xero. Once you put a different data on these STP2 fields that is different on what is in your Xero that is when the system will change your record.

 


 

 

ABOUT XERO ACCOUNTING SOFTWARE

Xero is world-leading online accounting software built for small business.

 

Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use Xero Accounting Software mobile app to reconcile, send invoices, or create expense claims – from anywhere.
Reconcile in seconds. Xero Accounting Software imports and categorises your latest bank transactions. Just click ok to reconcile.

 

More About Xero Accounting Software

Learn More about how Xero Accounting Software can benefit your business.

 

 

ABOUT BAMBOOHR

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR

With payroll from BambooHR, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR

Learn More about how BambooHR can benefit your business.

Overview

 

Finally! You can link BambooHR HR Software to Xero Accounting Software!

envisionBX provides an API link between BambooHR HR Software and Xero Accounting Software for the first time, and makes the HR onboarding process super easy and efficient. Managing employee leave balance is also a breeze with this HR Software and Accounting Software integration.

 

Simple employee record sync

New employees are synced directly from BambooHR HR Payroll Software to Xero Payroll to save time and make the new employee onboarding process smoother.

 

Easy leave management

When an employee requests leave, BambooHR HR Software automatically sends the request directly to their manager. When the manager approves the leave, the envisionBX connector syncs the updated leave balance in BambooHR HR Payroll Software and Xero Payroll simultaneously.

 

Would you like to connect multiple Xero Accounting Software accounts with BambooHR HR Software?

Request information and we can discuss how it’s available in all three countries!

 


Envision Digital® has been assessed and certified by Compass Assurance Services to the following management systems, standards, and guidelines:


ISO 9001:2015

Quality Management Systems


ISO 27001:2013

Information Security
Management Systems

Envision Digital® has also committed to full compliance with the General Data Protection Regulation (GDPR)

Integration

 

The two-way data sync integration between BambooHR and Xero ensures your back office and accounting teams are always up to date, giving you constant oversight of how your business is doing.

Once configured, the integration is effortless. When enabled, the employee auto-sync runs every 30 minutes and leave syncs happen daily. Additionally, syncs may be manually triggered in envisionBX if needed.

 

Employee Sync from BambooHR to Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
First NamePersonalTextFirst name
Middle NamePersonalTextMiddle name
Last NamePersonalTextLast name
Birth DatePersonalDateDate of birth
Address Line 1PersonalTextAddress line 1
Address Line 2PersonalTextAddress line 2
CityPersonalTextSuburb
StatePersonalStateState
Zip CodePersonalTextPost code
CountryPersonalCountryCountry
Home EmailPersonalEmailEmail
GenderPersonalGenderGender
Work PhonePersonalPhonePhone number
Mobile PhonePersonalPhoneMobile number

 

Job Information Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Hire DateJobDateStart date
Pay GroupJobPay_GroupEmployee group
Employment StatusJobListEmployment basis
Pay TypeJobPay_Type
Pay RateJobCurrencyRate/Annual Salary
Pay ScheduleJobListPayroll calendar

 

Approved Leave Requests Sync From BambooHR To Xero

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
FromTime OffDateStart date
ToTime OffDateEnd date
Time Off Type IdTime OffTextLeave Type Id
NotesTime OffTextDescription
Time OffDateLeavePeriods – PayPeriodStartDate
Time OffDateLeavePeriods – PayPeriodEndDate
AmountTime OffDateLeavePeriods – NumberOfUnits

 

Leave Balance Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Time Off Type IdTime OffTextLeave Type Id
AmountDNumberNumber Of Units

 

Payslips Sync From Xero To BambooHR

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Employee DocumentsDocuments PayslipsFolderPayslips

 



Australian Library Options:


Custom Fields For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Tax File Number (TFN)PersonalTextTax File Number (TFN)
Tax Residency StatusPersonalListSelect residency status for tax purposes
Hours Per WeekPersonal/JobTextHours
Income TypePersonalListIncome Type
TFN ExemptionPersonalListTFN Exemption
Tax Scale TypePersonalListTax scale type

 

Custom Table (Australia Specific Bank Info) For Australian Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank NamePersonalTextBank Name
Account NamePersonalTextAccount Name
BSB NumberPersonalTextBSB Number
Account NumberPersonalTextAccount Number
Dollar AmountPersonalText/
Currency
Amount
Statement TextPersonalTextStatement Text

 



New Zealand Library Options:


Custom Fields For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
(IRD Number)PersonalText(IRD Number)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (New Zealand Specific Bank Info) For New Zealand Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Bank CodePersonalTextCode
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name
Bank NamePersonalTextBank Name
Dollar AmountPersonalText/
Currency
Amount

 



United Kingdom Library Options:


Custom Fields For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
National Insurance Number (NIN)PersonalTextNational insurance number (NIN)
Hours Per WeekPersonal/JobTextHours

 

Custom Table (United Kingdom Specific Bank Info) For United Kingdom Library Options

BambooHR FieldBambooHR TabTypeSync DirectionXero Field
Sort CodePersonalTextSort Code
Account NumberPersonalTextAccount Number
Account NamePersonalTextAccount Name

 



Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with adding fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

As part of our integration, we ask that you copy over the field template(s) for: [Customer chooses from the below options]

Australia
New Zealand
United Kingdom

1. Tax File Number (TFN) Sync from BambooHR to Xero – (NIN) in UK and (IRD) in NZ Library Options
2. Bank Information Sync from BambooHR to Xero
3. Salary/Wage Rate information Sync from BambooHR to XERO (Ask BHR for Custom Field “Hours Per Week”)

It is very important that you copy the templates over and do not create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”


How to find BambooHR Support

How to find BambooHR Support


Submit a Support Request

Submit a Support Request


Submit Support Request referencing Library Options

Submit Support Request referencing Library Options


Single Touch Payroll 2 (STP2)


Instructions to BambooHR Support as follows:

“Dear BambooHR Support,

I need assistance with [adding/correcting] STP2 fields to my BambooHR account for an independently built integration with EnvisionBX. BambooHR has internal documentation for how to successfully complete this task.

1. Income Type
2. TFN Exemption
3. Tax Scale Type

It is very important that you copy the Australia template over and don’t create or edit the fields yourself.

If you have any questions about this process, please reach out to your manager.

Thank you for your help .”

Once BambooHR Support (support@bamboohr.com) have set up your fields, you have two options:

1. Update the items into your fields manually (Below)
or
2. Contact Envision Digital Support on support@envisiondigital.atlassian.net and we will automatically set up your items in the backend.

EnvisionBX STP2 Fields and Items to be setup in BambooHR:

1. Income Type

  • Closely held payees
  • Labourhire
  • Nonemployee
  • Salary and wages
  • Working holiday maker

2. TFN Exemption

  • Awaiting TFN
  • Pensioner
  • TFN not quoted
  • Under 18

3. Tax Scale Type

  • Actors, variety artists and other entertainers
  • Foreign
  • Horticulturist or shearer
  • Regular
  • Senior or pensioner
  • Working holiday maker

 

 

 

 

 

AU STP2-2

 

 

 

 

 

Once BambooHR added these fields to your account it will show under the Personal Tab.

 

 

 

 

 

AU STP2-2

 

 

 

 

 

Two things to note about this update:

1. These fields will only be visible to Full Admins and Account Owner by default. If you need other users to see these fields then you can give them access by updating their Access Level settings to include these field

2. These STP2 fields will not wipe out any data that you have in Xero. Even though the source of truth for these fields is in BambooHR and there is no data yet on these fields it will not wipe out any data you have in Xero. Once you put a different data on these STP2 fields that is different on what is in your Xero that is when the system will change your record.

 


 

Xero

ABOUT XERO ACCOUTNING SOFTWARE

Xero is world-leading online accounting software built for small business.

 

Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
Run your business on the go. Use Xero Accounting Software mobile app to reconcile, send invoices, or create expense claims – from anywhere.
Reconcile in seconds. Xero Accounting Software imports and categorises your latest bank transactions. Just click ok to reconcile.

 

More About Xero Accounting Software

Learn More about how Xero Accounting Software can benefit your business.

BambooHR

 

 

ABOUT BAMBOOHR

BambooHR is an American technology company that provides human resources software as a service. BambooHR’s services include an applicant tracking system and an employee benefits tracker. In 2019, BambooHR served 11,000 clients that were based in 100 countries.

 

Payroll Progression with BambooHR

With payroll from BambooHR, you now have an easy three-step process for completing payroll, practically eliminating double data entry, errors, and security issues.

Take Action to Increase Employee Satisfaction

It doesn’t take the world’s greatest detective to spot employee dissatisfaction. Learn how BambooHR® Employee Satisfaction with eNPS® lets you measure and improve employee satisfaction, helping you maintain a healthy culture, retain employees, and improve performance.

Building a Stellar Onboarding Process

You only get one chance to make a good first impression, and a new employee’s experience on their first day with your Organization is a critical element of setting the stage for that employee’s entire experience while they’re working with your company.

 

More About BambooHR

Learn More about how BambooHR can benefit your business.

Support Phone:


Australia (Sydney & Perth):
1300 074 484


New Zealand Toll Free:
08000 767 015


United Kingdom Toll Free
0800 090 3115

 

Support Email:

info@envisiondigital.com.au

 

Support Office Hours and Timezone:

8:30am – 5:00pm Western Standard Time (WST)

 

For More Information:

Visit Envision Digital Help Center

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envisionBX At Its Very Best!

8 Reasons Why You Must Have EBX!

Why use the envisionBX BambooHR and Xero Integration?

For Employees

New employees are synced directly from BambooHR to Xero Payroll to save time and make the new employee onboarding process smoother. Employees’ leave balances are automatically updated, and they can keep track of their balance themselves with the help of envisionBX at envision digital.

For Leave Management

Save valuable time with automated time-off requests and approvals. Create your own categories for time off, such as sick days, vacation, bereavement, jury duty and more. Set accrual policies, track available and used time off and generate reports.

For Easy Leave Approval

When an employee requests leave, BambooHR automatically sends the request directly to their manager. When the manager approves the leave, the envisionBX syncs the updated leave balance in BambooHR and Xero Payroll simultaneously.

How does the BambooHR and Xero integration work?

Two-way data syncing ensures your back office and accounting teams are always up to date, giving you constant oversight of how your business is doing. Data syncing is effortless and real-time, letting you drive your business while in control of your business data.

BambooHR Advanced User Training

BambooHR is a comprehensive HR software that can streamline HR processes, making it easier for HR teams to manage employee data, track employee records, and automate HR workflows. By participating in the training, HR professionals can become advanced users of BambooHR, which can result in significant benefits for their company’s HR operations.

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Our Managing Director – Rod Wakefield himself will facilitate these training sessions, which will focus on building the BambooHR system in your company to meet International Standards (ISO). Additionally, Envision Digital, a BambooHR Referral Partner, can provide clients with a folder structure that adheres to ISO standards and standard company templates/documents that meet Corporate Style Guide quality. Advanced users who complete the training will receive a certificate, demonstrating their proficiency in using the BambooHR software.

Don’t miss out on the opportunity to become an advanced user of BambooHR and streamline your company’s HR operations.


Contact us for more information.

Price is $2000 AUD plus GST. Maximum of 4 students.

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