BambooHR is a cloud-based people intelligence platform designed for small and mid-sized businesses, centralizing employee data, payroll, benefits, hiring, and performance management into a single ecosystem. Serving 30,000+ companies across 190 countries, BambooHR continuously expands its platform — most recently adding embedded AI assistance, global Employer of Record hiring, native background checks, on-demand pay, shift scheduling, and a full compliance suite — to cover the entire employee lifecycle from hire to retire. The platform emphasizes ease of use and employee self-service, enabling HR teams to automate workflows, maintain compliance, and focus on strategic initiatives rather than administrative tasks. A key mental model: BambooHR treats the employee record as the central hub — every feature from onboarding to offboarding, performance reviews to payroll, flows through and updates this single source of truth, eliminating redundant data entry across disconnected systems.
What This Cheat Sheet Covers
This topic spans 18 focused tables and 147 indexed concepts. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
Table 1: Core Employee Database Management
The employee profile is BambooHR's foundation; every other module reads from and writes back to it. Understanding how fields, tables, and access levels are structured lets you build a clean, consistent system of record from day one.
| Feature | Example | Description |
|---|---|---|
View tabs: Info, Jobs, Time Off, Files, Notes | • Central record storing personal information, employment history, compensation, documents, and notes • customizable layout with standard and custom fields | |
Add field: Security Clearance Level (list type) | • Create text, number, date, currency, list, or file fields to track company-specific data • supports validation rules and conditional visibility | |
Level: Manager Access sees direct reports' PTO balances | • Role-based permissions control who can view/edit data • predefined levels (Admin, Employee) plus custom levels with granular field-level and feature access | |
Status values: Active, Inactive, Terminated | • Tracks employment state • includes fields for termination date, reason, and rehire eligibility |