How to Use BambooHR with Pokee AI

Pokee AI's BambooHR integration lets you manage employee records, process time-off requests, run reports, and handle recruitment data through natural language commands. Instead of navigating BambooHR's interface for every HR task, ask Pokee to pull employee info, track PTO balances, generate headcount reports, and automate onboarding workflows.

What You Can Do with BambooHR + Pokee

• Employee management: Look up employee records, update directory information, and manage profiles
• Time off: View PTO balances, process time-off requests, and track leave patterns
• Timesheets: Pull timesheet data, track hours, and generate attendance reports
• Performance: Access performance review data and track employee goals
• Recruitment: Manage job postings, track applicants, and coordinate hiring workflows
• Reports: Generate headcount reports, turnover analysis, and custom HR metrics
• Documents: Access and manage employee documents and compliance files

Getting Started

Step 1: Connect Your BambooHR Account

When you first ask Pokee to do something with BambooHR, it will prompt you to connect your account through a secure OAuth flow. Authorize Pokee to access your BambooHR data — Pokee never stores your credentials directly.

Step 2: Start with a Simple Command

Try something like:

• "Show me the employee directory"
• "Who has time off this week?"
• "Pull a headcount report by department"

Step 3: Build Up to Complex Workflows

Once connected, chain BambooHR with other integrations:

• "Every Monday, email managers a summary of their team's PTO for the week"
• "When a new hire starts, create their onboarding tasks in Asana and send a welcome email via Gmail"
• "Generate a monthly turnover report and post it to Slack"

Example Commands

Employee Directory

"Look up Sarah Johnson's employee record"

"List all employees in the Engineering department"

"Who joined the company in the last 30 days?"

"Show me the org chart for the Product team"

Time Off & Attendance

"What's my remaining PTO balance?"

"Who's out of office this week?"

"Show time-off requests pending approval"

"Pull attendance data for Q1"

Reports & Analytics

"Generate a headcount report by department"

"Show turnover rate for the last 6 months"

"Create a compensation summary for the Sales team"

"How many open positions do we have?"

Combining BambooHR with Other Integrations

Tips for Best Results

1. Use department filters: Specify departments or teams when pulling data to get focused results
2. Automate recurring reports: Schedule weekly or monthly HR reports to save hours of manual work
3. Chain with communication tools: Connect BambooHR outputs to Slack or Gmail for automated notifications
4. Leverage persistent memory: Pokee remembers your org structure and reporting preferences over time

Security

• BambooHR access uses secure API authentication with scoped permissions
• Pokee never stores your BambooHR password
• Access tokens are kept in an encrypted credential vault
• You can revoke access at any time from your BambooHR account settings
• SOC 2 Type I compliant infrastructure

Frequently Asked Questions

How do I connect BambooHR to Pokee AI?

Ask Pokee to do something with BambooHR (like "show employee directory"), and it will prompt you to authorize access through a secure flow. No passwords are shared.

Can Pokee update employee records in BambooHR?

Yes. Pokee can read and update employee information, process requests, and manage directory data based on your BambooHR permissions.

Is employee data safe with Pokee?

Yes. Pokee is SOC 2 Type I compliant with encrypted credential storage and audit logging. Employee data is processed securely and never used for AI model training.

Can I automate HR workflows with BambooHR + Pokee?

Yes. Set up scheduled tasks like weekly PTO summaries, monthly headcount reports, or automated onboarding sequences that run without manual intervention.