Best answer

BambooHR isn't able to load all available choices for the Category tab.

  • 12 August 2022
  • 7 replies
  • 505 views

Good Morning,

I am trying to upload a document to an employees BambooHR record when a submission is completed in JotForm. 

 

Trigger - New Submission in JotForm (Working)

Action - Find Employee in BambooHR (Working)

 

Action - Upload Employee File in BambooHR (Not working)

 

Any idea why it wont load a Category? What exactly is a “Category” is that the folder in the employees documents in BambooHR?

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Best answer by SamB 20 September 2023, 10:02

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7 replies

Userlevel 7
Badge +14

Hi @JFranklin 

Good question.

Some things to check…

 

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

Hi Troy - The API was crated under my account and I am an Admin user. I have full permissions in BambooHR. 

Hi @JFranklin 

Good question.

Some things to check…

 

Does the BambooHR account need any special account permissions?

Some actions require a certain level of permissions to use them.
For example, the "Respond to Time Off Request" action can only be used by users who are able to approve time off requests.
Here are some helpful articles from BambooHR that describe how to configure permissions:

Creating Custom Access Levels: https://help.bamboohr.com/hc/en-us/articles/222006947

Managing Access Levels: https://help.bamboohr.com/hc/en-us/articles/216834217

Creating non-employee users: https://help.bamboohr.com/hc/en-us/articles/115009157147-Hints-Tips-Create-Non-Employee-Users

 

Userlevel 7
Badge +14

@JFranklin 

Perhaps you don’t have any Categories configured yet.

 

From the BambooHR API, these are the endpoints related to Category: https://documentation.bamboohr.com/reference/add-training-category

 

 

@JFranklin

Perhaps you don’t have any Categories configured yet.

 

From the BambooHR API, these are the endpoints related to Category: https://documentation.bamboohr.com/reference/add-training-category

 

 

You lost me there. I am not a developer that's why I'm using Zapier…But it wouldn't be a training category it would be a employee file category

 

https://documentation.bamboohr.com/reference/add-employee-file-category-1 

Userlevel 7
Badge +12

Hi @JFranklin!

I did some googling and it looks like categories might be the folders that you have for files under employees. I’m not 100% sure on that, I’m basing that on this help guide from Bamboo on uploading files

Looking at your screenshot, I can see that the error message includes ‘employee not found’ so it may be that the ‘categories’ are specific to employees. 

Could you try selecting an employee using the dropdown box rather than using a custom value and then clicking on categories to see what comes up? Pay attention to both the name of the categories and the ID of the categories, which will be in smaller text under the name of the category. Then try another employee (using the dropdown) and look at the categories again, are the IDs of the categories the same for each employee? 

If they’re the same then we should be able to find a workaround, if they’re different it may be trickier!

Userlevel 7
Badge +9

Hey folks! I just wanted to circle back and update the thread for anyone following along. Our support team was able to look into this and identify it as a bug. We don’t have an ETA on when you can expect to see this fixed but the second we have more information, we’ll update this thread to let y’all know. 🙂

Userlevel 7
Badge +11

Hi friends!

I have good news, the developers have successfully fixed the issue with the Upload Employee File (BambooHR) action! 🎉🎉🎉

Now, when you select an Employee and a Category to upload files, you shouldn't encounter any errors. We truly appreciate your patience as we tackled this. If you run into any more issues, please don't hesitate to reach out to the Community. We're here and more than willing to help! 🤗