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5 Cool BambooHR Tricks You Might Not Know About

Category: B2B News

bmBambooHR is one of the systems where you can hardly cut the edge of capability. Instead, most users go on familiarizing with their features for months, if not years. You may believe you’ve mastered the craft of ‘bambooing’ workforce, but just like with missing basic shortcuts on your keyboard; it is likely that you still have to learn plenty about this platform.

Well, that’s not entirely your fault: BambooHR is a tireless team that is constantly improving its product. Most of their efforts are directed towards simplifying HR management, and missing them would be a pity. This is why we decided to share few interesting hints that can help you make the most of this system. You can also check our detailed BambooHR reviews to learn more about the sofware’s capabilities.

1. Adding custom fields

Let’s be honest about it: without custom fields, an HR management system won’t eliminate spreadsheets, but make you pile them on your computer for ‘emergency cases’. BambooHR is not one of those platforms that restrict information input, but rather a configurable hub with endless entry possibilities. Would you like to mention employees’ nicknames? Trigger birthday reminders? No problem, BambooHR has you covered!

Besides, there is no limitation to what type of fields you can create. BambooHR supports checkboxes, multi-row line paragraphs, currencies, dates, numbers, percentage, and many similar options. In fact, custom fields can be used for permissions and approvals, and translated to various languages to suit decentralized teams.

2. Email Alerts

How about an automated notifying system that cuts the time you spend sharing information? With BambooHR’s latest improvements, it is possible to remind coworkers of every important detail, so that you will have more time to devote to hiring talented professionals or other important activities.

The process is made as simple as possible: all you have to do is to set up a reminder, and select the people that are going to receive it. You can even get creative and remind managers of the birthdays and anniversaries of their employees, or set an automated notification thanking your team for each successfully accomplished project. As you know, BambooHR can also track assets, which makes it possible to invite users to update new hardware/software once in awhile.

3. Point-in-time Reports

BambooHR’s team likes to call their product a ‘time machine’, and they are well entitled to do so. This system allows users to follow job and compensation information for any point/period of time. As you enter data in this system, it automatically adapts it to a historical chart that can be inspected whenever necessary. What is even better is that BambooHR depicts future trends based on past performance.

But how does this work in practice? Let’s assume you want to calculate salary growth percentage for the last three years: all it would take you is to check salary rates on the specific date in 2013, and pull off a report right away. This makes BambooHR suitable for payroll management, where it adds incredible value to the transparency of your company’s operations.

BambooHR offers powerful reporting features

BambooHR offers powerful reporting features

4. Payroll Change Reports

Alongside the popular Point-in-time reports, BambooHR features include payroll alteration analytics, and the app saves time by calculating expense information that must otherwise be entered manually. Such reports are ready in few minutes, and can be easily exported to Excel and CSV formats.

Observed from a payroll manager’s perspective, this means that BambooHR is applicable for every payroll system you’re using, at least as far as to spare you manual entries. You can use it to follow payroll modifications, and depict the updates that must be implemented in your payroll strategy. In order to understand this, think of time-off requests you could neither track nor report on in the past: with BambooHR in action, they are fully accountable and blended inside your total reports. Plus, they remain in the system so that you won’t have to export them over and over again. It is because of it that developers call this feature déjà vu, and are extremely proud of it.

Contrary to what someone would expect, introducing such advanced capabilities didn’t affect BambooHR pricing – the product is just as affordable and small biz-friendly as it always was.

5. Feeds for Google and iCalendars

Diverse feeds are among BambooHR’s coolest features, in particular the unique Who’s Our Calendar which follows office presence on given days, holidays, birthdays, and anniversaries. Interestingly enough, many users have no idea these feeds can be synced to their regular calendars (Google, Outlook, or iCalendar).

As a manager, you definitely won’t have the time to go around offices and check who’s in, but rather leave this dull task to BambooHR. Thanks to the flawless calendar integration, you won’t have to log into BambooHR: you can track events on a particular day by simply looking at your regular calendar. This way, you will never miss an important meeting or event, and you will stay in control of what employees are doing on daily basis.

By Nestor Gilbert

Senior writer for FinancesOnline. If he is not writing about the booming SaaS and B2B industry, with special focus on developments in CRM and business intelligence software spaces, he is editing manuscripts for aspiring and veteran authors. He has compiled years of experience editing book titles and writing for popular marketing and technical publications.

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