Working as an HR comes with a lot of challenges. But, if you are looking for a way to streamline your recruitment process, you might want to consider integrating your job application forms with your HR system. 

Integrating job application forms with BambooHR using Zapier is a smart way to optimize your recruitment process and achieve better results. Using Zapier, you can connect your job application forms with BambooHR in minutes and enjoy the advantages of automation and integration. 

In this blog post, we will show you how you can use Zapier to connect your job application forms with BambooHR, one of the most popular HR management systems in the market.

Understanding the Components

What is BambooHR?

BambooHR is a cloud-based HR software that helps you manage all aspects of your employee lifecycle, from hiring to onboarding, performance management, payroll, benefits, and more. BambooHR allows you to create customized workflows, reports, and dashboards to suit your specific needs and goals.

What are Job Application Forms?

Job application forms are online forms that allow you to collect information from candidates who apply for your open positions. Job application forms can help you screen candidates based on their qualifications, skills, experience, and other criteria. You can also use job application forms to collect resumes, cover letters, portfolios, references, and other documents from applicants.

What is Zapier?

Zapier is an online platform that enables you to connect different web apps and automate tasks between them. Zapier works with over 3,000 apps, including BambooHR and many popular job application form tools. With Zapier, you can create workflows called Zaps that trigger actions based on certain events or conditions.

How to Integrate Job Application Forms with BambooHR using Zapier?

Integrating job application forms with BambooHR using Zapier is easy and fast. Here are the basic steps:

  1. Choose a job application form tool that works with Zapier. Some examples are Typeform, JotForm, Google Forms, Formstack, and Wufoo.
  2. Create a job application form using your chosen tool and customize it according to your needs.
  3. Sign up for a Zapier account and create a new Zap.
  4. Choose your job application form tool as the trigger app and select the event that will start the Zap. For example, you can choose “New Response” or “New Submission” as the trigger event.
  5. Choose BambooHR as the action app and select the action that will happen in BambooHR when the trigger event occurs. For example, you can choose “Create Employee” or “Update Employee” as the action.
  6. Connect your job application form tool account and your BambooHR account to Zapier and authorize them.
  7. Map the fields from your job application form to the corresponding fields in BambooHR. For example, you can map the name field from your form to the first name and last name fields in BambooHR.
  8. Test your Zap and make sure it works as expected.
  9. Turn on your Zap and enjoy the benefits of integration.

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What are the Benefits of Integration?

  1. Integrating job application forms with BambooHR using Zapier can bring you many benefits, such as:
  2. Saving time and effort for HR professionals by automating data transfer between apps
  3. Reducing manual data entry errors and ensuring data accuracy and consistency
  4. Enhancing efficiency and speed in the recruitment process by eliminating delays and bottlenecks
  5. Improving candidate experience and engagement by providing a smooth and seamless application process
  6. Tracking and managing candidates more effectively by having all their information in one place

Setting Up Your Zapier Account

Before you can start integrating your job application forms with BambooHR using Zapier, you need to set up your Zapier account. Here’s how:

Creating a Zapier account

To create a Zapier account, go to https://zapier.com/ and click on the “Sign Up” button. You can sign up with your email address or use an existing Google, Facebook, or Apple account. Once you sign up, you will be taken to the Zapier dashboard.

Overview of the Zapier dashboard

The Zapier dashboard is where you can create, manage, and monitor your integrations, which are called “Zaps”. A Zap is a connection between two or more apps that triggers an action when an event occurs. For example, a Zap can trigger an action in BambooHR when someone fills out your job application form.

To create a new Zap, click on the “Make a Zap” button on the top right corner of the dashboard. You will be taken to the Zap editor, where you can choose the apps, events, and actions for your integration.

Connecting BambooHR and Job Application Forms

To connect BambooHR and Job Application Forms to Zapier, you need to add them as apps in the Zap editor. To do this, follow these steps:

  1. In the Zap editor, click on the “Choose App & Event” box under the “Trigger” section.
  2. Search for and select the app that hosts your job application form, such as Google Forms, Typeform, JotForm, or SurveyMonkey.
  3. Choose the event that will trigger your integration, such as “New Response in Spreadsheet”, “New Entry”, “New Submission”, or “New Response”.
  4. Click on the “Continue” button.
  5. Follow the instructions to connect your account and select your form.
  6. Click on the “Continue” button.
  7. Test your trigger by clicking on the “Test Trigger” button. You should see a sample response from your form.
  8. Click on the “Continue” button.

Next, you need to add BambooHR as the app that will perform an action when the trigger event occurs. To do this, follow these steps:

  1. In the Zap editor, click on the “Choose App & Event” box under the “Action” section.
  2. Search for and select “BambooHR”.
  3. Choose the action that you want to perform in BambooHR, such as “Create Candidate”, “Update Candidate”, or “Add Note”.
  4. Click on the “Continue” button.
  5. Follow the instructions to connect your BambooHR account and select your subdomain.
  6. Click on the “Continue” button.

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Configuring the Integration

After connecting BambooHR and Job Application Forms to Zapier, you need to configure the integration by mapping fields between them. This will ensure that the data from your form is transferred correctly to BambooHR. To do this, follow these steps:

Selecting the trigger event from the Job Application Form

In the Zap editor, under the “Trigger” section, click on the drop-down menu next to the event name and select the specific event that you want to use as a trigger for your integration. For example, if you are using Google Forms as your job application form app, you can select “New Response in Spreadsheet” as the trigger event.

Mapping fields between the Job Application Form and BambooHR

Also in the Zap editor, under the “Action” section, click on each field that you want to map between your job application form and BambooHR. For example, if you want to map the name field from your form to the name field in BambooHR, click on the “Name” field under BambooHR and select the corresponding field from your form. You can also use custom fields or formulas to map fields that are not available by default.

Testing the integration to ensure seamless data transfer.

Once you have mapped all the fields that you want to transfer, you can test your integration by clicking on the “Test & Review” button at the bottom of the Zap editor. You should see a success message and a sample data transfer from your form to BambooHR. You can also check your BambooHR account to see if the candidate has been created or updated.

Automating Data Transfer

You can turn on and start automating data transfer between your job application form and BambooHR after the integration by following these steps:

Configuring actions in Zapier for data transfer

In the Zap editor, under the “Action” section, you can configure additional options for your data transfer, such as adding filters, delays, or conditional logic. For example, you can add a filter to only transfer data from applicants who meet certain criteria, such as location, experience, or skills. You can also add a delay to wait for a certain amount of time before transferring data or add a conditional logic to perform different actions based on different conditions.

Ensuring data accuracy and consistency

To ensure that your data is accurate and consistent between your job application form and BambooHR, you should follow some best practices, such as:

  1. Make use of clear and consistent labels for your fields in both apps
  2. Use validation rules or required fields to prevent incomplete or invalid data
  3. Add unique identifiers or email addresses to avoid duplicate or conflicting data
  4. Use standard formats or conventions for dates, numbers, or currencies
  5. Employ Zapier’s built-in formatting feature or custom formulas to transform or format data

Customizing automation rules for specific needs

Customize your automation rules for specific needs by using Zapier’s advanced features, such as:

  1. Multiple steps or actions to perform complex tasks or workflows
  2. Multiple triggers or zaps to handle different scenarios or events
  3. Paths or branching logic to create different outcomes based on different inputs
  4. Webhooks or custom requests to send or receive data from other sources
  5. Code steps or scripts to write custom code or logic

Troubleshooting and Optimization

If you encounter any issues or errors with your integration, you can troubleshoot and optimize it yourself. Some of the common issues and their solutions are:

  1. Not transferred or not updated data: Check if your zap is turned on, if your trigger event is correct, if your accounts are connected, if your fields are mapped correctly if your filters or conditions are met, if your actions are configured correctly, and if there are any errors in your zap history.
  2. Incorrect or incomplete data transfer: Confirm if your data is valid, consistent, and formatted correctly in both apps, if your fields are compatible and compatible with each other if your custom fields or formulas are working properly, and if there are any conflicts or duplicates in your data.
  3. Data is transferred too slowly or too frequently: Troubleshoot whether your zap is running too many times or too infrequently, if your trigger app supports instant triggers or polling intervals, if your action app supports batch operations or rate limits if your zap has any delays or waits, and if there are any performance issues with either app.

Fine-tuning the integration for better performance

To fine-tune your integration for better performance, you can:

  1. Use instant triggers instead of polling triggers to reduce latency and increase efficiency
  2. Apply batch operations instead of individual operations to reduce API calls and increase throughput
  3. Use filters instead of searches to reduce unnecessary data transfer and increase accuracy
  4. Format instead of using code steps to reduce complexity and increase readability
  5. Use paths instead of multiple zaps to reduce duplication and increase maintainability

Regularly reviewing and updating the integration settings

Ensure that your integration is working properly and meeting your needs by regularly reviewing and updating the integration settings, such as:

  1. Checking the zap history for any errors or warnings and fixing them
  2. Reviewing the zap activity for any trends or patterns and analyzing them
  3. Analyzing the zap performance for any bottlenecks or inefficiencies and optimizing them
  4. Checking the app updates for any changes or improvements and adapting them
  5. Checking the user feedback for any suggestions or complaints and addressing them

Conclusion

Integrating your job application forms with BambooHR using Zapier is a great way to streamline your hiring process and save time and resources. By following the steps in this blog post, you can easily set up, configure, automate, troubleshoot, and optimize your integration. You can also customize your integration for specific needs using Zapier’s advanced features.

 


  • Emmanuel
  • on 9 min read

Formplus

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