Aptly + BambooHR

Overview

Aptly integrates with BambooHR — a leading cloud-based human capital management system — to connect HR data directly to your Delegation of Authority (DoA) and approval governance framework. By synchronizing employee records, job roles, reporting relationships, and organizational structures from BambooHR into Aptly, organizations eliminate manual delegation updates and ensure that authority assignments always reflect current workforce realities.

This integration ensures that when employees are added, change roles, transfer departments, or exit the organization, delegated authorities are issued, updated, or revoked automatically based on configured governance rules — keeping compliance and operational readiness in sync with your HR data.

Key Capabilities

Automated Employee and Role Sync
Aptly imports and updates employee information from BambooHR, including names, job titles, departments, business units, and reporting managers. Any change in BambooHR automatically triggers corresponding updates in Aptly’s delegation engine.

Delegation Issuance & Revocation Automation
When employee records change — such as a new hire, promotion, transfer, or termination — Aptly evaluates and automatically issues, reassigns, or revokes delegated authorities based on your prescribed authorities.

Organizational Structure Alignment
BambooHR’s department and reporting structure data map directly to Aptly’s authority and role model. This ensures that delegated approval rights and decision authority always reflect real organizational relationships and hierarchies.

Custom Field & Attribute Support
Default field mappings handle commonly used BambooHR attributes, while Aptly’s configuration tooling enables you to extend mappings for custom HR fields, conditional logic, or separation of duties requirements — supporting complex governance scenarios.

Audit & Compliance Traceability
Every sync, delegation issuance, and revocation event triggered by BambooHR data is logged within Aptly’s audit trail. Compliance and governance teams can review exactly what changed, when it changed, and how it impacted delegation assignments, supporting audit readiness and accountability.

Value to Organizations

Integrating BambooHR with Aptly creates a fully automated bridge between HR operations and authority governance. This eliminates manual delegation updates that cause risk and delays, ensures compliance with internal controls, and provides HR, legal, and finance teams with a single trusted source of truth for both workforce and delegation data.

The result is a continuously accurate, policy-aligned authority framework that evolves automatically with workforce changes — reducing risk, improving oversight, and enabling consistently compliant decision-making across the enterprise.

Example Use Cases

• New Hire Onboarding: Automatically issue appropriate delegations when new employees are added in BambooHR.
• Role Changes & Promotions: Reassign authorities when employees transfer departments or change jobs.
• Offboarding: Instantly revoke all authorities when an employee exits the organization or becomes inactive.
• Manager Changes: Ensure delegation chains update automatically when reporting relationships change.
• Audit & Compliance: Produce auditable logs showing exactly how and when BambooHR changes triggered delegation updates in Aptly.