Once a new hire has been added to your BambooHR portal, process that employee in your Maxwell Health. In this article, you'll learn the steps to do this. For more general information, read an overview of the BambooHR integration.

 

Before adding a new hire, please confirm:


Add a new hire

 

Take the following steps to add a new hire to BambooHR and Maxwell Health:

 

1. Add the employee to BambooHR. It’s essential that the employee’s demographic information is entered to BambooHR. Any demographic information added to their Maxwell Health portal will not be reflected after a BambooHR sync occurs.

a. Be sure to go to the Benefits tab and select a Benefits Group

b. If your employee is on an hourly pay rate, be sure to go to the Job tab and complete the “Standard Hours Per Week” field.

 

2. Within 15 minutes, you’ll receive a notification that a new hire has been added.

a. Please note you can also manually sync your BambooHR integration at any time, but it’s not recommended.

b. Please note that if you don’t receive a notification or see the employee listed in the Maxwell Health system, you can always check the integration log for the status of the sync by going to Settings > Integrations > BambooHR under Current Integrations tab > Details > Log tab.

 

3. You will then need to edit the new hire's info and select "New Hire (HRIS Only)" as the Change Reason.

a. The date the change occurred will automatically be pre-populated based on the Date of Hire entered for that employee in your BambooHR portal.

b. Select the appropriate welcome email template you'd like to send

c. When you click Proceed, the waiting period, "Available to Shop" dates, and effective date, will be automatically calculated based on the Date of Hire, and all products will open accordingly for the new hire to make their elections. 


 

Note

  • Your employee’s dependents’ information will need to be added to Maxwell Health, even if it’s already been entered in BambooHR. Information on dependents will not sync from BambooHR to Maxwell Health.
  • If you add a new employee to BambooHR whose email address matches an employee’s email address in the Maxwell Health system, the new user will not be able to be created in Maxwell Health. This is because email address is a unique value across Maxwell Health.
  • After proceeding with the QLE, the employee’s products will be in a status of “Open,” or if the employee is automatically enrolled in the product, “Selected,” (unless you’ve placed an automatically enrolled product in an “Open” status using a Bulk Edit Tool or some other means).
  • Maxwell Health does not support international employees. Any international employees in BambooHR will not be added to Maxwell Health via the integration. The country field in BambooHR must state "United States." If the country field is left blank, the employee will not sync over to Maxwell Health.



View a slideshow of the steps