How do I export timesheet data in BambooHR format?

You can export your time and attendance detail to a format that is ready to upload into BambooHR.

Selecting BambooHR as your payroll system

1. Go into Admin > Company Settings and scroll down to Payroll Integration
2. Select the "BambooHR" option.
3. Save the company settings

Adding BambooHR Employee Numbers to Clean Smarts

The Employee number is the BambooHR unique user ID which needs to be entered into Clean Smarts for each user in their profile in order to map hours to the correct person.

1. Go to Admin > Manage Users.
2. Click on the pencil icon next to the user.
3. Scroll to the "Payroll System ID" field, and type in the Employee number.
4. Save the user's profile.
5. Repeat these steps for each employee.

Adding BambooHR Job Codes Numbers to Clean Smarts

Clean Smarts maps the location Payroll System ID to Job Codes in BambooHR. You can add the location Payroll System ID to each location profile.

1. Go to Admin > Manage Locations.
2. Click on the pencil icon next to the location.
3. Scroll to the "Payroll System ID" field, and type in the BambooHR Job Code.
4. Save the location profile.
5. Repeat these steps for each location.

Exporting time data

1. Go to the Time Tracking > Approve Hours report.
2. You will now see an BambooHR export button. Click it to download a comma-delimited spreadsheet format that is suitable for BambooHR upload.

Field values

• Employee #: This is the "Payroll System ID" mentioned above.
• Time Entry ID: This is a unique ID representing the Check-in ID component relating to a particular workday.
• Division: Blank (not used).
• Department: Blank (not used).
• Job title: This is the Clean Smarts User Role description, if any
• Pay Code: This is the Clean Smarts Pay Code description. If you place an abbreviated pay code in parentheses within the Clean Smarts description, just the part within the parentheses will be imported into this column. For example, if you have a pay code "Vacation (03)", this column will be shortened to "03". If you do not have parentheses in your pay code, the entire description will be used for the value in this column. For example, "Vacation", with no parentheses, will appear as such; "Vacation".
• Hours Worked Date: This is the date relating to the beginning of the workday that this time relates to, in M/D/YYYY format.
• Pay Rate: This is the override or user pay rate for this punch. If the rate is zero, the value in this column is blank.
• Rate Type: This either "REG" or "OT" for regular or overtime worked, respectively.
• Hours Worked: This is the total hours for this punch. Note that punches that cross workdays will be broken up by workday.
• Job Code: This is the "Payroll System ID" for the Clean Smarts location worked.
• Job Data 1: This is the description of the Clean Smarts location worked.
• Job Data 2: Blank (not used)
• Job Data 3: Blank (not used)
• Job Data 4: Blank (not used)
• Delete: Blank (not used)