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Back to Actions Integrations Use prebuilt BambooHR action templates to auto-create dialog tasks. Prerequisites: Configure BambooHR and install templates before proceeding. Navigate to Automation AI > Use Cases > Dialogs, then click the auto-created dialog to open the canvas.

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Supported Actions

ActionDescriptionMethod
Create an EmployeeCreates an employee in BambooHRPOST
Get Employee by IDFinds an employee by IDGET
List All EmployeesRetrieves all employeesGET
Update an EmployeeUpdates employee detailsPOST
Get All Time Off RequestsRetrieves all time off requestsGET
Get a List of Who is OutLists employees who are outGET
Update a Request StatusUpdates a time off request statusPOST

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Create an Employee

  1. Install the template from BambooHR Templates.
  2. The Create an Employee dialog task is added with: Create Employee dialog task
    • createEmployee – User intent to create an employee.
    • companyDomain, firstName, lastName – Entity nodes for employee details.
    • createEmployeeService – Bot action service to create the employee. Click Edit Request: Request Sample Request: 
      {
  "firstName": "Alen",
  "lastName": "walker"
}
    • createEmployeeMessage – Message node to display the result.
  3. Click Train, then Talk to Bot to test.
  4. Follow the prompts to create an employee. Employee creation
  5. Click View Employee to view employee details in BambooHR. Employee details

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Get Employee by ID

  1. Install the template from BambooHR Templates.
  2. The Get Employee by ID dialog task is added with: Get Employee ID task
    • getEmployeeByID – User intent to find an employee by ID.
    • companyDomain and id – Entity nodes for employee details.
    • getEmployeeByIdService – Bot action service to fetch the employee. Click Edit Request: Request Sample Request: 
      {
  "id": "114",
  "firstName": "Alen",
  "lastName": "walker"
}
    • getEmployeeMessage – Message node to display the result.
  3. Click Train, then Talk to Bot to test.
  4. Follow the prompts to find the employee. Find employee
  5. Click View Employee to view details in BambooHR.

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List All Employees

  1. Install the template from BambooHR Templates.
  2. The List All Employees dialog task is added with: List all employees
    • listAllEmployees – User intent to list employees.
    • companyDomain – Entity node for the company domain.
    • listAllEmployeesService – Bot action service to fetch all employees. Click Edit Request: Request Sample Request: 
      {
  "fields": ["firstName", "lastName"]
}
      Sample Response: 
      {
  "title": "Report",
  "fields": [
    { "id": "firstName", "type": "text", "name": "First Name" },
    { "id": "lastName", "type": "text", "name": "Last Name" }
  ],
  "employees": [
    { "id": "112", "firstName": "John", "lastName": "Smith" },
    { "id": "113", "firstName": "Harry", "lastName": "Anthony" },
    { "id": "114", "firstName": "Alen", "lastName": "walker" }
  ]
}
    • listAllEmployeesMessage – Message node to display results.
  3. Click Talk to Bot to test.
  4. Follow the prompts to view employees. List employees

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Update an Employee

  1. Install the template from BambooHR Templates.
  2. The Update an Employee dialog task is added with: Update Employee dialog task
    • updateEmployee – User intent to update an employee.
    • companyDomain, id, chooseField, firstName, lastName – Entity nodes.
    • updateEmployeeScript – Bot action script to prepare the update. View component properties
    • updateEmployeeService – Bot action service to update the employee. Click Edit Request: Request Sample Request: 
      {
  "firstName": "Alen",
  "lastName": "walker"
}
    • getEmployeeByIdService – Bot action service to fetch the updated employee by ID.
    • updateEmployeeMessage – Message node to display the result.
  3. Click Talk to Bot to test.
  4. Follow the prompts to update the employee. Update employee
  5. Click View Employee to view details in BambooHR.

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Get All Time Off Requests

  1. Install the template from BambooHR Templates.
  2. The Get All Time Off Requests dialog task is added with: Get Time Off Request dialog
    • getTimeoffRequests – User intent to get time off requests.
    • companyDomain, startDate, endDate – Entity nodes for the request range.
    • getTimeoffRequestsService – Bot action service to fetch time off requests. Click Edit Request: Request Sample Response: 
      [
  {
    "id": "1649",
    "employeeId": "112",
    "status": { "lastChanged": "2022-12-22", "status": "approved" },
    "name": "Mark Anderson",
    "start": "2022-12-14",
    "end": "2022-12-15",
    "type": { "id": "83", "name": "Vacation" },
    "amount": { "unit": "hours", "amount": "16" }
  }
]
    • getTimeoffRequestsMessage – Message node to display results.
  3. Click Talk to Bot to test.
  4. Follow the prompts. Get all time off requests

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Get a List of Who is Out

  1. Install the template from BambooHR Templates.
  2. The Get a List of Who Is Out dialog task is added with: Who is Out dialog task
    • getListWhoisOut – User intent to list who is out.
    • companyDomain – Entity node for the company domain.
    • getListWhoOutService – Bot action service to get the list. Click Edit Request: Request
    • getListWhoIsOutMessage – Message node to display results.
  3. Click Talk to Bot to test.
  4. Follow the prompts.

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Update a Request Status

  1. Install the template from BambooHR Templates.
  2. The Update a Request Status dialog task is added with: Update Request Status dialog task
    • updateRequestStatus – User intent to update a request.
    • companyDomain, requestID, requestStatus – Entity nodes.
    • updateRequestStatusScript – Bot action script to prepare the update. Update Request Status script
    • updateRequestStatusService – Bot action service to update the request. Click Edit Request: Request Sample Request: 
      {
  "status": "approved",
  "note": "Have fun!"
}
    • updateRequestStatusMessage – Message node to display the result.
  3. Click Talk to Bot to test.
  4. Follow the prompts. Update Request