How does BambooHR handle setup and initial implementation for new customers?

Setup and Implementation

Setting up BambooHR means importing existing employee records and configuring the org chart and reporting structure first, since most other modules (Time Off, Onboarding, Performance) depend on accurate employee and manager data being in place.

Practical Details

Configuring Time Off accrual policies and Onboarding task templates early gives new hires and existing employees a functional self-service experience from day one, rather than launching with only the employee directory live.

Actionable Considerations

1. Import and validate employee/manager data first, since most other modules depend on accurate org-chart structure
2. Configure Time Off accrual policies and Onboarding templates before go-live, not as a later add-on
3. Run a test employee record through the full onboarding workflow to confirm task triggers work correctly