To successfully setup the display of information from employees in Small Improvements, into their profiles on BambooHR, you’ll need to connect the two systems. This requires reaching out to BambooHR tech support or using the guide below to add the app.
Installing the Small Improvements APP on BambooHR
Click on the Gear icon to go to your Settings page, then click the Apps option.
This will display an app homepage. Scroll down to locate the Small Improvements app under Performance Management. Click Install.
You must indicate if you’re on the US or EU server.
Click Settings>>Access Levels>>Employees>>Access Level Settings to enable access to the Objectives and Performance Reviews tabs.
Once installed, two new tabs will show on every user’s profile page inside BambooHR, one for performance reviews and one for objectives:
Performance Reviews are under the More tab
Each employee should use the prompt to log into Small Improvements to see their content.
Is this data stored in BambooHR?
Keep in mind again that the SI data is not copied to BambooHR; it stays entirely inside Small Improvements. The BambooHR tabs act more like “windows” into SI. For that reason you (or your staff) will need to log in into SI once. As an administrator, you are probably already logged in, but regular BambooHR employees will initially see a login button when they access the “performance review” tab in BambooHR for the first time.
If the tabs don’t appear, please contact BambooHR support.