Question
I am trying to link a time-off type from BambooHR to Forecast. The time-off time does not appear under Import from BambooHR or in the Link to BambooHR dropdown. Why?
Answer
The time-off type was not created by the BambooHR for Forecast integration user. Time-off types must be created by the user who connected the integration in order to appear for importing or linking.
To resolve:
- Find the integration user.
- Ask the integration user to create the time-off type in BambooHR.
- Refresh Forecast.
- From Admin, select Time Management from the dropdown.
- Scroll down to Time off.
- The time-off type will now appear in Import from Bamboo or Link to BambooHR.
If you are the integration user and are still having issues with visibility over BambooHR time-off types, please submit a new case request with Forecast Support.
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