Maxwell Health

How it works.

Maxwell Health and BambooHR have built out an integration that allows for all of your employees’ demographic information to be pulled down from BambooHR into Maxwell automatically. The integration also notifies you when specific changes have been made, such as a new employee being added and an employee being terminated. The notifications will guide you to complete the necessary workflow in Maxwell Health to reflect any changes made in BambooHR. Once your BambooHR integration has been set up and turned on by Maxwell, your employees’ demographic information will change in Maxwell every time it’s changed in BambooHR. Any employee changes made in BambooHR will be synced down immediately, with a notification being sent to the Administrator and/or Advisor within 15 minutes. BambooHR is the system of record for all employee demographic information, while Maxwell Health is the system of record for all benefit/election information. Please note that Maxwell Health is the system of record for all dependents’ information.

What data syncs?

BambooHR Field	Sync Direction	Maxwell Health Field	Field Logic or Notes
First Name		First Name	Required field to create user
Last Name		Last Name	Required field to create user
SSN		SSN	Required field to create user. Can disable 'required' if international employees exist
Email Address		Email Address	Required field to create user. Email MUST match between the two systems or else records will be duplicated in Maxwell. BambooHR sends "Best Email" field through the API to Maxwell, which means it will default to work email. But if there isn't a work email listed, it will use home email. Work email will always be the default if it is listed
Address Line 1		Address 1	Required field to create user
City		City	Required field to create user
State		State	Required field to create user
Zip Code		Zip	Required field to create user
Country		Country	Required field to create user
Date of Birth		Birthdate	Required field to create user
Gender		Gender	Required field to create user
Benefit Group		Benefit Group	Required field for benefits to trigger correctly. Must be the standard field
Pay Type		Pay Type	Required field for benefits to trigger correctly. Must be the standard field in order to sync over. All hourly employees need this field filled in. If you have an “Hourly” Pay Type set for an employee in BambooHR, you’ll need to make sure the “Standard Hours Per Week” field in the employee’s “Job” tab is filled out.
Disabled		Disabled	This field pops up when the app is turned on, but it is not a required field. It is to show if an employee is physically handicapped.
Job Title		Job Title
Work Phone		Work Phone
Mobile Phone		Mobile PHone
Country		Country
Pay Rate		Pay Rate	Must be hourly or salary. Required for all financial products
Status		Status
Hire Date		Hire Date
Termination Date		Termination Date	All 'inactive' employees need a termination date