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skills/sickn33/agentic-awesome-skills/bamboohr-automation

bamboohr-automation

1
sickn33/agentic-awesome-skills·Audit failed·Snapshot f1dda8965898

Summary

This source did not publish a separate summary. Review SKILL.md before using the skill.

SKILL.md

BambooHR Automation via Rube MCP

Automate BambooHR human resources operations through Composio's BambooHR toolkit via Rube MCP.

Prerequisites

  • Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
  • Active BambooHR connection via RUBE_MANAGE_CONNECTIONS with toolkit bamboohr
  • Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

  1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
  2. Call RUBE_MANAGE_CONNECTIONS with toolkit bamboohr
  3. If connection is not ACTIVE, follow the returned auth link to complete BambooHR authentication
  4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. List and Search Employees

When to use: User wants to find employees or get the full employee directory

Tool sequence:

  1. BAMBOOHR_GET_ALL_EMPLOYEES - Get the employee directory [Required]
  2. BAMBOOHR_GET_EMPLOYEE - Get detailed info for a specific employee [Optional]

Key parameters:

  • For GET_ALL_EMPLOYEES: No required parameters; returns directory
  • For GET_EMPLOYEE:
    • id: Employee ID (numeric)
    • fields: Comma-separated list of fields to return (e.g., 'firstName,lastName,department,jobTitle')

Pitfalls:

  • Employee IDs are numeric integers
  • GET_ALL_EMPLOYEES returns basic directory info; use GET_EMPLOYEE for full details
  • The fields parameter controls which fields are returned; omitting it may return minimal data
  • Common fields: firstName, lastName, department, division, jobTitle, workEmail, status
  • Inactive/terminated employees may be included; check status field
  • 2. Track Employee Changes

    When to use: User wants to detect recent employee data changes for sync or auditing

    Tool sequence:

    1. BAMBOOHR_EMPLOYEE_GET_CHANGED - Get employees with recent changes [Required]

    Key parameters:

    • since: ISO 8601 datetime string for change detection threshold
    • type: Type of changes to check (e.g., 'inserted', 'updated', 'deleted')

    Pitfalls:

    • since parameter is required; use ISO 8601 format (e.g., '2024-01-15T00:00:00Z')
    • Returns IDs of changed employees, not full employee data
    • Must call GET_EMPLOYEE separately for each changed employee's details
    • Useful for incremental sync workflows; cache the last sync timestamp

    3. Manage Time-Off

    When to use: User wants to view time-off balances, request time off, or manage requests

    Tool sequence:

    1. BAMBOOHR_GET_META_TIME_OFF_TYPES - List available time-off types [Prerequisite]
    2. BAMBOOHR_GET_TIME_OFF_BALANCES - Check current balances [Optional]
    3. BAMBOOHR_GET_TIME_OFF_REQUESTS - List existing requests [Optional]
    4. BAMBOOHR_CREATE_TIME_OFF_REQUEST - Submit a new request [Optional]
    5. BAMBOOHR_UPDATE_TIME_OFF_REQUEST - Modify or approve/deny a request [Optional]

    Key parameters:

    • For balances: employeeId, time-off type ID
    • For requests: start, end (date range), employeeId
    • For creation:
      • employeeId: Employee to request for
      • timeOffTypeId: Type ID from GET_META_TIME_OFF_TYPES
      • start: Start date (YYYY-MM-DD)
      • end: End date (YYYY-MM-DD)
      • amount: Number of days/hours
      • notes: Optional notes for the request
    • For update: requestId, status ('approved', 'denied', 'cancelled')

    Pitfalls:

    • Time-off type IDs are numeric; resolve via GET_META_TIME_OFF_TYPES first
    • Date format is 'YYYY-MM-DD' for start and end dates
    • Balances may be in hours or days depending on company configuration
    • Request status updates require appropriate permissions (manager/admin)
    • Creating a request does NOT auto-approve it; separate approval step needed

    4. Update Employee Information

    When to use: User wants to modify employee profile data

    Tool sequence:

    1. BAMBOOHR_GET_EMPLOYEE - Get current employee data [Prerequisite]
    2. BAMBOOHR_UPDATE_EMPLOYEE - Update employee fields [Required]

    Key parameters:

    • id: Employee ID (numeric, required)
    • Field-value pairs for the fields to update (e.g., department, jobTitle, workPhone)

    Pitfalls:

    • Only fields included in the request are updated; others remain unchanged
    • Some fields are read-only and cannot be updated via API
    • Field names must match BambooHR's expected field names exactly
    • Updates are audited; changes appear in the employee's change history
    • Verify current values with GET_EMPLOYEE before updating to avoid overwriting

    5. Manage Dependents and Benefits

    When to use: User wants to view employee dependents or benefit coverage

    Tool sequence:

    1. BAMBOOHR_DEPENDENTS_GET_ALL - List all dependents [Required]
    2. BAMBOOHR_BENEFIT_GET_COVERAGES - Get benefit coverage details [Optional]

    Key parameters:

    • For dependents: Optional employeeId filter
    • For benefits: Depends on schema; check RUBE_SEARCH_TOOLS for current parameters

    Pitfalls:

    • Dependent data includes sensitive PII; handle with appropriate care
    • Benefit coverages may include multiple plan types per employee
    • Not all BambooHR plans include benefits administration; check account features
    • Data access depends on API key permissions

    Common Patterns

    ID Resolution

    Employee name -> Employee ID:

    1. Call BAMBOOHR_GET_ALL_EMPLOYEES
    2. Find employee by name in directory results
    3. Extract id (numeric) for detailed operations
    

    Time-off type name -> Type ID:

    1. Call BAMBOOHR_GET_META_TIME_OFF_TYPES
    2. Find type by name (e.g., 'Vacation', 'Sick Leave')
    3. Extract id for time-off requests
    

    Incremental Sync Pattern

    For keeping external systems in sync with BambooHR:

    1. Store last_sync_timestamp
    2. Call BAMBOOHR_EMPLOYEE_GET_CHANGED with since=last_sync_timestamp
    3. For each changed employee ID, call BAMBOOHR_GET_EMPLOYEE
    4. Process updates in external system
    5. Update last_sync_timestamp
    

    Time-Off Workflow

    1. GET_META_TIME_OFF_TYPES -> find type ID
    2. GET_TIME_OFF_BALANCES -> verify available balance
    3. CREATE_TIME_OFF_REQUEST -> submit request
    4. UPDATE_TIME_OFF_REQUEST -> approve/deny (manager action)
    

    Known Pitfalls

    Employee IDs:

    • Always numeric integers
    • Resolve names to IDs via GET_ALL_EMPLOYEES
    • Terminated employees retain their IDs

    Date Formats:

    • Time-off dates: 'YYYY-MM-DD'
    • Change detection: ISO 8601 with timezone
    • Inconsistent formats between endpoints; check each endpoint's schema

    Permissions:

    • API key permissions determine accessible fields and operations
    • Some operations require admin or manager-level access
    • Time-off approvals require appropriate role permissions

    Sensitive Data:

    • Employee data includes PII (names, addresses, SSN, etc.)
    • Handle all responses with appropriate security measures
    • Dependent data is especially sensitive

    Rate Limits:

    • BambooHR API has rate limits per API key
    • Bulk operations should be throttled
    • GET_ALL_EMPLOYEES is more efficient than individual GET_EMPLOYEE calls

    Response Parsing:

    • Response data may be nested under data key
    • Employee fields vary based on fields parameter
    • Empty fields may be omitted or returned as null
    • Parse defensively with fallbacks

    Quick Reference

    TaskTool SlugKey Params
    List all employeesBAMBOOHR_GET_ALL_EMPLOYEES(none)
    Get employee detailsBAMBOOHR_GET_EMPLOYEEid, fields
    Track changesBAMBOOHR_EMPLOYEE_GET_CHANGEDsince, type
    Time-off typesBAMBOOHR_GET_META_TIME_OFF_TYPES(none)
    Time-off balancesBAMBOOHR_GET_TIME_OFF_BALANCESemployeeId
    List time-off requestsBAMBOOHR_GET_TIME_OFF_REQUESTSstart, end, employeeId
    Create time-off requestBAMBOOHR_CREATE_TIME_OFF_REQUESTemployeeId, timeOffTypeId, start, end
    Update time-off requestBAMBOOHR_UPDATE_TIME_OFF_REQUESTrequestId, status
    Update employeeBAMBOOHR_UPDATE_EMPLOYEEid, (field updates)
    List dependentsBAMBOOHR_DEPENDENTS_GET_ALLemployeeId
    Benefit coveragesBAMBOOHR_BENEFIT_GET_COVERAGES(check schema)

    When to Use

    This skill is applicable to execute the workflow or actions described in the overview.

    Limitations

    • Use this skill only when the task clearly matches the scope described above.
    • Do not treat the output as a substitute for environment-specific validation, testing, or expert review.
    • Stop and ask for clarification if required inputs, permissions, safety boundaries, or success criteria are missing.

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