bamboohr-core-workflow-b

BambooHR Core Workflow B — Time Off, Benefits & Files

Overview

Secondary BambooHR workflows covering time off requests, PTO balance tracking, employee file management, photos, goals, and training records.

Prerequisites

• Completed bamboohr-install-auth setup
• BambooHRClient from bamboohr-sdk-patterns
• API key with time-off and files permissions

Instructions

Step 1: List Time Off Requests

// GET /time_off/requests/?start=YYYY-MM-DD&end=YYYY-MM-DD
const requests = await client.request<any[]>(
  'GET',
  `/time_off/requests/?start=2026-03-01&end=2026-03-31&status=approved`,
);

for (const req of requests) {
  console.log(`${req.employeeId}: ${req.start} to ${req.end} (${req.type.name})`);
  console.log(`  Status: ${req.status.status} | ${req.amount.amount} ${req.amount.unit}`);
}

Time off request response shape:

[
  {
    "id": "100",
    "employeeId": "123",
    "status": { "status": "approved", "lastChanged": "2026-03-15" },
    "name": "Jane Smith",
    "start": "2026-03-20",
    "end": "2026-03-22",
    "type": { "id": "1", "name": "Vacation" },
    "amount": { "unit": "days", "amount": "3" },
    "notes": { "employee": "Spring break trip", "manager": "" },
    "dates": {
      "2026-03-20": "1", "2026-03-21": "1", "2026-03-22": "1"
    }
  }
]

Step 2: Create a Time Off Request

// PUT /employees/{id}/time_off/request
await fetch(`${BASE}/employees/123/time_off/request`, {
  method: 'PUT',
  headers: { Authorization: AUTH, 'Content-Type': 'application/json' },
  body: JSON.stringify({
    status: 'requested',
    start: '2026-04-15',
    end: '2026-04-18',
    timeOffTypeId: 1, // 1 = Vacation, varies by company
    amount: 4,
    notes: { employee: 'Family vacation' },
    dates: {
      '2026-04-15': '1',
      '2026-04-16': '1',
      '2026-04-17': '1',
      '2026-04-18': '1',
    },
    previousRequest: 0,
  }),
});

Step 3: Approve or Deny a Request

// PUT /time_off/requests/{requestId}/status
await fetch(`${BASE}/time_off/requests/100/status`, {
  method: 'PUT',
  headers: { Authorization: AUTH, 'Content-Type': 'application/json' },
  body: JSON.stringify({
    status: 'approved', // or 'denied', 'canceled'
    note: 'Approved. Enjoy your trip!',
  }),
});

Step 4: Check PTO Balances (Estimated Future Balances)

// GET /employees/{id}/time_off/calculator?end=YYYY-MM-DD
const balances = await client.request<any>(
  'GET',
  `/employees/123/time_off/calculator?end=2026-12-31`,
);

// Returns balances for each time off type
for (const [typeId, balance] of Object.entries(balances)) {
  const b = balance as any;
  console.log(`${b.name}: ${b.balance} days remaining (accruing ${b.accrualRate}/period)`);
}

Step 5: Get Time Off Policies and Types

// GET /meta/time_off/types — list all time off types
const types = await client.request<Record<string, any>>(
  'GET', '/meta/time_off/types',
);

for (const [id, type] of Object.entries(types)) {
  console.log(`Type ${id}: ${(type as any).name}`);
}

// GET /time_off/policies — list all time off policies
const policies = await client.request<any[]>('GET', '/meta/time_off/policies');
for (const policy of policies) {
  console.log(`Policy: ${policy.name} (${policy.type})`);
}

Step 6: Employee Files

// GET /employees/{id}/files/view — list all files for an employee
const files = await client.request<{ categories: any[] }>(
  'GET', `/employees/123/files/view`,
);

for (const category of files.categories) {
  console.log(`Category: ${category.name}`);
  for (const file of category.files || []) {
    console.log(`  ${file.name} (${file.originalFileName}) — ${file.createdDate}`);
  }
}

// GET /employees/{id}/files/{fileId}/ — download a specific file
// Returns binary file content
const fileRes = await fetch(`${BASE}/employees/123/files/42/`, {
  headers: { Authorization: AUTH },
});
const fileBuffer = await fileRes.arrayBuffer();

// POST /employees/{id}/files — upload a new file
const formData = new FormData();
formData.append('file', new Blob([fileContent]), 'offer-letter.pdf');
formData.append('fileName', 'Offer Letter 2026');
formData.append('category', 'Unsigned Documents');

await fetch(`${BASE}/employees/123/files`, {
  method: 'POST',
  headers: { Authorization: AUTH },
  body: formData,
});

Step 7: Employee Photos

// GET /employees/{id}/photo/small — get employee photo (small, medium, large, original)
const photoRes = await fetch(`${BASE}/employees/123/photo/small`, {
  headers: { Authorization: AUTH },
});
// Returns image binary (JPEG/PNG)

// POST /employees/{id}/photo — upload a new photo
const photoForm = new FormData();
photoForm.append('file', photoBlob, 'headshot.jpg');
await fetch(`${BASE}/employees/123/photo`, {
  method: 'POST',
  headers: { Authorization: AUTH },
  body: photoForm,
});

Step 8: Goals and Training

// GET /v1/performance/employees/{id}/goals — list goals for an employee
const goals = await client.request<{ goals: any[] }>(
  'GET', `/v1/performance/employees/123/goals`,
);

for (const goal of goals.goals) {
  console.log(`${goal.title} — ${goal.percentComplete}% (${goal.status})`);
}

// GET /training/record/{employeeId} — get training records
const training = await client.request<any[]>(
  'GET', `/training/record/123`,
);

for (const record of training) {
  console.log(`${record.type}: completed ${record.completedDate}`);
}

Output

• Time off requests listed, created, and approved/denied
• PTO balances and accrual rates retrieved
• Employee files listed, downloaded, and uploaded
• Photos fetched and updated
• Goals and training records accessed

Error Handling

Error	Cause	Solution
400 on time off create	Missing required date fields	Include start, end, dates object
403 on file download	Key lacks file access	Use API key with file permissions
404 on time off type	Invalid timeOffTypeId	Fetch valid types from /meta/time_off/types
409 on overlapping request	Existing request for same dates	Check existing requests first

Enterprise Considerations

• Audit compliance: Time off changes are logged — check audit trail for SOX/HIPAA
• Bulk time off: Use the custom report endpoint with time-off fields for bulk exports
• Holiday calendars: BambooHR manages company holidays separately from PTO; query via the Who's Out calendar
• File retention: BambooHR stores files indefinitely; implement your own retention policies for downloads

Resources

• BambooHR Time Off API
• BambooHR Time Off Policies
• BambooHR Photos API
• BambooHR Goals API

Next Steps

For common errors and debugging, see bamboohr-common-errors.