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How to do Employment verification on Bamboo?

More than 17,000 businesses use BambooHR to handle HR needs, such as time tracking, payroll management, and even employment verification. BambooHR is essentially a one-stop shop for HR needs, capable of assisting with most major HR processes.

Although not every HR tool is capable of performing employment verifications, fortunately, people ops pros can lean on BambooHR for this function. To help you run through employment verifications using BambooHR, we’ve compiled this guide that will walk you through the process.

How to run an employment verification on BambooHR

BambooHR already contains many functionalities, but they can be expanded using the BambooHR Marketplace. This contains numerous integrations that add functionality, expand on existing features, and more.

In order to complete employment verifications with BambooHR, you’ll need to familiarize yourself with the BambooHR Marketplace and then complete the following steps.

Step 1: Download the Truework integration

The first thing required for employment verification on BambooHR is the Truework integration. You can find this tool on the BambooHR Marketplace here.

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You should see the above image when you find the Truework integration on the BambooHR Marketplace.

First, you’ll need to download the Truework integration from the BambooHR Marketplace. Once you’ve downloaded the integration and synced your BambooHR account, you’ll be prompted to enter your BambooHR login info. Next, you’ll have to create a free Truework account. Lastly, wait for an email from Truework that allows you to finish signing up.

For further instructions on downloading and setting up the integration, read BambooHR’s in-depth guide here.

Step 2: Create verification letter templates

Once the Truework integration is set up, you can create templates for employment letters. These allow your employees to quickly create and send their own employment letters in as little as a few minutes.

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This template shows how easy it is to customize various fields and how those fields translate to a finished letter.

Templates should include a company logo, business address, and formatted text with replaceable fields for the employee’s information. This makes filling out the template a breeze for everyone who uses it and, ultimately, saves the company time.

Also, the fields on your end in BambooHR and the fields in Truework won’t necessarily have the same names. But, BambooHR integrates seamlessly and ensures any data entered in BambooHR port over to Truework without any issues. For more information on the data integrations, go to this page and click the Integration tab for a full chart.

With your templates created, your employees can easily use the Truework letter creation tool to send their own employee letters.

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Entering an employer’s name in the above field will quickly pull up the right templates.

Employees can then use the letter creation tool here. They can choose a template and quickly generate an employee letter. The template should handle most of the work, leaving the employee with only the responsibility of verifying the information before sending the letter. Once the employee has verified the information, the letter can be electronically delivered via email. This process shouldn’t require any input from HR, enabling both the employee and the HR team to save time.

In the event of third-party requests

If a third-party organization, like a bank or mortgage company, needs verification from any employee, Truework handles that as well. These verification requests are handled via email and require no input from HR.

The employee in question will receive an email from Truework if a third party requests their information, at which point the employee can respond to the email. If the employee confirms, the verification process will continue without any further input needed.

Verifying with ease

BambooHR with Truework integration makes verification simple for third parties, employers, and employees alike. Once it’s set up, employers have to do very little hand-holding with verifications. Best of all, employees can take ownership of the verification process by creating and sending their own letters. This is a rarity in verification and makes the effort needed to set up this useful integration all the more worthwhile.

Learn more about Truework

Request a demo to learn more about Truework, the best in class employment and income verification service.

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