For the complete documentation index, see llms.txt
For the complete documentation index, see llms.txt

How to Integrate Zinc with BambooHR: Custom Fields Setup and Authentication

**Please note that CV checks are only available directly on Zinc. BambooHR cannot currently be used with packages containing CV checks.** <iframe src="https://www.youtube.com/embed/7otjgDCSzJg" width="100%" height="400" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen ></iframe> ## Step 1: Navigate to custom fields in BambooHR From your BambooHR home page, go to **Settings > Custom Fields**. You'll see a list of existing custom fields. ![zincwork_hc_images/bamboohr-1.jpg](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/bamboohr-1.jpg) ## Step 2: Create custom fields Next, you’ll need to add all relevant Zinc fields. To add a new field, click **+ New Custom Field** in the top left corner next to **Category Fields**, then enter the **Field Name** and **Type**. Make sure to select **Optional** for all these fields. These fields will be saved in the **Job Employee Profile** tab under the **Job** section. Click **Save** at the bottom left corner to confirm. It’s important to enter the exact field names and types listed below—otherwise, the integration won’t work. The type of each field is indicated in brackets, for example, (text). - **Zinc Status** (short answer) - **Zinc Date of check** (date) - **Zinc Type of check** (short answer) - **Zinc Report link** (short answer) Only add these next fields if you're doing Right To Work checks - **Zinc RTW Document Expiry** (short answer) - **Zinc Document Type** (short answer) - **Zinc Nationality or Share code** (short answer) - **Zinc RTW Status** (short answer) Note: Completed Zinc reports will be uploaded to the **Candidate Documents** tab under **Zinc Background Checks**. If any existing documents are found in this category, they are automatically deleted before uploading any new ones. This ensures that only the most up-to-date version of the report is stored for each employee. Please store a copy of historical reports if carrying out rechecks. ![zincwork_hc_images/bamboohr-2.jpg](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/bamboohr-2.jpg) ## Step 3: Authenticate Zinc Enter BambooHR company domain. 1. Open this link in your browser: https://app.zincwork.com/setup/bamboohr. 2. In the text box, enter your BambooHR domain (this is the **yourcompany** part in https://yourcompany.bamboohr.com/). ![zincwork_hc_images/bamboohr-3.jpg](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/bamboohr-3.jpg) ## Step 4: Connect accounts Click **Authorise** and sign in to BambooHR if prompted. Once you're confirmed, you'll immediately see a message that the integration has been added. ![zincwork_hc_images/bamboohr-4.jpg](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/bamboohr-4.jpg) ## What happens next **View insights** View your candidate reports directly from your HRIS to make better hiring decisions without switching applications. ![zincwork_hc_images/bamboohr-5.png](https://storage.googleapis.com/public-fini-assets/zincwork_hc_images/bamboohr-5.png)