HR integration

Connect BambooHR to contractor onboarding and payments

Connect BambooHR worker records with Wingspan. Sync selected contractor records, assignments, and approved time. Wingspan manages contractor onboarding, work logs, and payables. W-2 workers follow their own payroll path. Finance gives payment approval before money goes out. Your HR team sees readiness and pay updates.

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BambooHR logo BambooHR
Wingspan

Connect the work to the payment

  • BambooHR

    Employee Profile (Contractor Status)

    Wingspan

    Contractor (Payee)

  • BambooHR

    Contractor Readiness (Custom Field)

    Wingspan

    Requirements Status

  • BambooHR

    Job Information Table (Job Title, Department, Division)

    Wingspan

    Engagement templates and assignments

Choose which records sync and when they move. Your team stays in control of work review and payment approval.

Keep contractor compliance separate from employee records

Contractor and W-2 workers use different tax forms and pay rules. Wingspan tracks each contractor assignment's required checks, such as tax forms, licenses, or insurance. BambooHR custom fields show assignment readiness so HR can track setup progress.

Turn approved timesheets into contractor payables

Approved contractor hours sync to Wingspan as work items. A work log groups them for one assignment. Wingspan applies agreed rates. Approving the log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Finance gives separate payment approval. Your team spends less time copying hours.

Give HR clear payment updates

Contractors enter their tax and bank details directly in Wingspan. BambooHR gets simple status flags and payment reference codes. When Wingspan sends pay, it shows when the sending bank processed it. That step does not prove the receiving bank posted funds yet.

How BambooHR works with Wingspan

BambooHR stores worker records, job details, and hours. Wingspan uses Worker as the umbrella term. Worker types include Contractor and W-2. In Wingspan, each worker record is called a payee.

Contractors use W-9 forms and 1099 reporting. Approved contractor work creates one amount owed. The contractor sees an invoice. Your team sees a payable. W-2 workers receive pay statements through employee payroll runs with tax withholding.

Selected contractor records sync from BambooHR to Wingspan. Job details supply context for engagement templates and assignments. Approved hours fill work logs using agreed rates. Finance gives separate payment approval before pay goes out. Readiness and payment status flow back to BambooHR.

Start with the records you already use

Employee Profile
Core worker file in BambooHR. It holds basic contact details and job status.
Employment Status Table
Table that tracks worker type. It shows if a worker is an employee or contractor.
Job Information Table
Table that stores job details. It holds department names, division codes, and job titles.
Compensation Table
Table for worker pay data. It records agreed pay rates, pay types, and pay schedules.
Timesheet
Time record in BambooHR. It tracks hours worked and manager review status.
Employee Certifications Table
Table that tracks worker skills. It stores licenses, training cards, and renewal dates.
Change notification
Alert that fires on changes. It triggers when a worker record or table row updates.
Contractor Onboarding Readiness (Custom Field)
Custom field in BambooHR. It shows if a contractor passed their onboarding checks.
Payment Summary (Custom Field)
Custom field in BambooHR. It tracks pay dates, pay status, and sending bank codes.

Sync options

Choose which tool holds each record. Set the changes that sync between them. Connect your records to the Wingspan workflows below.

Employee Profile (Contractor Status)

Contractor (Payee)

BambooHR to Wingspan

A selected contractor record in BambooHR creates a Wingspan worker record. This record is called a payee. Basic contact details sync first. An invite starts onboarding. Creating the record and linking an account are separate steps. Contractors complete tax and payment checks in Wingspan. W-2 workers follow their own onboarding and payroll path.

Contractor Readiness (Custom Field)

Requirements Status

Wingspan to BambooHR

Wingspan sends assignment readiness to a BambooHR custom field. Engagement templates set required checks, such as Form W-9 or insurance. Each assignment tracks those checks for one worker. Finishing checks for one assignment does not clear every job.

Job Information Table (Job Title, Department, Division)

Engagement templates and assignments

BambooHR to Wingspan

Job details in BambooHR map to an engagement template in Wingspan. These include title, department, and division fields. An engagement is a reusable work template. It sets clear rules and rates. When a contractor takes on work, Wingspan creates an assignment. This assignment is also called a payee engagement. Your team links each assignment to a team and cost code. One contractor can have several assignments at once. Each assignment can have its own terms.

Compensation Table (Rate, Pay Frequency, Pay Type)

Rate Card and Rate Calculation

BambooHR to Wingspan

Pay rates in BambooHR sync to Wingspan as rate cards. A rate card sets agreed rates for hours, days, or tasks. Rate calculations tell Wingspan how to multiply units by price. When timesheet hours arrive, Wingspan figures out work log totals. Reviewing work is not approving pay. Your finance team still decides when to approve bills and release funds.

Timesheet (Approved Status)

Work Log and Work Items

BambooHR to Wingspan

Approved contractor timesheets fill work items in Wingspan. A work log groups them for one assignment. Approving the log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Time approval confirms the work. Finance gives separate payment approval before money goes out.

Employee Certifications Table (Title, Expiration Date)

Requirements (Credentials and Licenses)

In both directions

Licenses and skill records in BambooHR sync to Wingspan. They map to assignment requirements. A requirement is a check on a worker assignment. Your team decides if a license passes a check. A license entry does not prove insurance or tax status. Wingspan checks those items on its own. Wingspan then sends the check status back to BambooHR.

Payment Summary (Custom Field)

Payments (Deposit Confirmation and Status)

Wingspan to BambooHR

Finance approves a contractor payable before a payroll run pays it. Wingspan sends pay dates and reference codes to BambooHR so operations teams can answer worker questions. Deposit confirmed means the sending bank processed the transfer. It does not prove the worker's bank posted funds yet.

Integration workflows

01

Contractor onboarding and requirement verification

An admin selects a contractor record in BambooHR.

An admin selects a contractor record in BambooHR. The sync creates a Wingspan worker record. An invite starts onboarding. The contractor completes checks for the assignment. Your team reviews required files, such as licenses or insurance. Wingspan sends assignment readiness to BambooHR.

02

Timesheet approval to payable generation

A manager approves a contractor timesheet.

A manager approves a contractor timesheet in BambooHR. The hours fill a Wingspan work log. Wingspan applies agreed rates. Approving the log creates one amount owed. The contractor sees an invoice. Your team sees a payable. Finance gives separate payment approval. Approved payables join a contractor payroll run.

03

Contractor offboarding and assignment completion

HR marks a contractor inactive in BambooHR.

HR marks a contractor inactive in BambooHR. The sync updates their Wingspan assignment. Your team checks open work logs and payables. Finance reviews and approves final amounts owed. A contractor payroll run pays approved payables. Payment status flows back to BambooHR. Tax records stay available for year-end reporting.

Plan your integration

Worker type filtering and payroll rules

BambooHR holds W-2 employees and 1099 contractors in one list. Wingspan supports both worker types. Each worker type uses its own pay path. W-2 employees get paid through employee payroll runs. These runs handle taxes and pay statements. Contractors get paid through invoices and payables. They also use 1099 tax forms. You set up sync filters in BambooHR based on worker status. This keeps W-2 staff out of contractor onboarding. It also prevents them from receiving vendor bills.

Choose worker fields and access

Choose the worker fields, readiness updates, and payment references that sync with BambooHR. Your team sets access by role for the records and files each group needs. HR uses the selected updates to support workers.

Separating time approval from payment release

Keep time review and payment approval separate. A manager approves contractor hours in BambooHR. Those hours fill a Wingspan work log. Approving the log creates one invoice/payable. Finance must approve payment separately. Only approved payables join a contractor payroll run.

How the worker lifecycle fits

Connect worker records from hire to pay. Choose the Contractor or W-2 type and keep the right checks for each.

Workers and worker types
Contractor records in BambooHR map to worker records in Wingspan. This starts onboarding. It sends check status back to BambooHR. It uses custom fields.
Engagements and assignments
Job details in BambooHR map to engagement templates in Wingspan. They also map to contractor assignments. An assignment is a job for a worker. It uses agreed rate cards.
Requirements and eligibility
Wingspan tracks required checks on work templates. These include W-9 forms and insurance files. Wingspan checks if a worker is ready for a job. It sends status back to BambooHR.
Work logs and approved work
Approved contractor hours fill Wingspan work logs. Approving a log creates one invoice/payable. Finance gives separate payment approval.
Payables
Contractor payables come from approved work logs or known amounts. Each payable is one amount owed. Finance approves payment before a contractor payroll run pays it.
Client invoices
Client invoices track what clients owe your business in Wingspan or your accounting tools. Client billing and worker pay use separate records and review steps.
Payments and payouts
Wingspan pays contractors through payroll runs. It sends pay dates and bank codes back to BambooHR custom fields.
Tax forms and reporting
BambooHR handles employee HR reports. Wingspan stores contractor tax details and W-9 forms. It also files 1099-NEC forms.

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