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BambooHR – Viewing Small Improvements Data in BambooHR

To successfully setup the display of information from employees in Small Improvements, into their profiles on BambooHR, you’ll need to connect the two systems. This requires reaching out to BambooHR tech support or using the guide below to add the app.  

Installing the Small Improvements APP on BambooHR

Click on the Gear icon to go to your Settings page, then click the Apps option.

This will display an app homepage. Scroll down to locate the Small Improvements app under Performance Management. Click Install.

You’ll need to indicate if you’re on the US or EU server. Click the ‘Optional additional tabs’ boxes to display objectives or reviews in your BambooHR account.

Once installed, two new tabs will show on every user’s profile page inside BambooHR, one for performance reviews and one for objectives:

Performance Reviews are under the More tab

Each employee will need to use the prompt to log into Small Improvements to see their content.

Is this data stored in BambooHR?

Keep in mind again that the SI data is not copied to BambooHR; it stays entirely inside Small Improvements. The BambooHR tabs act more like “windows” into SI. For that reason you (or your staff) will need to log in into SI once. As an administrator, you are probably already logged in, but regular BambooHR employees will initially see a login button when they access the “performance review” tab in BambooHR for the first time.

If the tabs don’t appear, please contact BambooHR support.

Updated on January 11, 2022

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