Automatically enrol new hires in training via BambooHR sync

How to connect BambooHR to Cyber Aware in 2026 so new hires enrol in security training automatically and leavers are removed - full setup guide.

A new hire's first week is the worst week to learn about phishing - their inbox is brand new, credential-hungry onboarding emails land by the dozen, and nobody has trained them yet. BambooHR already knows when that person starts. Connecting BambooHR to Cyber Aware means the moment HR enters a start date, the training programme is already waiting for them.

TL;DR

Why this matters

Two failure modes hit HR-owned enrolment. First, the lag: HR starts the paperwork, IT provisions the mailbox days later, and training is requested last - so a new starter receives phishing-laced onboarding traffic before their first lesson. Second, the forgotten leaver: HR terminates an employee, training is nobody's checklist item, and the departed account keeps counting in your reports. A sync fixes both by making the HR system the trigger rather than a person's memory.

There is also a compliance angle. BambooHR's own API documentation states that read access requires the API key to belong to a user with the right permissions, and that API keys are created and managed under the account owner's control - which is exactly why the connection should be scoped, owned and tested deliberately rather than wired in on a shared admin login.

Who this is for

MSPs whose clients run BambooHR, and internal people-ops or IT teams at businesses hiring in bursts. If enrolment currently starts with a "can you add these people to the training?" message, this removes the message.

Before you start

Step 1 - Create and scope a BambooHR API key

  1. In BambooHR, go to Profile and open API Keys, or manage account-wide keys under Settings and Account and API Keys.
  2. Add a new key and name it for its purpose - for example, Cyber Aware enrolment.
  3. Copy the key once: BambooHR shows it only at creation.
  4. Give the key an owner account with read access to the employee fields the sync needs: first name, last name, work email, start date, department.

BambooHR's API documentation covers the error codes to expect: 401 means the key is missing, 403 means the key's owner lacks permission. Both are fixable in the key owner's account settings.

Step 2 - Wire BambooHR to Zapier

  1. In Zapier, create a new Zap with BambooHR as the trigger app.
  2. Choose the New Employee trigger, or New Employee Started if you want enrolment keyed to the start date rather than the record's creation.
  3. Connect the account using the API key from step 1.
  4. Run a test to pull one real employee record and confirm the fields populate.

Expected result: the test step returns a sample employee with email and start date visible. If a field is missing, it is not mapped in BambooHR - add it to the employee record and retest.

Step 3 - Create the learner in Cyber Aware

  1. Add an action step to the same Zap: Cyber Aware, using the API or webhooks integration.
  2. Map first name, last name and work email from the BambooHR trigger.
  3. Choose the client and the default training schedule the new learner should land in.
  4. Save and test the action with the sample record.

Expected result: a test learner appears in Cyber Aware's learner list with a welcome email already sent, and their baseline courses are assigned automatically. From that moment the programme runs itself: monthly courses auto-add, due and overdue reminders fire on schedule, and completed courses issue branded certificates under your MSP brand.

Step 4 - Handle leavers the same way

  1. Duplicate the Zap and set the trigger to BambooHR's employee-updated or terminated-employee event.
  2. Add a Cyber Aware action that removes or deactivates the learner.
  3. Confirm in testing that a terminated record produces a learner removal, not an error.

Leaver handling is what turns this from a convenience into an audit control: departed staff stop appearing as active learners, and your human risk reporting stops counting them.

Verification and a clean rollout

  1. Create a synthetic test employee in BambooHR on a quiet day.
  2. Watch the Zap fire, the learner appear in Cyber Aware, and the welcome email land.
  3. Terminate the test employee and confirm removal.
  4. Then let live hires flow through.

Run the test against a client with no imminent hires, so any plumbing failure surfaces before it affects a real starter.

Troubleshooting

What to do next

Enrolment is the on-ramp; the programme itself is security awareness training - story-driven courses, quizzes, leaderboards and branded certificates on a monthly cadence. Pair the BambooHR on-ramp with phishing simulations so a new starter's first encounter with a lure is a test, not a real attack.

FAQ

Can Cyber Aware sync with BambooHR?

Yes - via BambooHR's Zapier triggers feeding Cyber Aware's API or Zapier webhooks. BambooHR exposes new-employee, employee-updated and termination events, and Cyber Aware creates or removes the matching learner.

Does the sync need HR to do anything after setup?

No. Once HR enters a start date in BambooHR, enrolment follows - welcome email, default schedule and reminders included.

What happens when an employee is terminated in BambooHR?

Build a second Zap on the terminated-employee event that removes the learner. Leavers stop counting as active learners on the next flow.

How fast does enrolment happen after hire?

Within the polling interval - roughly every 15 minutes on free Zapier plans, faster on paid plans.

Do new hires get a welcome email?

Yes. Learners created through Auto Enrol land in the default training schedule automatically, welcome email included.

Is the training branded for the client?

Yes - portals, notification emails and certificates carry your brand rather than Cyber Aware's.

What should the first course be for a new hire?

The platform's default baseline, which covers phishing, credentials and data handling. New starters are the highest-risk week for phishing, so front-load that module.

One last thing

Check whether the client's onboarding email traffic is genuine. Recruiters and payroll services routinely send credential-heavy emails in week one, which trains new starters that password requests are normal - that habit is exactly what phishing exploits.

Related guides

Ready to deploy

Same playbook.
Your brand.

Cyber Aware's Human Risk Score works the same way for every MSP partner - under your brand, on your cadence.