Tutorial: Azure Active Directory integration with BambooHR

In this tutorial, you learn how to integrate BambooHR with Azure Active Directory (Azure AD).

Integrating BambooHR with Azure AD provides the following benefits:

  • You can control in Azure AD who has access to BambooHR.
  • You can enable your users to automatically get signed in to BambooHR by using single sign-on (SSO) with their Azure AD accounts.
  • You can manage your accounts in one central location, the Azure portal.

For more information about SaaS app integration with Azure AD, see What is application access and single sign-on with Azure Active Directory?.

Prerequisites

To configure Azure AD integration with BambooHR, you need the following items:

  • An Azure AD subscription
  • A BambooHR SSO-enabled subscription

Note

When you test the steps in this tutorial, we recommend that you not use a production environment.

To test the steps in this tutorial, follow these recommendations:

  • Do not use your production environment, unless it is necessary.
  • If you don't have an Azure AD trial environment, you can get a free, one-month trial.

Scenario description

In this tutorial, you test Azure AD single sign-on in a test environment.

The scenario that this tutorial outlines consists of two main building blocks:

  1. Adding BambooHR from the gallery
  2. Configuring and testing Azure AD single sign-on

To configure the integration of BambooHR into Azure AD, add BambooHR from the gallery to your list of managed SaaS apps by doing the following:

  1. In the Azure portal, in the left pane, select Azure Active Directory.

    The Azure Active Directory button

  2. Select Enterprise applications > All applications.

    The Enterprise applications pane

  3. To add an application, select New application.

    The "New application" button

  4. In the search box, type BambooHR. In the results list, select BambooHR, and then select Add.

    BambooHR in the results list

Configure and test Azure AD single sign-on

In this section, you configure and test Azure AD SSO with BambooHR by using test user "Britta Simon."

For SSO to work, Azure AD needs to know what its counterpart user is in BambooHR. In other words, you must establish a link relationship between the Azure AD user and the related user in BambooHR.

To establish the link relationship in BambooHR, assign the Azure AD user name value as the BambooHR Username value.

To configure and test Azure AD SSO with BambooHR, complete the building blocks in the next five sections.

Configure Azure AD single sign-on

In this section, you enable Azure AD SSO in the Azure portal and configure SSO in your BambooHR application by doing the following:

  1. In the Azure portal, on the BambooHR application integration page, select Single sign-on.

    Configure single sign-on link

  2. In the Single sign-on window, in the Mode drop-down list, select SAML-based Sign-on.

    Single sign-on window

  3. Under BambooHR Domain and URLs, do the following:

    The BambooHR Domain and URLs section

    a. In the Sign on URL box, type a URL in the following format: https://<company>.bamboohr.com.

    b. In the Identifier box, type a value: BambooHR-SAML.

    Note

    The Sign on URL value is not real. Update it with your actual sign-on URL. To obtain the value, contact the BambooHR client support team.

  4. Under SAML Signing Certificate, select Certificate (Base64), and then save the certificate file on your computer.

    The Certificate download link

  5. Select Save.

    The Save button

  6. Under BambooHR Configuration, select Configure BambooHR to open the Configure sign-on window. In the Quick Reference section, copy the SAML Single Sign-On Service URL for later use.

    BambooHR configuration

  7. In a new window, sign in to your BambooHR company site as an administrator.

  8. On the home page, do the following:

    The BambooHR Single Sign-On page

    a. Select Apps.

    b. In the Apps pane, select Single Sign-On.

    c. Select SAML Single Sign-On.

  9. In the SAML Single Sign-On pane, do the following:

    The SAML Single Sign-On pane

    a. Into the SSO Login Url box, paste the SAML Single Sign-On Service URL that you copied from the Azure portal in step 6.

    b. In Notepad, open the base-64 encoded certificate that you downloaded from the Azure portal, copy its content, and then paste it into the X.509 Certificate box.

    c. Select Save.

Tip

While you're setting up the app, you can read a concise version of these instructions in the Azure portal. After you add the app from the Active Directory > Enterprise Applications section, simply select the Single Sign-On tab, and then access the embedded documentation through the Configuration section at the bottom. For information, see Azure AD embedded documentation.

Create an Azure AD test user

The objective of this section is to create a test user called Britta Simon in the Azure portal.

Create Azure AD test user Britta Simon

To create a test user in Azure AD, do the following:

  1. In the Azure portal, in the left pane, select Azure Active Directory.

    The Azure Active Directory button

  2. To display the list of users, go to Users and groups, and then select All users.

    The "Users and groups" and "All users" links

  3. At the top of the All Users pane, select Add.

    The Add button

  4. In the User window, do the following:

    The User window

    a. In the Name box, type BrittaSimon.

    b. In the User name box, type the email address of user Britta Simon.

    c. Select the Show Password check box, and then write down the value that's displayed in the Password box.

    d. Select Create.

Create a BambooHR test user

To enable Azure AD users to sign in to BambooHR, set them up manually in BambooHR by doing the following:

  1. Sign in to your BambooHR site as an administrator.

  2. In the toolbar at the top, select Settings.

    The Settings button

  3. Select Overview.

  4. In the left pane, select Security > Users.

  5. Type the username, password, and email address of the valid Azure AD account that you want to set up.

  6. Select Save.

Note

To set up Azure AD user accounts, you can also use BambooHR user account-creation tools or APIs.

Assign the Azure AD test user

Enable user Britta Simon to use Azure SSO by granting access to BambooHR.

Assign the user role

To assign user Britta Simon to BambooHR, do the following:

  1. In the Azure portal, open the applications view, go to the directory view, and then select Enterprise applications > All applications.

    Assign User

  2. In the Enterprise Applications list, select BambooHR.

    The BambooHR link in the Enterprise Applications list

  3. In the left pane, select Users and groups.

    The "Users and groups" link

  4. Select the Add button and then, in the Add Assignment pane, select Users and groups.

    The Add Assignment pane

  5. In the Users and groups window, in the Users list, select Britta Simon.

  6. Select the Select button.

  7. In the Add Assignment window, select the Assign button.

Test single sign-on

Test your Azure AD SSO configuration by using the Access Panel.

When you select the BambooHR tile in the Access Panel, you should get automatically signed in to your BambooHR application.

For more information about the Access Panel, see Introduction to the Access Panel.

Additional resources