How to Use BambooHR

A beginner-friendly guide to getting started with BambooHR in 2026.

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Best For smbs, hr teams, growing companies

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Getting Started: Step by Step

Create your BambooHR account

Visit BambooHR's website and sign up for a trial. You'll need an email address to get started.

Set up your workspace

Once signed in, configure your BambooHR workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.

Explore employee-database

One of BambooHR's key features is employee-database. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore ats

One of BambooHR's key features is ats. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Explore onboarding

One of BambooHR's key features is onboarding. Navigate to this feature and experiment with it to understand how it fits into your workflow.

Integrate with your existing tools

Connect BambooHR with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.

Start using it for real work

Now that you're set up, start using BambooHR for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.

Pro Tips

Start with the free plan or trial to explore BambooHR's capabilities before committing to a paid subscription.
Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
Check BambooHR's official documentation and community forums for advanced tips and best practices.
Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.