Changes to BambooHR with Payroll

The article provides a comprehensive guide for administrators on the changes in BambooHR following the integration of TRAXPayroll. Key updates include the addition of a Payroll tab for managing payroll tasks, a Pay Info tab for employees to view pay stubs and update personal information, and required fields for employee profiles to ensure synchronization with payroll. The article outlines the onboarding process with a New Hire Packet, which collects essential information from new employees. It also details payroll settings, access levels, available reports, and benefits tracking options. Administrators are advised to consult specific help guides for further assistance and to avoid making unauthorized changes during payroll implementation. The integration aims to streamline payroll management and enhance user experience.

  • Jul 8, 2026
  • Knowledge

Title
Changes to BambooHR with Payroll
Article Text
Part of Payroll that is an add-on feature.

What changes will an admin see in BambooHR after enabling the Payroll integration?

Purpose: This guide will help admins understand the changes in BambooHR after Payroll is added.

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Table of Contents

Payroll Tab

A new Payroll tab will appear in the main navigation menu at the top for users with access to BambooHR. The Payroll tab is where you can sign into TRAXPayroll, find an overview of your upcoming pay dates for each pay schedule, review payroll reminders, fix payroll errors for your company and employees, enable/disable employees from payroll, upload extra pay, view payroll history, and start/continue your payroll run. Learn more about this tab here.

Pay Info tab

Employees will now have a Pay Info tab on their employee profiles. On this tab, account owners, full admins, payroll admins, and employees with access can view pay stubs, add the employee direct deposit information, update employee federal and state tax information, manage benefit and non-benefit deductions, and view end-of-year tax documentation. 

This help guide will show you how to grant employees access to manage their payroll information in BambooHR.

Payroll Fields in BambooHR

Required employee fields

Some fields on the employee profile are now required to sync with payroll. Click here to learn more. 

New Employee form

When you need to add an employee who will get paid through Payroll, be sure to check the box at the top of the Add Employee form for Pay this employee through Payroll. This action will make payroll-related fields required on the Add Employee form and in the New Hire Packet.

Compensation

  1. End Date: The Compensation table has the End Date field. This field is available when updating an employee’s compensation information by adding a new line in the Compensation table. This new line will point out that the previous line on the Compensation table is inactive. Use this field when an employee is no longer active at your organization. This field is the only field that you can leave blank on the Compensation table.
  2. Hours Per Week: This field will display the default number of work hours per week for salaried employees based on the pay schedule settings. You can adjust this number by clicking Edit This Employee's Salaried Hours and typing in the correct number of hours worked per week. 
  3. Overtime Rate and Double Time Rate: If an employee has the Pay Type listed as Salary and the Overtime Status is Non-exempt, the Overtime Rate field will automatically show. This field allows you to identify the overtime rate that will sync over to Payroll. Additionally, the Double Time Rate automatically calculates based on the amount entered in the Overtime Rate Field. The double time rate is for informational purposes only and is viewable when editing an employee's compensation information.

After enabling the integration, the Pay Type field will require HOURLY, SALARY, or COMMISSION ONLY. If you select another pay type, you will receive an error message, and the employee will not sync over to Payroll. Additionally, the Pay Rate field requires a standard rate such as Per Hour for hourly employees or Per Year for salaried employees. Per Pay Period, Piece, Week, Month, and Quarter will be available options for salaried employees, but they are not valid and cannot be selected if the Payroll integration is enabled.

Termination fields

When you end employment for an employee, a Final Pay Date field will appear. The wage record in Payroll will not end until the final pay date takes effect. Click here to learn more.

A message will also appear below the Final Pay Date field to remind users of when the effective end date will take place for all active benefit and non-benefit deductions for the employee. 

Workers' Comp Classification

The Workers' Comp Classification field is required but defaults to None. The drop-down list populates with class codes created in BambooHR. This help guide will walk you through the setup for adding and updating workers' comp codes. 

Onboarding & the New Hire Packet

Personal data

When adding a new employee into BambooHR, you will have the ability to send the new employee the New Hire Packet. The New Hire Packet allows the employee to fill in details like their address, social security number, marital status, etc. This makes onboarding a breeze and ensures that the information is accurate and up-to-date. 

Send the New Hire Packet

To make things easier during onboarding, you can also gather payroll information like direct deposit account(s), federal W-4 withholding, and state W-4 withholding information when creating the New Hire Packet. If the employee you are adding is part of a syncing pay schedule, you will see the above payroll information listed in the New Hire Packet for the new employee to fill in for you. If the employee is not part of a syncing pay schedule, you can check or uncheck a box next to the information above to add or remove it from the New Hire Packet.

After adding an employee to a syncing pay schedule, personal, pay, and W-4 information will require completion in the New Hire Packet for payroll.

Employee's perspective of New Hire Packet

Here is the employee’s perspective of what the payroll information will look like if included in the New Hire Packet.

  • The Direct Deposit field is not a required section for the employee to complete. 
  • Federal Tax Withholding's question mark icon links to the IRS calculator to help the employee determine their exemptions and filing status.
  • State Tax Withholding's question mark icon explains what the purpose of this field is. 
Settings

Payroll settings

Under Payroll in Settings, you will find and manage your Company Information, Company Bank Account, Pay Schedules, and Garnishment Payments. Further information about these settings will be discussed while working with your payroll project manager, so please do not make changes until requested.

Payroll access levels

Under Access Levels in Settings, you will see additional payroll access levels: Payroll Admin, Payroll Admin (Non-Approver), and Payroll Reports Only. To learn about what information each payroll access user has and their permissions in BambooHR, click here.

You can grant your employees access to basic payroll information for themselves by editing your employee access level settings. To learn more about what access to add to your employee access levels, click here.

Payroll Reports

The following pre-payroll reports will now be available to you under Reports > Standard Reports in BambooHR:

During the run payroll experience, you will have access to the following non-approved payroll reports on the Review Page: 

Once Payroll is approved, Pay Date and Date Range reports specific to your pay cycles can be found in Payroll Reports within the Reports tab in BambooHR. 

All other payroll reports will be available in TRAXPayroll. 

Benefits Tracking

Depending on the benefit plan type, different options will appear when setting up benefit plans with payroll enabled. This help guide outlines the options available.

Once the plan is set up, you can manage all deductions (benefit, non-benefit, active, and inactive) for an individual employee on their Pay Info tab. 

Note: You will receive further instructions during payroll implementation on how to update your benefits.

Project Tracking

Once Payroll is enabled, your project tracking settings will have a new option to "break out projects in payroll." Once you've selected this option for each of your projects, they will sync over to Payroll. You do not need to recreate any projects, simply edit your existing ones!

Do you need to view your projects and tasks in a custom journal entry report?

Once you've broken our your projects in payroll, you will be able to view your projects in a custom journal entry report. Simply create a new custom journal entry report or edit a current one after breaking out projects and you'll be good to go!

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