Finance & HR
You already know BambooHR can handle it. The problem is finding the hours to configure it correctly, keep the data clean, and actually build the workflows your team needs. Nacho's fractional HR specialists work directly inside your BambooHR account on a flexible monthly basis, no full-time hire required. From onboarding flows to custom fields to reporting, we handle the operational work so your HR function runs without you babysitting it.
What we do
Concrete work our fractional specialists take on inside your BambooHR account. No vague promises.
We set up New Hire Packets, task lists, and onboarding checklists inside BambooHR so every new employee moves through a consistent, documented process from day one. This includes configuring task assignments by department, setting due-date offsets, and connecting signature requests through BambooHR's built-in e-signature tool. The result is a repeatable onboarding experience that does not require HR to manually follow up on every step.
We audit your employee profiles for missing or inconsistent data, update custom fields to reflect current org structure, and enforce naming conventions across departments, locations, and employment types. If your team has grown or reorganized, we reconcile records so reports and org charts reflect reality. Clean records also reduce errors in downstream payroll and benefits integrations.
We create saved reports in BambooHR using the report builder, pulling from fields like compensation history, headcount by department, turnover, and time-off balances. Reports are formatted for the audience, whether that is a board summary, a manager dashboard, or a payroll audit. We also set up scheduled report delivery so stakeholders get what they need without submitting a request each time.
We build and update time-off policies inside BambooHR, including accrual rules, carryover limits, blackout dates, and approval routing by manager or department. When your company adds a new policy or updates PTO accruals, we make the change and verify it applies correctly across employee groups. This prevents the common problem of employees accruing under the wrong policy for months before anyone notices.
We connect BambooHR to tools like Gusto, ADP, Greenhouse, or Slack using native integrations or middleware like Zapier to reduce manual data entry across your HR stack. A typical integration syncs new hire data from your ATS into BambooHR on offer acceptance, then triggers a Slack notification to IT for equipment provisioning. We document every integration so your team understands what is automated and what still requires a manual step.
If BambooHR was set up quickly during a growth phase or by someone who has since left, we conduct a structured audit covering field usage, workflow logic, permission levels, and data integrity. We document what is misconfigured, what is unused, and what is missing, then prioritize fixes based on your current HR priorities. This is often the first engagement for new clients who inherited a BambooHR instance they did not build.
The handoff
At the start of the engagement, your dedicated Client Success Manager reviews your existing BambooHR setup, or your planned configuration if you are just getting started, and documents what is in place, what is broken, and what is missing. From that audit, we build a prioritized roadmap that maps your BambooHR work to your actual HR priorities for the next 90 days. Your fractional specialist then works directly inside your account, documenting every workflow and configuration change so nothing is locked in someone else's head. You review and approve before anything goes live, and we adjust the roadmap each month based on what has shipped and what has changed in your business.
Use cases
A few of the most common workflows our team has deployed with BambooHR.
When a candidate is marked as hired in Greenhouse, we trigger a Zapier workflow that creates a pre-populated employee profile in BambooHR and sends a formatted Slack message to your IT channel with the start date and equipment needs. This eliminates the manual handoff between recruiting and HR ops that typically causes day-one delays.
We configure BambooHR to automatically assign a role-specific New Hire Packet when a start date is entered, including e-signature documents, policy acknowledgments, and department-specific task lists with due-date offsets. HR receives a summary of incomplete tasks three days before the start date so nothing falls through.
We build a saved BambooHR report that pulls active headcount by department, employment type, and location, then schedule it to export and deliver to a distribution list on the first business day of each month. Leadership gets a consistent, accurate snapshot without submitting a request to HR.
When an employee status is changed to terminated in BambooHR, we configure an offboarding workflow that assigns tasks to IT, payroll, and the departing employee's manager with specific deadlines for equipment return, final pay, and system access removal. This creates an auditable record of every offboarding step.
When your company updates PTO policy, we review all existing accrual rules in BambooHR, identify which employee groups are affected, and apply the new rules without disrupting balances that have already accrued. We then run a spot-check report to confirm the changes applied correctly before notifying employees.
Talent Budget
Drag the sliders to build a monthly plan that fits your workload.
Starting at $1,000/month. One-time $300 onboarding fee includes your Strategic Delegation Plan.
Book a discovery callGood questions
Ready when you are
Book a discovery call and we will audit your current BambooHR setup, identify the highest-priority configuration gaps, and give you a concrete roadmap before you commit to anything.