The Scenario
Monday onboarding week. A new employee completed her dependent enrollment form during day-one paperwork — five dependents, each with a name, relationship, and date of birth. Someone transcribed the paper form into an Excel workbook: five rows, three columns.
The HR generalist needs to enter each dependent into BambooHR under this employee's profile before the benefits window closes.
She has done this before. It means navigating to the employee's BambooHR profile, clicking into Dependents, clicking "Add Dependent," filling in each field, saving, and repeating four more times.
This week she has four other new hires also with dependent forms.
The bad version:
- Open BambooHR, navigate to the employee's profile, click into Dependents.
- Click Add Dependent, fill in dependent 1's name, relationship, and date of birth, save.
- Repeat for dependent 2 through 5.
- Make a typo on dependent 3's date of birth, go back in, edit it.
- Move on to the next new hire's form and repeat everything.
It is methodical and it is manual and it takes far longer than it should for data that is already digitized.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent that lives inside your Excel workbook. It reads the DependentsForm table and adds each row to BambooHR as a dependent record.
Read the Excel table 'DependentsForm' — columns: DependentName, Relationship, DateOfBirth. Add each row as a dependent to BambooHR employee ID [ID] and write the result into the 'Status' column.
SheetXAI processes every row in the DependentsForm table, calls the BambooHR API for each dependent, and writes a confirmation into the Status column.
What You Get
- One BambooHR dependent record added per row.
- All three fields populated: name, relationship, date of birth.
- Status column shows confirmation or error per row.
- Operation completes in seconds regardless of how many rows are in the table.
What If the Data Is Not Quite Ready
Dates of birth are in inconsistent formats from the handwritten form
Before adding dependents, normalize all DateOfBirth values to YYYY-MM-DD format, then add each row to BambooHR employee ID [ID].
Relationship values don't match BambooHR's accepted terms
Before adding, map Relationship values: 'Wife' or 'Husband' to 'Spouse', 'Kid', 'Son', or 'Daughter' to 'Child', 'Partner' to 'Domestic Partner'. Then add each row as a dependent for BambooHR employee ID [ID].
The workbook has rows for multiple employees — each has their employee ID in column D
For each row in the DependentsForm table, add a dependent to the BambooHR employee ID in column D using DependentName, Relationship, and DateOfBirth. Write 'added' or any error in the Status column.
Full normalize and multi-employee add in one pass
Normalize all DateOfBirth values to YYYY-MM-DD. Map Relationship values to BambooHR terms (Wife/Husband to Spouse, Kid/Son/Daughter to Child, Partner to Domestic Partner). For each row in DependentsForm, add the dependent to the BambooHR employee ID in column D. Write 'added' or any error in the Status column.
The pattern: data normalization and the API writes happen in a single instruction.
Try It
Get the 7-day free trial of SheetXAI and open your onboarding dependent workbook, then ask it to add the records to BambooHR. You can also pull the full dependent export after adding to confirm everything landed before the benefits administrator's eligibility review.