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Bob/Hibob: Automate your starters and leavers
Bob/Hibob: Automate your starters and leavers
Sofie White avatar
Written by Sofie White
Updated over a month ago

Step 1: Create a Service User in Hibob

Step 2: Upload Hibob Service User ID and Token

Step 3: Create a Service User Permission Group

Step 4: Confirmation

Some points to consider before integrating:

  1. Departments: Employees will be auto-allocated into their respective teams on the Perkbox platform.

  2. All 'active' people on Bob / Hibob will be added to Perkbox: We do not filter out people who should not receive Perkbox access based on their employment status (i.e. contractor) or their region. However, if you use an additional system with Bob / Hibob, such as Okta or Microsoft Azure, it could be possible. Please speak to your IT for more information on this.

  3. Access level: You might need the highest admin access level from Bob / Hibob to integrate or else it might not work.

Step 1: Create a Service User in Hibob

Log in to your Hibob instance as an admin user and from the top left, click Bob products > System settings.

From the left menu, select Integrations, then from the All categories dropdown menu, select Automation.

On the Service users tile, click Manage.

Next, select the 'Create service user' button:

You will be prompted to enter a Display Name and Description for the service user. Give the service user a descriptive name such as perkbox.com SCIM User and select 'Create'.

Step 2: Upload Hibob Service User ID and Token

An ID and Token will appear - make sure to save these somewhere secure should you need to access them again.

Upload the Service User ID and Token.

Note: You will be able to upload your Service User ID and Token from the Perkbox platform itself.

Step 3: Create a Service User Permission Group

To allow Perkbox to read the data required for your directory sync, you'll need to ensure your Service User has the correct permissions. HiBob have a help article to guide you through this, called Create and update a service user permission group.

The permissions that Perkbox require are the following:

  • People's data > People > About > View selected employees' About sections

  • People's data > People > Basic info > View selected employees' Basic info sections

  • People's data > People > Work > View selected employees' Work sections

  • People's data > People > Work contact details > View selected employees' Work contact details sections

  • People's data > Lifecycle > View selected employees' lifecycle sections

Step 4: Confirmation

Once you have integrated Bob / Hibob, all employees who have never been added to Perkbox will receive their welcome emails immediately.

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