Our Bob/HiBob integration automates joiners and leavers in a few simple steps – saving you time and taking the heavy lifting out of user management.
Before you get started, here are a few things to consider:
Departments – Employees will be auto-allocated into their teams on the Perkbox platform.
All 'active' people on Bob/HiBob will be added to Perkbox – We don’t automatically filter out users by employment status (e.g. contractors) or region. If you use an additional system like Okta or Microsoft Azure with Bob/HiBob, filtering may be possible — please speak to your IT team.
Access level – You may need the highest Bob/HiBob admin access level to integrate – without it, the setup may not work.
Step one – Create a service user in HiBob
Log in to your Hibob instance as an admin user
From the top left, click Bob products and then System settings
Select Integrations from the left menu
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 two – Upload HiBob service user ID and Token
An ID and Token will appear
Upload the service user ID and Token
💡Tip: Make sure to save these somewhere secure should you need to access them again.
Note: You will be able to upload your Service User ID and Token from the Perkbox platform itself.
Step three – 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 requires 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 four – Confirmation
Once you have integrated Bob/HiBob, all employees who have never been added to Perkbox will receive their welcome emails immediately.