To connect your HiBob account to this application you must set up a new Service User. Once you create a Service User in HiBob, you will provide the Service User ID and API token in Finch Connect.

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Before you start

Before you begin, please familiarize yourself with Service Users and Permissions Groups in HiBob:

• A Service User is created solely for integration or API use and is distinct from human HiBob users.
• Permissions in HiBob are then managed and assigned to users via “Permission Groups”.

Service Users and Permission groups are both found in the Settings menu of the HiBob application.

Instructions

Step 1: Create a Service User

1. Log into app.hibob.com/home
2. Click on the icon in the top left corner of the page and select System Settings 
   
3. Select Integrations in the lefthand side menu and click Manage in the Service Users tile to create a new service user
   
   
   

4. Click + Create Service User and enter Display Name of your choice. These can be any values that help you identify the user within your system.

5. Save the ID and Token - you will provide these values in the Finch Connect screen as the last step of this process

Step 2: Create a “Permission Group”

1. Navigate back to the System Settings page and select Account > Permission groups
2. Click + Create permission group and enter the Group Name provided in the Finch Connect screen

1. Choose the option to Select people by condition and click + Select people
   
2. Ensure the Lifecycle status equals all statuses in the permission group and click Apply > Create user (please select Hired, Employed and Terminated for basic access)
   
3. Navigate to the People's Data tab and enable the following permissions: 

• People > Lifecycle 
  • View selected employees' Lifecycle section histories
  • View selected employees' Lifecycle sections
• People > Basic Info
  • View selected employees' Basic info sections (this is required to view employees)
• People > Address
  • View selected employees' Address section histories
  • View selected employees' Address sections 
• People > Home
  • View selected employees' Home section histories
  • View selected employees' Home sections 
• People > Personal Contact Details
  • View selected employees' Personal section histories
  • Edit selected employees' Personal contact details sections
• People > Personal 
  • View selected employees' Personal sections
  • Edit selected employees' Personal sections (this is required to view Date of Birth, we do not edit employee sections)
• People > Identification 
  • View selected employees' Identification section histories
  • View selected employees' Identification sections
  • Edit selected employees' Identification sections (omit if you do not require SSN data) 
• People > Employment
  • View selected employees' Employment section histories
  • View selected employees' Employment sections
• People > Payroll
  • View selected employees' Payroll section histories
  • View selected employees' Payroll sections
• People > Work
  • View selected employees' Work section histories
  • View selected employees' Work sections
• People > Work contact details
  • View selected employees' Work contact details sections

6. Click Save

Step 3: Connect your HiBob account

1. Navigate back to the Finch Connect screen
2. Copy and paste the Service User ID and API token you created in Step 1