Setting up a HiBob Service User
This guide will outline the steps needed to set up a Hi-Bob Service User. A Hibob Service User allows users to manage APIs in Hibob.
Video Walkthrough
Written Walkthrough
Create the Service User in your Hibob Account
2) Create a new Service User and save the Service User ID and Token
Create a Permission Group
4) Name the group, then, in the Group members section, choose Select people by condition and select Edit.
5) In the Select people by condition pop-up, delete the existing condition and add the Service User previously created in the dropdown menu for Add Specific Employees then click Apply. DO NOT ADD ANY CONDITIONS IN THE TOP SECTION.
6) Finish the initial creation of the Group by selecting Create. If a pop-up appears, Confirm the creation of the group.
7) Under People's Data, edit the data that can be accessed by choosing Select people by condition and selecting Edit.
a.) Click Select by Condition
b.) Click Edit
c.) Lifecycle Status = Employed, Hired, Terminated
8a) Under People's Data add the following permissions.
Please note the permissions below are the required permissions for the full HRIS API. You only need to configure the permissions based on your use case.
Email
Edit selected employees' email addresses
Employment
View selected employees' Employment sections
View selected employees' Employment section histories
History
View selected employees' profile changes history
Identification
View selected employees' Identification sections
Edit selected employees' Identification sections (only applicable if you want full unobscured SSN numbers.)
Lifecycle
View selected employees' Lifecycle sections (This is needed to surface Employment Status)
Edit selected employees' Lifecycle sections
View selected employees' Lifecycle section histories
Personal
View selected employees' Personal sections
Edit selected employee's Personal sections (Note: This is needed to surface Date of Birth. Merge will NOT edit any employee sections)
Personal Contact Details
View selected employees' Personal contact details sections
Edit selected employees' Personal contact details sections
Work
View selected employees' Work section histories
8b) If the use case of the customer you are integrating with does not require Payroll, Address, EEO, Home, or Time Off, you do not need to include those! Move onto step 9.
Address
View selected employees' Address sections
View selected employees' Address section histories
EEO
View selected employees' EEO sections
Home
View selected employees' Home sections
Payroll
View selected employees' Payroll sections
View selected employees' Payroll section histories
Timeoff:
Balance
See selected people's time off and sick leave balances
Requests
Create, edit, and cancel people's requests that haven't been approved yet
Edit and cancel people's future requests that have been approved
Edit and cancel people's past requests that have been approved
View, approve or decline requests that are pending approval of others
See who's out today
See who's out today
Link your Hibob account to Merge