Prerequisites: You need to be an Account Admin for your Hibob Account

From the left menu, select Settings > Integrations.

From the integrations menu, select Storage, then click on Connect or Manage from the SFTP tile.

Note: If this is your first time setting up SFTP, Bob will display Connect. If an SFTP destination has already been set up at least once, Bob will display Manage.

Click New SFTP destination and enter a Name for the SFTP destination.

Under identification, select Private Key

Return to your Link Portal to get the following information for HiBob

Input the information then click save

From the left menu, select Analytics > Reports.

Click + Add New.

Select Report > Start from scratch > General report.

The Build report from scratch popup appears, containing the column picker.

From the left column, select the fields you want to appear as columns in the report. Either search for the field or click on a report type. Then, click on the field name to add it to the column on the right.

At a minimum you must include "Employee ID"

You can also include any other fields you wish to share

To delete a field from the right column, hover over the field name and click the X.

Click Generate.The report will be displayed.

To save the report, click Save as

Enter the name for the report as "Employee Information" and add a description if necessary. Then, select the folder to save it in or create a new folder and click Save.

Note: If you leave the page before saving the report the report will not be saved.

After you have saved the new report click the More dropdown on the top right of your screen

Click Schedule

Enter a Scheduling name (this can be anything)

Under SFTP select the destination that you just configured

Select the Frequency Period and Timezone

Under File Format select csv

Save and run

The reports that you created will now be sent at the schedule that you specified

You're done!