Prerequisites
Before getting started, please carefully read the following to make sure you fulfill all requirements for the integration to work:
You are an admin of your HiBob instance or an admin shared their access with you. This is necessary for retrieving the API credentials as explained later in this guide
Create a new service user
Log into your HiBob instance (or that of the admin account that was shared with you)
Go to the service user tab of your settings by clicking on the link or following the step 3 and 4
Go to "Settings > Integrations"
In the search bar at the top, type in "Service Users" and click on the card that just appeared
In the new window, click on "New Service User"
Enter a name for the service user, i.e. "Integration Service User"
Click "Next"
Now you'll see the credentials of the service user, secure them in a safe as you'll need them later and they can only be viewed once
Before continuing, make sure to add the necessary permissions to the service user
Configure necessary permissions for service user
Go to the permissions settings by clicking this link or by clicking "Settings > Permission groups"
In the top right, click "Create group"
Enter a name for the group, i.e. "Integration service users"
In the Group members section, click on "Select people by condition" option
Click the "Edit" button
In the window that just appeared, go to the right of the Conditions section and click the delete button there to delete the default condition
Then click on the dropdown below "Add specific employees"
In the selection drop down, enter the name of the service user you created before and click the box right next to it
Then click "Apply"
When you're done, click the "Create" button at the bottom right
Click "Confirm"
Scroll down to the People section and open the dropdown
Click on Employees and make a checkmark at Add new people to the company
Switch over to the "People's data" tab
Go to the People tab and open the dropdown, you need to select all the permissions that are needed for the integration. Here is the exaustive list
Address - View selected employees' Address sections
Employment - View selected employees' Employment sections
Home - View selected employees' Home sections
Jobs - View selected employees' Jobs section histories
Lifecycle - View selected employees' Lifecycle sections
Payroll - View selected employees' Payroll section histories
Payroll - View selected employees' Payroll sections
Personal - Edit selected employees' Personal sections
Personal - View selected employees' Personal contact details sections
Personal - View selected employees' Personal sections
Work - View selected employees' Work section histories histories
Once you're done, click on the "Save" button at the top right
You will see a list of all permissions you granted. Please note: The screenshot below is just an example, your permissions will be different, it will be different in your case.
Confirm the changes
Now you can enter the credentials that you stored earlier into the integration panel
