Prerequisites
To connect your HRIS, go to the Data & integrations section of your Figures account and follow this step by step tutorial.
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 System Settings > Integrations or click on this link : service user tab of your settings
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 Create service user
⚠️ Attention: when creating permissions for the Service User, please ensure that you are not sharing the same permissions to all your Hibob users ⚠️
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
Click Create permission group
Enter a Group name for the group (i.e. "service users")
In the selection drop down, enter the name of the service user you created before and click the box right next to it
Click Create
In the Peoples' data tab, click on Everyone or Select people by condition and Add specific employees)
Click Save
Go to the People sub tab and open the dropdown. Select all the permissions that are needed for the integration. Here is the exhaustive list :
Address - View selected employees' Address sections
(Necessary for location mapping and benchmarking purposes)Basic info - View selected employees' Basic info sections
EEO - View selected employees' EEO sections
Employment - View selected employees' Employment sections
(Provides FTE and employment type, used to exclude contractors/interns and calculate full-time equivalent salaries for part-timers)Financial - View selected employees' Financial sections
Home - View selected employees' Home sections
(Provides gender data for pay gap analysis)Identification - Edit selected employees' Identification sections
Identification - View selected employees' Identification sections
Jobs - View selected employees' Jobs section histories
(Essential for mapping roles)Lifecycle - View selected employees' Lifecycle sections
(Provides termination dates to remove former employees)Payroll - View selected employees' Payroll sections
Payroll - View selected employees' Payroll sections histories
Personal - Edit selected employees' Personal sections
Personal - View selected employees' Personal contact details sections
Personal - View selected employees' Personal sections
Work - View selected employees' Employment sections
Work - View selected employees' Work section histories
Work - View selected employees' Work section histories histories
(Provides start dates, manager info crucial for Figures' permissions, and Employee IDs)If you can't see some sections, you can ask Hibob to "unarchive" it.
You will see a list of all permissions you granted.
Confirm the changes and click Apply, then Save.
Now you can enter the credentials that you stored earlier into the integration panel
💡 Please note that Figures never pushes data back to your HRIS.