HiBob Set Up: Instructions and Considerations
- Raffaella Gozzini
- Jhonatan Teixeira
This is a guide to the initial setup for your Hibob integration. This can only be done by the Hibob Admin.
Creating a Service User
Once you have logged in to your Hibob account here. You will be met with your home page. Navigate to the settings at the bottom left-hand corner.
You will be directed to your Hibob settings - at the lower left-hand menu, there is an integrations field select this.
This is where we will establish Learn Amp as a Service User. To create a service user select ‘manage' under the service user tile and select ‘create new service user’
When creating a new service user you will have to give them a name, we recommend 'Learn Amp' so it is recognisable. Once this has been done successfully you will be a Service ID and a Service Token. (This will need to be added to your Learn Amp Account later)
You can now select ‘done’ and navigate back to the settings page.
Setting Permissions
You should now go to the account tab and select permission groups.
You will then see all your current permission groups - you can add a service user (Learn Amp) to an existing permission group, however, we recommend that you create a new permission group exclusive to Learn Amp.
1. Creating a group
Have you already created the Service User group before?
If you have created your group, you should jump to step 2 and edit the existing group to make sure that it captures all the correct permissions.
You should be prompted to create a group - group name and description are mandatory.
Under the Group members tab toggle ‘Select people by condition’ and click ‘Select People’
Here is where we add Learn Amp as a Service User, under service users toggle on the recently created service user (Learn Amp) and hit ‘Apply’.
2. Setting or updating Access rights
You should now have been taken to the “People’s data” tab and the “Access rights” section.
If you’re not redirected automatically, or need to edit the group, go to System setting → Account → Permission Groups → Click on the group → People’s data.
If you already created the group, proceed with the following steps to edit the Access rights for the existing group.
Follow the below steps to set the correct permissions:
Choose ‘Select people by condition’ (as per below image)
Click ‘Edit’
A pop-up window will appear, prompting you to select conditions.
Ensure to add the condition: “Lifecycle status” → “Equals” → Check all the available options and click “Apply”.
Why do we need to select all available options?
This is going to be necessary to ensure all the user data additions and updates are correctly passed into Learn Amp, so that nothing is left out of sync when changes are made on the HiBob side.
On the Learn Amp side, we will handle the logic of syncing all the relevant users.
This is what the page should look like. Click “Apply” to save the changes.
3. Update “Lifecycle” section
Go to the group tab
On the "Search Permission" input, type "View selected employees' Lifecycle sections"
Click it, and you will be taken to the checkbox, and the checkbox will be highlighted
Check the option: "View selected employees' Lifecycle sections"
Click "Save"
Once these properties have been set you can hit ‘Apply’ and then ‘Save’ on the permission group settings.
Refreshing the Token
Navigate back to the ‘Service Users’ tab under integrations in settings and select ‘refresh tokens’.
Now you have received the new token info.
Once you have copied the Service User ID and Token you need to paste this into your Learn Amp integration on the integration page
Your Hibob Integration will now be set up 🎉