How do I enable the Hibob integration?

Article author
Charlotte
  • Updated

Before you get started, you need to ensure you have administrator permissions in Hibob. This is required in order to complete the integration setup. Also please note, if you have changed any of the default section names in Hibob, the integration may not work for you.

This article will cover: 

How to configure your Hibob integration

Create your user ID and token

To add the HiBob integration, you will need to create service credentials on HiBob (user ID and token). Follow the steps below to create your user credentials. If you already have HiBob user credentials, you can skip to step 3 to enter your user credentials now. Please note, if you have changed any of the default section names in HiBob, the following instructions may not be exact for you. For any questions you might have, please reach out to Remote support.

1. Create a Service User and get your user ID and token from HiBob

  • Log in to app.hibob.com with a user that has administrator permissions.
  • In the HiBob Settings page, go to Integrations > Automation > Click on Manage under the Service Users card.
  • Click the New Service User button, and enter a Service User Name and a Display Name (e.g. Remote integration), then click Save.
  • After you click Save, you will see a pop up with your user ID and token. Copy and securely store these credentials in a handy place. DO NOT close the pop up window or abandon the page until you have securely stored your user ID and token.

2. Create a Permission Group and assign the correct permissions

    • Create the permission group and assign the service user you created in step 1 with the following steps:
      • In the HiBob Settings page, go to Account > Permission groups

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  • Click on the Add permission group button. Enter a name for your Permission Group in the Group Name field (e.g. Remote integration), and optionally, add a description for the group.
  • In the Group members section make sure Select people by condition is checked, and click on the Select people button.
  • Under the Add Specific Employees section, click on the dropdown and expand the Service Users group. Check the box next to the Service User you created in step 1 and click the Apply button. Then click on the Apply button on the Select people by condition pop up window.
  • Click on the Create button in the Create Group popup. A message will show indicating 1 person will be added to the group. Click on Confirm to finish creating your permission group.

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  • Add the necessary permissions to the permission group by following these steps. This will allow the service user to retrieve all of the necessary employee data for the integration.
    • When you finish creating the group in the previous section, you should be able to see a list of permissions that this group has. If it doesn’t show up or you navigated out of the page, please go back to the list of permission groups by going to the Account > Permission groups page and clicking on your newly created permission group. You should be able to see your group name on the left side, and the list of permissions it has on the right side.

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  • Click on the Edit permissions link on top of the page. This will allow you to enable or disable permissions for this group. You will find a list of the necessary fields for this integration below
    • Under the Features tab check the following boxes:
      • Settings > Employee Fields > Select Manage Employee Field Settings

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People > Lists > Select Edit all lists (sites, job titles, etc.)

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Under the People’s data tab, choose the People group and ensure the following items are checked. Please note that some of the items are selected by default, which will show as a light gray checkmark.

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    • Within the following sections, ensure there is a gray checkmark next to each item:
      1. About > View selected employees’ About sections
      2. Address > View selected employees' Address sections
      3. Basic Info > View selected employees' Basic info sections
      4. Employment > View selected employees' Employment sections
      5. Employment > View selected employees' Employment section histories
      6. Home > View selected employees' Home sections
      7. Identification > View selected employees' Identification sections
      8. Personal > View selected employees' Personal sections
      9. Personal Contact Details > View selected employees' Personal contact details sections
      10. User Data > View selected employees' User data sections
      11. Work > View selected employees' Work sections
      12. Work Contact Details > View selected employees' Work contact details sections

Under the People’s data tab, click on the Access rights button on top of the list. Click on the Edit button and within the popup, select Lifecycle Status from the first drop down. Select exists from the second dropdown. Click Apply.

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Finally, click on the Save button on top of the page. A message will confirm that you will be adding the permissions to the group. Please take some time to review the permissions you’re adding with the list above. Click on Apply to continue.

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Enter your user credentials

      1. You will need to log into your Remote account. Once you're in your Remote account, go to the Integrations tab and click on Add from the Hibob integration card.
      2. In the Add the Hibob integration section, you’ll select Add integration. Or you can click the Add Hibob integration button in the top right corner of the page.
      3. Enter the user credentials copied in step 2 into your Remote account. Then click the continue button.

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How to sync employee information

Now that your Hibob integration has been added, you can set up your accounts to sync employee information from Hibob to Remote. To do this:

  1. In the Hibob People tab, go to Directory. Select the employee you want to sync with Remote.
  2. On the employee's profile, scroll down to the Work section and click on the edit button on the top right corner of the section.
  3. In the Sync to Remote field, select either As employee or As contractor, then click Done.
  4. Repeat this step for all the employees you would like to sync to Remote.

Now, you can manually sync those profiles from Hibob to Remote. Click the Manual sync button within Remote to manually force updates to sync in Remote. That’s it! You successfully added the Hibob integration and synced Hibob profiles.

Please note that once set up, the integration automatically syncs all selected employees’ data regularly. If your changes have not synced in Remote after having completed the integration setup, you can use the manual sync button in Remote or wait a few minutes and then try reloading the screen.

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