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Hibob: How do I link my account?

Soundarya Iyer avatar
Written by Soundarya Iyer
Updated over 2 months ago

Overview

To authenticate Hibob using a Service Account, you will need to provide the following information:

  1. Service Account User ID

  2. Service Account Token

Prerequisites

Please ensure you fulfill all the requirements to set up the integration:

  1. You have Administrator permissions in your company's Hibob instance

Video Guide

Instructions

Step 1: Create the Service User in your Hibob Account

  1. In your settings, go to integrations and click Manage Service Users

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  2. Create a new Service User and save the Service User ID and Token

Step 2: Create a Permission Group

  1. Back in your settings, go to Permission Groups and select Create Group

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  2. Name the group, then, in the Group members section, choose Select people by condition and select Edit

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  3. In the Select people by condition pop-up, delete the existing condition and add the Service User previously created in the dropdown menu for Add Specific Employees then click Apply

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  4. Finish the initial creation of the Group by selecting Create. If a pop-up appears, Confirm the creation of the group

  5. Under People's Data, edit the data that can be accessed by choosing Select people by condition and selecting Edit

  • Click Select by Condition

  • Click Edit

  • Lifecycle Status = Employed, Hired, Terminated

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6. Under People's Data add the following permissions.
​
​Please note the permissions below are the required permissions for the full HRIS API. You only need to configure the permissions based on your use case.
​

  1. Email

    • Edit selected employees' email addresses

  2. Employment

    • View selected employees' Employment sections

    • View selected employees' Employment section histories

  3. History

    • View selected employees' profile changes history

  4. Identification

    • View selected employees' Identification sections

    • Edit selected employees' Identification sections (only applicable if you want full unobscured SSN numbers.)

  5. Lifecycle

    • View selected employees' Lifecycle sections (This is needed to surface Employment Status)

    • Edit selected employees' Lifecycle sections

    • View selected employees' Lifecycle section histories

  6. Personal

    • View selected employees' Personal sections

    • Edit selected employees' Personal sections (Note: This is needed to surface Date of Birth. Merge will NOT edit any employee sections)

  7. Personal Contact Details

    • View selected employees' Personal contact details sections

    • Edit selected employees' Personal contact details sections

  8. Work

    • View selected employees' Work section histories

7. If the use case of the customer you are integrating with does not require Payroll, Address, EEO, Home, or Time Off, you do not need to include those, you can ignore the below permissions

  • Address

    • View selected employees' Address sections

    • View selected employees' Address section histories

  • EEO

    • View selected employees' EEO sections

  • Home

    • View selected employees' Home sections

  • Payroll

    • View selected employees' Payroll sections

    • View selected employees' Payroll section histories

  • Timeoff:

    • Balance

      • See selected people's time off and sick leave balances

    • Requests

      • Create, edit, and cancel people's requests that haven't been approved yet

      • Edit and cancel people's future requests that have been approved

      • Edit and cancel people's past requests that have been approved

      • View, approve or decline requests that are pending approval of others

    • See who's out today

      • See who's out today

Step 3: Contact your Happl account lead

Keep note of the Service Account User ID and Token created in part 1 into the linking flow. You will need to enter this once your Happl account lead shares the re-connection link.

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