This guide will outline the steps needed to set up a Hi-Bob Service User. A Hibob Service User allows users to manage APIs in Hibob.

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

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

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

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

5.) 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.

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

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

a.) Click Select by Condition

b.) Click Edit

c.) Lifecycle Status = Employed, Hired, Terminated

8.) Under People's Data add the following permissions. Please note the permissions listed below are the required permissions for the full HRIS API.

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!

9.) Add the Service User to the Permission Group.

10.) Click Apply and Save.

Be sure to share your credentials with your HelloTeam representative so that they can complete your authentication.