Hibob - Service User Authentication

Setting up a Service User in Hibob

Collin Peterson avatar
Written by Collin Peterson
Updated over a week ago

This article is intended for HelloTeam users with ADMIN Access Level


Setting up a Hi-Bob Service User

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.


Video Demo


Written Instructions

Step One: Create the Service User in your Hibob Account

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


Step Two: Create a Permission Group

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!

People:

  • Address

    • View selected employees' Address sections

    • View selected employees' Address section histories

  • EEO

    • View selected employees' EEO sections

  • Email

    • Edit selected employees' email addresses

  • Employment

    • View selected employees' Employment sections

    • View selected employees' Employment section histories

  • History

    • View selected employees' profile changes history

  • Home

    • View selected employees' Home sections

  • Identification

    • View selected employees' Identification sections

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

  • Lifecycle

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

    • Edit selected employees' Lifecycle sections

    • View selected employees' Lifecycle section histories

  • Payroll

    • View selected employees' Payroll sections

    • View selected employees' Payroll section histories

  • Personal

    • View selected employees' Personal sections

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

  • Personal Contact Details

    • View selected employees' Personal contact details sections

    • Edit selected employees' Personal contact details sections

  • Work

    • View selected employees' Work 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

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

10.) Click Apply and Save.


Step Three: Link your Hibob account to HelloTeam

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


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