In this article, you will understand step by step how to easily integrate with Hibob
Permissions
Hibob Service User
To integrate Scytale with Hibob seamlessly, create a Service User. This user type manages APIs in Hibob and remains active regardless of the creator's status. Read more about the service user method.
Permissions scope for Service User:
- About: View selected employees' About sections
- Lifecycle: View selected employees' Lifecycle sections
- Work: View selected employees' Work sections
- Work contact details: View selected employees' Work contact details sections
- People's tasks: View and mark selected people's tasks as complete or incomplete
Prerequisites
- Connect to Hibob with the Admin role. The Admin role is necessary for creating the service user and assigning the scope of permissions.
- To collect data related to employee Onboarding and Offboarding tasks, it's crucial to label the workflow that contains the terms onboarding/offboarding. For example: Onboarding new employees.
Otherwise, data might not be captured. This is due to the flexibility of the task feature in Hibob that's not just confined to onboarding or offboarding tasks, but can accommodate any task.
Connecting Scytale & Hibob
1. Create Service User
1. From the left menu, select Settings > Integrations
2. Select Automation
3. Click the Service Users
4. In the “Create a new Service User” modal, enter Scytale for both Service User Name and Display Name, then click Save
5. The new service user's ID and Token are now visible. Be sure to save these for later use (step 4), as they will serve as your API credentials.
Important: Copy both the ID and Token, but do not copy them in Scytale at this time. After copying, store them in a notepad for safekeeping. Be aware that if the Token is lost, it cannot be retrieved again.
2. Create permission group
1. Click on the Settings icon from the left menu, then Permissions Groups
2. Click + Add permission group
3. Enter the group name as Scytale Permission Group
4. Under Group Members, enable Select people by Condition
5. Click on Select People
6. Delete the default condition - When creating a new permission group for service users, ensure to remove any default conditions such as Lifecycle status = Employed
7. Click on the dropdown under Add Specific Employees, and search for the Scytale service user created in step 4
8. Search for the Scytale service user created in step 4
9. Select and click Apply
10. Click Create
11. Set permissions
12. You should be automatically moving to the settings of the new group. Click on the tab People’s Data
13. Under the Access Rights section, click on People
14. Enable the following permissions:
People:
View selected employees’ About sections
View selected employees’ Lifecycle sections
View selected employees’ Work sections
View selected employees’ Work contact details sections
Tasks and flows:
View and mark selected people’s tasks as complete or incomplete
15. Click Save. A summary of changes will appear for you to review and ensure everything has been set correctly
16 Click Apply
17. Navigate back to Scytale to paste the ID and Token you generated in Hibob
3. Set up the connection in Scytale
1. In Scytale menu, navigate to the "integrations" page
2. Click on Connect Hibob
3. Enter the ID and Token from step 5
4. Add a name for the connection
5. Click on Connect
FAQs
What data do we collect from Hibob?
- List of all employees
- List of new employees
- List of terminated employees
- Onboarding tasks
- Offboarding tasks
Troubleshooting
1. Permission error when connecting Hibob:
You may encounter this error in the Scytale connection if incorrect permissions have been granted in Hibob.
How to solve? Review the step of creating a permission group and ensure that you have enabled those permissions.
2. Data collection issues:
Are not all the data being collected for the relevant monitors?
You can use the "Test Connection" feature to check for any issues with the connection setup.
-
- Navigate to the integrations
- Click on the Hibob connection box
- Proceed to the active connection
- Click on the context menu
- Select "Test Connection"
- If the connection validation fails, an error message will be displayed