To integrate HiBob with AirMason, you need to be added as a collaborator on the account. If you don’t have access, contact the account owner or admin to grant you the required permissions for IT integration. For instructions on adding a new collaborator, refer to this guide.
Setting up the AirMason app on HiBob:
Step 1: Create a service user
Log in to your HiBob account with administrator user
From the left menu, select Settings > Integrations
Select Automation
Click the Service Users icon:
Enter a unique name and a display name
After adding these mandatory fields, click Save and the service user’s ID and token will be displayed. Copy them both.
Important! Please make sure you copy the user token - once you click Done, there is no way to view it again!
Step 2: Create a Permission Group
A "Permission Group" allows you to specify what data you want the service user, and subsequently AirMason, to have access to. Let’s follow these steps:
From the screen above, click on Go to permission groups.
Click on Create a permission group.
Name the Permission Group
i.e. "AirMason Service User Group"; this will allow you to find the group easily if you ever want to modify the data AirMason has access to
In "Select Who’s in the Group", click Select and add the Service user previously created in the previous step, then click Apply.
Step 3: Configure permissions for the Permission Group
Now that we have told HiBob who can access the data, let's see WHICH data the users in this group can access.
First, head over to the People's data tab.
To be fully operational with HiBob, AirMason needs the Permission Group to have access to the below permissions:
Address
View selected employees' Address sections
EEO
View selected employees' EEO sections
Employment
View selected employees' Employment sections
Home
View selected employees' Home sections
Lifecycle
View selected employees' Lifecycle sections
Personal
View selected employees' Personal sections
Edit selected employee's Personal sections (this is required for us to be able to fetch the birth date from HiBob)
Personal Contact Details
View selected employees' Personal contact details sections
Step 4: Specify employees this group has the right to see
In this step you will add employees who the Permissions applies to in the Access data for tab.
Important! The people added in this section are those that the permission group can view. This will specify which employees AirMason has access to.
Click Select people by condition
Click Edit
Choose lifecycle status Employed only
Click Apply and Save Changes
Connecting and testing HiBob integration:
Now, login to AirMason and select Integrations
Select HiBob from the list of HRIS Platforms and click Connect
Fill in the ID and Token you copied from step 1 above.
Click Connect
Click Configure
You should see a button labelled Sync Employees. Click this to bring your employees from HiBob into AirMason
Now go to Manage Organization and you should see your HiBob employees populated there!
Note: This integration will automatically run and update your employee list every 24 hours.