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
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.
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 Reachdesk, to have access to. Let’s follow these steps:
From the left menu, select Settings > Roles & Permissions
Add another group
Name the Permission Group
i.e. "Reachdesk Service User Group"; this will allow you to find the group easily if you ever want to modify the data Reachdesk has access to
In "Select Who’s in the Group", click Select and add the Service user previously created in the "Add Specific Employees", then click Apply.
Important! By adding employees to the permission group, you are granting them access to the data you will configure in the next step.
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.
To be fully operational with HiBob, Reachdesk needs the Permission Group to have access to the below permissions. These can be set under Manage Permissions, Other Employees:
View selected employees' Address sections
View selected employees' EEO sections
View selected employees' Employment sections
View selected employees' Home sections
View selected employees' Lifecycle sections
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
Here's how it should look:
Step 4: Specify employees this group has the right to see
In this step you will add employees who the Permissions Apply To.
Important! The people added in the Applies to section are those that the permission group can view. This will specify which employees Reachdesk has access to.
Click Select by Condition
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 company ID number from HiBob
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.