Integrate HiBob

Integrate HiBob

About the Integration

Why integrating?

Our HiBob integration allows you to keep your user base on Zavvy up to date - completely automatically!

Once activated, the integration will automatically:

  • create a new Zavvy user account for every new employee that you add to HiBob,
  • automatically synchronize users’ names, email addresses job titles, departments, and managers every 24h,
  • send a Zavvy invite to that user if the 'auto-invite' option is activated. Alternatively, Zavvy will invite users automatically once they are assigned to activities on Zavvy, such as an Onboarding journey,
  • mirror your employee data (e.g., department, team, supervisor) to Zavvy so you can more easily assign journeys to certain groups of people,
  • notify managers based on the supervisor roles in HiBob,

What data do we transfer?

The integration transfers attributes such as name, surname, email address, supervisor, title, department, and status. Please make sure to grant access to these attributes when setting up the integration.

Please note that - if the integration is enabled - changes in HiBob will override any changes manually made on Zavvy. Attributes you manually add in Zavvy  - like an employee’s buddy - will not be changed by the integration. Any change to a user's attribute that is synced with HiBob will always be overwritten by HiBob.

How it works

Step 1: Setup on HiBob

Before you get started

  • Please make sure that you are an Admin both in Zavvy and HiBob. Alternatively, ask a HiBob Admin to help you with this setup.

Generating the necessary credentials in HiBob

  • Follow Hibob's guide for creating API Service Users.
  • Once you create a new Service User, copy its ID and token, you will need them in a second.

Create a custom permission group for the new Service User

  1. Go to Roles & Permissions page
  2. Add another group and name it "Zavvy Integration Permission Group"
  3. Add the Service User created in the previous step via Select Who Is In This Group > Specific Employees > Service Users > Zavvy Integration Permission Group
  4. In step Manager Permissions in the Other Employees tab set the following permissions:
  5. People > Personal > View selected employees' Personal sections
  6. People > Training > View selected employees' Training sections
  7. People > Employment > View selected employees' Employment sections
  8. People > Lifecycle > View selected employees' Lifecycle sections
  9. People > Personal contact details > View selected employees' Personal contact details sections
  10. Finally, in Applies To section pick Select By Condition > Edit and set it to "Lifecycle status Exists"
  11. Save Changes and confirm the Changes summary

Step 2: Set up on Zavvy

Then, go to Zavvy and navigate to the integrations page and find HiBob in the list of available integrations.

Once on the HiBob integration follow these steps:

  • select turn on daily sync for the daily synchronization between Zavvy and HiBob.
  • If you want to send invitation emails to all your users on HiBob immediately, select  ‘automatically send Zavvy invitation E-mails to all provisioned users.
  • <aside>👉 We recommend leaving this unchecked. You can easily invite all users later through assigning activities - one by one or in bulk. This way you make sure users are only invited once there are relevant activities on Zavvy for them.
  • </aside>
  • Select the admin user name you would like to be displayed as the sender on the invitation E-mails to Zavvy
  • Copy the API credentials you just created on HiBob into the respective fields on Zavvy.
  • Click Save settings 💥

That’s it 🎉

Note: It might take Zavvy up to 24h to sync with HiBob. So check again on the next day to find your fresh user data on Zavvy.

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