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Accounting & HR

Set up HiBob

Connect Bob to make the employee directory searchable — who works here, in what role, which department and site — plus a rolling who's-out note. Read-only.

The service user

An admin creates it once under Settings → Integrations → Automation → Service Users — Bob shows the ID and token together, once. Put the service user in a permission group that may VIEW the people fields and time-off; what it can see is exactly what syncs.

  1. Create the service user as above.
  2. Documents → HiBob, paste the ID and token.
  3. Choose access groups, Test, then Sync.

People records are personal data — the access groups you choose here decide who may ask about them.

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Last updated 29 Aug 2026