First you will need to set up a HiBob Service User. A HiBob Service User allows users to manage APIs in Hibob, and connect to Doozy via Merge.

1

Create the Service User in your Hibob Account.

  • In your settings, go to integrations and click ‘Manage Service Users.

  • Create a new Service User and save the Service User ID and Token

2

Create a Permission Group. Back in your settings, go to 'Permission Groups' and select 'Create Group'.

3

Name the group, then, in the 'Group members' section, choose 'Select people by condition' and select 'Edit'.

4

In the 'Select people by condition' pop-up, delete the existing condition and add the 'Service User' previously created in the dropdown menu for 'Add Specific Employees' then click 'Apply'.

DO NOT ADD ANY CONDITIONS IN THE TOP SECTION.
5

Finish the initial creation of the Group by selecting 'Create'. If a pop-up appears, 'Confirm' the creation of the group.

6

Under 'People's Data', edit the data that can be accessed by choosing 'Select people by condition' and selecting 'Edit'.

a) Click ‘Select by Condition’

b) Click ‘Edit’

c) Lifecycle Status = Employed, Hired, Terminated

7

Under 'People's Data' add the following permissions:

Please note the permissions below are the required permissions for the full HRIS API. You only need to configure the permissions based on your use case.

  • Email

    • Edit selected employees’ email addresses

  • Employment

    • View selected employees’ Employment sections

    • View selected employees’ Employment section histories

  • Lifecycle

    • View selected employees’ Lifecycle sections (This is needed to surface Employment Status)

    • Edit selected employees’ Lifecycle sections

    • View selected employees’ Lifecycle section histories

  • Personal

    • View selected employees’ Personal sections

    • Edit selected employee’s Personal sections

      This is needed to surface Date of Birth, if you want to use Doozy to celebrate birthdays. Merge will NOT edit any employee sections.

  • Personal Contact Details

    • View selected employees’ Personal contact details sections

    • Edit selected employees’ Personal contact details sections

  • Work

    • View selected employees’ Work section histories

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Enter Credentials into Doozy

🖥️ Now go to our web app, doozy.live, and sign into your account.

1

Choose HiBob as the HRIS you want to connect.

Follow the steps here.
2

Sign in using your Hibob Service User ID and Hibob Token.

3

Done!

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