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Overview

To authenticate HiBob using a Service Account, you will need to provide the following information:
  • Service Account User ID
  • Service Account Token

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Prerequisites

  • You have Administrator permissions in your company’s HiBob instance

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Step 1: Create the Service User in Your HiBob Account

1

Navigate to your HiBob System Settings.

2

On the Settings screen, open 'Integrations' and click 'Manage' on the Service users tile.

3

Click 'Create service user'.

4

Enter any Display name and click 'Create'.

5

HiBob will display the credentials for your new service user.

Make a note of both the ID and the Token, then click ‘Go to permission groups’ to proceed with the next step.
The Token is only shown once. Make sure to save it securely.

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Step 2: Create a Permission Group

1

Click 'Create permission group', then select 'Service user'.

2

Enter any Group name, select your new service user under 'Select service users', and click 'Create'.

3

When asked to confirm the changes, click 'Confirm'.

4

Switch to the 'People's data' tab and configure access.

Click ‘Edit permissions’ in the top right corner. Under ‘Whose data can members access?’, pick ‘Select people by condition’, then click ‘Edit’.
5

In the 'Select people by condition' pop-up, select all relevant Lifecycle Statuses.

In most scenarios this will include: Hired, Employed, and Terminated. Click ‘Apply’ twice when done.
6

Add the required permissions for Doozy.

For each permission category below, select View selected employees’ [Permission] sections and View selected employees’ [Permission] section histories.

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Required Permissions for Doozy

HiBob PermissionWhat It Enables
People > Basic InfoName
People > EmploymentEmployee Number, Manager, Start Date, Termination Date
People > WorkWork Email, Work Location, Department, Job Title
People > Work contact detailsWork Email
People > LifecycleEmployment Status

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Optional Permissions

HiBob PermissionWhat It EnablesNotes
People > PersonalDate of Birth, Mobile PhoneRequires Edit permission for Date of Birth
People > Personal contact detailsPersonal Email, Mobile Phone
Timeoff > BalanceTime Off balancesRequired for Time Off Announcements
Timeoff > RequestsTime Off requestsRequired for Time Off Announcements
If you want Date of Birth for birthday celebrations, you must include both View and Edit access for ‘People > Personal’. Doozy will NOT edit any employee sections.
1

Once done adding permissions, click 'Save' and 'Apply' the changes.

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Enter Credentials into Doozy

You must be a Doozy admin to connect an HRIS integration.
1

Go to the Doozy web app.

Navigate to Workspace Settings → Integrations → HRIS.
2

Choose HiBob as the HRIS you want to connect.

3

Service User ID: Enter the ID from Step 1.

4

Service User Token: Enter the Token from Step 1.

5

Click Submit.

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Notes

  • HiBob allows moving fields into categories other than those listed above. If some fields are missing after linking, view a sample employee in HiBob and confirm under which category the missing field can be found. Then add View permissions for that category.