> ## Documentation Index
> Fetch the complete documentation index at: https://help.doozy.live/llms.txt
> Use this file to discover all available pages before exploring further.

# HiBob

> Connect HiBob to Doozy via Merge.

## Overview

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

* **Service Account User ID**
* **Service Account Token**

## Prerequisites

* You have Administrator permissions in your company's HiBob instance

***

## Step 1: Create the Service User in Your HiBob Account

<Steps>
  <Step title="Navigate to your HiBob System Settings." />

  <Step title="On the Settings screen, open 'Integrations' and click 'Manage' on the Service users tile." />

  <Step title="Click 'Create service user'." />

  <Step title="Enter any Display name and click 'Create'." />

  <Step title="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.
    <Warning>The Token is only shown once. Make sure to save it securely.</Warning>
  </Step>
</Steps>

## Step 2: Create a Permission Group

<Steps>
  <Step title="Click 'Create permission group', then select 'Service user'." />

  <Step title="Enter any Group name, select your new service user under 'Select service users', and click 'Create'." />

  <Step title="When asked to confirm the changes, click 'Confirm'." />

  <Step title="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'.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Add the required permissions for Doozy.">
    For each permission category below, select **View selected employees' \[Permission] sections** and **View selected employees' \[Permission] section histories**.
  </Step>
</Steps>

### Required Permissions for Doozy

| HiBob Permission              | What It Enables                                        |
| ----------------------------- | ------------------------------------------------------ |
| People > Basic Info           | Name                                                   |
| People > Employment           | Employee Number, Manager, Start Date, Termination Date |
| People > Work                 | Work Email, Work Location, Department, Job Title       |
| People > Work contact details | Work Email                                             |
| People > Lifecycle            | Employment Status                                      |

### Optional Permissions

| HiBob Permission                  | What It Enables              | Notes                                      |
| --------------------------------- | ---------------------------- | ------------------------------------------ |
| People > Personal                 | Date of Birth, Mobile Phone  | Requires Edit permission for Date of Birth |
| People > Personal contact details | Personal Email, Mobile Phone |                                            |
| Timeoff > Balance                 | Time Off balances            | Required for Time Off Announcements        |
| Timeoff > Requests                | Time Off requests            | Required for Time Off Announcements        |

<Note>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.</Note>

<Steps>
  <Step title="Once done adding permissions, click 'Save' and 'Apply' the changes." />
</Steps>

## Enter Credentials into Doozy

<Note>You must be a **Doozy admin** to connect an HRIS integration.</Note>

<Steps>
  <Step title="Go to the Doozy web app.">Navigate to [Workspace Settings](https://doozy.live/app/settings/workspace) → **Integrations** → **HRIS**.</Step>

  <Step title="Choose HiBob as the HRIS you want to connect." />

  <Step title="Service User ID: Enter the ID from Step 1." />

  <Step title="Service User Token: Enter the Token from Step 1." />

  <Step title="Click Submit." />
</Steps>

## 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.