Connecting Bob to Drata enables automated checks and evidence collection. This integration provides details about personnel hire and separation dates, as well as employment status.
Prerequisites
You must have admin access to your company’s Bob account.
To authenticate HiBob, you will need to provide the following information:
Service Account User ID
Service Account Token
Step-by-Step Setup
Step 1: Create the Service User in your HiBob Account
Navigate to your HiBob System Settings
On the Settings screen, open Integrations and click Manage on the Service users tile
Click on Create service user
Enter any Display name and click Create
On the next screen, HiBob display the credentials for your new service user. Make a note of both the ID and the Token, then click on Go to permission groups and proceed with the next step
Step 2: Create a Permission Group
Click Create permission group, then Service user
Enter any Group name, select your new service user under Select service users and click Create
When asked to confirm the changes, click Confirm
Switch to the People's data tab of the new Permission Group and click Access data for.
Click Edit permissions on the top right corner.
Pick "Select people by condition" under Whose data can members access?, then click on Edit to select the people the integration can access
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 once done.
Return to People’s Data and add the following permissions based on the fields you need to share for the integration.
For each permission category you enable, also select the View history permissions as well.
Required permission
HiBob Permission | Associated Fields |
People > Basic Info | Name |
People > Employment People > Work | Company Employee Number Manager Start Date Termination Date Work Email Work Location Department Job Title Employment Type FLSA Code |
People > Work contact details | Work Email |
People > Personal contact details | Mobile Phone Number Personal Email |
People > Lifecycle | Employment Status |
People > About | Avatar |
Once done adding the above permissions, finish creating the Permission Group by selecting Save and Apply the changes.