Our Bob integration allows you to send details of your candidates directly from your Pinpoint platform into Bob's HRIS.
1. Data Mapping Flow
This flow consists of two main steps:
2.1 Configuring the Bob Integration
Looking for Settings → Integrations in Bob? Bob has moved the Hire API into its Marketplace. If you followed older instructions and could not find an Integrations option under Settings, that is why - use the Marketplace link in Step 1 below instead.
Step 1
In order to link your Pinpoint and Bob accounts, you'll need your Bob account's tokenized URL and Secret key. You can get both from within Bob's interface.
In Bob, open the Hire API page in the Marketplace: https://app.hibob.com/marketplace/hire-api/overview
If the link doesn’t work, here is how you get there:
In the top left corner, click the grid icon and click Marketplace
In the top right, search box, type Hire API and click the “Hire API” option
Click Manage to open the list of Hire API tokens
Click the button to create a new token
Select "Token" as the Authentication method - Service User is not supported by Pinpoint
Give the token a name that makes clear it is used for Pinpoint, then click Generate Token
Copy the URL and Secret key - you'll paste these into Pinpoint in the steps below
For HiBob's own version of these steps, see Set up a Hire API integration in the Bob Help Center.
Step 2
In Pinpoint, visit the Settings > Integrations menu
Step 3
In the integrations menu, click on the Apps button and then search for, or scroll down to, the Bob integration. Click the Add button for that integration.
Step 4
Add in your Bob tokenised URL and secret and press the Save button
Step 5
Press the Disabled toggle in the top right corner until it reads Enabled
Step 6
Copy the demo user email address by clicking on the icon below
Step 7
Navigate back to the Hire API page in Bob (see Step 1), paste the Pinpoint demo user email address in the Data Mapping section and click Save.
Step 8
Navigate back to Pinpoint and click on "Send to Bob" to send a demo user containing all the fields available on the Pinpoint platform (application, job, offer and custom_fields) with sample values. If the company has onboarding enabled, then we will send the BANKED onboarding_questions as well (banked = saved in templates). Find the complete list of fields here.
Step 9
Back in the Data Mapping section of Bob's Hire API (See step 1) page, click Start Mapping.
Step 10
Start mapping Pinpoint fields to Bob fields as per the screenshot below. Please note, all the fields from Pinpoint are preceded by the resource they belong to. (Job, Application, Offer, etc)
Don't forget to hit "Save"
That's it ! You are ready to start sending candidates to Bob!
Note: If new fields are added in the Pinpoint platform and they need to be mapped to Bob, simply send the demo user again and that will send over the new fields.
2.2 Sending a candidate to Bob from Pinpoint
Pinpoint can send any Applications and Onboarding Applications to Bob. Below are examples for both
2.2.1 Application
Step 1
Open a candidate's profile from a job's candidate list and from the action button (the three small dots) above their details, select the Send to Bob option:
Step 2
Pinpoint will take you through a series of fields to fill in. Once you have completed the required fields, press the Send to Bob button at the bottom of the form.
Please note, Pinpoint will add any information available on this candidate to the payload that it sends to Bob, the complete list of fields can be found here: https://help.pinpoint.support/en/articles/8435860-list-of-fields-sent-to-hibob
Step 3
You will receive a notification in Bob letting you know that a new hire has been added.
Step 4
The notification will open a form where the values specified in the Data Mapping section should be pre-filled as per the mapping. (If they were sent from Pinpoint)
Optional: Verify Your Setup
If you would like to view the actual payload that was sent to Bob, you can find it on Bob's Hire API page (see step 1), in the Synced Records section, underneath Data Mapping
2.2.2 Onboarding
You can send any Onboarding Application to Bob, as long as the company has onboarding enabled and the onboarding workflow is complete.
Step 1
To send an Onboarding Application to Bob, navigate to the applicant's details within Onboarding and Select Send To Bob from the three dots menu.
Step 2
Fill in the form with the necessary information and then hit "Send To Bob". Please note, Pinpoint will add any information available on this candidate to the payload that it sends to Bob. Find the complete list of fields here.
Complete list of fields sent over to Bob:
Note about sending Documents to Bob:
By default, all documents sent to HiBob via the integration are marked as confidential. This is a HiBob setting that cannot be configured from within Pinpoint, so it applies to all documents without exception.
If you'd prefer all documents to be shared rather than confidential, you'll need to raise a ticket directly with HiBob and reference that you are using the Hire API integration. Please note this is an all-or-nothing setting, all documents will be either shared or confidential.
If you've sent a candidate to HiBob but can't see their documents, check the confidential documents section in HiBob and ensure you have the relevant access permissions.