Our Bob integration allows you to send details of your candidates directly from your Pinpoint platform into Bob's HRIS.

This help guide is split into 2 main parts, depending on when the Bob integration was created:

This flow applies to any Bob Integrations added after 1st Sept 2023 and uses the data mapping feature. If your Bob integration was added before 1st Sept 2023. you are using the Basic Workflow. If you would like to use the Data Mapping flow instead, please delete the existing Bob Integration from Pinpoint as per the screenshot below, and re-add it following the instructions in this section.

This flow consists of two main steps:

Configuring the Bob Integration

Sending a candidate to Bob

Step 1

In order to link your Pinpoint and Bob accounts, you'll need to have access to your Bob account's tokenised URL and 'Secret' code. You can get these from within Bob's interface.

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 Bob Integration Settings page, 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

Going back to the Data Mapping section of the Bob's Integration Settings page, click on 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.

Pinpoint can send any Applications and Onboarding Applications to Bob. Below are examples for both

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)

Bonus Step.

If you would like to view the actual payload that was sent to Bob, you can find it on the Hire API settings page, in the Synced Records section, underneath the Data Mapping section.

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.

This flow applies to any Bob Integration added before 1st Sept 2023 and uses the Basic workflow that does not require any data mapping and doesn't send any other fields apart from the ones available in the form. If you are creating the integration after 1st Sept 2023, go to the Data Mapping flow instructions.

In order to activate the Data Mapping Flow instead, please delete the existing Bob Integration from Pinpoint as per the screenshot below and re-add it, following the Data Mapping flow instructions.

As the integration is already setup, all that is left to do is to send an application to Bob.

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.

Step 3. Check your Bob notifications or emails for a new hire alert. This should open a new Hire form where the basic fields from the above form are already mapped.