How do I manage my HiBob integration with Ravio?

How do I update the API permissions to include new fields?

1. Go to Settings > Account > API Access.
2. HiBob uses Service Users for integrations. Go to Settings > Integrations > Service Users.
3. Identify the user linked to your integration and click on their associated Permission Group.
4. Edit the group’s permissions to add/remove access to specific categories. Ravio only requires "View" access to each category.

How to create a new custom field

1. Go to Settings > Employee Data.
2. Choose the category (tab) where you want the field (e.g., "About" or "Work").
3. Click Add Field (or New Field).
4. Define the name, type (List, Text, etc.), and whether it is historical. Save your changes.

How do I bulk update a custom field

• Method: Data Import.
• Go to People > Import.
• Select Update existing employees.
• Upload a CSV containing the Email or Employee ID and a column for the new custom field.

How do I add employee specific filters to the HiBob integration?

You might only have permission to share specific groups of employees with Ravio. Below is a step by step guide detailing how to add filters to your Ravio integration to ensure you’re only sharing approved employee data.

Steps to add a filter to a Permission Group

• Navigate to Settings: Click on Settings (gear icon) in the top right corner, then select Account > Permission groups.
• Select the Group: Click on the specific permission group you wish to edit.
• Access "Whose Data" Settings: Click on the People's data tab.

• Edit Access Rights: Click the Access data for button.
• Set Filter Condition:

• Select Select people by condition.
• Click the Edit button to set the criteria (e.g., specific sites, departments, or lifecycle statuses).
• Example (Exclude specific employees): Choose “Full name” or “Employee ID”, and add employee-specific exclusions similar to the below screenshot:

• Apply and Save: Click Apply and then save your changes.