Hi Bob

connect hi bob to your ashby account to automatically import hired candidates to hi bob overview sync custom fields sync offer letters sync file uploads one or two way sync notes ✔ ✔ see notes one way sync from ashby to bob resume upload supported e signature documents can also be pushed from ashby setup instructions configure service user in hi bob log in to hi bob and open system settings click the menu icon in the top left corner, then select system settings access integrations click integrations and search for hire api add a new integration click manage > add integration name the integration (e g , ashbyserviceuser) and select service user for authentication enter a service user name and display name generate and copy token click generate token copy both the service user id, token, and the api url before closing configure hi bob in ashby in ashby, enable the hi bob integration and enter the service user id, token, and api url configure any fields or settings if needed test integration send a test candidate from ashby to hi bob to verify the connection review the synced record in hi bob, which will display custom fields synced from ashby in the payload map custom fields if necessary, you can map custom fields in the data mapping section of the integration settings within hi bob click the pencil icon beside data mapping to get the option to edit any existing mapping and add and map any additional fields to add a new field, click add field , then select an ashby field from the select dropdown then choose a field from the select hi bob field dropdown to map the ashby field to a hi bob field once you’ve added or amended the necessary fields, click save set notifications by default, notifications go to the user who set up the integration you can add or remove other recipients save changes and finish save all changes the integration between hi bob and ashby is now complete you can retrieve the hire url from hi bob after clicking done to close out the pop up showing your service user token and service user id please note that once the pop up is closed out in bob, the token will no longer be visible in hi bob pushing candidate data to hi bob before a new hire’s data can be pushed from ashby to hi bob from ashby, the candidate fields will need to be mapped in hi bob this includes any default candidate fields (such as name and email address), as well as candidate, offer, job and application custom fields that have a value defined and that are associated with the candidate you can read more about custom fields at docid\ qpgklrscmzgwc 7krbwds please be aware that custom fields are not available on the foundations plan here’s hi bob’s documentation on https //help hibob com/hc/en us/articles/13609951421969 map data for ats integrations the integration supports pushing candidate data from ashby to hi bob and signed offer letters once candidate fields are mapped in hi bob, you’re ready to push new hire candidate data from ashby to hi bob we would also recommend checking your notification settings for your ashby configuration in the hireapi integration settings to ensure that those who will complete the candidate’s hiring process in hi bob receive all new hire ats notifications adding new hires to hi bob after you’ve set the candidate offer response to accepted, a new activity will populate titled add candidate to hi bob go back to your hi bob account, click on notifications here you should find your new hire click their name and from here you’ll be asked to select a template for them you will now see all of the new hire data in hi bob to complete the onboarding process screen shot 2022 05 02 at 3 00 56 pm pngscreen shot 2022 05 02 at 3 06 37 pm png faq why isn’t the hiring manager in ashby syncing to hi bob? bob only displays an employee’s government name, so you will want to ensure the name of the hiring manager in hi bob aligns exactly with their name in ashby i'm not seeing a button to push an employee to hi bob who was an internal hire help! please check if that candidate already exists in hi bob if the candidate already exists in bob the candidate will not be pushed again can i push candidate data to multiple hris if i have integrated with more than one hris? you can! once a candidate is marked as hired, click the select post hire integrations button on the add candidate to post hire integrations activity that is generated on their profile from here, use the checkboxes to determine the hris that the candidate should be added to