HiBob Integration

This video and article explains how to setup the Veremark <> HiBob integration

Overview

There are two Veremark <> HiBob integrations:

    • For Bob Hiring Customers - the full screening workflow can be managed directly in Bob Hiring. Learn more
    • For customers who aren’t using the hiring module but rely on the core Bob HR platform, we provide a data sync integration.   Learn more.

Setting up the BOB Hiring integration

The Veremark integration with Bob Hiring allows you to seamlessly manage background checks directly within the Bob platform. This guide explains how to set up the integration and run background checks on candidates from your Bob Hiring account.

Connecting Veremark to Bob Hiring

      • Go to Settings in your Bob account.
      • Scroll down to Bob Hiring Integrations.
      • Select Veremark.
      • Click Connect (if not already connected).
      • Enter the API key provided by Veremark.
      • Once connected, you’re ready to begin using Veremark within Bob Hiring.

Running a Background Check in Bob Hiring

 

  • Go to Hiring and select a job role (e.g., Head of Design).
  • Choose a candidate in a background check stage type.
    • The Veremark option will only appear on Verify stage types.
  • Click Run Background Check.
  • Select Veremark as your provider.
    • Multiple providers can be connected if needed for different regions or services.
  • Choose the package / Criteria you’ve set up in the Veremark platform.
    • Criteria are pulled directly from Veremark into Bob.
    • Click on a Criteria to view or edit it in the Veremark platform.
  • Click Run to start the background check.

Tracking Results

      • The candidate’s status will show as In Progress in Bob Hiring while the check runs.
      • Once complete, the status will update to Completed.
      • You can view:
        • Individual check statuses.

        • The full report within Bob Hiring.

      • For more detail, you can also open the candidate’s record in the Veremark platform.

Benefits

    • Manage background checks directly within Bob Hiring.

    • Save time with seamless package syncing from Veremark.

    • Ensure transparency with real-time status updates and full reports.

Setting up the data sync

Overview

For those not using the Bob hiring module. The following section describes how to set up the data sync functionality between Veremark and the core Bob HR module.

The check data that can be synced are:

  • Status
  • Completion date
  • Role
  • Criteria name
  • Report URL

Video Walkthrough

This video provides a step-by-step guide on configuring the Veremark <> HiBob integration, enabling the seamless automatic synchronisation of check data into HiBob.

1. Obtain the partnerkey from Veremark

In Veremark, go to the Settings menu, select Integrations, and then click on the HiBob icon to generate your PartnerKey record for HiBob.

Make sure to copy and securely store this url, as it will be required for the next steps in the HiBob setup process. Once you have saved it, you can proceed with the configuration in HiBob.

image 14

Fig. 1 Create HiBob PartnerKey record

2. Set up the Service User in HiBob

Navigate to Settings(1.) → Integrations(2.) → Manage (Service users)(3.) as shown on Fig.2.

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Fig.2

Add a name to the new service user and click Done (Fig.3).

On the subsequent screen, be sure to carefully copy and securely store both the Service User ID and the Token Key. Please note that the Token Key cannot be retrieved later; if lost, you will need to create a new Service User to obtain a new key (see Fig. 4).

It is essential to promptly share the User ID and Token Key with your Veremark representative or send them to clientsupport@veremark.com for further assistance.

 

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Fig.3

 

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Fig.4 Copy ID and Token and provide to Veremark

 

3. Create the new Data Categories

Proceed to add the specific data categories that you wish to synchronise from Veremark to HiBob.

To add a new category, go to Settings (1.) and select People's data fields (2.) within the Data management menu. Then, click on the +Add category (3.) button located in the top right corner, as illustrated in Fig.5.

Bob5Fig.5 Create new category

Assign a name to the new category, such as "Veremark Checks," or choose a description that best fits your specific use case (Fig. 6).

Bob6Fig.6 Add new category and give name

Once the category is created, scroll down to the list of categories and the new entry will be visible.

Drill down into the new category and create all the necessary custom fields with the corresponding field type (Fig.7)

IMPORTANT. Please use the exact same names as shown below:

Veremark status → type of Text

Veremark check completed → type of Date

Veremark criteria name → type of Text

Veremark report URL → type of Text

 

Bob7Fig.7 Define data field names with the corresponding types

 

Creating a new field is shown below in Fig.8.

Bob8Fig.8 Adding a new field

 

4. Permission Groups

Next, establish the necessary permissions for the service user you created earlier.

  • To access the Permission Groups, start from the HiBob home page and go to the Settings menu. Next, click on Account, and then select Permission Groups. This action will present you with a comprehensive list of the Permission Groups that are currently set up in your account.

  • Click the + Create group button located in the upper right corner. You can then provide a name for your new permission group.

  • In the Group Members section, select the option to Specify People by Condition. Then, click on the Edit icon to modify the current conditions, and remove any existing conditions by using the 🗑️ icon next to each condition.

  • In the "Add Specific Employees" section, select the Service User that you created in the "Add Service User" section (Step 3). After selecting the user, click on "Apply," followed by "Create" and then "Confirm" to save your changes. This process is illustrated in Fig.9 and Fig.10.

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Fig.9 Create new Group and  add specific employees (service user)
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Fig.10 Add the new Service user to the list
 

Grant editing permissions for the newly created custom category to ensure data can be modified as needed (Fig.11).

  • Go to Settings → Account → Permission Groups

  • Find your group, drill into the record and click Edit Permissions (top right corner)

  • Click on the People’s data tab (1.)

  • Expand the People menu and find the name of your category (eg: Veremark Checks - 2.)

  • Click all the three checkboxes that correspond to that category on the right panel (3.) and save (top right corner).

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Fig.11 Edit category permissions to enable data edit via APIs

 

Now add permissions for editing/reading the Basic info of the employees (Fig.11a).

  • Go to Settings → Account → Permission Groups

  • Find you group, drill into the record and click Edit Permissions (top right corner)

  • Click on the People’s data tab (1.)

  • Expand the People menu and find the name of your category (eg: Basic Info - 2.)

  • Click all the three checkboxes agains that category on the right panel (3.) and Save (top right corner)

bob_11a

Fig.11a Edit Basic Info permissions to enable reading employees emails

 

Now add permissions for editing/reading the Personal contact details of the employees (Fig.11b).

  • Go to Settings → Account → Permission Groups

  • Find you group, drill into the record and click Edit Permissions (top right corner)

  • Click on the People’s data tab (1.)

  • Expand the People menu and find the name of your category (eg: Personal contact details - 2.)

  • Click “View selected employees“ section checkboxe agains that category on the right panel (3.) and Save (top right corner)

bob_11b

Fig.11b Edit Personal contact details permissions to enable reading of personal email

 

Add permissions for editing/reading the Work details of the employees (Fig.11c).

  • Go to Settings → Account → Permission Groups

  • Find you group, drill into the record and click Edit Permissions (top right corner)

  • Click on the People’s data tab (1.)

  • Expand the People menu and find the name of your category (eg: Work - 2.)

  • Click “View selected employees“ section checkboxe agains that category on the right panel (3.) and Save (top right corner)

Bob_11c

Fig.11c Edit Work permissions to enable reading of work title

The Output

The synchronised data fields will appear similar to the example shown below (the exact names and descriptions will vary based on your specific inputs) (fig.12).

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Fig.12 Synced data