Source: https://joinfinn.com/integrations/hibob

# HiBob

## HiBob + Finn.

HiBob integration with Finn. HiBob's Bob platform manages employee information, time off, performance, and other people operations.

Business function: HR and people.

## What you can do with HiBob.

HiBob's Bob platform manages employee information, time off, performance, and other people operations.

### Get a new employee ready for day one

Finn runs the administrative onboarding checklist around the employer's confirmed hire.

**Typically handled by:** People operations coordinator

**Starts when:** A new employee and start date are confirmed.

#### What Finn handles

1. Create or complete the Bob employee record using the accepted offer and the employee's submitted information.
2. Send the relevant company documents, collect the required acknowledgments and place returned files in the correct employee folders.
3. Coordinate equipment in ServiceNow, account setup in Okta and the manager's welcome schedule in Outlook.
4. Follow the Bob onboarding tasks through completion and send a first-day summary with any outstanding owner and date.

**The result:** The employee record, documents and first-day arrangements are complete and visible in Bob.

### Carry a time-off request through the calendar

Finn handles the administration of a leave request from submission to recorded return.

**Typically handled by:** HR service coordinator

**Starts when:** An employee requests time off.

#### What Finn handles

1. Read the employee's request, available Bob time-off information and the company's relevant leave instructions.
2. Collect missing dates or administrative details and send the request to the manager or HR approver who owns the decision.
3. After the decision, update the request and coordinate the team calendar and coverage notifications in Outlook or Google Calendar.
4. Record any agreed date change and confirm the final leave dates with the employee and manager.

**The result:** The leave decision, dates and team arrangements agree, without exposing confidential medical documents.

### Finish an employee record correction

Finn resolves routine people-data corrections across the systems that consume them.

**Typically handled by:** People operations administrator

**Starts when:** An employee reports an incorrect address, contact detail or other editable personal field.

#### What Finn handles

1. Identify the employee's Bob record and ask only for the information required to make the requested change.
2. Check any required supporting document or HR approval and update the employee's record.
3. Carry the relevant change to the connected ADP payroll record or Okta directory when those systems use the field.
4. Confirm the corrected information to the employee and record the completed request with its supporting document.

**The result:** The employee's information is corrected in Bob and the affected connected systems.

### Execute an approved role or manager change

Finn completes the record changes and coordination following an employer's personnel decision.

**Typically handled by:** HR operations specialist

**Starts when:** HR approves a transfer, promotion or reporting-line change.

#### What Finn handles

1. Read the approved job, department, manager and effective date, separating these decisions from administrative follow-up.
2. Update the relevant Bob employment information and prepare any employer-approved change letter through Docusign.
3. Coordinate access changes in Okta and work handovers in Asana for the effective date.
4. File the signed document, notify the employee and managers, and record completion of each related task.

**The result:** The personnel change is recorded and its documents, access and handover are aligned.

### Turn approved compensation changes into a payroll handoff

Finn assembles and reconciles the people-data work behind a payroll change.

**Typically handled by:** People operations and payroll coordinator

**Starts when:** An authorized compensation change or variable payment is due.

#### What Finn handles

1. Read the employer-approved amount, payment type, effective date and employee details from the compensation decision.
2. Record the corresponding compensation or variable-pay entry in Bob and attach the decision evidence.
3. Send the payroll input to ADP or the connected payroll provider and resolve rejected employee or date mappings.
4. Compare the returned processing status with the original change and record the completed handoff for payroll's release.

**The result:** The approved pay change is recorded in Bob and reconciled with payroll processing.

### Deliver an employment document request

Finn completes routine requests for existing or standard employee documents.

**Typically handled by:** HR service desk administrator

**Starts when:** An employee requests a payslip copy, employment letter or other permitted document.

#### What Finn handles

1. Locate the employee's request and the document available in Bob or the connected payroll system.
2. For a standard letter, populate the employer's template from the current people record and obtain any required signature in Docusign.
3. Deliver the document through the employee's permitted channel and place the final version in the correct Bob folder.
4. Confirm receipt and close the request with a record of the document provided.

**The result:** The employee receives the correct document and the request is closed with a filed copy.

### Close the employee learning administration loop

Finn coordinates training assignments and completion records between Bob and the learning provider.

**Typically handled by:** Learning operations coordinator

**Starts when:** An employee joins a training cohort or a role requires a course.

#### What Finn handles

1. Read the employee's role and the training requirements selected by the learning owner.
2. Enroll the employee through the connected learning management system and send the schedule and course link.
3. Collect completion activity, resolve missing enrollment details and update Bob's learning information where the module is in use.
4. Follow up on outstanding work and report completed courses and actual exceptions to the learning owner.

**The result:** Enrollment and completion records agree, with unfinished learning assigned to a named owner.

### Coordinate a confirmed employee departure

Finn completes the administration of an employer-confirmed exit.

**Typically handled by:** People operations coordinator

**Starts when:** HR confirms an employee's departure date and exit instructions.

#### What Finn handles

1. Record the confirmed departure information and create the relevant Bob offboarding tasks.
2. Schedule account changes in Okta, equipment return in ServiceNow and final payroll inputs in ADP at the instructed times.
3. Collect the employee's outstanding documents and the manager's work handover, keeping employment decisions with HR.
4. Verify task completion, file the exit documents and send HR the recorded outcome and any unresolved item.

**The result:** The exit record, access, equipment, payroll handoff and documentation have completed owners and outcomes.

## Connection setup

Contact Finn to discuss the records your workflow needs and the actions you want it to perform.

Your team chooses what Finn can access, what agents can change, and when a person must approve the work. The connection needs the appropriate account access and permissions from HiBob.

[Visit HiBob](https://www.hibob.com/)

## Explore Finn

- [Agents](https://joinfinn.com/agents): Help customers. Work with your team. Finish the job.
- [Systems](https://joinfinn.com/systems): Business apps for the work behind the conversation.
- [AI Gateway](https://joinfinn.com/ai-gateway): Control connected AI apps, models, access, and spending.

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