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HiBob

Quick Summary

We’re integrating with HiBob to transform their modern HR platform into the engine for all your people workflows. When employees join, request time off, or change roles in Bob, Tallyfy automatically orchestrates every related process - from equipment provisioning to manager approvals to compliance tracking - all while maintaining Bob as your central people platform.

Why This Integration Matters

HiBob excels at modern HR - beautiful interfaces, employee self-service, and smart automation. But people processes extend beyond HR data management. Every new hire needs IT setup, training schedules, and team integration. Every promotion triggers compensation reviews, access changes, and announcement workflows.

Our integration bridges this gap. Bob manages the people data. Tallyfy orchestrates the processes. Together, they create a seamless employee experience from hire to retire.

What We’re Building

Smart Onboarding Flows

Transform new hire chaos into smooth experiences:

  • Pre-Boarding Magic: As soon as someone’s added to Bob, trigger equipment orders, account setup, and welcome communications
  • First Day Delight: Pull role, team, and location data to orchestrate personalized onboarding experiences
  • Cultural Integration: Automatically assign buddies, schedule coffee chats, and trigger team introductions
  • Progressive Onboarding: 30/60/90-day check-ins based on start date with manager feedback loops

Time-Off Orchestration

Go beyond approval to full coordination:

  • Coverage Workflows: Time-off requests trigger coverage arrangement workflows
  • Handoff Processes: Extended leave triggers knowledge transfer workflows
  • Return Planning: PTO end dates trigger return-to-work preparation
  • Balance Management: Low balance alerts trigger policy reminder workflows

Employee Lifecycle Automation

Connect Bob events to comprehensive workflows:

  • Promotion Workflows: Role changes trigger comp reviews, announcement, and access updates
  • Transfer Management: Department moves trigger equipment, access, and introduction workflows
  • Performance Cycles: Review periods trigger multi-step evaluation workflows
  • Offboarding Excellence: Terminations trigger IT, knowledge transfer, and exit workflows

How to Connect Today

Option 1: HiBob REST API

Direct integration using Bob’s modern APIs:

// Example: Create onboarding workflow from Bob new hire
const handleBobNewHire = async (employeeData) => {
  // Get complete employee profile from Bob
  const employee = await bobAPI.get(`/people/${employeeData.id}`, {
    includeCustomFields: true,
    includeWorkHistory: true
  });


  // Get manager and team information
  const manager = await bobAPI.get(`/people/${employee.reportsTo.id}`);
  const team = await bobAPI.get(`/teams/${employee.team.id}`);


  // Create personalized onboarding workflow
  const workflow = await fetch('https://api.tallyfy.com/v1/workflows', {
    method: 'POST',
    headers: {
      'Authorization': 'Bearer YOUR_TALLYFY_KEY',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      template_id: 'bob_smart_onboarding',
      name: `Onboarding - ${employee.displayName}`,
      data: {
        // Bob employee data
        employee_id: employee.id,
        display_name: employee.displayName,
        email: employee.email,
        personal_email: employee.personalEmail,


        // Role and team
        job_title: employee.work.title,
        department: employee.work.department,
        team_name: team.name,
        team_members: team.members,


        // Manager details
        manager_name: manager.displayName,
        manager_email: manager.email,
        skip_level: employee.work.reportsToIdSecondary,


        // Location and setup
        work_location: employee.work.location,
        site: employee.work.site,
        desk_location: employee.work.custom.desk_number,


        // Start details
        start_date: employee.work.startDate,
        contract_type: employee.work.employmentType,


        // Custom fields from Bob
        shirt_size: employee.custom.shirt_size,
        dietary_restrictions: employee.custom.dietary_needs,
        equipment_preferences: employee.custom.equipment_prefs
      }
    })
  });


  return workflow.json();
};

Option 2: Bob Webhooks

Real-time event processing:

// Handle Bob webhook events
app.post('/webhooks/bob', async (req, res) => {
  const event = req.body;


  switch(event.type) {
    case 'employee.created':
      await createOnboardingWorkflow(event.employee);
      break;


    case 'timeoff.requested':
      await createCoverageWorkflow(event.timeoff);
      break;


    case 'employee.updated':
      if (event.changes.includes('work.title')) {
        await createPromotionWorkflow(event.employee);
      }
      break;


    case 'employee.terminated':
      await createOffboardingWorkflow(event.employee);
      break;
  }


  res.status(200).json({ received: true });
});

Option 3: Integration Platforms

Use unified HR platforms:

  • Merge: Comprehensive HiBob integration via unified API
  • Apideck: Single API for multiple HRIS including Bob
  • Bindbee: Connect to 50+ HRIS platforms including Bob
  • Workato: Pre-built Bob recipes for automation

Option 4: Bob Marketplace Apps

Deploy through Bob’s integration marketplace:

  1. Build integration using Bob’s API
  2. Package as marketplace app
  3. Submit for Bob review
  4. Enable one-click installation for customers
  5. Maintain and support integration

Real-World Use Cases

Scale-Up Tech Company

A 300-person SaaS company uses Bob + Tallyfy for:

  1. Remote Onboarding: Equipment ships automatically based on location
  2. Team Rituals: New hires automatically added to team ceremonies
  3. Performance Management: OKR cycles triggered quarterly
  4. Culture Programs: Birthday/anniversary workflows automated
  5. Exit Interviews: Consistent offboarding regardless of reason

Results: 90% employee satisfaction, 50% faster time-to-productivity

Global Marketing Agency

An agency with 500 employees across 10 countries:

  • Localized Onboarding: Country-specific workflows for compliance
  • Project Staffing: Skills in Bob trigger assignment workflows
  • Time-Off Coverage: Creative teams coordinate coverage automatically
  • Client Access: Background checks triggered for client work
  • Freelancer Management: Contractor-to-FTE conversion workflows

High-Growth Startup

A startup scaling from 50 to 250 employees:

  • Rapid Hiring: Bulk onboarding workflows for cohorts
  • Role Evolution: Frequent title/responsibility change workflows
  • Equity Management: Stock option workflows integrated with Bob
  • Culture Scaling: Automated culture programs as team grows
  • Manager Training: New manager promotion triggers training

Technical Implementation Details

Bob API Capabilities

Comprehensive API access:

  • Employee Data: Full CRUD operations on people records
  • Time Off: Policies, requests, balances, and approvals
  • Documents: Upload and manage employee documents
  • Tasks: Create and track tasks and checklists
  • Reports: Access and generate custom reports
  • Custom Fields: Full support for custom data

Developer Resources

Bob provides excellent developer support:

  • SDKs Available: Node.js, Python, PHP, .NET
  • Sandbox Environment: Test safely with synthetic data
  • API Explorer: Interactive API documentation
  • Webhooks: Real-time event notifications
  • Code Samples: Ready-to-use integration examples
  • Virtual Support: Responsive developer assistance

Authentication & Security

Enterprise-grade security:

  • OAuth 2.0: Industry-standard authentication
  • Service Accounts: Secure API-only access
  • Rate Limiting: Prevents overload and ensures stability
  • Encryption: Data encrypted in transit and at rest
  • Audit Logs: Complete API activity tracking
  • GDPR Compliant: Privacy-first architecture

Data Synchronization

What you can sync:

  • Employee profiles and custom fields
  • Organizational structure and teams
  • Time-off balances and requests
  • Documents and attachments
  • Compensation and benefits data
  • Performance review cycles
  • Company policies and handbooks

Why HiBob Should Prioritize This

Bob’s modern platform users expect modern automation:

  1. Customer Expectations: Bob users are tech-forward and demand integrations
  2. Competitive Edge: Workflow automation differentiates from traditional HRIS
  3. Platform Stickiness: Deep integrations increase retention
  4. Market Expansion: Automation appeals to larger enterprises
  5. Employee Experience: Complete automation delivers on Bob’s UX promise

Take Action Now

For Bob Customers

Automate your people operations:

  1. Book a demo ↗ tailored to Bob users
  2. We’ll connect to your Bob sandbox
  3. Map your people workflows
  4. Build first automation live
  5. Deploy to your team

Want marketplace integration? Request Tallyfy in Bob’s marketplace through your account manager.

For People Teams

Elevate beyond HR administration:

  • Employee journeys run automatically
  • Managers get exactly what they need
  • Nothing falls through cracks
  • Compliance maintains itself
  • You focus on culture and strategy

For IT Teams

Finally, HR data that flows:

  • Provision based on Bob roles
  • Automate access management
  • Reduce ticket volume
  • Maintain security compliance
  • Enable true zero-touch IT

Implementation Roadmap

Week 1: Connection

  • Set up Bob API access
  • Configure webhooks
  • Map custom fields
  • Build first workflow

Week 2: Core Flows

  • Deploy onboarding automation
  • Create time-off workflows
  • Set up offboarding
  • Test with real data

Week 3: Expansion

  • Add role change workflows
  • Build performance cycles
  • Create culture programs
  • Train managers

Ongoing: Excellence

  • Monitor adoption metrics
  • Gather feedback
  • Optimize workflows
  • Add new automations

Metrics and ROI

Efficiency Metrics

  • 75% reduction in onboarding time
  • 90% faster time-off processing
  • 100% task completion rate
  • 50% fewer HR tickets
  • 80% manager satisfaction

Business Impact

  • Higher employee retention
  • Faster time-to-productivity
  • Better compliance posture
  • Improved employee experience
  • Scalable HR operations

Cost Savings

  • 10+ hours saved per hire
  • 5 hours saved per departure
  • 30 minutes saved per time-off request
  • Reduced compliance risk
  • Lower HR operational costs

Start Today

Every day without integration is another day of:

  • Manual task coordination
  • Delayed employee experiences
  • Missed onboarding steps
  • Manager frustration
  • HR team overload

Transform your Bob investment: Schedule your consultation ↗

We’ll show you:

  1. Live Bob API integration
  2. Pre-built people workflows
  3. ROI for your organization
  4. Security framework
  5. Implementation timeline

Stop managing tasks. Start delivering experiences.

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