Syncing Users and Non-Project Time from HiBob

Once the HiBob (Bob) integration for Forecast is connected, you can import users, link existing user profiles, create departments and sync time-off from Bob into Forecast.

This article covers:

Importing Users from HiBob
Linking Existing Users to HiBob
Syncing Non-Project Time

Importing Users from HiBob

Forecast Admins can import users from Bob to create new Forecast user profiles. Importing from Bob provides comprehensive list of all Bob employees to select from. Seat type and user permissions are defined when importing employees from Bob. Additionally, Admins can sync existing Forecast users with Bob employees who share the same email addresses.

Field mapping for Users

HiBob	Forecast
firstName	first_name
surname	last_name
email	email
title	job_title
department	departments/name
startDate	start_date

Note: If a department exists in Bob but does not exist in Forecast, the integration will create the department in Forecast and assign its corresponding users. Empty departments in Bob do not sync to Forecast.

To import employees from HiBob

Click Admin in the navigation bar.
Select Resources from the dropdown.
Click Import Team Members from HiBob.
Select the seat type to assign to the users and click Next.
Select the Permissions for the users.
Select the Team Members to import.
Click Import Selected Team Members.
Successfully linked users display the integration logo on the Resources > People page.

Linking Existing Users to HiBob

While importing team members from Bob creates new Forecast user profiles, it is also possible to link existing Forecast user profiles to Bob.

To link existing users to HiBob

Click Admin in the navigation bar.
Select Resources from the dropdown.
Identify the user to link with Bob.
Click the user name to open the profile.
Scroll down to HiBob.
Select the user from the dropdown.
Once linked, the integration logo will display on the user record in Resources > People.

Syncing Non-Project Time

When the integration is connected, all time-off is created and managed in Bob; It is not possible to create or edit time-off directly in Forecast. Importing new users from Bob imports all future time-off booked for the user in Bob. Future time-off is any time-off booked in Bob after the date the integration is connected.

Field mapping for Policies

The integration uses the Bob Policy Non-project Time, where is_internal_time is set to FALSE. When the integration is active, all non-project time categories from Bob are imported using Bob's Get All Policy Types and posted to Non-Project Time in Forecast.

HiBob	Forecast	Details
name	name
N/A	is_internal_time	default to *FALSE*

Field mapping for Non-Project Time

New time-off bookings are imported into Forecast through the daily sync process and appear as time-off allocations. Any changes to existing time-off must be made in Bob and will sync to Forecast.

HiBob	Forecast	Details
employeeID	person
policyTypeDisplayName	non_project_time	Forecast matches name with *policy ID*.
startDate	start_date
endDate	end_date
approved	N/A	Time-off is imported only if approved = *TRUE* in Bob.
dayPortion	monday	If morning or afternoon == 4, else 8
dayPortion	tuesday	If morning or afternoon == 4, else 8
dayPortion	wednesday	If morning or afternoon == 4, else 8
dayPortion	thursday	If morning or afternoon == 4, else 8
dayPortion	friday	If morning or afternoon == 4, else 8
dayPortion	saturday	If morning or afternoon == 4, else 8
dayPortion	sunday	If morning or afternoon == 4, else 8
N/A	is_soft	*FALSE*
endDatePortion	N/A	If endDatePortion differs from dayPortion, and the booking length exceeds seven days, the system must create a new allocation with the same details for the last day and remove the last day from the initial booking.
durationUnit	N/A	*HOURS*

Note: Forecast allocations allow different allocations per individual day. Allocations spanning multiple weeks will repeat the pattern of individual days.

Integrating HiBob with Forecast

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