HiBob

HRIS Data Via SFTP

Overview

SFTP (secure file transfer protocol) is a secure and private service for sending files over the internet. You can also securely upload reports on a one-time basis via a manual CSV upload. We utilize full files and delete rows that are not present in each transfer.

In this guide, you will be given detailed instructions on how to create a custom report in Hibob with fields that you want to include for your use case.

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Step 1: Create a custom report in HiBob

From the left menu, select Analytics > Reports.

Click + Add New.

Select Report > Start from scratch > General report.

The Build report from scratch popup appears, containing the column picker.

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From the left column, select the fields you want to appear as columns in the report. Either search for the field or click on a report type. Then, click on the field name to add it to the column on the right.

You MUST include the Employee ID field

You may also include any of these other fields in your custom report:

Basic info:

Display Name

First Name

Last Name

Avatar URL

Address:

Address line 1

Address line 2

Zip/Post/Postal code

State/Province/Region

City

Country

Site

Site city

Site country

Site State/Province/Region

Site address line 1

Site address line 2

Site Zip/Post/Postal code

Employment:

Employee ID

Employment effective date

Employment type

Employment type/Effective date

Employment contract

Employment contract/Effective date

FLSA code

Salary pay type

Home:

Gender

Marital Status

Identification:

SSN

Work:

Currency

Job title

Department

Start date

Employee Number

Work Location ID

Reports to

Manager's ID

Work effective date

Base salary/Effective date

Payroll:

Base salary

Pay

Pay/Effective date

Salary effective date

Salary pay frequency

Salary pay period

Personal:

Date of birth

preferred first name

preferred last name

Personal phone

Lifecycle:

Termination date

Lifecycle status (commonly known as Employment status)

Status

Compensation band:

Base salary currency

Work contact details:

Work Location Address

Work phone

EEO:

Ethnicity

User data:

Creation date

Personal contact details:

Personal email

Personal mobile

Financial:

Account number

Account type

Bank name

Routing number

Positions:

Position

Position/Effective date

There are no rows in this table

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Finalize Report

To delete a field from the right column, hover over the field name and click X.

Click Generate. The report will be displayed.

To save the report, click Save as

Enter the name for the report as "Employee_Information.csv" and add a description if necessary. Then, select the folder to save it in or create a new folder and click Save.

Note: If you leave the page before saving the report the report will not be saved.

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Step 2: Configure connection via SFTP

Prerequisites: You need to be an Account Admin for your Hibob Account

From the left menu, select Settings > Integrations.

From the integrations menu, search for SFTP, then click on Connect or Manage from the SFTP tile.

Click Add SFTP destination and enter a Name for the SFTP destination. Then under identification, select Private Key.

Note: If this is your first time setting up SFTP, Bob will display Connect. If an SFTP destination has already been set up at least once, Bob will display Manage.

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