Search

HiBob | Syncing termination data

This information applies to:
✔  EOR Team Members ✔ Payroll Team Members ✔ PEO Team Members

Through the HiBob integration, the offboarding process is streamlined; changes made to an Employer of Record (EOR), Global Payroll (GP) or Professional Employer Organization (PEO) team member's termination records in your internal HRIS automatically create a "Draft" Offboarding request on the Oyster platform. Once you submit the request it is sent to our staff for processing.

Prerequisites

  • You have Admin access to your company’s account.
  • You are logged in to the Oyster Platform with your admin credentials.
  • You have connected HiBob to Oyster.
  • The team member is linked to Oyster and HiBob (the same personal and/or work email address is used in both accounts). This ensures the changes will appear in Oyster.

Enable the offboarding add-on

  1. On the Oyster Platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the HiBob integration. 
 hibob-timeoff-1png.png
  1. On the General tab, navigate to the Integrations Add-ons section.
  2. Click Edit.
 hibob-timeoff-add-ons.png
  1. Toggle ON the Offboarding data sync.
  2. Click Save changes. 
 hibobo-integration-offboard-data-sync-ON.png
  1. Sign in to HiBob and enable the required permissions for the Offboarding sync. This includes Lifecycle permissions in the People's Data > People section.
 hibobo-lifecycle-permissions.png
You're done! When your team member's Termination date, Termination reason, or Termination type is updated in Hibob, this information is synced to Oyster and auto-creates an offboarding request in "Draft status."
 

Next steps

Start by updating your Team Member’s termination data in your HRIS. Oyster detects the change, creates the “Draft”, prepopulates the fields you provided permission to, and sends an email notification to the customer admin(s) prompting you to navigate to the Offboarding tab under the Team member profile to complete submitting the Offboarding request. Hibob.jpg
Click on Continue the offboarding process to review the prepopulated information and continue submitting the request: Screenshot 2024-04-05 at 15.20.43.png

Notes: 

  • If no action is taken on this draft, we will automatically delete it in 10 days from creation (first Sync). 
  • Once the offboarding request is submitted; i.e. in the “Termination Initiated” state, we will not sync any updates made in the HRIS to the termination data.

Ready to Learn More?

📚 Learn more about:

Was this article helpful?

0 out of 0 found this helpful