Welcome to Part 1 of the two-part Bob implementation process guide. Completing Part 1 of the article will provide you and your team with instant value in setting up your Bob account.
Remember: After Part 1, Part 2 must also be completed to launch Bob.
To get started, use the Implementation Project Plan alongside your implementation of Bob, created by HiBob's Customer Experience Team to ensure every step is taken care of.
Note: Make sure you register for our weekly implementation live training sessions, sent to you via email.
Step 1: Initial account setup
* Indicates mandatory tasks, required to implement Bob.
Once you log into Bob, follow these steps chronologically to begin personalizing Bob for your organization:
- Delete sample data* (very important!), Set up calendars*, and Set up sites*.
Note: Please make sure you have marked our domain (@hibob.com) as a safe sender to ensure your account is not blocking emails.
- Customize Bob with your org’s brand.
Step 2: Data import
This is your first major step to bringing your team’s information into Bob. The information you input here will create employee profiles within Bob, but they'll only be invited once you're ready to invite them into the platform.
Note: Bob’s default employee fields are connected to other features within Bob and deleting them may affect your Bob experience.
- Create custom employee data fields*.
Note: Use the Archive function to remove fields that you do not wish to see in Bob. While there’s an option to delete fields, it may be much more complex to recover them when they will be needed, so archiving is best practice.
- Import basic people data*: Importing basic current and past employee (not main data) to create the employee profile in Bob.
- Import Table data* Work and Employment tables are required.
- More data upload options:
- To upload additional people data that isn't in a table for employees already imported to Bob, see Update people data.
- To upload people's payroll information, see Import table data.
Tip: You can now check out your KPI dashboard in Bob to see your people analytics at this stage. The more you and your people use Bob, the more you can leverage the data to empower your organization’s decision-making.
Step 3: Time off policies
Time Off in Bob is how your team can request holidays, sick days, and other times away, e.g., business travel, training, etc. in a way that suits your org. By setting this up, you will allow your team to request time off from day one in using Bob. There’s a handy Time off glossary you can use as you configure the time off policies. You will also see that there are three out-of-the-box policies, which you can customize or delete as desired.
- Set up time off policy types*
- Create time off policies*
- Assign time off policies*
- For parental and other long-term leave statuses, use a leave flow.
- Import current employee’s carry over or balance:
- For monthly Time off cycles, use Update Balance.
- For yearly Time off cycles, use Importing Carryover.
- Import past and future requests.
Tip: If you make a mistake when importing requests you can remove/amend requests by going to Time > People's time off > Manage requests.
Kudos to you for finishing part 1!
Now, on to part 2, Part 2: Automate your company flows, tasks and documents!