Avoid making mistakes that can impact several employees or a single employee significantly by testing processes in Sandbox. When you feel confident with your test, manually reapply your tested processes in your production environment.

FYI: This capability is available only for accounts that have purchased Sandbox. To learn more, see HiBob's HRIS features.

Before you begin

  • Activate, refresh, and add members to Sandbox to test functions in Sandbox. To learn more, see Manage Sandbox.
  • All emails in the application will have the suffix .sbx added to them so that emails aren't sent to people from Sandbox, now including external and personal email addresses. The external and personal email addresses will be reflected only after the next refresh, or up to 60 days from the last refresh, in the event you don't refresh between the time you last refreshed/activated Sandbox on or after November 28th, 2022.

How to test emails in Sandbox

After refreshing Sandbox from the production environment, all users are marked as Uninvited in Sandbox to ensure they do not receive test communication from the Sandbox. Configure the user emails to test emails and other communications.

  1. In your Bob account, click your profile picture at the top, then select Open Sandbox.
  2. From the left menu, select People > Directory.
  3. Mark the checkbox of the employee whose email you’d like to test.
  4. From the Actions dropdown menu, select Work changes > Change Email.
  5. Change the user’s email to your own, then click Save.
  6. Mark the checkbox of the employee whose email you’d like to test again.
  7. From the Actions dropdown menu, select Access to Bob > Invite employee.
  8. You may leave the onboarding flow enabled, then select the employee onboarding template from the dropdown menu or disable the onboarding flow.
  9. Click Invite.
    You will receive a Sandbox email to join Bob.
  10. From the email invitation, click Accept Invitation.
  11. Set a password (with at least eight characters, including at least one uppercase letter, one lowercase letter, and one digit), then click Sign up.
    You will enter the employee’s account or the onboarding flow. Complete the onboarding flow until you reach the Home page.
  12. Click the employee’s profile picture at the top of the page, then select Log out.
  13. Close the Sandbox browser tab.
  14. In your Bob account, click your profile picture at the top, then select Open Sandbox to reopen Sandbox.
  15. From the left menu, select People > Directory, then select the employee whose email you changed to open their profile.
    You will see that the employee whose email you changed is marked as Active but cannot open Sandbox.
  16. Send any emails you want to test, such as eSign requests or task lists.
    Once you’ve tested the emails, reapply the requests or automation to the production environment so your employees can receive the emails.
  17. If you want to continue to test email notifications, keep your email as the employee’s email. To avoid unnecessary notifications during the active Sandbox period, change the user’s status to Uninvited in Sandbox. To learn more, see Revoke access or terminate an employee.

How to test roles and permissions in Sandbox

Note: The Sandbox environment includes real sensitive data, so be considerate of who you provide access to.

  1. In your Bob account, click your profile picture at the top, then select Open Sandbox.
  2. From the left menu, select Settings > Roles & Permissions.
  3. Click Manage on the permission group you’d like to change.
  4. Click Edit to add or remove employees from the group.
  5. In the Manage Permissions section, add or remove the permissions you’d like to test.
  6. In the Applies to section, select which people you’d like the Other employees permissions to apply to and click Edit to specify which people.
  7. Click Save changes to review the changes summary, then click Apply after reviewing the group members, permissions, and to whom the permissions apply.
  8. Click your profile picture at the top, then select Login as to test the permission changes in Sandbox.
  9. Select an employee who belongs to the modified group, click Continue, then Yes, continue.
  10. Access the area of Bob you’ve removed or given permission to view or manage. Test any changes or capabilities as needed.
  11. When you are finished, click Switch back to return to your own Sandbox environment.
    Once you’ve tested the roles and permissions, reapply the permissions to the production environment so your employees can access and manage other areas in Bob.