This article will walk you through configuring your Skillcast application to allow automated user provisioning via an external connection with HiBob. See the below sections:
Before you start
Speak to your Customer Success Manager and Account Manager about your options and the costs around user provisioning. You can also discuss details, such as what domains you want to use auto-provisioning on and what attributes or dates you need to capture.
Skillcast will manage the Skillcast set-up part of the integration; please provide all the necessary details and fields from HiBob to your CSM. If you have the necessary permission to set this up in Skillcast, follow the steps below.
Preparing to send data from HiBob to Skillcast
Prepare a service user and permission group in HiBob. The permission group should allow the service user access to all the data you want to send to Skillcast for live users, including a unique ID. Details of how to configure this on the HiBob side can be found here: https://apidocs.hibob.com/docs/api-service-users.
Next, copy the ID and Token from the API service user. These 2 values are input on the Skillcast side to establish the connection.
Consult HiBob help/support if you have any difficulty in completing the above steps, you will need this information to configure your connection in Skillcast.
Adding HiBob connection to Skillcast
NOTE: This process is usually completed by your Customer Success Manager at Skillcast; however, the steps are detailed below:
First, you will need to use the HiBob details to add a new External connection
Go to Management console > Configuration >External connections
Ensure the connection type is 'Add new connection', and from the Type drop-down, choose 'HiBob'; this will reveal fields to be completed using HiBob's details
Name: Give your connection a name
Domain: Choose the user domain you will provision users into
Features: Tick 'User Provisioning'
ID: Input your HiBob ID
Token: Input your API Token from HiBob
Mapping fields on custom reports to attributes
This process is generally done by your Skillcast Customer Success Managers with input from you regarding the mappings.
Before setting up and testing the provisioning for the first time, you will need to make sure that all attributes in HiBob you wish to pass across to Skillcast have a matching attribute on the Skillcast application. Please make sure that you add the column names to the attribute as the data feed name. This step will ensure when provisioning users, the integration will know which attributes should be populated from which Column.
When possible, use the 'humanReadable' variant of an attribute as opposed to the 'machineReadable' one.
Set up user provisioning on the domain and test
The testing process is commonly done by your Skillcast Customer Success Manager. They will generate a preview of how the data will appear in Skillcast and send you a spreadsheet to cross check and approve.
Once the user attributes have been mapped, you can add the connection to the domain you need to provision users into. It is recommended that you test and preview changes via the Excel download before processing or scheduling the feed to run.
Limitations and Considerations
1. Please make sure that if you are testing or setting up this integration, you make sure you are included in the provisioning or have a test account set up in another domain. Failing to do so will disable your access by archiving your account.
2. When the connection is established, the integration will automatically archive any user who is not active in HiBob at the time of provisioning. If you have users who are not in HiBob but need to remain active in Skillcast, please speak to your Customer Success Manager at Skillcast prior to running the provisioning so these users can be moved to a separate domain.