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Forum|Forum|1 year ago

65535

Bob MCP; let's talk! What's your roll out plan?

I’ve been looking into Bob MCP and would love the opportunity to speak to someone who has enabled this feature. I don’t necessarily need to see it in...

Forum|Forum|1 month ago

3027

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Recent Discussions

T

Tal SolomonBobber

Learning

Unassign an In-Progress Course in Learning

When a course is already In Progress, you can’t unassign it directly. Use a Learning task to create a new enrollment and reset the learner’s progress, then unassign the original enrollment.To reset the learner’s progress and remove the original enrol

371

L

4 days ago

Andreia MirandaBobber

Integrations

Data Retention: Difference Between Anonymization and Deletion and How It Works

Bob helps you manage employee data safely and compliantly by using two different methods after the retention period ends—anonymization and deletion. Some items - personal documents in My Docs and profile media (pictures, videos, banners) - are perman

1711

6 days ago

Andreia MirandaBobber

Tasks & Flows

How to add a replacement when placing a Manager on Leave

When a manager is going on leave and needs to hand over responsibilities like tasks, flows, direct reports, or surveys, you can assign a replacement directly through the Leave flow to make sure everything stays covered.This helps maintain continuity

48116

7 days ago

D

Diogo de Jesus XaráBobber

Employee profile and fields

Terminating a user before their start date workaround

At the moment, it's not possible to terminate a user that hasn't started working yet, which means that you won't be able to terminate a Hired employee. You'll only be able to terminate them once they have reached their start date and are marked as Em

2152

Inês Lo MonacoBobber

How to create a TOIL time off policy with zero accruals using converted overtime from Attendance

This guide explains how to set up a TOIL (Time Off in Lieu) policy with no regular accruals, where employees build their balance only through overtime converted from Attendance. Please note that this guide covers only the mandatory settings required

1341

F

8 days ago

M

Miguel PintoBobber

Compensation management

Hourly salary to Annual salary calculation

When working with hourly paid employees, Bob can normalize their hourly rate into an annual rate. This annualized value is used in compensation events and reports.The calculation is:Hourly rate × weekly hours × 52 = annual rateFor example, if an empl

50

Rúben OliveiraBobber

Field Level Permissions - Employees Not Showing Up in People's Time Off

If a user can not see employees in the Time off calendar, and they show up as "Undefined" in other parts of Bob, check whether the user has permissions to view the Display Name field of the relevant employees.When a user can access the Time data of e

130

R

8 days ago

R

Rúben OliveiraBobber

Employee profile and fields

Field Level Permissions - Inherit Category-Level Permissions for New Fields

When you create a new field in a category, you can choose to have it inherit the category’s existing permissions.By default, new fields are created without any permissions. This is expected behavior and helps prevent potentially sensitive information

90

Tatiana AiresBobber

Send Company Survey Invitations in Sandbox

In order for employees to receive Bob communications, they need to be Active. This also applies to Sandbox.Therefore, when testing a Company Survey on Sandbox, make sure the employees used to test your survey are Active in Sandbox - not just the prod

70

T

8 days ago

D

Daniela AlbornozBobber

Tasks & Flows

Complete a Flow when an inactive employee appears as an unknown user

If an employee is inactive in Bob, their name may appear as Unknown user – inactive to someone who needs to review or complete a Flow.Admins may still be able to see the inactive employee’s name, while other users may not have the same visibility. Yo

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8 days ago