HiBob MAX Optimisation

Get support with all things HiBob: from troubleshooting, configuration, and process improvement, to reporting, workflows, additional modules and more.

HiBob Support

HiBob MAX by Silver Cloud

Get the MAX out of HiBob.

Maximise your HiBob investment - Optimise, Automate, and Evolve

With a powerful tool like HiBob, you have a world of people possibilities. But getting the most out of it means having someone on hand who knows the system inside out.

Partnering with us means more than just support – it's having a dedicated collaborator ready to help at all times. For the strategic and the mundane.

Whether it's refining processes and workflows or implementing new features and functionality, we'll keep HiBob working seamlessly toward your goals.

Contact our HiBob team

Benefits of HiBob MAX optimisation services

Dedicated support

Reduce in house effort and resource with dedicated support from a specialist HiBob consultant

Always up to date

Make sure your HiBob system is finely tuned to make the most of new releases

Keeping you on track

Strategic quarterly review meetings with our client success team will keep your roadmap on track

Expert troubleshooting

We'll remove roadblocks to success – helping you achieve strategic goals

HiBob Health Check

Been using HiBob for a while? Not sure the system you rolled out has kept up with the times? Don't worry, we've got you.

Maybe your business has grown, maybe you've discovered gaps in your processes. Either way, a quick check on the health of your HiBob setup is a great way to solve it.

We'll go through your system, exploring the setup, the modules you're using and making sure best practice techniques are in place. Then we'll hold a discovery session with key HiBob users.  Speaking with HR, managers, and users will help us uncover system frustrations, usability challenges, and feature gaps. 

At the end, you'll get full report with highlighted quick wins and enhancements that will set you up for long-term success.

HiBob Health Check

HiBob MAX health check
HiBob MAX tailored support

HiBob MAX tailored support

We've created a range of optimisation packages to help you maximise Bob fast. Each package focuses on a specific topic area and is designed to help you get the most out of Bob.

These packages offer structured, high-value post-implementation support tailored to HR teams like yours with flexible bundles and deep-dive themed modules.

Whether you're a new HiBob user looking to maximise your recent investment or you've been a customer for some time and want to make the most of the tools at your disposal, getting highly skilled, experienced support is your best bet.

 

HiBob optimisation packages

Small commitment for big impact

Workflow & Automation Optimisation

Workflow & Automation Optimisation

What is it?

Empower your organisation by maximising your use of Bob’s automation and workflow capabilities. You'll reduce manual effort, improve compliance, and enhance employee experience. 

This tailored service includes workflow design, automation strategy, and best practice recommendations to keep HR operations running seamlessly.

Workflows and Automation

Workflow & Automation Optimisation

Who is it for?

  • HR teams looking to reduce manual tasks and improve efficiency
  • Businesses wanting to standardise and streamline employee lifecycle processes
  • Organisations aiming for better compliance and automation across HR workflows
Workflows and Automation

Workflow & Automation Optimisation

Key benefits

  • Reduce manual work through automation
  • Enhance employee experience with smoother processes
  • Increase compliance by automating approvals
  • Save time and improve data accuracy with integrated workflows
Workflows and Automation

Reporting & Analytics Optimisation

What is it?

Help your organisation use data-driven insights in Bob by optimising reports, dashboards, and analytics to drive strategic HR decision-making. 

This structured service package focuses on reporting best practices, data visualisation, and analytics strategy to enhance HR operations and business impact. 

Reporting and analytics

Reporting & Analytics Optimisation

Who is it for?

  • HR and leadership teams aiming to make data-driven decisions
  • Organisations needing customised, real-time reporting for workforce management
  • Businesses looking to automate reporting and reduce manual data analysis
Reporting and analytics

Reporting & Analytics Optimisation

Key benefits

  • Improve decision-making with real-time, data-driven insights
  • Save time by automating reports and dashboards
  • Enhance compliance with structured data governance
  • Gain workforce visibility with trend analysis and predictive insights
Reporting and analytics

HR Advisory & Best Practice

What is it?

Give your HR team the power to maximise the value of Bob. By aligning system capabilities with HR best practices, keeping on top of compliance, creating greater efficiency, and using a strategic approach to people management - teams who go for this package are set up for success.

This advisory service was designed to enhance HR effectiveness by optimising Bob’s functionalities in line with industry best practices and business goals. 

HR Advice & Best practice

HR Advisory & Best Practice

Who is it for?

  • HR teams looking to align Bob with strategic HR goals (growth, retention, engagement, etc.)
  • HR professionals and People leaders implementing or reconfiguring HiBob
  • Organisations needing expert guidance on HR processes, compliance, and engagement
  • Companies aiming to optimise HR operations and maximise ROI from Bob
HR Advice & Best practice

HR Advisory & Best Practice

Key benefits

  • Every element of setup is aligned back to your business goals 
  • Enhance HR efficiency by aligning technology with best practices
  • Improve compliance by ensuring policies are correctly implemented in Bob
  • Boost employee experience with a seamless and engaging HR approach
  • Use strategic insights to drive HR and business outcomes
HR Advice & Best practice

Training & Enablement for Admin Users

What is it?

Equip key HR administrators and new team members with the knowledge and confidence to effectively manage and optimise Bob. Creating seamless HR operations and long-term success. 

This training program was designed to empower HR admins with the skills needed to fully leverage Bob, manage HR processes efficiently, and provide ongoing support to their organisation. 

Training for Admins

Training & Enablement for Admin Users

Who is it for?

  • New HR team members who need to get up to speed quickly
  • HR team members that need a refresher ahead of annual events
  • HR admins responsible for system management and optimisation
  • Organisations looking to drive self-sufficiency and maximise their Bob investment
Training for Admins

Training & Enablement for Admin Users

Key benefits

  • Faster system adoption and reduced dependency on external support
  • Confidence & efficiency in managing Bob’s features
  • Improved HR processes through best-practice enablement
  • Increased ROI by ensuring full utilisation of Bob’s capabilities
Training for Admins

Mergers & Acquisitions (M&A) Support

What is it?

Get expert guidance and technical support to help your organisation seamlessly integrate new entities, employees, and processes into Bob following a merger or acquisition. Use Bob to make sure compliance, efficiency, and minimal disruption to HR operations is built in.

This structured approach to successfully configuring Bob for M&A transitions, makes for a smooth migration of employee data, organisational structures, and HR processes while aligning with business objectives. 

Mergers and acquisitions

Mergers & Acquisitions (M&A) Support

Who is it for?

  • HR and Operations teams managing a merger, acquisition or business consolidation 
  • Companies expanding internationally or adding new business units
  • Organisations migrating employees from legacy systems into Bob
Mergers and acquisitions

Mergers & Acquisitions (M&A) Support

Key benefits

  • Minimised Disruption- Creates a smooth transition for employees and HR teams
  • Strategic Alignment- M&A setup is tailored to business goals and workforce strategy
  • Increased Efficiency- Automated processes for seamless employee onboarding and management
Mergers and acquisitions

Annual Review Planning & Readiness

What is it?

Get support with effectively planning and executing your annual performance and compensation review cycles in Bob. Use Bob to make sure you have a structured, fair, and efficient process that aligns with business goals. 

This strategic approach to setting up and optimising Bob’s performance and compensation cycles, helps HR teams like yours streamline evaluations, automate workflows, and drive data-driven decision-making. 

Annual reviews and planning

Annual Review Planning & Readiness

Who is it for?

  • HR teams preparing for annual performance and compensation reviews
  • Companies looking to drive engagement and fairness in their review cycles
Annual reviews and planning

Annual Review Planning & Readiness

Key benefits

  • Refresher training and expert support during annual events
  • Reduce admin burden with automated workflows and structured processes
  • Increased Employee Engagement 
Annual reviews and planning

HiBob Max video series

Maximise your Bob experience with our exclusive video series just for HiBob users (and the HiBob-curious)!

In the HiBob Max series, our certified experts showcase the Bob system with live demos, building workflows and answering all of your biggest questions.

 

HiBob Max optimisation FAQs

We’ve been live on HiBob for over a year, but things feel a bit clunky. Where should we start?

Start with our HiBob Health Check.

We’ll take a deep dive into your current setup: what’s working, what’s not, and provide clear, actionable recommendations. Think of it as a system MOT, tailored to where your business is now, not just where it was at go-live. 

We don’t have time for a full review, but we know there are gaps. Can we get help on demand?

Absolutely.

Our Optimisation Bundles give you flexible access to our HiBob experts as and when you need them. Whether it’s troubleshooting, best practice advice or building new workflows—we’re here when you need us.

Our HR strategy has evolved, how do we make sure HiBob supports that?

Our HR Advisory & Best Practice Package is ideal here.

We align your system setup with your broader people strategy—whether it’s around growth, retention, engagement or compliance. You’ll get a practical roadmap and expert hands-on support to make it happen

We’ve grown quickly - how do we make sure HiBob keeps up?

Scale-ups often outgrow their original configuration, but that creates new opportunities.

We’ll help you reframe how you’re using Bob through tailored packages - like reporting enhancements, new workflows, or advanced admin training. We’ll help you scale without the growing pains.

Our workflows are mostly manual. Can you help us automate them?

Yes, we recommend our Workflow & Automation Optimisation Package.

We’ll work with you to identify processes to streamline (e.g. onboarding, approvals) and co-build automated workflows that save time, reduce errors, and improve the employee experience.

We have reporting tools, but we’re not using them well. Can you support us?

Our Reporting & Analytics Package is built for this.

We’ll help you identify the metrics that matter, co-create dashboards and scheduled reports, and make sure your reporting strategy works for HR, leadership and compliance teams alike.

We’ve just acquired a new business, can you help integrate them into HiBob?

Yes. Our Mergers & Acquisitions Support Package is designed to make transitions smooth and compliant.

From organisation structure design to permissions and data migration, we’ll handle the heavy lifting while you focus on the people side of change.

We’re preparing for performance reviews and comp planning. Can you support that?

Definitely.

Our Annual Review Planning & Readiness Package helps you get the most out of HiBob’s performance and compensation tools. From prep to testing, training, go-live and post-cycle reviews—we’ve got it covered.

We’ve had team changes and our admins need a refresher. What’s the best fit?

Our Training & Enablement Package is perfect for you.

Whether you’re onboarding new team members or upskilling existing admins, we’ll tailor sessions to your needs. You’ll get practical guidance, documentation, and the confidence to manage Bob independently. 

Can you train our HR team to support future scaling internally?

Absolutely.

As part of our advanced training, we offer Train-the-Trainer workshops and custom materials to help your team support others internally - boosting self-sufficiency and reducing reliance on external support.

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