Integrations & Workflows

Hi, I am interested to hear from those that have Personio integrated with Slack & Jira. Slack - we are wanting notifications to go to personal slack channels not just public ones, guessing will need a 3rd party tool to support this? anyone used a workaround that’s been successful? Jira - anyone have this integrated via a workaround rather than a 3rd party tool? Many thanks Lisa 

Hi, Has anybody recently set up the market place integration between Personio and Culture Amp?We are having trouble with the Supervisor attribute not pulling through as it should. Happy to hear any recent experience on getting this to work.BR,Kaisa

Hey you great people, 🌱 Which processes can be modeled as true workflows (with status logic)? How can reminders be designed as part of a status-based process rather than as isolated messages?The current use of workflows in Personio is – at least for us – primarily limited to reminder logic and manual follow-ups for individual processes. This creates several structural challenges in terms of transparency, automation, and scalability.In recurring processes - e.g., probation period reviews or document uploads such as enrollment certificates –, automated reminders (for probation period endings even three!) are sent to responsible stakeholders. However, tracking completion still requires manual effort (collecting all submitted tickets for passing their probation period via Jira ticketing system) or reporting. For example, in probation reminders we currently need to include a link to our ticketing system so that stakeholders kno

Dear Community,I am currently setting up our onboarding workflows in Personio and would like to ask whether it is possible to automatically request digital signatures from new hires during their first days as part of the onboarding process.At the moment, my workflow looks like this: I create a task in the onboarding checklist asking new employees to sign company policies. After that, I manually generate the documents from templates and send the signature request to the employee. I am wondering if there is a way to automate this process so that the documents are generated and sent for digital signature automatically once the employee reaches a specific onboarding step or on their start date.Has anyone implemented a similar automated workflow, or is this currently only possible with manual document creation and signature requests?Thank you in advance for your help!

Hey, everyone!I have a question about automating birthday celebration processes. We have a draft birthday celebration email, and we only change the name in the email before sending it to the relevant employee.I remember that in Personio, we could select a date relative to the birthday and send an email to the employee. However, I cannot find it when I try to look for it.Do you know of any other solutions? Is there a way to automate birthday celebrations via Personio?Best,Berat 

Hallo zusammen,wir bereiten aktuell den Wechsel von HR Works zu Personio vor. Ein wichtiger Punkt für meine Präsentation ist die Abbildung unserer Arbeitsmittel-Verwaltung.In HR Works (siehe Screenshot) nutzen wir aktuell folgende Funktionen: Detaillierte Erfassung: Büromanagement legt Assets mit Modell- und Seriennummern an. Interaktive Bestätigung: Mitarbeiter müssen den Empfang direkt im System per Checkbox bestätigen. Rückgabeprozess: Die Rückgabe wird dokumentiert und ist im Verlauf nachvollziehbar. Meine Fragen an euch: Struktur: Wie bildet ihr verschiedene Kategorien (Hardware, Schlüssel, Firmenausweise) im Personio-Inventar am besten ab, um die Übersichtlichkeit zu behalten? Mitarbeiter-Bestätigung: In Personio gibt es im Inventar-Modul standardmäßig k

Hi Personio Community 👋I’m curious how you’re handling contract creation/management and e-signatures with Personio.We’ve been testing Personio contract templates, but the editing options feel quite limited. On top of that, our plan includes only a limited number of e-signatures, so in some cases we still need to fall back to external tools (e.g., Word/PDF workflows) to get contracts out efficiently.How are you doing this in your setup? Are you managing contracts end-to-end in Personio (templates + signing)? Or are you using a separate tool for contract management and/or e-signatures? If you’re using a separate tool: Which provider did you choose (contract tool and/or e-signature)? How are you handling the integration with Personio in practice (native integration, Zapier/Make, API, manual steps)? Any lessons learn

Hi community,We are testing the API integration and are looking for some help in order to retrieve more attributes.Main thing what we cannot seem to find is:IBAN Employee ID AddressIs there anyone here who is willing to give some guidance? Would be very grateful. Thank you, Ralph 

Hi everyone,We’re currently using the Personio Marketplace integration for Okta (Personio → Okta) and noticed something unusual.The attribute “Last Day of Work” is not being pushed to Okta, even though: The field is populated in Personio The value is returned correctly via the Personio API (GET employee endpoint) The attribute is available and selectable in the Okta attribute mapping configuration All other mapped attributes are syncing without issues From what we can see in Okta logs, the attribute does not appear in the update payload at all.It almost looks like the attribute is exposed in the schema but not actually included in the outbound payload.Has anyone else experienced this?Specifically wondering: Is “Last Day of Work” officially supported in the Okta Marketplace Update payload? Is this a known limitation

Do you happen to know how to add specifil information about a profile when sending automatic emails?I want to send something like this to the manager and the people team when a new profile has been created:“Hi! There’s a new employee profile for: {{employee name}}Please make sure all the info is correct before their: {{hire_date}}” Any ideas? The variables showing in the options are not enough for me (only has title of the workflow, affected person and supervisor)Thanks

Hi, I’m trying to modify an active employee data change approval workflow. Currently the workflow has 3 approvers, and I’d like to remove the last approver. When saving I get the notification that “there are pending requests that will be resubmitted for approval” once the modified workflow is saved. I checked in the workflow activity view that there are no workflows in progress related to the workflow I’m trying to change. What is the pending requests referring to in such a case? What will happen if I save the changes to the workflow?

Hi,We are loking to implement Microsoft SSO to our Personio.When we are onboarding new staff before their first day the new staff use a personal email address to access their Personio profile, and on their first day their account is set to their company email address on Personio.My question is if we implement SSO will the onboarding staff still be able to access their Personio profile with their Personal Email address or will SSO block this?  Is there a way to have SSO on for most user but off for the onboarding employees?Kind Regards,Alan

 ProblemGET /v1/company/time-offs returns HTTP 500 for a specific customer/organization, regardless of pagination parameters.Response:JSON {"success": false, "error": {"message": "Something went wrong", "code": 500}}  ReproductionBash # This works: GET /v1/company/time-off-types?limit=200&offset=0 → Returns 308 absence types ✓ # This fails: GET /v1/company/time-offs?limit=50&offset=0&start_date=2025-11-06&end_date=2026-03-06 → HTTP 500 ✗ # Also tested and failed: limit=200, limit=10, different date ranges  ContextOther endpoints: All working fine (employees, time-off-types, auth) Other orgs: Work fineI can't sync absences → bookings not cancelled automatically → manual work for customer.I already raised a ticket here

Hi I want to add a Workflow where on a custome date attribute a notification is sent. Is this not possible?Thanks and BR

Hi all, I was wondering if any of you might have a solution for a workflow when someone changes their time off request (both for approved and not approve). When a time off type for leave is created - it will trigger a task for HR to put these dates into the planning tool (there is no integration yet ..).When the period has changed - I need another taks to check the period and change in the planning tool. So far I can't find any options for a flow when a the time off period has changed. Would love your input! Best,Kirs

Is it still not possible to get notified as the sender of documents? I am a People Manager and I regularly send out contracts and other agreements for signatures. I don’t get notified when they are signed, nor when they are declined. Especially when its declined, this is a problem as I don’t see the note as to why it is declined, only the people who signed it do. Is there a function for this? 

Hi Team, Great that over the last period many workflow features where added! One feature that I am missing (or I am not sure how to set this up), is to trigger a workflow by a change in salary. It looks like you can only select a change in salary type as a trigger?Are you planning on adding this or is there already a way to set this up?

Dear our community, My company is using Docusign for e-signatures and we’d like to integrate Docusign with Personio. I’ve searched and seen that we can use Zapier for ingration process. However, I am not sure about its efficiency. Do we have any other ways to ingrate them together. Hope to hear back from you. Thank you very much!

I’m stuck trying to troubleshoot the Directory sync integration, and the the logs/monitoring feature provides no real insight of succesful sync. The monitoring section simply says “Success” and under the “Message” section: “Update usecase completed successful” Although this seems to be incorrect since the attribute sync is not updating.  I would also be interested to know if the integration handles custom attributes that are created within google workspace. I can see any type of synchronisation of available attributes before listing them, so I assume not?  

Unable to find the option Create custom integration  in Marketplace > Connected IntegrationsPlease let me know if the access to custom integrations is disabled in trial period and will be available if I purchase.

We need to sync our department hierarchy information in Entra. However, it appears that only the assigned ‘department’ attribute can be synced, but not the fully department hierarchy. Is there a way to export this information, e.g.:Human Resources > HR Business Partner > HR Business Partner - FinanceEmployee Org DataAlso there is also an attribute in Entra that could capture ‘cost center’ and ‘division’ but isn’t an available target for mapping:employeeOrgData resource type - Microsoft Graph v1.0 | Microsoft LearnWill it be possible to export this information via the Entra integration at some point?

Hello, just wanted to check if there is an update from your side regarding user provisioning with Entra ID?We need only option that uses PATCH API calls, which means updating the user’s info in Entra ID after the change has been made in Personio.We have another workflow (outside of Personio) that handles user creation and deletion in Entra ID so to avoid errors and issues within the system, we would like to have the option to simply disable POST and DELETE API calls to EntraID.

I am trying to use the API to automate canccelation of meetings if a coworker is absent.Since we operate in germany, we need to be very sensitive with data and i am not allowed to use/see the absence type of my coworkers.Is there a way to get access to the absences api without seeing the absence type?

Hi, Within my company I am setting up / dry-running Personio Conversations for our HR Department to use in a later stage on production.After creating teams, setting up SLAs, I am trying to create requests through the pre-configured e-mail integration, using the team's e-mail address.(as described in the documentation: https://support.personio.de/hc/en-us/articles/7094238960925-Submit-a-request-using-Personio-Conversations).Unfortunately, upon e-mailing from a personal work account, I am not retrieving a new request in the Requests dashboard in Personio Conversations.Maybe there is something I have missed in the initial configuration, although I cannot find it. Manually creating a request within Personio Conversations works as expec

since personio does not include any options to recalculate overtime on an individual basis, we want to implement our own logic using the api. is there any way to create something like a “corrective transaction” at the end of a time period, to apply a specific calculation based on our internal overtime agreement? (english not my mother tongue, what better phrase can i use?) like so:a month has 176 hours of regular attendence time (22 days) employee has attended 200 hours within this time period at first this is 24 hours overtime, but... due to our overtime agreement includes lets say 10% of the basic attendance time, which is not acknowledged as overtime (in this example this 17.6 hours) summed up, the resulting overtime in this period is 24 - 17.6 = 6.4so i want to apply a corrective transaction of "-17.6" hours to the employees time account, so that only the 6.4 remains as an additional amount