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Integrations & Workflows

In line with the release of "People Workflow Automation", feel free to ask questions & exchange ideas! Just like On-/Offboarding, APIs, the e-Signature, Marketplace, or Personio Conversations.

  • 268 Topics
  • 690 Replies
268 Topics
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GizBilGetting Started
asked in Integrations & Workflows
Personio/ DATEV

Hello, We are having an issue related to Personio/ DATEV Integration. We have a problem with our external payroll partner about the data not aligning between Personio and DATEV regarding employee information, pay raise updates, sick notes, personal numbers etc. Therefore, the partner sometimes needs to do the entries manually. Could we get assistance to understand the issue better? Another issue is related to Payslips that it cannot upload directly from DATEV to Employee profiles directly.  Thank you!  

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Moe
Community Admin
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devansh075Getting Started
asked in Integrations & Workflows
Recruitment Webhook Event

I am building an integration with Personio and have a webhook-related question regarding recruitment functionality. When an employer changes a candidate's stage for a specific job, there don't appear to be any webhooks available to capture this event. This limitation is preventing me from building the invitation flow I need. Is there any alternative way to achieve this functionality or capture these stage change events?

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Christoph S.
Community Moderator
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Arnd SeigelGetting Started
posted in Integrations & Workflows
Staffomatic Integration

Does anyone have experience with the Staffomatic integration? We need shift models, which Personio unfortunately doesn't support, and we came across Staffomatic. It would also be interesting to know which tablet you use for attendance. We're a manufacturing company, so the factory can be cold or hot, and it can be dusty.

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EntropyGetting Started
asked in Integrations & Workflows
Personio-Entra Attribute Sync

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?

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Blue407Getting Started
asked in Integrations & Workflows
Advice and support on Entra integration

I have seen the basic guides on setting up SSO and also Entra integration for onboarding/offboarding staff automatically. We have been using Personio for some time, but without SSO and without any Entra integration.Is there any more information, more detailed guides that I could have on setting this up?At the very basic level, being able to create a new Entra user account automatically when a new starter is entered into Personio is going to be useful. What is really going to help us though, is being able to map fields from Personio into Entra. In a perfect world, I would like to have role based access setup, so that somebody new joining the Finance team would automatically be added to the Entra security group for Finance and get all the permissions they need to start being successful on their first day. Similarly for our other Departments.We also have a need to add new Female starters into the Women's email group etc etcIs that sort of thing possible?Any additional background reading w

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BettercallsolGetting Started
asked in Integrations & Workflows
Google Workspace Directory Sync / General Integration Monitoring

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?  

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BettercallsolGetting Started
asked in Integrations & Workflows
Google Workspace Directory Sync - Attributes

I’m looking to leverage the Google Workspace Directory Sync integration to sync just a few attributes from Personio to Google workspace. It’s not clear what attribute Organisation: Location is referring to on the Google Workspace side, despite doing some research to try and find out - it’s simply not listed. The AI Help in Personio seems to also not really know and gets confused.  Additionally, Personio doesn’t seem to pre-search/cache any custom attributes from the Google workspace side meaning only the available attributes listed after connection are available. Does anyone have an idea of how I can confirm what the attributes actually link to? 

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Follower
evehrydayFollower
asked in Integrations & Workflows
API call to retrieve workschedule deviation

Hi community, for one of our clients for who we maintain an api to read Personio we run into the issue that we are not able to read the full schedule in case of a work schedule deviation. Anyone who can point me in the right direction please?  

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JayJBFollower
asked in Integrations & Workflows
Personio conversations: not retreiving e-mail request from active integration

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 expected. Let me know what else I can try, thank you.DZ

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J
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W
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WilliamGetting Started
asked in Integrations & Workflows
API functionality

Problem Description:Hello!I’m developing an integration between Personio and our system (via Make.com) and have encountered a few issues that cannot be resolved with the current API documentation. I’m hoping for your help or confirmation from the Personio team.The absence of certain predefined fields (such as "Salary Expectations," "Experience," "Current Employer," etc.) in API responses is an issue I’m encountering. I’m utilizing the /v2/recruiting/candidates/{id} and /v2/recruiting/applications endpoints to retrieve data about candidates and their applications. These fields are designated as standard within the system; however, they are not being returned in the API responses. No attachments (like CVs or any other docs sent by candidate, or added by manager) in API responses - I’m trying to retrieve document files related to candidate applications, but the attachments field is missing in the endpoint responses /v2/recruiting/candidates/{id} and /v2/recruiting/applications.I would app

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Christoph S.
Community Moderator
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Lakshmi K MGetting Started
asked in Integrations & Workflows
Disabling user provisioning and deprovisioning while connecting Personio to Microsoft Entra ID

We would like to sync existing user attributes like Job title and Manager from Personio to Office 365.But we need to disable automatic user provisioning for new users and deprovisioning. Is there an option or possibility to disable this ? Currently in Personio , users of two tenants say A and B are being managed. We would like integration only for tenant A. So if a new user of  tenant B is added to Personio , it should not create new profile or user account in tenant A. Therefore we would like to disable automatic user provisioning.

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Christoph S.
Community Moderator
B
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Benjamin H.Getting Started
asked in Integrations & Workflows
Cronofy integration not working anymore

Hi,i have a question regarding the cronofy extension and the sync with Outlook calenders.Recently the synchronization between Personio and Outlook has stopped working, even tho we have followed all the necessary stept to ensure everything is connected properly.After consulting our IT Service provider they have not been able to identify a problem on their end.Is there an already existing issue that is known regarding this?Kindly,Benjamin

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Christoph S.
Community Moderator
S
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SimonOeGetting Started
asked in Integrations & Workflows
Personio API V1: Will the be deprecated?

Hi experts,we are using API v1 and not API v2. Should we plan to switch to API v2 at some point? Will API v1 be deprecated?BR

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Christoph S.
Community Moderator
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MarinaSGetting Started
asked in Integrations & Workflows
Workflows within Recruiting

Hi, Id like to set up workflows within the recruiting section like:when someone comments on an application, the recruiter is automatically notified new application came in is there anything like that yet? Within the workflow section, I cant create anything in regards to recruiting. Thanks for your help!

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SabbuSchreiber
Helping Hand
X
Follower
xuserFollower
asked in Integrations & Workflows
issue with Okta sso

Hi all, I’ve successfully set up SSO integration between Personio and Okta. However, when users request the Personio app via Okta, they’re redirected to the SSO login page and asked to select the login method manually, instead of being signed in directly. This issue started recently, right after our token credentials were renewed. We hadn’t faced it before. For clarification, please see the attached screenshot. Appreciate your support.CheersSam 

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Steffi M.
Community Moderator
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Explorer
HRHappinessExplorer
asked in Integrations & Workflows
Training tool - invitations with default 'do not remind me'

Hi, When I send out invitations through the training module the calendar invites in outlook have the reminder defaulted to ‘do not remind me’, this can be amended within the invite once accepted, but it seems like an oversight. It has caused us issues with employees missing calls because they haven’t had the reminder from Outlook due to the default settings.Any chance this could be updated? I have submitted it as feedback, but wanted to see if this is already something that’s been flagged.Thanks,Lucy

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Explorer
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Blanca Vilar PemánGetting Started
asked in Integrations & Workflows
How to Disable Automatic Notification for End of Probation Period

Hello, I would like to know how to disable or remove the automatic notification that is sent to managers when an employee’s probation period is about to end. Currently, there is an automatic message that I’m unable to delete. I have checked both, Workflows and Employee Roles sections, but I couldn’t find where it is set up. I want to create a new one instead.Thank you in advance for your assistance. Best regards,Blanca

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HRJoy
Communicator
berat can
Follower
berat canFollower
asked in Integrations & Workflows
Workflow for celebrating Birthdays

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 

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HRJoy
Communicator
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botfixerGetting Started
asked in Integrations & Workflows
Entra ID UPN

When creating users with the Entra ID integration, we would like to use the Personio email address field to create the UPN in Entra. However, when we do this, we receive an error message in the sync monitoring:{"error":{"code":"Request_BadRequest","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","details":[{"code":"InvalidValue","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","target":"userPrincipalName"}],"This is what the configuration looks like:  Is there any way to achieve that?

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K
Explorer
Kasey ShenExplorer
asked in Integrations & Workflows
MS teams integration

Hi, I did the integration with MS Teams, but I wonder if the live announcement in Personio dashboard can also be able to seen in Teams channel?Regards,Kasey

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SabbuSchreiber
Helping Hand
M
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MrNeedHelpGetting Started
asked in Integrations & Workflows
Locked out because of Azure SSO missconfig

Dear All,I had to change the Azure Secret for our SSO and did a miss take with the Secret ID and the Application ID and now nobody can sign in anymore and we dont have the Option to sign in with any other Accounts because it only shows the SSO option. Please need help.Thanks 

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evehrydayFollower
asked in Integrations & Workflows
create separate custom integration per legal entity

Hi community.  we have a client with multiple legal entities.  We need to integrate with three of those.   we asked the client to create 3 custom integrations - so one per entity.   but we still get all employees from all entities.  Does anyone know if the client on personio side can restrict to a specific legal entity per custom integration?  thanks in advance for your help.  ralph from eveHRyday. 

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SabbuSchreiber
Helping Hand
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evgeniiGetting Started
asked in Integrations & Workflows
Send API about new employee

Hi!Is it possible to send API request when new user get created?What i wan t to do is to run power automate workflow after new employee createdThank you

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Nik20Getting Started
asked in Integrations & Workflows
Triggering Esignature through API/Automation

Hello everyone!Currently i am trying to set up an automated API based process for our company, and a big hurdle i currently face is triggering the signature request for an employee when a specific document is uploaded into personio.I tried using the update document metadata endpoint under v2, but it only allows us to edit name, date, and add a comment.Has anyone figured out a workaround, or know something that i might be missing?Help is really appreciated! Thanks 🌞

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SabbuSchreiber
Helping Hand
V
Getting Started
vanilaGetting Started
asked in Integrations & Workflows
Workflow other companies

Hey all, the company I work for has to sign NDA every now and then and for that my CEO wants to create a workflow. Is there a way to create one where all the people inside of the company I work for sign the document and then said document gets forwarded to the other company automatically?  

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People Person
Communicator
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