Integrations & Workflows

93 Topics

Lea-KimGetting Started

asked in Integrations & Workflows

Change Onboarding step status

Dear community, I’m struggling with the status of our onboarding steps. I changed one step into “done” , which was wrong, and would like to discard this change since I sill need to upload a document for it. I’m working as HR Manager and should have all admin rights within Personio. Unfortunaltey I noticed, that I’m not able to change the status of any step when the employee is in responsible for doing the task. Even if it’s my own task.If “HR Team” or “IT Team” is set as the responsible person, I can change the status to “Undone”. I tried to click on the green button on the right side, but I only can choose between “Done” and “Skip” (our system works in german, that’s why it looks different). Do you know how to set the status of the onboarding tasks to “Undone”?Pop Up after klicking on the lowest green button. Thanks guys! :)

6 days ago

mpunchGetting Started

asked in Integrations & Workflows

Offboarding Groups - non employees

Hi Community, is it possible to add an email contact not associated with an individual employee to a group as part of offboarding? For example, we have a team with a shared inbox, rather than have an offboarding step (email notification) go to a group of individual employees, it would be more suitable if the offboarding step (email notification) went to a shared inbox to track for ticketing purposes of that dept.

10 days ago

FatemehaziziGetting Started

asked in Integrations & Workflows

onboarding and off boarding notifications to IT

Hi,We have been asked by our IT department on so many occasions now to look into our onboarding and offboarding steps as they don't receive the notifications or it has been very hit and miss.am i right thinking managers must tick their system task before IT receives the next notification. Has anyone had any similar issues and what is that we are missing- it has been very challenging for the past 9 months as they keep saying they don't receive it.ThanksFatemeh

12 days ago

Agne IgnotieneGetting Started

asked in Integrations & Workflows

Onboarding workflow does not work once email gets changed from private to work

Hi, I wonder if anyone has come across this issue: when we have a newhire, for the pre-onboarding purposes we create an account in Personio with their private email address and assign onboarding flow. Once the employment date comes, we change the email from private to work one and the onboarding flow stops working: we get error messages once trying to send emails and documents to newhire etc. Has anyone come across such situation and what could be the issue/solution to this?

12 days ago

Noelianu.ortGetting Started

asked in Integrations & Workflows

Offboarding workflow & end date

Hi everyone,I would like to know how others are setting the termination of employees in Personio, as I am new to this HRIS!Once you have set someone on "termination of employment", do you also change the "contract end date" on the employee profile>>HR information for those employees on a permanent contract?I have realized that, if we don't do this, the exit date won't be reflected in other reports or the offboarding workflow. And it would be pretty interesting to know how many employees we have in offboarding but also when exactly they are leaving. Appreciate your support 🙏🏽

19 days ago

LasseGetting Started

asked in Integrations & Workflows

Azure AD integration constantly updates manager for all users

Hello!I have observed weird behavior where Azure AD integration keeps updating all employees’ user profiles every 30 minutes if supervisor attribute is selected for syncing. We are using the Microsoft Azure Active Directory integration that is available from the Marketplace and set it up with the instructions on support documentation.If I remove supervisor attribute from the list of synchronized attributes then updates will only happen for the users and respective attributes that do have been changed in Personio at that time, just like expected.With supervisor attribute selected for syncing, the integration updates manager information on Azure AD for all users on every cycle and each time with same value. I don’t think this is the intended behavior and makes harder to track actual actions. Here is an example of one users audit log on Azure AD: Any idea what could be reason for this and how to fix it (and hopefully keep the supervisor information synced)?

22 days ago

amouthGetting Started

asked in Integrations & Workflows

Absence notification on Slack

We have employees who are currently on unpaid leave for the month and at their discretion we would like to exclude their absence from being shown on the ‘daily absence’ channel - is there a way that this can be done, without deleting their absence on Personio?

22 days ago

rich_coutinhoGetting Started

asked in Integrations & Workflows

Customise the automated Work anniversary and birthday message Slack

How can I customise the message posted from Personio into Slack Channel for work anniversary and birthdays, so i can create something more in line with the company tone.

24 days ago

lisaamorosoBusy Bee

asked in Integrations & Workflows

Pending signature tab in workflow hub

As an Administrator I can see pending signature on the workflow hub. Is there a way to allow certain manager to also be able to access this so they can see who has a pending signature? This would be very helpful for my HR colleagues and managers who are not administrators. We do not want to have to go in to each individual file to see if someone signed a document.

24 days ago

ShuGetting Started

asked in Integrations & Workflows

On&offboarding notification email

Hi dear community, Just wanted to ask, if there a possibility to separate onboarding and offboarding notification emails from Personio? Right now, when I receive notification emails, both on&offboarding are included. Thank you so much in advance!Best,

24 days ago

rich_coutinhoGetting Started

asked in Integrations & Workflows

SLACK INTEGRATION : Different channel communication

Hey, I see it’s possible to integrate Personio to Slack channel updates. I was wondering how can i set different updates in different slack channels. Example: Work Anniversary to Company updates , Birthday to Team Celebrations, Absence for Management channel …. So far I only found a way to share the info for one unique channel…..

24 days ago

jappleton101Getting Started

asked in Integrations & Workflows

Unable to Add Team when Creating New Employees via API

I’m developing an API integration with Personio and when trying to create a new Employee record, I’m unable to pass a value for team. I’m using ‘team’ as the field identifier but the value does not pass through. Should we be able to pass team? Is there another identifier we should be using?

26 days ago

VidaCommunicator

asked in Integrations & Workflows

Hire date changes - instant notifications?

Dear Personians,Any idea on how to handle hire date changes?As we all know, information about any potential hire date change is vital (for all the teams involved in onboarding of a new employee - from those ensuring that equipment&facility things are sorted out in time, to the people involved in cultural and KT part of the onboarding).From time to time, it happens that some start dates are moved. While this is rarely a problem when start date is pushed for later, it can create a lot of fuss if it's moved for sooner date if not caught via regular reminders.Is there a way to have an immediate notification as soon as the hire date is changed?Workaround that we've tested is: integrating Personio Start/End date calendar with Slack (with preference to update us on any sort of event change) but that doesn't seem to work (unlike for some other calendars like vacations where any update is caught and a message to the appropriate group is sent, for some reason doesn't seem to fire any event/n

29 days ago

MarcPersonio Employee

published in Integrations & Workflows

Personio & Slack Blueprint DemoDEMO

Hi Community!A lot of you are already using the Slack <> Personio Integration on our Marketplace to make it easier to check e.g. birthdays or absences of colleagues.A request we often receive is to extend its functionality to time tracking.To ensure that you and your team no longer have to leave Slack to record working hours in Personio, we created what we’ve called a blueprint.ℹ️ A Personio Blueprint is a code template or sample script created by integration specialists for our customers that introduces specific features of our API. The code is thoroughly commented and is often accompanied by notes explaining how it works at each stage. We always strive to make the script easy for customers to customize and run, and minimize the number of dependencies and resources required to make it work.My colleagues from the Integration Services Team recorded a demo video to make it easier for you to learn how it works.Please note: The use of the integration itself is free of charge, but the

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1 month ago

Nicole MöhresFollower

asked in Integrations & Workflows

Offboarding Process - visibility to employees

Hi :)We are currently rethinking our offboarding process and would like to add some tasks for different departments.As resignations are not communicated to everyone in the company at the same time, we were wondering if it is possible to send the off-boarding tasks within the workflow at different times, e.g. 1 day before the resignation?Thank you for your support in advance!Nicole

1 month ago

xavier.picoFollower

asked in Integrations & Workflows

https://api.personio.de/v1/company/employees: Read timed out

SInce feb/21st we are getting Read timed out when trying to get employees data calling https://api.personio.de/v1/company/employees after succesful auth.

1 month ago

TerhiFollower

asked in Integrations & Workflows

Employee information API integration with Teamtailor

We have built an API integration with Teamtailor but cannot find the answers what next? I can find the employee by searching with the name, but how to build a reminder/task for Admins/manager to notice there is a new employee in the system to fulfill the next steps and update the missing information?

1 month ago

jokuseGetting Started

asked in Integrations & Workflows

GOOGLE SSO

Hello!I would like to set up SSO with Google for users. This covers for authentication. How do i ensure authorization is not interefered with and Login with google does not allow employees see information they shouldnt see? Thank you !

1 month ago

LuisaGetting Started

asked in Integrations & Workflows

Sender email in workflows- On-/Offboarding steps

Does anyone know ?I want to have the sender email, from an email that is not linked to any employee.I want the sender to be a general email from a shared box email, how do I set this up in personio?

1 month ago

ignasvGetting Started

asked in Integrations & Workflows

Personio API being slow

I’m trying to sync Personio employee data with a third party tool. I’m using the code example provided in api docs:const sdk = require('api')('@personio/v1.0#1fzp...');sdk.auth('eyJ0eX…');sdk.getCompanyEmployees({limit: '100', offset: '0'})Doing auth-get on a loop, until I fetch all the data. When using page size of a 100, each request to getCompanyEmployees takes 20-30 seconds. If I reduce limit to 10, request times range from 3 to 13 seconds. Leaning towards the lower end. Is this expected? Are there any best practices to follow, to speedup getting the data?

1 month ago

Antje_ToplekGetting Started

asked in Integrations & Workflows

What does "Request failed with status code 400" means?

We received the "Request failed with status code 400" error message, when we tried to request e-signature from supervisor and employee for a new document. What does it means?

1 month ago

SanLiFollower

asked in Integrations & Workflows

Onboarding Workflow tasks assigned to one person only

Hi there,we found in the onboarding templates tasks can only be assigned to a team. any chance to assign it to one person, so the big HR team knows, who will be in charge for this task?BestSandra

1 month ago

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