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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.

227 Topics
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227 Topics

asked in Integrations & Workflows

How can I upload cost centers

How can I upload a complete cost center structure without having to enter them manually one by one?

7 days ago

Tanja BNewbie

asked in Integrations & Workflows

Training Attendance via API

Hi, Is there a way to set employee attendance to training sessions via the API? If not, is there a plan to extend the API capabilities to allow this? Best, Tanja

415

12 days ago

pareekNewbie

posted in Integrations & Workflows

How long does the 'List Employees' API take to reflect changes made on the dashboard?

I terminated an employee and set their termination date to the previous day, making this change at 12:30 PM. Since then, I’ve been using the updated_since filter to fetch the updated employee list every 15 minutes. However, even though I terminated the employee at 12:30 PM, the API still returns this employee as updated at 1:15 PM. This doesn't seem correct because no further changes were made after 12:30 PM, so there shouldn’t be any new updates for this employee.Could you clarify why this is happening? if it takes time then how much time will it take to reflect.

16013

13 days ago

dz.tsNewbie

asked in Integrations & Workflows

Integration to the System Report: FTE

Hello Personio Community,We’re seeking advice on exporting historical FTE data from Personio for use in our reporting processes. From what we’ve gathered, there seem to be three potential approaches:Integration – Provides real-time data, but we need monthly historical values. API Calls – Grants access to custom reports for FTE, but replicating this report is complex and doesn’t always deliver reliable or accurate results. System Report for FTE – This works perfectly for us, and we are very happy with its accuracy. However, the only way to access it is through manual export, which isn’t a maintainable enterprise solution.We would greatly appreciate your insights on how to achieve our goal or how other companies have tackled this challenge.We’re open to considering paid solutions if necessary.What would you suggest?Thank you in advance for your support!

321

18 days ago

glitterbiscuitGetting Started

asked in Integrations & Workflows

Limit Slack Absence Notifications

Hi,we are using the slack integration for personio for absences. However, we would like to limit the channel updates to once per absence. For example, if I were to go on holiday from the 21st of December to the 6th of January there only is one Channel Update on the 21st of December, rather than a daily reminder. Ideally, we would have 2 updates on the first and on the last day of the holiday, however, assuming that this is more complicated, 1 would suffice. Is there a possibility to amend this accordingly? Bestglitterbiscuit

141

27 days ago

trendformNewbie

asked in Integrations & Workflows

Retrieving custom_attributes for recruiting application form

Hello everyone,We are currently integrating our website with the Personio API to dynamically display job posting information in our external application form. However, we’ve encountered some issues retrieving custom_attributes for specific job postings, and we’re hoping for your guidance.Current situation:In Personio, we use the "Application Form" section to configure specific fields (e.g., custom questions or requirements) for each job posting. These fields are often represented as custom_attributes in the Personio system.Our goal is to dynamically fetch these custom_attributes via the API so that our external application form reflects the same configuration as in Personio.The problem:We couldn’t find an API endpoint in the documentation that provides access to these custom_attributes for specific job postings:We tested the endpoints /v1/recruiting/job-positions/{job_id} and /v1/recruiting/job-openings/{job_id}, but they both returned a "Not Found" error. The XML feed (https://{compan

161

28 days ago

vstranskaGetting Started

asked in Integrations & Workflows

Workflow relative to an attribute date

Hello,Is there currently an option to create an automated workflow based on another date than these?I’m looking to automate notifications that someone’s visa is expiring and they therefore need to provide a new one, or similarly with students’ enrolment certificates. We have those set as “date” attributes, but I haven’t found another option than this old reminder attached to All employees role which does not provide a nice experience.Would be great to hear whether there is such an option, or whether there will be one in the future.Thanks!

383

1 month ago

danyitatdrsGetting Started

posted in Integrations & Workflows

Upload a pdf to a document category using Power Automate HTTP Post request

Dear Community, for our onboarding process I would like to provide a newcomer with a certain PDF.Powerautomate generates the PDF, puts it on a Sharepoint Document Library, then uploads the PDF to a user’s document tab into a specific category. The parameters provided are the employeeid, categoryid, title and the data of the PDF. The result is a blank page. Using WinMerge I was able to compare the original file and the file downloaded from Personio. There seems to be an issue with the encoding as some characters get manipulated. In the screenshot provided are the Header and Body. I tried adding the base64 option as still visible in the data part. That makes no difference. Encoding the file in base64 leads to Personio storing the uploaded content in a text file with the base64 string encoded. I was sure having read how that is a requirement but cannot find a reference now. Is this really an impossiblity? I can’t believe Personio makes this unnecessary hard. Request HeaderRequest Body Loo

3285

1 month ago

avmar99Explorer

asked in Integrations & Workflows

Absences on Slack - 'visit Personio for a complete list'

Hi! Since October 3rd, I’ve noticed that the full list of Absences on a particular day isn’t pulling through on Slack - it says ‘and others; visit Personio for a complete list’. This wasn’t the case before (it used to show the full list) but as it doesn’t allow people to efficiently see who is / isn’t working on a particular day (one of the major reasons for choosing this integration), it’s causing quite a few problems. Is there a setting that I can change to stop this happening and see the full list on Slack again? Thanks!

954

1 month ago

LStGetting Started

asked in Integrations & Workflows

Update email via API

Hi everyone,Currently, I am trying to automate the employee onboarding with Google Workspace. The envisaged process looks like the people department creates the Personio user with the private email address of the new employee. Then the automation creates the account in Google Workspace, uses the private email address to send the initial password to it. Afterward, the Personio email filed is updated with the company email address.Unfortunately, it seems like this is not feasible with the current version of the API, as the email field is not patchable.Is there any workaround for the process to work like envisaged?Are there any plans to make the email filed patchable?Thanks and best regards,Lars

1867

1 month ago

LSPBFollower

asked in Integrations & Workflows

Visa expiration workflow

I would like to create a workflow, actually three workflows, which are all reminders for us, the HR team, to be aware of the expiration date of the working permit of our employees. I tried to create the workflow myself, but It doesn't trigger. I was wondering if I could get some help in figuring out the correct configuration for the workflow. Thanks in advance for the help! Kind regards,Lorenzo.

9911

1 month ago

Max78Newbie

posted in Integrations & Workflows

Creating Application with Wordpress

Hi, I am trying to create a contact form for application in wordpress. Unfortunately it does not work. I could embed the form via iframe, but I don't like that. Is there perhaps someone who has already implemented this and can help me?Best regards,Max

404

1 month ago

a.kmiotekGetting Started

asked in Integrations & Workflows

Reminders or worfklows triggered by employee age

Hello Personio Community,I want to send a reminder or workflow that notifies us if employees turn certain age based on their Birthday attribute. Is that possible?I could set a reminder based on it, but it’s triggered every year and this is not what we want. We also don’t want to create an age attribute as this would require constant updating. I was wondering if anyone has any advice.Many thanks,Aleksandra

445

1 month ago

SathyaNewbie

asked in Integrations & Workflows

Sincronización para toda la compañia de Google Calendar con Absences

Hola a todos!Estamos tratando de sincronizar el calendario de Personio con el calendario de Google, la idea es hacerlo a través de la google admin console para que incluyamos el calendario de una vez para todos.Gracias

101

1 month ago

marielle.van.wieringenCommunicator

asked in Integrations & Workflows

How to transfer Personio data to Power BI with API?

Hi all, has anyone already connected Personio with Power BI from Microsoft? I would like to know how to do it since there is no standard integrations available. Hope to hear from someone. :) Or maybe Personio has some advice. Bye, Marielle

23526

1 month ago

AnnaCzarnikExplorer

asked in Integrations & Workflows

Issue with Holiday Approval Assignments

Hi !I'm facing an issue where our CTO is receiving tasks to approve holiday requests for employees who are not assigned to him. These employees have their own supervisors, who are correctly assigned in the system. I've set the workflow for absence approval to be handled by their direct supervisors. However, the CTO, who is not even part of this pillar or department, keeps getting these approval tasks.I have double-checked the organizational chart and the assignments, and everything seems to be set up correctly. The CTO shouldn't be involved in this process at all. Has anyone else experienced a similar issue, or could there be something I’m missing in the workflow or org chart configuration?Any insights would be greatly appreciated!Best regards,Anna

356

2 months ago

Matt Ho

asked in Integrations & Workflows

API not returning employees on leave employment

Hi! It looks like the API doesn’t support returning when an employee is on leave. For example if an employee goes on leave and has 0 salary for that period, the API will only return the employment from before they went on leave with the salary they had before as well. Is this expected? If so could you submit a ticket to address this in the future with the API? Thanks!

232

2 months 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?

1865

2 months ago

darkocompagnoniNewbie

posted in Integrations & Workflows

API - Cannot retrieve absence entitlement

Hello, I am trying to get data relative to employee's absence entitlement (aka the days of paid holiday they can take each year). According to this post on the German Help Center, these data are available on the Custom Report API.On September 6th, I created a trial account to investigate the custom report structure. I created a custom report and included the entitlement column. As you can see from the JSON screenshot below, the absence_2829148:entilement (as well as balance) field/column appeared in the response.Yesterday I asked our Personio admin to generate a custom report, so that I could call it via the API. The entitlement column isn't showing at all: Screenshot taken on Sep 23, 2024Today, I tried creating another trial account to recreate what I did on September 6th. I don't see the entitlement column anymore. Has anything changed in the meantime? How can I find, and retrieve via API, the absence entitlement data for each employee? I see that these data are used in the UI (to sh

435

2 months ago

Olga LysiakGetting Started

asked in Integrations & Workflows

Choosing departments for Workflow Reminders

Hi!I want to set a workflow with the reminders and select as recipients specific departments/teams. However, I can only choose employee roles as groups.How can I change the setting to departments/teams? Or is choosing employee roles as groups the only possible option?Thank you!

101

2 months ago

blindzeroGetting Started

posted in Integrations & Workflows

Synchronizing mobile work to Exchange Online?

Hi there,we have Microsoft 365 Exchange sync activated for some absence types.However, it seems that there is no way to use this for absence types other than e.g. sick leave or payed leave as it always synchronizes absences as “Show as ‘Out of Office’”. This type shows people as completely unavailable which is not correct for mobile work. Here “Show as ‘Working Elsewhere’” would apply.It would be really good to have this visible in Outlook, so colleagues can see easily if somebody is not onsite and maybe the meeting needs some other kind of scheduling.Do we miss something here? Because that should be some kind of basic function for calendard sync?

103

2 months ago

Jose RFollower

posted in Integrations & Workflows

Calendar Integration

We currently have our company calendar integrated, however, every time someone books time off, the absence is recorded in their personal calendar but not the team calendar. Is there any way to change this so that absences are recorded on both personal calendars and the wider team calendar?

998

2 months ago

sabrinaharaGetting Started

asked in Integrations & Workflows

Error scheduling interviews after changing my email address in Personio

I changed my email address from ************** to ************* , and I can’t seem to schedule interviews anymore, although my Google Calendar shows as successfully integrated in Personio (which means I also can’t try to “refresh” or reintegrate it). What should I do? Please see below the error when I tried to schedule an interview.

3 months ago

SkavenGetting Started

asked in Integrations & Workflows

Slack integration & data privacy

We are looking into setting up Personio’s Slack integration. However, among our internal processes is an approval from the legal department. They have raised the following question:The documentation says: “This feature allows you to have your status automatically updated based on your absences. You can define whether the absence type (e.g. paid or sick leave) should be included in the status or not.”If we decide NOT to show the absence type (i.e. we only want to see someone is unavailable, we don’t want to see whether they are on a paid or a sick leave), will Slack still receive information about the type of absence, even though it does not display it? Ergo, if we do not agree to show absence type in a Slack status, will Slack still receive this data (just not display it)? Or does Slack not receive this data at all?

271

3 months ago

nicolegoodlordExplorer

asked in Integrations & Workflows

Calendar subscription generating

Is it possible to generate a calendar subscription URL based on a custom view? I am only interested in seeing a feed in specific members of my team.

292

3 months ago

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