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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.

  • 259 Topics
  • 658 Replies
259 Topics
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Getting Started
ZaheerAGetting Started
asked in Integrations & Workflows
Offboarding process

Hi, Our team cannot seem to do the offboarding process as it does not notify our various departments to do their end tasks due to which there is no communication within departments via this system. We’ve set up the notifications on the system but they still dont go through. Can support please be provided? Any suggestions are welcomed as well Thank you  

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Andrea
Former Personio Employee
C
Follower
ChantalFollower
asked in Integrations & Workflows
Onboarding Workflow - Email - Dynamic Field

Hi everyone, we included a custom field for our employees in an email which is sent out as part of the onboarding workflow. This custom field is “first working day” because the first working day for a new hire is not necessarily the first day of the employment contract (e.g. contract starts Oct, 1st, 2022, first working day is Oct, 4th, 2022 because of the weekend and holiday).Now we activated the onboarding flow, the email was sent to the new hire but the place holder in the email for “first day” is empty.What went wrong?Thanks for any ideas on how to solve this! 🙏🏽Cheers, Chantal 

3086
C
Follower
S
Explorer
SpiralPlugger
asked in Integrations & Workflows
How to re-sync changed / added employee attributes to Azure AD?

Hello! I’ve just started to get to know Personio with my new employer as IT manager and yesterday I found out that there’s even more employee attributes to sync to Azure AD than we’re using at the time. I added a few Attributes (such as City, Department), waited for a few hours… nothing synced to Azure AD. Not even over night or the next day. Azure AD has not updated City or Department Attributes from Personio. Does these changed attributes apply only to new users / accounts?Is there a way to manually sync new attributes to existing Azure AD accounts? I thought about turning Azure AD sync off and on again, but I don’t know what would happen, so I wouldn’t dare to try it before asking someone who might know better. Thank you very much for your responses in advance!

6067
Andrea
Former Personio Employee
L
Getting Started
LaurajaunGetting Started
asked in Integrations & Workflows
Assigning onboarding template in bulk

Hi Community, Is there a way to assign onboarding templates in bulk, ie same template for multiple employees?  Thanks!

591
Andrea
Former Personio Employee
L
Communicator
lisaamorosoCommunicator
asked in Integrations & Workflows
Exit interview

Is there a way to create an exit interview process in offboarding? Or is anyone using an interactive exit interview form on personio?

2785
Andrea
Former Personio Employee
S
Getting Started
Stacey BudwegGetting Started
asked in Integrations & Workflows
Leave Request - Confirmation Mail

Hi there, Will employees be sent a confirmation mail once their manager approves their leave request?

443
Andrea
Former Personio Employee
K
Follower
KataFollower
asked in Integrations & Workflows
Google Calendar integration - new employees

Hi,how can we get Google Calendar integration working for new employees? One of our new employees told he tried to put integration on and received message about needing upgraded plan? Integration seems to be active for everyone.BR, Katriina

592
K
Follower
X
Follower
xavier.picoFollower
asked in Integrations & Workflows
Get Historical work schedule (API)

Hi there,Is possible to get the historical work schedule for an employee using API?If not, is there an alternative way?Best,Xavi

971
Andrea
Former Personio Employee
F
Communicator
ffxbauer
asked in Integrations & Workflows
Access to Personio during Preboarding when Okta is activated.

Hey,how can I give new hires access to Personio to complete some of their admin tasks prior to their start date when SSO using Okta is turned on?

1353
Andrea
Former Personio Employee
B
Explorer
BjornExplorer
asked in Integrations & Workflows
office 365 forms in onboarding

Hi,does anyone know if it is possible to use office 365 forms in the onboarding process?if yes is the a manpage for this?

1664
B
Explorer
SWeuster
Getting Started
SWeusterGetting Started
asked in Integrations & Workflows
Configure onboarding template for different companies

Hello all, This question is addressed to all customers who maintain several (sometimes also foreign) companies. How do you keep track of the configuration of the onboarding and offboarding steps?  Do you put an abbreviation at the beginning for the respective company (something like EN - Step One)?  Best,Sandra

1152
Daniele
Community Admin
Maria Laura Arauco
Personio Implementation Manager
Maria Laura AraucoPersonio Implementation Manager
posted in Integrations & Workflows
Ever heard of our Slack Integration?

Dear community,  The Personio Marketplace offers software integrations designed to make your HR processes more efficient and automated. Today I want to share with you some information on one of our integrations, Slack!  The integration with Slack will transfer absences, birthdays and anniversaries from Personio to Slack. That way, you are always up-to-date about colleagues that are not working and will not miss important occasions. The attributes: first name, last name, email, department, office, hire date & position are transferred from Personio to Slack and create notifications in the respective channels as well as status updates. 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. And the following emojis will be displayed, linked to their respective status:🌴 : Paid Vacation🤒 : Sick leave❌ : All other absence types, apart from Home o

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S
Getting Started
E
Getting Started
EIPHRGetting Started
asked in Integrations & Workflows
Calendar activities are shown when outlook integration for interviews is made

One that calendar integration with outlook is done, the person setting up interviews can see all the entries of the calendar of the interviewer instead of seeing them “busy” or “free”. This could be an issue internally and people should not see other’s calendar entry unless agreed diffeently.

714
Marc
Former Personio Employee
FriederikeThies
Busy Bee
FriederikeThiesBusy Bee
asked in Integrations & Workflows
Entity relationship (ER) diagram for Personio

I got asked by my data engineer colleagues, if there is a a way to get an entity relationship diagram for the different parts of the personio application so that we are better able to understand how the different entities belong together. 

412
Marc
Former Personio Employee
Thibaut from Swile
Explorer
Thibaut from SwileExplorer
asked in Integrations & Workflows
Roadmap Slack Integration

Hello guys!What is the roadmap with the Slack integration?We use a lot Slack notifications internally. It would be great to receive the reminders/to do lists on Slack (better than emails).Also, regarding absences, great that employees can now request their absence on Slack directly. It would be great also for the manager to receive the request from Slack and approve it directly :)Thanks for your answers!Thibaut

592
Lena
Former Personio Employee
Astrid
Personio Product Expert
AstridPersonio Product Expert
published in Integrations & Workflows
Recap about our Integrations Month

Hello Dear Community 👋Once again, Thank You so much for all the input you gave us during Integrations Month this February! The entire Integrations team at Personio is very grateful to you for all the input for planning our roadmap.I'd like to touch a bit on a few of the points mentioned. Unfortunately I cannot address everything, as it would go beyond the scope of a post. So if you have any questions beyond that, feel free to let me know.What are the major feedback points?There is a high need for more integrations to make certain workflows even easier, like automated ticket creation. Tray.io is a blocker for some of you. Additional API endpoints are in high demand. The API should be developed further in general, however, data security is still a high priority for you. The technical documentation should be extended.What will we additionally implement?We are working on our own integration platform as well as an extension of the functions of our API, so that integrations are managed 100%

460
Astrid
Personio Product Expert
Astrid
Personio Product Expert
AstridPersonio Product Expert
published in Integrations & Workflows
February = Integrations Month 🧩Integrations Month

Dear Community,Almost one year ago we launched the Personio Marketplace and we would like to celebrate with you! 🎉 What have we achieved this year?Around 70 new integrations were added. One team responsible for this became three and we added 13 new Personios (Personio employees) who wholly focus on integrations. We released the first integrations we built ourselves from scratch (Slack, MS Teams, Greenhouse, Azure AD, ...). The team actively supported the launch of People Workflow Automation. ...and much more!So how would we like to celebrate with you?We've thought to dedicate the whole month of February to the topic of integrations in the Personio Community: Every week we will share questions about integrations with you, on which we would like to collect your opinions and experiences.On Tuesday, 1st of February 2022 we will start with the first post. Stay tuned!We are looking forward to this exciting month! BestAstrid & the Integrations Team  

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Astrid
Personio Product Expert
T
Getting Started
TheRidDlerXGetting Started
asked in Integrations & Workflows
Offboarding Overdue in WorkFlow is Empty

Been testing out the new workflows. Have most permissions and rights, apart from full admin. We have two candidates in offboarding but they are not displaying on the overdue section of the workflow. One off the support reps suggested that its mainly usable by full admins, so we tested that, but its still not showing. Surely one would be able to see the offboarding candidates there even if you were just a manager with limited rights? Granting full admin to all employees that are to use the workflow is a bit of of a privacy risk. The candidates in offboarding also have templates assigned to them.   Thank you

222
T
Getting Started
SONIAROCA
Busy Bee
SONIAROCABusy Bee
asked in Integrations & Workflows
Deel Integration

We are collaborating with Deel for hiring globally and also for the global payroll. Is there in the integrations roadmap Personio integration with Deel?     Thanks  

2971
Marc
Former Personio Employee
Maria Laura Arauco
Personio Implementation Manager
Maria Laura AraucoPersonio Implementation Manager
posted in Integrations & Workflows
Poll: Which marketplace integrations do you use?

Dear community,The Personio Marketplace offers software integrations designed to make your HR processes more efficient and automated. Connect with over 40 tools – for collaboration, recruiting, travel, time tracking, and more – easily and quickly with your Personio account.  Are you currently using any of the Personio Marketplace Integrations?Share with the community by commenting down below! You will see the results after casting your vote.For more information on the Personio Marketplace, make sure to visit our Help Center article and to see the full list of current available integrations, visit our Personio Marketplace.Warmest regards from Madrid, - Maria Laura

1945
Daniele
Community Admin
Astrid
Personio Product Expert
AstridPersonio Product Expert
published in Integrations & Workflows
🧩 How do you choose the ideal integration for you?Integrations Month

Dear Community, Do you know this too? A new tool is to be introduced and the choice is huge! The integrations of Personio can help you to find your way around better and offer you clues to make a suitable selection.But there are also a few questions that we would like to discuss with you. Comment your answers to the following questions below this post:  How do you go about it?🧵 What factors play a role? How do you decide?Share your thoughts with us so that we can support you and provide you with the most important and interesting information in the Marketplace. Kind regardsAstrid & the Personio Integration Team 

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Astrid
Personio Product Expert
Astrid
Personio Product Expert
AstridPersonio Product Expert
published in Integrations & Workflows
🧩 [closed] "Meet & Greet" with our product team for Marketplace & APIIntegrations Month

Dear Community,As described in our Integrations Month post, we've been live with our Marketplace for almost a year now, and since then we've been releasing new integrations on a regular basis, together with our partners.We want to further develop your experience in the Marketplace and the usability of the API and adapt it to your needs. Therefore, we invite you to meet us in person (virtually) and exchange ideas. Choose here which topic you would like to talk about and book an appointment with our product team: 🛍️ MarketplaceHow can we improve the experience even more? What information should be in the Marketplace? - Click here (closed)🔀 APIWhat features and endpoints are you still missing? How can we further develop the API documentation? - Click here (closed)You want to talk about more than one area? No problem, you can book as many sessions this month as you like 🙂 .We look forward to talking with you! See you soon 👋Best regards,Astrid & the Personio Integration Team

540
Astrid
Personio Product Expert
Astrid
Personio Product Expert
AstridPersonio Product Expert
published in Integrations & Workflows
🧩 Your favourites among the integrationsIntegrations Month

Dear Community,Today is the official start of the Integration Month! To kick things off, we want to know all about your favorite or most used integrations. Just comment on this post and answer the following questions:  Which integrations do you like to use the most? How can we further develop the integrations?We are looking forward to your exchange! Kind regardsAstrid & the Integrations Team

631
Daniele
Community Admin
hmitsch
Getting Started
hmitschGetting Started
asked in Integrations & Workflows
Google Analytics on Career Page

Dear Personio Community,Is it possible to integrate Google Analytics with the Personio-hosted Career Page?I was unable to find the correct setting.Best regards,   Henrik 

2792
hmitsch
Getting Started
N
Follower
NatkaFollower
asked in Integrations & Workflows
Onboarding new employees

Hello, I’ve started onboarding for an employee however none of the managers responsible for the new employee set up received the email with ToDo’s. Could you please advise what could be the reason?Thank you!

2165
E
Communicator
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