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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.

  • 256 Topics
  • 651 Replies
256 Topics
B
Getting Started
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?

193
Steve
Personio Employee
J
Follower
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?

1478
Valentina S.
Personio Employee
S
Getting Started
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.

102
Weena
Personio Employee
S
Getting Started
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?

421
Valentina S.
Personio Employee
N
Explorer
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.

472
N
Explorer
E
Follower
evehrydayFollower
asked in Integrations & Workflows
API and several attributes

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 Address Is there anyone here who is willing to give some guidance? Would be very grateful. Thank you, Ralph

842
E
Follower
J
Getting Started
JoeGetting Started
asked in Integrations & Workflows
How to show vacations in Personio automatically on Outlook

How to show vacations in Personio automatically on Outlook

3224
Lucie B
Community Admin
C
Busy Bee
CarolineBMBusy Bee
asked in Integrations & Workflows
Notification to the supervisor and employee if too much vacation days left in the middle of the year

Hi, According to a law, we have to remind employees and their supervisor if they have too much vacation days left in the middle of the year. (I am aware of the custom workflow of expiring absence days - I don’t mean that) According to what I see, this is currently not possible via Personio. Is this correct?

392
Steve
Personio Employee
L
Getting Started
LeoGetting Started
asked in Integrations & Workflows
Subscribing to My Calendar does not work

I want to export my calendar of absences and working mobile such that I can subscribe to it in my personal google calendar. This is straight forward and simple, when I do that for the absences of my team, so going through the subscribe popup and selecting as shown in the first screenshot. This works and I have the absences of my team and myself in my private calendar. However, this is not what I want. I just want to have mine. But when you select only My Calendar and then the team and the like, then the linked calendar is empty.I have also tried not specifying Legal Entity, Department, and Team and only selecting My Calendar, as well as selecting My Calendar, Absences and Mobiles Arbeiten (working mobile). All to the same result the calendar behind the generated link is empty. So IMHO, this looks to me like a bug, but maybe someone has figured out a workaround. Thanks in advance.

472
T
Getting Started
CVC
Follower
CVCFollower
asked in Integrations & Workflows
How do you stop a workflow?

I have created a test person to test a specific thing, but realised this has activated a workflow I set up. I don’t need this workflow to run as it will start emailing people. How to I stop a workflow, mid-flow?

447
Sofia V.
Personio Employee
L
Getting Started
LotteMaGetting Started
asked in Integrations & Workflows
Attachment Mail

In the workflow of employee onboarding, there is a step with an email. In that, we want to add our handbook. This file is about 70 pages. A few weeks ago it was possible to send this handbook along with the mail, but now Personio indicates that the file is too large. What can we do about this?

331
Sofia V.
Personio Employee
I
Getting Started
IvanGetting Started
asked in Integrations & Workflows
Slack Status

Hello How can we change Slack Status for absences, now it looks really scary as it is a red cross. Is it possible to change Slack Status image?

541
Steve
Personio Employee
D
Getting Started
DanielrgGetting Started
asked in Integrations & Workflows
Currency no longer exposed via API

This is based on a request I made on July 30th And this is the same request but made yesterday, July 31st As you can see, I am now unable to view the currency, and happens the same for both fixed and hourly salaries. Please we need this information back.

381
I
Personio Employee
M
Getting Started
MonotreeGetting Started
asked in Integrations & Workflows
Support with API needed

Hi, we are currently creating a personalized integration for a client that uses Personio. We are trying to export employee information, but have the following issue: https://api.personio.de/v1/company/employees?limit=10&offset=0&attributes[]=%3Fattributes%5B%5D%3Dfirst_name%26attributes%5B%5D%3Dlast_name%26attributes%5B%5D%3Demail Should provide us with first_name, last_name and email on all users according to your documentation (https://developer.personio.de/reference/get_company-employees), but it does not. Users does not have any properties except an identifier on them in the returned data, even though first_name and last_name has been specified as a required field: Please advice. Thank you.

561
I
Personio Employee
O
Getting Started
Olga LysiakGetting Started
asked in Integrations & Workflows
Personio Conversations: resolved ticket keeps coming back

I have a problem with Personio Conversation: the ticket was assigned to me based on the activity and later - resolved by me. Right after that, this ticket appeared as a new ticket request with “Re:” Every time I assign this ticket to myself again or press “resolved” it keeps coming back as a new request. So I have like 20 same requests now... Does anyone know what is the problem here and how to resolve it? Screenshot is attached. Thank you in advance!

231
I
Personio Employee
P
Getting Started
peoplePlannerGetting Started
asked in Integrations & Workflows
API - Base salary not retunred during onboarding status

Hello, I have realized that the fixed salary data point is not returned in the Personio API when using the endpoint https://api.personio.de/v1/company/employees/ {employee_id} and the employee’s status is in onboarding. The salaries are already stored and visible in Personio UI, so this is not a database issue. Once the status changes to active, the salary gets accesible as expected. Are there any specific reasons why this is the case? We require the salary information already during the onboarding stage. Thanks in advance

181
I
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Integrations & Workflows
Integration with training platforms

Hi! is Personio integrated with trianing digital platforms such as Gamelearn Impulsa el crecimiento de tu empresa con videojuegos (game-learn.com)

171
I
Personio Employee
H
Getting Started
henning.breeGetting Started
asked in Integrations & Workflows
Entra Integration per business unit

Hi, we have an enterprise subscription and maintain Personio from a holding perspective for our business units. All those business units are independent registered businesses and most important for this case, their own Azure tenant. I would now like to synchronize to the correct Azure tenant during on- and off-boarding. How can I achieve this? Best, Henning

825
I
Personio Employee
S
Getting Started
sergitvdGetting Started
asked in Integrations & Workflows
Google Workspace Sync

Hi all! I’m trying to set up the Personio and Google directory sync, and everything seems to be working fine: Mapping set up Personio service account with user management rights I see requests coming through the Admin SDK API with 0% Errors But I don’t see any info being updated in Google. Is there anyway I could see more info on what is going wrong? It’s been running for almost 24 hours now. Thanks in advance!

1511
I
Personio Employee
M
Getting Started
MagdalenaGetting Started
asked in Integrations & Workflows
Pre-Onboarding

Hi all, regarding the onboarding I wanted to ask if it’s possible to use Personio also for pre-onboarding? It would be great to give future employees access to certain materials & resources before their official start date. I understand that this would require them to have access to their work email addresses beforehand but I thought there might be a way from your side to facilitate this? thanks! Best Magdalena

5139
I
Personio Employee
S
Getting Started
satorresGetting Started
asked in Integrations & Workflows
Personio absence x MS Teams - message as soon as the absence is approved

Hello dears.Do you know if it is possible to configure the "daily absence message" to be sent immediately after an absence is approved? The idea is to create an alert that informs the status as soon as the absence request has been approved.

501
I
Personio Employee
Fragen
Getting Started
FragenGetting Started
asked in Integrations & Workflows
Automatic mail to candidates after 6 months

Liebe DACH-Community, wir möchten Kandidaten, die wir im Pool behalten möchten, nach 6 Monaten eine automatische E-Mail schicken mit der Frage, ob wir deren Daten weiterhin speichern dürfen.Ist es möglich, die Kandidaten für den Versand einer solchen Mail einzeln zu markieren? Oder ist es möglich, eine solche Mailvorlage zu verwenden und diese bestimmten Kandidaten (Poolkandidaten) zuzuordnen? Vielen Dank für euer Feedback Nico Dear DACH community, We would like to send candidates that we would like to keep in the pool an automatic e-mail after 6 months asking whether we may continue to store their data.Is it possible to mark the candidates individually for sending such an e-mail? Or is it possible to use such a mail template and assign it to specific candidates (pool candidates)? Many thanks for your feedback Nico

322
I
Personio Employee
V
Follower
VionaFollower
asked in Integrations & Workflows
Generate document with signature field

If a signature field is added to the document template, other than the employee, the employee's name is shown in the ‘request signature’ menu and not the name in the signature field. You have to select the correct name manually. Would be practical if the request signature menu automatically fills in the correct name. Can this be adjusted?

1573
I
Personio Employee
V
Follower
VionaFollower
asked in Integrations & Workflows
Automatic onboarding email not sent if onboarding step is in the past

When the time between contracting and start date is short, and an onboarding template is assigned to the newcomer, the automatic emails with a due date in the past are not sent. These steps have to be send manually. Is this a deliberate choice, or can it be altered?

1451
I
Personio Employee
I
Getting Started
itnewbieGetting Started
asked in Integrations & Workflows
Sharing Employee's document with another application

Hi I am working on another application, that wishes to retrieve Personio’s uploaded document. And wish to understand what is the best way to integrate. if another application wishes to access Peronio’s one selected employee’s document, what API do I use? Am I able to obtain an URL for that Personio document, so that the other application can use that link load that document or do I need to export that Personio Document into my application? I noticed that there is an API that requires the document_ID, how to I retrieve a selected employee’s document_IDs? (https://developer.personio.de/v2.0/reference/get_v2-document-management-documents-document-id-download) If that employee has 3 documents, and i wish to obtain one of the document, based on the category or a key, which API do you suggest?

343
I
Personio Employee

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