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.

  • 177 Topics
  • 435 Replies

177 Topics

D
Getting Started
DeezDayzGetting Started
asked in Integrations & Workflows

Microsoft Azure AD authentication failure

Hi,I have been following the set-up guide here on how to integrate the IAM tool Azure AD with Personio.Personio is not functioning properly and keeps failing to authenticate the Tenant ID from Azure AD.I keep getting the message "Only Global Administrator admin are able to configure this integration" despite being a global admin and accepting the permission request (see screenshot). What is causing this failure?

4
S
Explorer
10 months ago
G
Getting Started
GuyGetting Started
asked in Integrations & Workflows

Emloyee API - updated_since

Hi,I am using the updated_since attribute in the Employees endpoint to search for user that were last updated (in the past hour and also 15 minutes).Is it possible to return the updated time? That is if I curlcurl --request GET \ --url 'https://api.personio.de/v1/company/employees?limit=10&offset=0&updated_since=2022-12-24T08%3A15%3A30' \ --header 'accept: application/json' \ --header 'authorization: Bearer <token>' The output doesn’t return a field that has the “updated_at” or “updated_since” value. Do I have to make a different call to get that?If not, could I request it be returned please 🙂

5
G
Getting Started
10 months ago
J
Getting Started
JamieRichardsonGetting Started
posted in Integrations & Workflows

What is the callback URI for Personio in a Bookmark App in Okta?

I’ve now setup the OAuth connection between Okta and Personio which works as expected. But it would be nice to have a tile in Okta for Personio, from what I understand IDP isn’t supported but SP is. Therefore, I would like to make use of the Bookmark app function in Okta but I need the URL for authenticating, I’m guessing it’s something like mycompany.okta.com/oauth/callback or something like that, but every combination I’ve tried doesn’t work and there’s no documentation about it.Has anyone successfully set this up and can help me with the correct URI please?

1
I
Community Moderator
10 months ago
T
Getting Started
T uxiGetting Started
asked in Integrations & Workflows

Azure AD Sync Password

Hello there,we are currently investigating the changing of workflows and what new work will be there for us in the IT.I am currently looking into the topic of the AAD Synchronisation.Personio is synching the info we got in the AAD with the information already present on personio, but does it sync the password too, or do the users have to create a new password? 

4
T
Getting Started
10 months ago
L
Explorer
LKAExplorer
asked in Integrations & Workflows

Onboarding workflow - unable to assign tasks

HiI am editing our onboarding workflow to include an additional step for our compliance manager. I am only able to add a step in for the two names below (or employee or manager - neither of which are applicable). I can see how to add a step in, but how do I assign it to an additional person that isnt on the drop down list? Thanks   

1
I
Community Moderator
10 months ago
T
Getting Started
TwoxtenGetting Started
asked in Integrations & Workflows

2FA Mobile App

Dear Personio Team, do you know when your mobile app will be able to handle login with 2FA activated? This feature is in my opinion crucially needed, because your web version is not really mobile friendly and somehow does not fit to your otherwise very strong and data protection friendly approach as well as limits the usage and practicability of the whole system a lot.

2
Vida
Communicator
10 months ago
JHBEM
Communicator
JHBEMCommunicator
asked in Integrations & Workflows

Reminder - Individual Only

How Community.How do I create a reminder that is only for the individual user?I’m looking at the workflow to create a new reminder and I can’t see an option of individual user…The use case is that at 6 and 12 month intervals we want the employee to be prompted into undertaking some self-directed personal reflection to inform their half/full year review.But I can’t seem to use the reminder in system to do so…for the ‘of’ I expected there to be a ‘individual user’ or similar selection…What am I missing? 

2
JHBEM
Communicator
11 months ago
B
Detective
bruchmDetective
asked in Integrations & Workflows

Off boarding process

We have created a number of steps in our off boarding process.I believe the tasks are shown in the stakeholders accounts (tasks section) 7 days prior to the task being due.At what point does one get an email alert for such a task? Is that only on the day when it is due? Or are there no alerts at all for Offbaording tasks?Many thanks and best regardsMarc

2
B
Detective
11 months ago
S
Getting Started
starsonearhGetting Started
asked in Integrations & Workflows

Synchronisation of Google Calendar failed for some employees

Hello,  after reading all the support pages and checking the post here as well, I still didn’t figured out how to solve my issue. We activated the Google Calendar integration to synchronise absence directly into the google calendar. For 4 of our employees that is failing. For a long time I see the status “pending” and “unavailable” after that. I already checked privacy settings with those employees as well as spelling mistakes, but everything looks the same as for the other.  Does anybody of you has an idea what could be wrong here?  Thanks and BestMel  

1
I
Community Moderator
11 months ago
J
Getting Started
Joanna KandulskaGetting Started
asked in Integrations & Workflows

Bug? New Absence Created in Google Calendar when an Absence get edited on Personio

Not sure if this is a bug on our end but I also did Google Calendar integration and each time a person makes a change in the Absence, this is visible in Google Calendar as another “absence”.booking sick day - one full day absence adding sick note - another full day absence deleting sick day - another full day absence instead of deleting the entire absence period  Your comments on how to make this work would be very appreciated! 

1
I
Community Moderator
11 months ago
B
Detective
bruchmDetective
asked in Integrations & Workflows

Outlook integration

Hi,we have activated the outlook calendar integration and have embeded the Personio link into our employees Outlook calendar.It seems that each employee needs to copy the link and include in his outlook. Is it possible for the Admins to reset such links in case an employee leaves the company?Else they might be able to still see absences in their private outook once they have left. thx

1
I
Community Moderator
11 months ago
E
Getting Started
Elena A.Getting Started
asked in Integrations & Workflows

Auto Assign of Datev Numbers

Hello everyone,I was just curious if there is the possibility of automatically assigning the DATEV number whenever I am creating a profile for a new employee. I’ve been quite recently introduced to Personio and I’m trying to figure my way out! Thanks a lot!Best,Elena.

3
Andrea
11 months ago
S
Getting Started
Shahal SidiqueGetting Started
asked in Integrations & Workflows

SMTP integration of Gmail with Personio

Hi There,My company recently started working with Personio for human resource management. We use google workspace and have been trying to integrate our company mail account with personio to sent and receive  emails.Basically, we have been following the steps listed here at Personio help page: https://support.personio.de/hc/en-us/articles/208037325-How-to-send-an-email-from-the-company-s-own-SMTP-server?utm_medium=email&utm_source=makroWe were able to complete the receiving part (email forwarding to personio inbox) but hasn’t been able to complete the sending part (SMTP integration with gmail to send email from personio) due to some reason.https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F176600%3Fhl%3Den&assistant_id=generic-unu&product_context=176600&product_name=UnuFlow&trigger_context=aWe tried SMTP, SMTP-RELAY and IMAP services and none of them seemed to have worked, but haven’t been able to p

1
I
Community Moderator
11 months ago
B
Getting Started
Bojana GalaGetting Started
asked in Integrations & Workflows

Teamtailor integration

Hi, We are setting up our Personio platform and managed to integrate Personio with Teamtailor on their platform however we are having a problem with integrating from Personio side. This is the info we get when we go to market place:This integration can only be set up by Teamtailor You will need to write an email to Teamtailor and they will complete the process for you. In this process you will be asked to provide your API credentials which you can find or generate on the API credentials page at any time.Please contact: Support@teamtailor.com Can you please assist, thanks!

1
I
Community Moderator
11 months ago
F
Getting Started
frferranteGetting Started
asked in Integrations & Workflows

Create Applicant in Personio with Zapier

I have an error with Zapier when I try to create a applicant: “form is not defined”. The problem born when I attached the file, by document section. I don't understand the error message "form is not defined". Can someone help me, please? Screenshots have been deleted by the moderator, since they contained private data

4
ConorCunningham
Community Moderator
1 year ago
S
Follower
schlittenFollower
asked in Integrations & Workflows

Sync Users to Azure AD before startdate

Is it possible to sync the user to Azure AD if the user is in the status “onboarding”? The user should be created before the first day of work to send invites etc. thanks!

5
ConorCunningham
Community Moderator
1 year ago
D
Getting Started
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

3
Andreas Görthofer
Community Moderator
1 year ago
S
Follower
schlittenFollower
asked in Integrations & Workflows

Azure AD Sync Attribute

Is there a possibility to map the Azure attribute “employeeleavedatetime” with the last day of work in personio? The integration in the marketplace does not offer to map the attribute on azure side.

3
ConorCunningham
Community Moderator
1 year ago
L
Getting Started
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)?

2
S
Follower
1 year ago
B
Getting Started
BHeinzGetting Started
asked in Integrations & Workflows

On/Offboarding Overlap

We have the special case that the contract of an intern was terminated, and we subsequently continue to employ her as a working student, i.e. offboarding was already activated. My co-administrator now gets the attached message daily, interestingly, I do not. We would like to turn off the daily message to my co-administrator? How to do that? Inquiry translated by the moderator. See original message here:wir haben den Sonderfall, daß der Vertrag einer Praktikantin beendet war und wir sie anschließend als Werkstudentin weiterbeschäftigen, d.h. Offboarding war bereits aktiviert. Mein Co-Administrator bekommt jetzt täglich die angehängte Meldung, ich interessanterweise nicht. tägliche Meldung an meinen Co-Administrator möchten wir abstellen? Wie geht das?  

1
ConorCunningham
Community Moderator
1 year ago
icovacel
Follower
icovacelFollower
asked in Integrations & Workflows

Why an attribute created by me isn't displayed in a email step from the onboarding process ?

The attribute is simple called “ buddy”, it’s a text and when i add it, in an automatic email it doesn’t display the value . I’ve checked the name of the attribute is write correctly {{buddy}}, that the person has an value at this attribute… 

1
ConorCunningham
Community Moderator
1 year ago
I
Getting Started
IshaGetting Started
asked in Integrations & Workflows

Does the Slack integration work?

Hello!I have been trying to integrate Slack with Personio. When I get to the step “Authenticate Slack” it doesn’t work. I get the error “This app is not approved by Slack.” Does this integration even work? or something wrong on my end?(we use paid version of slack - this shouldn’t be an issue)

1
ConorCunningham
Community Moderator
1 year ago
T
Getting Started
teekayGetting Started
asked in Integrations & Workflows

Not able to see all absence categories in MS Teams chat bot

Hi all,In our MS Teams integration chat I want my employees to request absence. Unfortunately, they cannot see all the categories of absence whicht they do have the rights for. They can see this in Personio, but in the Personio chatbot in MS Teams there is a dropdown menu, in which they see only the sick leave absence (ziekteverlof in Dutch). I myself as an administration can see a few more options, but not all. I actually miss the most important one, which is paid holiday. Please see the attached printscreen.PS: the rights to ask for leave all seem to be fine and well. Asking for leave within the Peronio app is not al problem. The problem is only within the chatbot of MS Teams.Thanks so much for your help!

2
T
Getting Started
1 year ago
R
Getting Started
rap_paulaviciusGetting Started
asked in Integrations & Workflows

Anniversaries to show up on calendar

Hi team, 2 questions: We would like to be able to see work anniversaries, i.e. 2 years with the company, showing up on our google calendar integration. The same way birthdays do. Also, is there a list or report or a calendar view in Personio where we could see all upcoming anniversaries?Thanks a ton for your help! best,Rap

2
R
Getting Started
1 year ago
L
Getting Started
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! :)

1
mruscito
Community Moderator
1 year ago
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