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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.

  • 268 Topics
  • 690 Replies
268 Topics
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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.

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Personio Employee
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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%3DemailShould 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.

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Personio Employee
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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!  

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Personio Employee
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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

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Personio Employee
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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) 

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Personio Employee
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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

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Personio Employee
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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% ErrorsBut 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!

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Personio Employee
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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! BestMagdalena 

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Personio Employee
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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.   

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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 FeedbackNico 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 feedbackNico   

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Personio Employee
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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?

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Personio Employee
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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?

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Personio Employee
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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?

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

 Hallo zusammen, wir möchten gerne Kandidaten, die wir im Pool halten möchten, nach 6 Monaten automatisch eine Mail senden, in der wir fragen, ob wir die Daten weiterhin speichern dürfen.Ist es möglich, die Kandidaten einzeln zu markieren für den Versand einer solchen Mail? Oder ist es möglich, eine solche Mailvorlage zu nutzen und diese bestimmten Kandidaten (Poolkandidaten) zuzuordnen?   Herzlichen Dank für eure RückmeldungenNico ​​​​​​Hello everyone, 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 a mail? Or is it possible to use such a mail template and assign it to specific candidates (pool candidates)?   Thank you very much for your feedbackNico  

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Personio Employee
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Getting Started
phn
posted in Integrations & Workflows
Workflow trigger bug

I wanna trigger my Workflow only with intern people. You can have a rule with intern/extern but the workflow trigger extern as well. I think it is a bug, maybe anyone can help me if I did a mistake? Thanks!

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Personio Employee
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Getting Started
abdul7494Getting Started
asked in Integrations & Workflows
Mapping Personio attributes

Hello Everyone, I was able to integrate personio with Entra ID and mapped the available attributes bw azure and personio, I know I can not map all attributes from personio with Entra ID but in order to assign the license we would need to have usage location, and if I have to assign this manually it kills the whole concept of automating this task, I know we can do this via script but still I would like to map some of the attributes from personio to Entra id’s custom attributes like cost centre etc. Is there a way I can do this? 

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Personio Employee
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Follower
IsisFollower
asked in Integrations & Workflows
new hires invites to personio via the attributes

Hi :) so that’s my first post. How do the new employee fill out their onboarding forms in Personio, without their work e-mail has been created? I found a work around here, which would be:→ when creating an employee we use the private email address and start the onboarding steps and then on their first day when the new employee gets their work email account, we manual change each profile.Is there a better solution to that?

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Follower
A
Getting Started
abdul7494Getting Started
asked in Integrations & Workflows
Link More Attributes from personio to Azure Entra ID

Hello Everyone, We have Active integration bw Personio and Azure Entra Id with limitation on the Attributes mapping, Anyone knows a way where I can map some additional attributes like cost centre or team name (Not the department) with azure attributes. Since we dont have any on premises infrastructure so I am not even sure if I can match extentionAttribute1-15 or there is another feature that I dont know of. Thank you

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Personio Employee
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Getting Started
Nicole KönningGetting Started
asked in Integrations & Workflows
Pagination for Attendances

Hi!I want to get data from attendances and have to iterate over 3 pages: but it does not work. No matter what I enter as page-id (0,1,2,3), the result is always the same.Here an example:https://api.personio.de/v1/company/attendances?start_date=2024-05-10&end_date=2024-06-06&limit=200?page={page-id}Does anyone has an idea what could be wrong?Thanks a lot!Best regardNicole

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Personio Employee
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Getting Started
meltanbolyGetting Started
asked in Integrations & Workflows
Need help - Multiple UPN Schema

Hi,I’m trying to set up an integration between Personio and Microsoft Entra ID.We use different UPN schema for internal & external employees and also for different domains.How can we manage the integration with multiple UPN schemas?Regards,Mohamed

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Personio Employee
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Getting Started
LaurajGetting Started
asked in Integrations & Workflows
Insert variable not working in onboarding steps

Hello,  We use insert value {{fix_salary}} for our onboarding steps to send a request to prepare a contract for new hire. However, the value in the email is always shown as 0 EUR. Is there a way to fix it? I’ve already tried deleting the value from the template and adding it again - there was no difference. Thanks!Laura

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Personio Employee
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Explorer
PhilExplorer
asked in Integrations & Workflows
Zapier integration 'Create absence in Personio' is shifting start and end dates by -1 day – why?

Hey dear community, I am currently experiencing trouble creating absence records in Personio via the Zapier integration ‘Create absence in Personio’. While the integration send the request and Personio processes it, the start and end dates entered in Zapier are shifted by -1 day in the response I receive back from Personio. The absence record in Personio also reflects that shift. I’m using the YYYY-MM-DD format for all dates. Please see the formatted date in Zapier in the first screenshot and the response from Personio in the second screenshot. Any idea why that happens?  

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Personio Employee
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Getting Started
tekrondoGetting Started
asked in Integrations & Workflows
User account not syncing back to Entra

We have a new users whose account is not syncing to Entra.This user was part of a group of new hires and those accounts have synced.There’s no log entry.Kindly help

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Personio Employee
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Getting Started
spothoundGetting Started
asked in Integrations & Workflows
Security/audit logs forwarding

Hello there, I am a cloud cybersecurity engineer working at a company that is currently a Personio customer. Our security team is interested in monitoring security aspect of Personio if possible.We were wondering if it is possible to forward any kind of logs from personio to third-party tools like Datadog or Splunk for security analysis and alerting. Best regards,

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Communicator
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Getting Started
oniGetting Started
asked in Integrations & Workflows
Private API Key / Webhook

Hi Personio,I sencierly love your UI! My personal UX as employee is amazingly easy.I wish there would be an API for myself. It would save me 1 min per day. It took me 1h to fill 40 workdays attendance. The single source of truth was a smart plug (attached to home assistant). Quick googling, and I found an integration which would save me the 1 min per day. Sadly, the Integration needs a company API client ID & secret. I don’t need to access anything outside myself. Therefore, a private API key would be awesome. The change would have the following positive impact on my work-life:create a personal API key / webhook integrate this in a home assistant automation never do manual attendance again   profit (= more time to do work) Thanks for your feedback and if there is already a solution, please let me know. Best Regards,oni PS: Home Assistant Integration “Personio integration by @Sese-Schneider” https://github.com/Sese-Schneider/ha-personio 

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Getting Started
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