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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
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?

1593
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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
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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
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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  

262
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Personio Employee
P
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!

121
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Personio Employee
A
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? 

1513
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Personio Employee
I
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?

483
I
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

1261
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Personio Employee
N
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

361
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Personio Employee
M
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

501
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Personio Employee
L
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

283
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Personio Employee
P
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?  

361
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Personio Employee
B
Getting Started
Blue407Getting Started
asked in Integrations & Workflows
Advice and support on Entra integration

I have seen the basic guides on setting up SSO and also Entra integration for onboarding/offboarding staff automatically. We have been using Personio for some time, but without SSO and without any Entra integration.Is there any more information, more detailed guides that I could have on setting this up?At the very basic level, being able to create a new Entra user account automatically when a new starter is entered into Personio is going to be useful. What is really going to help us though, is being able to map fields from Personio into Entra. In a perfect world, I would like to have role based access setup, so that somebody new joining the Finance team would automatically be added to the Entra security group for Finance and get all the permissions they need to start being successful on their first day. Similarly for our other Departments.We also have a need to add new Female starters into the Women's email group etc etcIs that sort of thing possible?Any additional background reading w

1795
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Personio Employee
T
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

541
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Personio Employee
S
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
O
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 

1202
O
Getting Started
Zejo
Explorer
ZejoExplorer
asked in Integrations & Workflows
API HTTP 50x Errors Increasing

We are using the Personio API (mainly /employee and /time-off) and are seeing increased HTTP 50x (500, 503) errors, compared to about 1y ago when we started using the API.Is there anything that could be done on our (client) side or your (server) side to lower the error rate?

601
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Personio Employee
L
Follower
LievazFollower
asked in Integrations & Workflows
How to set a workflow Automation BY QUARTER?

How to set a workflow Automation per QUARTER?and not per week / month / year

313
I
Personio Employee
HRJoy
Communicator
HRJoyCommunicator
asked in Integrations & Workflows
Company Events Calendar

Hi,If we create a company ‘Events’ calendar in Microsoft 365, is it currently possible to integrate that calendar with Personio, so that the events appear on the Calendar in Personio?For example, the Outlook calendar would show things like monthly payday date, whole-company in-person meetings, online employee webinars etc. It would be great if people could see those kind of events on the Absences calendar when they are looking to book annual leave (or any other kind of absence).I have searched both Help and Community and can’t work out if that is currently possible or not!Thanks

813
HRJoy
Communicator
M
Getting Started
mariaabGetting Started
asked in Integrations & Workflows
Work from home update in Slack

Hi, In our daily update on who’s out today you see who is sick, on leave, vacation and so on. But there’s no way to have another column with who’s working from home? Is it possible to have that in some way, and not just by the status on Slack? Best, 

742
R
Getting Started
J
Follower
Jose RFollower
asked in Integrations & Workflows
Birthday Slack Integration

Hi everyone !Is there a way to receive ONLY birthday updates in a separate channel on slack, instead of receiving OOO updates and anniversary updates as well? 

1595
J
Follower
Tamara Casasa
Communicator
Tamara CasasaCommunicator
asked in Integrations & Workflows
SFTP

Is there an STFP guideline for Personio?

665
I
Personio Employee
P
Getting Started
Peter.GonnsenGetting Started
asked in Integrations & Workflows
SMTP Authentication Issue

Hello,I ve been trying last couple of days to find out what is wrong with the SMTP connection.It was working normally and all of a suddent it stopped.. So I was trying to reconnect ti by reapply some mappings in our IDP or remove the SMTP and readd it but all failed..The error I am getting is :Reason:Failed to authenticate on SMTP server with username "karriere@cerascreen.de" using the following authenticators: "LOGIN", "PLAIN", "XOAUTH2". Authenticator "LOGIN" returned "Expected response code "235" but got code "535", with message "535-5.7.8 Username and Password not accepted. For more information, go to 535 5.7.8 https://support.google.com/mail/?p=BadCredentials r11-20020a05600c35cb00b004127057d6b9sm5361583wmq.35 - gsmtp".". Authenticator "PLAIN" returned "Expected response code "235" but got code "535", with message "535-5.7.8 Username and Password not accepted. For more information, go to 535 5.7.8 https://support.google.com/mail/?p=BadCredentials r11-20020a05600c35cb00b004127057d6

7931
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Personio Employee
LegoMD
Communicator
LegoMDCommunicator
asked in Integrations & Workflows
On/Off-boarding workflow

Dear Community,For ISO purposes we have to track the date when the on/off-boarding tasks were done. Currently in the overview I can only see the deadline of the task. Do you maybe know if it is possible to display the date when the task was done instead of the deadline? Or to add a column where I can add date when the task was done?Otherwise I have to add this date into the single tasks - that is clear. Thank you so much for your input, idea, answer!!! bests, Diana 

442
LegoMD
Communicator
R
Getting Started
rolph mazarelloGetting Started
asked in Integrations & Workflows
SFTP integartion

I am looking to transfer some info from Personio to an SFTP and suggestion on the best way to achieve this.

1093
I
Personio Employee
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