Integrations & Workflows

Hello,Is there currently an option to create an automated workflow based on another date than these?I’m looking to automate notifications that someone’s visa is expiring and they therefore need to provide a new one, or similarly with students’ enrolment certificates. We have those set as “date” attributes, but I haven’t found another option than this old reminder attached to All employees role which does not provide a nice experience.Would be great to hear whether there is such an option, or whether there will be one in the future.Thanks! 

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 unn

Hi!  Since October 3rd, I’ve noticed that the full list of Absences on a particular day isn’t pulling through on Slack - it says ‘and others; visit Personio for a complete list’. This wasn’t the case before (it used to show the full list) but as it doesn’t allow people to efficiently see who is / isn’t working on a particular day (one of the major reasons for choosing this integration), it’s causing quite a few problems. Is there a setting that I can change to stop this happening and see the full list on Slack again?   Thanks! 

Hi everyone,Currently, I am trying to automate the employee onboarding with Google Workspace. The envisaged process looks like the people department creates the Personio user with the private email address of the new employee. Then the automation creates the account in Google Workspace, uses the private email address to send the initial password to it. Afterward, the Personio email filed is updated with the company email address.Unfortunately, it seems like this is not feasible with the current version of the API, as the email field is not patchable.Is there any workaround for the process to work like envisaged?Are there any plans to make the email filed patchable?Thanks and best regards,Lars

I would like to create a workflow, actually three workflows, which are all reminders for us, the HR team, to be aware of the expiration date of the working permit of our employees. I tried to create the workflow myself, but It doesn't trigger. I was wondering if I could get some help in figuring out the correct configuration for the workflow.  Thanks in advance for the help! Kind regards,Lorenzo. 

Hi, I am trying to create a contact form for application in wordpress. Unfortunately it does not work. I could embed the form via iframe, but I don't like that. Is there perhaps someone who has already implemented this and can help me?Best regards,Max 

Hello Personio Community,I want to send a reminder or workflow that notifies us if employees turn certain age based on their Birthday attribute. Is that possible?I could set a reminder based on it, but it’s triggered every year and this is not what we want. We also don’t want to create an age attribute as this would require constant updating. I was wondering if anyone has any advice.Many thanks,Aleksandra

Hola a todos!Estamos tratando de sincronizar el calendario de Personio con el calendario de Google, la idea es hacerlo a través de la google admin console para que incluyamos el calendario de una vez para todos.Gracias 

Hi all, has anyone already connected Personio with Power BI from Microsoft? I would like to know how to do it since there is no standard integrations available. Hope to hear from someone. :) Or maybe Personio has some advice. Bye, Marielle

Hi !I'm facing an issue where our CTO is receiving tasks to approve holiday requests for employees who are not assigned to him. These employees have their own supervisors, who are correctly assigned in the system. I've set the workflow for absence approval to be handled by their direct supervisors. However, the CTO, who is not even part of this pillar or department, keeps getting these approval tasks.I have double-checked the organizational chart and the assignments, and everything seems to be set up correctly. The CTO shouldn't be involved in this process at all. Has anyone else experienced a similar issue, or could there be something I’m missing in the workflow or org chart configuration?Any insights would be greatly appreciated!Best regards,Anna

Hi! It looks like the API doesn’t support returning when an employee is on leave. For example if an employee goes on leave and has 0 salary for that period, the API will only return the employment from before they went on leave with the salary they had before as well. Is this expected? If so could you submit a ticket to address this in the future with the API? Thanks!

We have employees who are currently on unpaid leave for the month and at their discretion we would like to exclude their absence from being shown on the ‘daily absence’ channel - is there a way that this can be done, without deleting their absence on Personio? 

Hello, I am trying to get data relative to employee's absence entitlement (aka the days of paid holiday they can take each year). According to this post on the German Help Center, these data are available on the Custom Report API.On September 6th, I created a trial account to investigate the custom report structure. I created a custom report and included the entitlement column. As you can see from the JSON screenshot below, the absence_2829148:entilement (as well as balance) field/column appeared in the response.Yesterday I asked our Personio admin to generate a custom report, so that I could call it via the API. The entitlement column isn

Hi!I want to set a workflow with the reminders and select as recipients specific departments/teams. However, I can only choose employee roles as groups.How can I change the setting to departments/teams? Or is choosing employee roles as groups the only possible option?Thank you!

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?

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? 

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. 

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?

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. 

How to show vacations in Personio automatically on Outlook

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?

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. 

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?

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?

HelloHow 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?