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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.

  • 262 Topics
  • 679 Replies
262 Topics
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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

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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 

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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.

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Personio Employee
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Getting Started
gabe.thomas513Getting Started
asked in Integrations & Workflows
Unable to locate field when creating new employees via API

I’m working on an API integration with Personio where we are creating a new employee.Within the integration, I am trying to locate the field “Fixed Salary” from Personio. I see it in Personio, and in the custom attributes I see many of the fields available, but not “Fixed Salary”.Is this field not available on the API? and is there any reference to the fields not available on the API?

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Personio Employee
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Follower
Sara GerardFollower
asked in Integrations & Workflows
Teamtailor integration not pulling all data

Hi there, Personio community,  We have set up our Teamtailor integration, but it’s not pulling all the attributes we want. Even though all this information is in Teamtailor, info like start date, Supervisor,… is not pulled through. We have tried a number of things now, but are still stuck. Any one else with this setup and was able to solve the problem?ThanksSara

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Personio Employee
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Follower
RitoFollower
asked in Integrations & Workflows
Zapier & Personio - Not all fields are mapped correctly and others are combine

I am currently implementing a zap between Personio and Webflow everytime a new job offer is posted. Everything seems to be work well except for the fields that Zapier detects.In the image attached below we can see how ‘Ubicacion principal’ and ‘otras ubicaciones’ are two different fields. However, Zapier retrieves the two fields as one. In the second screenshot you can see how it is combined. Same thing happens in the job description. All my descriptions are mapped as just one major one ‘Description’.It should be (Your Tasks, Your Profile, About us and Keywords).  From these four fields the only one that is mapped separately is keywords.  Then ‘Tipo de puesto de trabajo’ and ‘Ocupacion’ does not appear at all. Seems like zapier can’t find these fields.  

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Personio Employee
P
Getting Started
persifleurGetting Started
asked in Integrations & Workflows
Two-factore auhentification - period

Hi,The two-factor authentication is enabled for several employees. In order to enter daily hours, they need to daily do the two-factor authentication. This is starting to be be time-consuming. Usually, with other software having the two-factor authentication, the request for the second authentication (google authenticator in this case) is needed after every 30days or 90days or every time the browser cache is cleaned.It would be really great to have the option have a period longer than 1 day to ask for two-factor authentication. Is it a planned feature?Many thanks

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Personio Employee
CPPL33
Follower
CPPL33Follower
asked in Integrations & Workflows
Onboarding - Email Address from E-Mail Sender

Hello,is there a way to have the company e-mail address instead of “info@m.personio.de” when sending the Onboarding E-Mails from Personio? I can choose myself but it seems the e-mail address is automatically changed to info@m.personio.de Thanks,Claudia

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Personio Employee
Linda
Communicator
LindaCommunicator
asked in Integrations & Workflows
Integrating Personio Career page to new company website

We are upgrading our website via an agency and I have been asked to connect with Personio as the agency requires “i-frame codes” to change the career page.Is there someone from Personio I can connect the agency with to discuss this so we can get the career page integrated? The agency have tried to link the current page to the new website but I was told it is not working well.We would like to progress with this quickly so thank you for a response.Regards,Linda

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Personio Employee
R
Getting Started
Rina Hajzeraj-ZeidanGetting Started
asked in Integrations & Workflows
Onboarding - Select Supervisor as Sender for Welcome Emails

 Hi, is there a way to select “Supervisor” to send the Welcome Email to the new employee. Otherwise, I would either have to:Create an onboarding template, for each Supervisor so I can use it for the new hires to his/her team. Or, manually change the sender (in our case the supervisor) in the settings, prior to the onboading step, so the right person sends out the Email.I think this would be a good feature to have, so there isn´t a need for a workaround.  Thanks,  Rina 

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Personio Employee
E
Getting Started
Emma Runge
asked in Integrations & Workflows
Notifications about Signatures

Is it still not possible to get notified as the sender of documents? I am a People Manager and I regularly send out contracts and other agreements for signatures. I don’t get notified when they are signed, nor when they are declined. Especially when its declined, this is a problem as I don’t see the note as to why it is declined, only the people who signed it do. Is there a function for this? 

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Personio Employee
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Getting Started
GeorgianaGetting Started
asked in Integrations & Workflows
Personio SSO login with SAML

Hello! Does Personio support single-sign-on with an external Identity Provider, using SAML protocol? I have only read documentation with OIDC integration, but haven’t found anything about SAML.Thanks!

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Personio Employee
S
Explorer
SpiralPlugger
asked in Integrations & Workflows
Cost Center sync (Azure AD / Entra ID integration)

Hello! We need to get Cost Center attribute synced from Personio to Azure AD / Entra ID / M365 accounts.As it doesn’t seem to be actually supported attribute with your integration on Entra ID, I tried to sync it from Personio “Cost Center” to Entra ID “City” field (because it was an empty attribute on Entra ID side).This caused the Entra ID City -field to look like this:[{type=CostCenter, attributes={id=XyXyXy, name=000 XyXyXy, percentage=100}}]Looks like Personio’s information in the “Cost Center” field is in this format, so of course it doesn’t look as it should in the Entra ID “City” field.I tried searching for this issue (or any suggestions on what attribute field to sync Cost Center on Entra ID profiles), but I haven’t found anyone with this question.Would you have any suggestion for us, on what Entra ID attribute could we sync this Cost Center information from Personio, so it would look like it should?Or if there isn’t any supported field for information in this format on Entra I

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Explorer
H
Getting Started
hetaGetting Started
asked in Integrations & Workflows
Changing legal entity name

Hello, The name of one of our legal entities has changed and naturally we would like the valid name to be reflected in Personio as well. If we just change the name, would all the workflows and access rights built based on the legal entity follow the change? Or would we need to update those separately for the new name?There is no need to report the old and new name separately. Heta  

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Personio Employee
G
Getting Started
Gloria SeguraGetting Started
asked in Integrations & Workflows
Two-factor authentication

I have tried to implement the one-code authenticator for all employees by default, but I think it is not possible or I don't know how to do it.Is it only possible for specific roles?Does anyone have the same problem or know how to do it?Thanks!

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Personio Employee
A
Getting Started
andreabbGetting Started
asked in Integrations & Workflows
Slack Integration: Anniversaries on weekends

Hello! We have noticed that during the weekend we do not get notifications of work anniversaries or birthdays of our employees. And we wonder if this is something that we could modify on our end.Thank you in advance!! 

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Follower
M
Getting Started
MartiGetting Started
asked in Integrations & Workflows
API Assistance - Retrieving Scheduled Future Changes in Employee Information

Hello IT Team,We are currently exploring ways to enhance our data management processes, setting Personio as the SSOTand require assistance in retrieving scheduled changes in employee information through an API. Specifically, our goal is to access future scheduled changes in employee data via API. Additionally, we seek guidance on how best to retrieve the same historical data for specific employee fields via the API.Key requirements: Retrieving Scheduled Future Changes: Guidance on how to access information on scheduled changes in employee details that are set to occur in the future. This includes changes in roles, departments, salary, Custom Fields, or any other significant employee-related updates. Accessing Historical Data: Methods to obtain historical data for certain employee fields. Understanding limitations, if any, regarding the duration for which historical data can be accessed (e.g., past six months, one year, etc.). Please let us know if additional information or clarific

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Personio Employee
L
Getting Started
LukasTrGetting Started
asked in Integrations & Workflows
Career Page Safety Warning

Dear Community, We have a problem regarding the redirection to the career page.When the link on our website is clicked, a security warning from Google appears asking if you really want to go to the Personio page.Ideally, you should be taken directly to the page without having to click "ignore".How can we fix this?Many thanks in advance :)  

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L
Getting Started
T
Getting Started
TheaGetting Started
asked in Integrations & Workflows
Set onboarding step for employee group to completed

Ich möchte für gesamte Mitarbeitergruppe einen Onboardingschritt auf erledigt stellen. Kann mir jemand sagen, ob und wie das geht? I would like to set an onboarding step to completed for the entire employee group. Can anyone tell me if and how this can be done?

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Personio Employee
C
Follower
cbkFollower
asked in Integrations & Workflows
Holiday Calenders via API / Retrieve public holidays via API

Unfortunately the old post on this is not accessible any more (https://personio-eu.insided.com/attendances-absences-87/getting-the-number-of-absence-days-through-the-api-1373)So I dare to repost: We have built a customized slack app via API with personio.Is there a way to retrieve the public holidays from the different calendars / countries / offices that we activated in personio for our company (imaa.personio.com)?We would want to post this as a morning brief in one of our channels.

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Personio Employee
L
Follower
LakshmiFollower
asked in Integrations & Workflows
Custom workflow - history

Dear All, I have set up custom workflow for employee equipment requests.  However once the task is finished, is it possible to see the requests and approval in the employee history or the approvers history ? Seems like I am currently unable to find the same.  KRLakshmi

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Personio Employee
A
Getting Started
AjayGetting Started
asked in Integrations & Workflows
azure ad sso asking admin permission

hi,we are trying to integrate SSO with azure AD but during login it asks for admin consent for user we just want basic SSO, keep basic login and nothing else, how can we achieve this?

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A
Getting Started
C
Getting Started
Cathrin.KlingenmeierGetting Started
asked in Integrations & Workflows
DATEV-Integration: Stammdatenübertragung JA, Gehaltsabwicklung NEIN

Liebe Personio-Community,wir werden bald die DATEV-Integration vornehmen. Unser Hauptanliegen ist die Übermittlung der Personal-Stammdaten an das Steuerbüro. Außerdem wollen wir auch die Gehaltsabrechnungs-Dokumente der Mitarbeitenden in Personio je Person zur Verfügung stellen und die Möglichkeit eAus abzurufen.Den Prozess der Gehaltsabrechnung an sich (also Übertragung von Gehältern) wollen wir nicht nutzen - dieser Prozess soll komplett bei unserem Steuerbüro bleiben. Was müssen wir in Personio einstellen oder deaktivieren, dass dieser Prozess sicher nicht angestoßen wird? Ich würde mich sehr über Rückmeldungen freuen, wenn jemand die DATEV-Integration bereits nutzt, die Gehaltsabrechnung selbst aber noch über das Steuerbüro laufen lässt. Zusatzinfo: Wir nutzen DATEV Lohn&Gehalt Liebe GrüßeCathrinDear Personio Community,We will soon be carrying out the DATEV integration. Our main concern is the transfer of personnel master data to the tax office. We also want to make the payroll

911
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Personio Employee
V
Getting Started
Vera VogelbruchGetting Started
asked in Integrations & Workflows
API

Wir wollen "API-Zugriffsdaten für ein benutzerdefinierte Integrationen generieren" und es fehlt im Menüpunkt "API-Zugriffsdaten" der entsprechende Button "Neue Anmeldedaten generieren".We want to "Generate API access data for a customised integration" and the corresponding "Generate new login data" button is missing in the "API access data" menu item. 

401
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Personio Employee
dgi
Customer Advisory Board Member
dgiCustomer Advisory Board Member
asked in Integrations & Workflows
Emails Conversations

Hello everyone,I have a question:Is it possible to encrypt mails for Conversations? Our implementation partner says no. Is that the case? That wouldn't be cool in terms of data protection. Does anyone have experience with this? Can anyone help?Thanks in advanceDomenico

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Personio Employee
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