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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.

  • 252 Topics
  • 633 Replies
252 Topics
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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?

411
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Personio Employee
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Newbie
GeorgianaNewbie
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
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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 E

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S
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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I
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 clarificat

1041
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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
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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
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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. KR Lakshmi

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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?

992
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 Grüße Cathrin Dear 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 payrol

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Personio Employee
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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.

381
I
Personio Employee
dgi
Getting Started
dgiGetting Started
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 advance Domenico

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Personio Employee
N
Getting Started
Niklas PlitGetting Started
asked in Integrations & Workflows
Issue with Language Parameter in iFrame Embedded Job Links

Hello Personio Community, I am encountering a challenge with embedding the Personio job page within an iFrame on my website. I have set the iFrame to load the job page in English. However, I've run into an issue where the links to individual job postings within the iFrame are incorrectly formatted. For example, a job link is being generated in such a way that the language parameter is appended incorrectly. This results in the job page not displaying in English as intended, but reverting to the default language, German. This issue only occurs when accessing the Personio landing page through an iFrame. When visiting the page directly without an iFrame, the links are correctly formatted, and the language settings work as expected. Has anyone else experienced this issue? I would appreciate any insights or solutions on how to ensure that the job links within the iFrame retain the correct language parameter and display the content in the specified language (in this case, English). Thank you

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Personio Employee
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Communicator
marielle.van.wieringenCommunicator
asked in Integrations & Workflows
When will the custom workflow section be released?

Quick question: when will the custom workflow section be released?

18512
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Communicator
V
Getting Started
victor rodriguezGetting Started
asked in Integrations & Workflows
Details about EntraID user provisioning

Hello, I managed to setup EntraID with Personio so I get new onboardings outomatically from HR without doing anything. Good achievement from IT point of view. Assigining licenses automatically is out of bounds of this community, but perhaps you can help me in regards of what to do to have users deleted or suspended automatically once they are non-active in Personio. Thank you!

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Personio Employee
U
Getting Started
usabel.Getting Started
asked in Integrations & Workflows
JOIN Integration: Selected Jobs

Hi CommunityAt the moment, we only subscribed to three job postings on JOIN, however, on Personio we have published more. Now we have the problem that JOIN automatically chose three jobs to post on JOIN. How can we influence which jobs JOIN should publish? Many thanks! Isabel

101
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Personio Employee
H
Getting Started
HallexGetting Started
asked in Integrations & Workflows
Get the manager's email in on/offboarding email template

I’m building a email action that’s sent on off/onboarding. I can insert the managers name (format: Firstname Lastname) with the {{supervisor}} tag. But how do I insert other properties of the manager, mainly the email?

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H
Getting Started
I
Getting Started
IvoSGetting Started
asked in Integrations & Workflows
Sync time AAD / Personio

Hey Team, we are currently reworking the personio integration and facing troubles with timing. Our integration to AAD is created, and has created users already - but not all of the test accounts were created. Is there any “undocumented” secret? Also im wondering: how often / Whats the time interval for personio to sync to AAD? Looking forward to your help. Best, Ivo

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Personio Employee
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Busy Bee
SkekuBusy Bee
posted in Integrations & Workflows
Workaround for pre-onboarding emails

Commenting to see if there's a workaround here too. Currently, we ask employees without a Gmail account to send one to be able to login and take part in pre-onboarding activities.

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Busy Bee
M
Getting Started
MagdalenaGetting Started
asked in Integrations & Workflows
is it possible to create Surveys in Personio?

Hi all, I was wondering if it’s possible to create a survey in Personio? I am thinking of a simple Q&A with open questions and yes/no answer possibilities. At a later stage it would also be interesting if it’s possible to do company wide Engagement Surveys in Personio? In case this is possible, could you guide me in the right direction please? Thanks! Magdalena

4013
Jakob
Personio Product Expert
A
Newbie
albertNewbie
asked in Integrations & Workflows
Issues when creating an applicant in Personio with Zapier

Hi there, For a client I have Webflow website with an application form and a Personio account. I want to use Zapier to link the two together. I am using the Create Applicant action. (from the list: https://zapier.com/apps/rss/integrations/personio) I have three questions which I cannot find in the resources: Question 1: GDPR & custom fields About documents. It says “Link must be a downloadable and publicly accessible.” I quess it is not GDPR compliant to have CV files publicly accessible online, is it? Is there a workaround? It’s fine for us to send non-publicly accessible links in a custom field for example. Is this possible? Question 2: More than one file Is it even possible to send more than one file? It looks like I cannot add another file in the Zapier panel. Besides a CV, applicants should also be able to send a motivational letter. How do I add this? Question 3: Error Applicant Already Exists When testing I get this error (see image). When searching I found this: errors.applican

1795
Linda23
Former Personio Employee
R
Getting Started
ritafrancisGetting Started
asked in Integrations & Workflows
What fields to create in Jira ticket for personio to populate?

Hello! Personio has this on their website: Create a request in Jira for new Personio employees (Use this Zap) Trigger: a new employee is created in Personio. Action: a request is created in Jira with the defined site, project and request type, and the However, I always get a blank ticket, I have tried adding custom fields to the ticket but Zapier still didn’t populate the ticket. Does any one know how to do this? Thank you

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Personio Employee

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