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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.

  • 269 Topics
  • 694 Replies
269 Topics
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
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

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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. 

411
I
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
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 in ad

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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?

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M
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!

1273
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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

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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
S
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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S
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

4293
Jakob
Personio Product Expert
A
Getting Started
albertGetting Started
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.applicant

2045
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 theHowever, 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
J
Getting Started
JessicaSGetting Started
asked in Integrations & Workflows
Join Integration

We enabled the ATS integration on Join and performed the setup.  We received confirmation that the sync was successfully enabled however the sync is not working for the existing jobs we have in Personio Questions:Do we need to also enable the API in Join? Are only new jobs synchronized with Join?

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J
Getting Started
A
Getting Started
AmalGetting Started
asked in Integrations & Workflows
With Slacks new update the Integration doesn't work

 The integration with Personio Slack doesn’t work anymore. It says “This app is not approved by Slack”

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Personio Employee
S
Getting Started
saraavrGetting Started
asked in Integrations & Workflows
Koppelen Personio met Interpolis en/of Arbodienst

Hi allen, Omdat jullie mij vorige keer zo goed (en snel!) hebben geholpen, vroeg ik mij af of jullie hier wellicht het antwoord op hebben. Op dit moment moet een ziekmelding op drie verschillende platforms worden doorgevoerd (Arbodienst, Arbeidsongeschiktheidsverzekering (Interpolis in ons geval) en Personio). Weet iemand of ik deze op een bepaalde manier zou kunnen koppelen? Naast tijdrovend is dit namelijk ook erg foutgevoelig. Groet,Sara

693
Andrea
Former Personio Employee
J
Getting Started
JulianeDGetting Started
asked in Integrations & Workflows
Slack Integration : Can employees be notified if a document in Personio is to be signed?

A lot of the email notification, that you are requested to sign a doc via Personio (digital signature) end up in Spam lately. Is it possible to set up a notification that alerts people either to the received email to sign document or give the link to sign directly in slack? Thank you so much in advance!

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J
Getting Started
M
Follower
malte.gerthFollower
asked in Integrations & Workflows
oAuth Logout URL

Authentication with oAuth / openID is possible.But there is no way to set up a logout callback URL. The session on the identity provider remains active and valid.As long as the session on the identity provider is valid, a single click on “Sign in with oAuth” will re-activate the last login.From my point of view this is a real security issue. The user might think he is logged out on the identity provider which he was using for the login, but only the current session in persioned is cleared.

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Personio Employee
J
Getting Started
JulianeDGetting Started
asked in Integrations & Workflows
Slack Integration Birthdays and anniversaries on weekends and holidays

This has been asked before 7 months ago so I’d like to know if something happened yet? Quote of the original question: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!! 

651
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Personio Employee
S
Follower
Sarah WetherellFollower
asked in Integrations & Workflows
Connectors to Netsuite

Our finance systems are changing to Netsuite and we are also just about to launch Personio in the UK (Its in other locations). To ensure Personio is the single source of truth we need to integrate with Netsuite for payroll purposes. Can this be done?

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D
Explorer
JHBEM
Communicator
JHBEMCommunicator
asked in Integrations & Workflows
Personio Conversations Integration with Google Chat

As Personio has integrations with Google CalendarIs there work for Google Chat integration with Personio Conversations?We don’t use any Microsoft products and we don’t use Slack.

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JHBEM
Communicator
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