Integrations & Workflows

223 Topics

JonFollower

asked in Integrations & Workflows

Is there a way to know when a new employee is created to launch an api process? (integration with JIRA)

I want to create a ticket in jira once an employee has been created in Personio.Is it possible to do this?

2161

1 year ago

KristinaODGetting Started

asked in Integrations & Workflows

Create Workflow: On-/Offboarding checklist for employees with status leave

Hello there:) So far we are using checklists for on-and offboarding in Personio. They are working very good!After we discovered that people going into parental leave more often, we want to create a process and create as well checklists with mail automations and all the benefits that the on-and offboarding checklists are giving us for employees on status “leave” I couldnt find such a possibility but maybe one of you has already experience? I am happy to hearing back for any solution! Best regardsKristina

1042

1 year ago

EnidaGetting Started

asked in Integrations & Workflows

How to approve when an employee updates their personal info.

Hi, I have full access to our Personio system now. When some of the employee’s update their personal info, it goes for approval to our previous HR Manager who is on study leave and not me. How do I change this, so I am the one who is approving the changes and that I automatically receive notifications?

681

1 year ago

teddybNewbie

posted in Integrations & Workflows

Personio alongside another HCM System?

Hi all,I’ve heard recently of a few companies who have implemented an HCM system (e.g. Workday, SuccessFactors, Oracle) across their largest countries (e.g headcount above 200) but then smaller headcount countries have not gone live with either the entire HCM system or just specific modules (e.g they have core Workday but no time tracking). I realise it is not ideal to have 2 HCM systems in play (which system would be the source of trurth? difficult to keep the organisational data, security settings, allowances, job data, location data etc all aligned). Despite this, surely a second HCM that is more straightforward to implement (like Personio) would be a better solution rather than relying on manual methods such as Excel to keep track of employee data. Has anyone ever done this? or seen it working? Interested also to hear if employee data could be integrated from Personio to another HCM so that essential employee data is mirrored.Thanks, Teddy

481

2 years ago

Kasey ShenExplorer

asked in Integrations & Workflows

Hi Personio,One of my colleagues can’t log in to Personio with 0Auth. He got an error message like below: Can you please help me and explain why?Thanks,Kasey

772

2 years ago

VidaCommunicator

asked in Integrations & Workflows

API responses - changed structure - broken integrations

Dear Personio community,Bunch of our API scripts broke due to change in the API responses (JSON structure) over the past few days (between 9th and 10th of November 2022).Is there a place (newsletter) or any other type of feed where Personio team announces these types of API changes that are not backward compatible (so that it's possible to do a preparation for a transition in advance during a given period of time)?Thanks and have a great week ahead,Vida

624

2 years ago

VidaCommunicator

posted in Integrations & Workflows

Slack and MS Teams Integrations not appearing in the Marketplace

Hi guys,Where can we find more about: If your company uses Slack or MS Teams, you can now integrate these with Personio to automate absence requests and approvals. Your employees will be able to request and approve absences directly via Slack or MS Teams ?It seems like Slack/Teams integration is not available on the Marketplace anymore and that https://support.personio.de/hc/en-us/articles/360018734057 is out of date.What we need is exactly what is described there: ability to manage absences from the Slack.Any hints?Best,Vida

283

2 years ago

JulielGetting Started

asked in Integrations & Workflows

Ticketing and HR Case Management for SMB

Hey Personio Community, Wondering which software (with Personio integration) you have found the best for companies between 100-200 employees, in terms of:ticketing ie managing day-to-day HR requests from employees case management for more complex cases requiring cross-functional input and open-ended follow-upThank you,Julie

1052

2 years ago

astampfFollower

asked in Integrations & Workflows

How to insert a Token into Power Automate's HTTP API call?

Hello dear Personio Community .. I would really appreciate your help, for using the Personio API with Power Automate. The calls described below work fine with Postman, but somehow I am not managing through “a flow”: How Generate the Token (this works; but is not elegant) .. is working: and then JSON parsed and handed on to next request but then .. how do I enter the One-Time Token in Power Automate? this is not working … ..this is the successful call via Postman … and also successful via Personio’s page (developer.personio.de/reference/get_company-employees) ..

15984

2 years ago

TONYPISAGetting Started

asked in Integrations & Workflows

Create onboarding tasks for existing employees

Hi all I have added all the existing employees to the directory, but before inviting them to Personio, I need to make sure they complete some tasks, such as uploading profile picture Will it work if I create an onboarding template ad-hoc? Many thanks

812

2 years ago

ozgur.besbudakGetting Started

asked in Integrations & Workflows

Employee API - Retrieving all employee data

Hello,I try to retrieve all information for employees with using api but below endpoint does have all data that we have in the tool.Social security number Tax identification number type of health insurance and many others.Is there any endpoint that provides that level of data? if yes, Could you please share documentation of it?https://developer.personio.de/reference/get_company-employees Regards,Ozgur

9732

2 years ago

CptChaosGetting Started

asked in Integrations & Workflows

Okta Integration: Profile field not synced to Okta

Hej Personio team,I'm a big fan of your product, it makes life of our People and IT teams so easy, especially because it allows us to connect the two main identity silos we have: HR and IT.This is why it's important that the sync from personio to okta works well.In a case we have now, a new employee who was created in okta through the personio integration didn't have his profile fields updated. Specifically the title field was not updated.According to the okta integration support article (https://support.personio.de/hc/en-us/articles/4408147766289-Okta) a task to update the user in Okta will be triggered once an attribute in personio was changed in the user profile.Our People team changed something in the user's profile, but an update job was not triggered.Would be great to have someone to debug this behaviour with be.I'd also like to know more about the specifics behind the sync process, for example when will the sync be executed? What's the normal time frame when we can expect the pr

2642

2 years ago

lisaamorosoCommunicator

asked in Integrations & Workflows

not receiving notifications via email probation

Does anyone else have problems receiving notifications via email? We have had 2 new employees that we did not receive the reminder for their probation end? I’ve checked settings and it seems to be correct. Also, is there a way to set up a reminder from the performance cycle?

622

2 years ago

VaidaGetting Started

asked in Integrations & Workflows

Employment contract/ double check

Hi, I’m wondering if it’s possible to add an approval step in document creation in Personio. What exactly I mean is : when contract has been created it would be great to have ti cross checked by another colleague and in case of mistake they could send it back to creator to correct it? Is this an option with Personio?ThanksVaida

251

2 years ago

ZaheerAGetting Started

asked in Integrations & Workflows

Offboarding process

Hi, Our team cannot seem to do the offboarding process as it does not notify our various departments to do their end tasks due to which there is no communication within departments via this system. We’ve set up the notifications on the system but they still dont go through. Can support please be provided? Any suggestions are welcomed as well Thank you

803

2 years ago

ChantalFollower

asked in Integrations & Workflows

Onboarding Workflow - Email - Dynamic Field

Hi everyone, we included a custom field for our employees in an email which is sent out as part of the onboarding workflow. This custom field is “first working day” because the first working day for a new hire is not necessarily the first day of the employment contract (e.g. contract starts Oct, 1st, 2022, first working day is Oct, 4th, 2022 because of the weekend and holiday).Now we activated the onboarding flow, the email was sent to the new hire but the place holder in the email for “first day” is empty.What went wrong?Thanks for any ideas on how to solve this! 🙏🏽Cheers, Chantal

2756

2 years ago

SpiralPlugger

asked in Integrations & Workflows

How to re-sync changed / added employee attributes to Azure AD?

Hello! I’ve just started to get to know Personio with my new employer as IT manager and yesterday I found out that there’s even more employee attributes to sync to Azure AD than we’re using at the time. I added a few Attributes (such as City, Department), waited for a few hours… nothing synced to Azure AD. Not even over night or the next day. Azure AD has not updated City or Department Attributes from Personio. Does these changed attributes apply only to new users / accounts?Is there a way to manually sync new attributes to existing Azure AD accounts? I thought about turning Azure AD sync off and on again, but I don’t know what would happen, so I wouldn’t dare to try it before asking someone who might know better. Thank you very much for your responses in advance!

5187

2 years ago

LaurajaunGetting Started

asked in Integrations & Workflows

Assigning onboarding template in bulk

Hi Community, Is there a way to assign onboarding templates in bulk, ie same template for multiple employees? Thanks!

551

2 years ago

lisaamorosoCommunicator

asked in Integrations & Workflows

Exit interview

Is there a way to create an exit interview process in offboarding? Or is anyone using an interactive exit interview form on personio?

2435

2 years ago

Stacey BudwegGetting Started

asked in Integrations & Workflows

Leave Request - Confirmation Mail

Hi there, Will employees be sent a confirmation mail once their manager approves their leave request?

413

2 years ago

KataFollower

asked in Integrations & Workflows

Google Calendar integration - new employees

Hi,how can we get Google Calendar integration working for new employees? One of our new employees told he tried to put integration on and received message about needing upgraded plan? Integration seems to be active for everyone.BR, Katriina

562

2 years ago

xavier.picoFollower

asked in Integrations & Workflows

Get Historical work schedule (API)

Hi there,Is possible to get the historical work schedule for an employee using API?If not, is there an alternative way?Best,Xavi

881

2 years ago

ffxbauer

asked in Integrations & Workflows

Access to Personio during Preboarding when Okta is activated.

Hey,how can I give new hires access to Personio to complete some of their admin tasks prior to their start date when SSO using Okta is turned on?

1083

2 years ago

BjornExplorer

asked in Integrations & Workflows

office 365 forms in onboarding

Hi,does anyone know if it is possible to use office 365 forms in the onboarding process?if yes is the a manpage for this?

1574

2 years ago

SWeusterGetting Started

asked in Integrations & Workflows

Configure onboarding template for different companies

Hello all, This question is addressed to all customers who maintain several (sometimes also foreign) companies. How do you keep track of the configuration of the onboarding and offboarding steps? Do you put an abbreviation at the beginning for the respective company (something like EN - Step One)? Best,Sandra

1142

2 years ago

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