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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.

  • 250 Topics
  • 631 Replies
250 Topics
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Getting Started
vanilaGetting Started
asked in Integrations & Workflows
Workflow other companies

Hey all, the company I work for has to sign NDA every now and then and for that my CEO wants to create a workflow. Is there a way to create one where all the people inside of the company I work for sign the document and then said document gets forwarded to the other company automatically?  

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Moe
Community Admin
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Getting Started
vanilaGetting Started
asked in Integrations & Workflows
Requesting e signatures of other companies

Hey all, I know it isn’t possible to select people working outside of the company to sign the document. But is there a way to create a workflow where all the parties involved in the company I work for sign the Document and then gets forwarded to the other company? Or are there any other solutions?

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Moe
Community Admin
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botfixer
asked in Integrations & Workflows
Entra ID UPN

When creating users with the Entra ID integration, we would like to use the Personio email address field to create the UPN in Entra. However, when we do this, we receive an error message in the sync monitoring:{"error":{"code":"Request_BadRequest","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","details":[{"code":"InvalidValue","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","target":"userPrincipalName"}],"This is what the configuration looks like:  Is there any way to achieve that?

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Getting Started
naniukGetting Started
asked in Integrations & Workflows
Syncing user data with Azure

Hi, when using the user data sync with Azure, is the new user account creation optional or it enforces always? We want to sync user data but DO NOT want to have Personio creating accounts in Azure. Thank you!

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N
Getting Started
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Newbie
SimonOeNewbie
asked in Integrations & Workflows
Error with interface "List Employees"

Hi Personio experts, could you please help us regarding erroneous behavior of the Personio interface? We retrieve data from Personio, and we have the issue that the "wrong" data is being delivered by Personio.To illustrateWe entered value “405” in the dynamic field for employee 1250597X When retrieving employees individually (without considering when a change occurred), we get this value back.https://api.personio.de/v1/company/employees/1250597X When retrieving employees in a list, we get the same employees data back. But the wrong value is delivered!https://api.personio.de/v1/company/employees?offset=0&updated_since=2025-03-20T10:00:00  Thus, we retrieve the correct employee, but the data is incorrect or outdated. How can we fix this issue?BRSimon

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Newbie
R
Newbie
RovinaNewbie
asked in Integrations & Workflows
Personio webhook not working for Greenhouse

Hello Voyager Community,I want to connect Personio with Greenhouse.Use case: When a new employee is hired in greenhouse, I want it to automatically create a new employee in Personio and the employee data to be transferred from Greenhouse to the Personio employee profile. I’ve tried the set up of the webhook as they recommened, however, it does not work. My webhook logs in Greenhouse show that the request has been delivered successfully, but no new employee has been created in Personio. If anyone has the answer to this, please let me know!

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Newbie
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Getting Started
fmasonGetting Started
asked in Integrations & Workflows
links in emails not operational

since the upgrade the notification emails containing a link to the relevant place in the site are not working, they are not clickable - anyone else screaming at their screen?

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F
Getting Started
K
Getting Started
Karl EnriqueGetting Started
posted in Integrations & Workflows
Slack Integration is inactive. When we try to reconnect/reactivate, its not working

Hey there.Would anyone be able to help and assist regarding slack and personio integration? Our integration with slack is showing inactive status and not working when trying to reactivate. We used to receive daily updates in slack on who are on leave/absence and employees celebrating anniversaries and new joiners but now, its not showing in slack anymore. Can anyone help?Thanks heaps. 

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Moe
Community Admin
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Follower
jwilliams79Follower
asked in Integrations & Workflows
Onboarding E-Signatures

Hi there, Is it possible to set up an onboarding step with an e-signature request? Our company has the correct settings in place for e-signatures, but it would make onboarding much smoother if we could incorporate this tool in the required documents step. If so, what steps need to be taken to implement this? Thanks in advance!

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Moe
Community Admin
A
Getting Started
Andreia OliveiraGetting Started
asked in Integrations & Workflows
Workflow automatic email

Hello All,I was setting up different workflows and came accross different questions/doubts:In the body text of the eamil, Is it possible to add placeholders like hire date, termination date of any other customizes field that we have set up? The other point is more like a suggestion: these automated emails have Personio headers, with Personio logo etc - would it be possible in the future to have these headers costumized with the company header and logo?Thanks,

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Communicator
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Getting Started
Benjamin H.Getting Started
asked in Integrations & Workflows
Cronofy integration not working anymore

Hi,i have a question regarding the cronofy extension and the sync with Outlook calenders.Recently the synchronization between Personio and Outlook has stopped working, even tho we have followed all the necessary stept to ensure everything is connected properly.After consulting our IT Service provider they have not been able to identify a problem on their end.Is there an already existing issue that is known regarding this?Kindly,Benjamin

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Getting Started
W
Getting Started
wopiGetting Started
asked in Integrations & Workflows
API for entering absences and attendances for personal use only

Hello,Is it possible to obtain an API token to be able to programatically enter my attendance and absence?It is important the API token allows only entering / retrieving my time tracking data and not the ones from my coworkers.I was reading the Personio Developer Hub and went through the API description, but it seems the API allows setting attendance for any employee, not only for myself.The use case for my request is that I would like to automate entering the hours for myself because it’s cumbersome to use the UI each time.Is there a way with the current implementation of the API?

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Andreas Görthofer
Community Moderator
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Follower
BartFollower
asked in Integrations & Workflows
DATEV Authorisation

What happens if the person who set up the DATEV Lodas integration is set to inactive. Does the new Administrator have to reconfigure the integration or will it remain active and continue to work as usual? 

251
Andreas Görthofer
Community Moderator
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Newbie
SimonOeNewbie
asked in Integrations & Workflows
Personio API V1: Will the be deprecated?

Hi experts,we are using API v1 and not API v2. Should we plan to switch to API v2 at some point? Will API v1 be deprecated?BR

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Newbie
P
Getting Started
PavelSKGetting Started
asked in Integrations & Workflows
Historical Data Via API

Hi,I want to bring historical data into our BI system to track all changes over time, such as FTE and department changes, etc.From my understanding, the only way to retrieve this data currently is through custom reports. Is this right or are there any other ways I might be overlooking? Thank you for the insights

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Communicator
E
Getting Started
evehrydayGetting Started
asked in Integrations & Workflows
API call to retrieve workschedule deviation

Hi community, for one of our clients for who we maintain an api to read Personio we run into the issue that we are not able to read the full schedule in case of a work schedule deviation. Anyone who can point me in the right direction please?  

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E
Getting Started
L
Getting Started
Lakshmi K MGetting Started
asked in Integrations & Workflows
Disabling user provisioning and deprovisioning while connecting Personio to Microsoft Entra ID

We would like to sync existing user attributes like Job title and Manager from Personio to Office 365.But we need to disable automatic user provisioning for new users and deprovisioning. Is there an option or possibility to disable this ? Currently in Personio , users of two tenants say A and B are being managed. We would like integration only for tenant A. So if a new user of  tenant B is added to Personio , it should not create new profile or user account in tenant A. Therefore we would like to disable automatic user provisioning.

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L
Getting Started
M
Getting Started
marikuna6010Getting Started
asked in Integrations & Workflows
Exit interview

Hello, I saw discussions about having exit interview survey or template in Personio 2 years ago and wanted to know the update. We were thinking of something more interactive like the performance reviews so that we don’t have to upload and download documents but employee can fill the form and then during the actual meeting we will be able to edit it. Is it possible? 

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ThoL
Personio Product Manager
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Getting Started
Björn from FLOWITGetting Started
asked in Integrations & Workflows
Generate API credentials for custom integrations

I want to create API credentials for a custom integration. I followed the steps of this article:https://support.personio.de/hc/en-us/articles/4404623630993-Generate-and-manage-API-credentialsWhen I go to custom integrations there is no button to “Create custom integration” so I’m a bit lost on what to do. 

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Eliah W
Community Moderator
C
Getting Started
Carlo VelthuijsGetting Started
asked in Integrations & Workflows
Trigger workflow by salary change

Hi Team, Great that over the last period many workflow features where added! One feature that I am missing (or I am not sure how to set this up), is to trigger a workflow by a change in salary. It looks like you can only select a change in salary type as a trigger?Are you planning on adding this or is there already a way to set this up?

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C
Getting Started
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Newbie
stefaneurNewbie
asked in Integrations & Workflows
Absence sync to Outlook Calendar

Dear all,we connected our personio group calender via MS EntraID / Cronofy and it syncs all approved vacations to the employees calender. We have two more types of absences that an employee can request: HomeOffice and BusinessTrip. This ones are not synced to the calenders (yet) and we want them to be synced to Outlook calendars in the Status “working elsewhere” and not as a private appointment, but with titels included. How can we implement this? Best,Stefan

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S
Newbie
B
Getting Started
berlinskyGetting Started
asked in Integrations & Workflows
Zapier - Create employee in Persionio from Airtable

Hello,I’m completely new to Personio and am managing the migration from our self-built Airtable-HR tool to Personio.I’v setup a Zap between Personio and Airtable. Now, when running it I’m receiving the following error from Zapier: “File name extension is not valid” (see below). However, I’m not syncing any files between our Airtable base and Personio.   As you can see the field for “File” is left empty and it’s not mandatory. Why is the Zap trying to sync this field regardless? I appreciate any help with this. Thank you!  

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Newbie
C
Getting Started
CarolinGetting Started
asked in Integrations & Workflows
Access rights for connecting Entra ID marketplace integration

I would like to establish the Entra ID connection in the Marketplace. To do this, I have the authorizations for the Marketplace integration as described in the documentation and the Privileged Authentication Admin role in Entra.However, the button in the Marketplace is grayed out for me.What can I do?  

562
C
Getting Started
A
Getting Started
andreGetting Started
asked in Integrations & Workflows
How can I upload cost centers

How can I upload a complete cost center structure without having to enter them manually one by one?

272
A
Getting Started
T
Newbie
Tanja BNewbie
asked in Integrations & Workflows
Training Attendance via API

Hi, Is there a way to set employee attendance to training sessions via the API? If not, is there a plan to extend the API capabilities to allow this? Best, Tanja

485
Silvan
Community Moderator
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