Integrations & Workflows

Hello, just wanted to check if there is an update from your side regarding user provisioning with Entra ID?We need only option that uses PATCH API calls, which means updating the user’s info in Entra ID after the change has been made in Personio.We have another workflow (outside of Personio) that handles user creation and deletion in Entra ID so to avoid errors and issues within the system, we would like to have the option to simply disable POST and DELETE API calls to EntraID.

since personio does not include any options to recalculate overtime on an individual basis, we want to implement our own logic using the api. is there any way to create something like a “corrective transaction” at the end of a time period, to apply a specific calculation based on our internal overtime agreement? (english not my mother tongue, what better phrase can i use?) like so:a month has 176 hours of regular attendence time (22 days) employee has attended 200 hours within this time period at first this is 24 hours overtime, but... due to our overtime agreement includes lets say 10% of the basic attendance time, which is not acknowledged as overtime (in this example this 17.6 hours) summed up, the resulting overtime in this period is 24 - 17.6 = 6.4so i want to apply a corrective transaction of "-17.6" hours to the employees time account, so that only the 6.4 remains as an additional amount overtime.how do i achive that?is my point clear? please get back to me, if the description i

Unable to find the option Create custom integration  in Marketplace > Connected IntegrationsPlease let me know if the access to custom integrations is disabled in trial period and will be available if I purchase.

Hi all! I’m trying to set up the Personio and Google directory sync, and everything seems to be working fine:Mapping set up Personio service account with user management rights I see requests coming through the Admin SDK API with 0% ErrorsBut I don’t see any info being updated in Google. Is there anyway I could see more info on what is going wrong? It’s been running for almost 24 hours now. Thanks in advance!

I’m stuck trying to troubleshoot the Directory sync integration, and the the logs/monitoring feature provides no real insight of succesful sync. The monitoring section simply says “Success” and under the “Message” section: “Update usecase completed successful” Although this seems to be incorrect since the attribute sync is not updating.  I would also be interested to know if the integration handles custom attributes that are created within google workspace. I can see any type of synchronisation of available attributes before listing them, so I assume not?  

I’m looking to leverage the Google Workspace Directory Sync integration to sync just a few attributes from Personio to Google workspace. It’s not clear what attribute Organisation: Location is referring to on the Google Workspace side, despite doing some research to try and find out - it’s simply not listed. The AI Help in Personio seems to also not really know and gets confused.  Additionally, Personio doesn’t seem to pre-search/cache any custom attributes from the Google workspace side meaning only the available attributes listed after connection are available. Does anyone have an idea of how I can confirm what the attributes actually link to? 

I have an onboarding workflow for the new employee complete their profile, once it is completed I want to send them an email saying Profile is complete and some details of the next steps. So when the Profile is completed the next step is set as the following:  But the email never arrives.  Is there a reason why or have I done something wrong. You assistance would be much appricated. Alan

I am trying to use the API to automate canccelation of meetings if a coworker is absent.Since we operate in germany, we need to be very sensitive with data and i am not allowed to use/see the absence type of my coworkers.Is there a way to get access to the absences api without seeing the absence type?

Hi there,I am attempting to configure the Atlassian Directory Sync integration [marketplace.personio.com/integrations/atlassian]. Our goal is to deprovision users in the Atlassian Cloud who have been disabled in Personio, as well as to update user profile information periodically. We are using Atlassian Guard with centralized user management.Establishing a connection between the two parties is successful. I can verify from the Audit Logs in the Atlassian Cloud that the integration is actively viewing account profiles. However, neither are disabled accounts deprovisioned nor is any updating performed.The Atlassian API key in use is an Organizational key without scopes since using a key with scopes would not allow a connection in the first place. I do not believe there are any settings that could prevent an Organizational Admin API key from performing user deprovisioning, so I am wondering if there have been any recent changes to the Atlassian API that the integration is using that could

Dear Community,Maybe someone here has a solution ;-) I would like to create a workflow in Personio to approve spot bonuses. The idea is that a supervisor can request a spot bonus for an employee, and the approval process should have two levels: first, the C-level manager, and then the CFO.Any guidance or suggestions on how to set this up would be greatly appreciated!Thank you in advance!!!

Hi all,Our HR departments frequently gets questions on how to access your old payslips after you have left the company. We have a separate vendor for payroll so they don’t need their company email to log in, and we would like to inform them after they have left that they still have access to their old payslip and where/how the retrieve them. Therefor we would like to set up an offboarding step/automation where an email is sent to their private account. We have not been able to find a solution for this as the only option is to choose the employee and their default email adress is the company provided one. Any solutions or ideas on how to do this? 😊

Hello,since just now we're experiencing issues with the sync Personio → Okta. All fields are syncing correctly for the last year, but since today we see that the field "Manager” has the following value:PlainAttribute(key=preferred_name, value=*managerName*)The original value was just the manager name itself. What has changed on the Personio side since yesterday? Please note that nothing was changed on the Okta side, and the profile sync only happens from Personio (user profile source) to Okta. Kind regards,Dennis GroenenCloud Engineer

Hello, We are having an issue related to Personio/ DATEV Integration. We have a problem with our external payroll partner about the data not aligning between Personio and DATEV regarding employee information, pay raise updates, sick notes, personal numbers etc. Therefore, the partner sometimes needs to do the entries manually. Could we get assistance to understand the issue better? Another issue is related to Payslips that it cannot upload directly from DATEV to Employee profiles directly.  Thank you!  

I am building an integration with Personio and have a webhook-related question regarding recruitment functionality. When an employer changes a candidate's stage for a specific job, there don't appear to be any webhooks available to capture this event. This limitation is preventing me from building the invitation flow I need. Is there any alternative way to achieve this functionality or capture these stage change events?

Does anyone have experience with the Staffomatic integration? We need shift models, which Personio unfortunately doesn't support, and we came across Staffomatic. It would also be interesting to know which tablet you use for attendance. We're a manufacturing company, so the factory can be cold or hot, and it can be dusty.

We need to sync our department hierarchy information in Entra. However, it appears that only the assigned ‘department’ attribute can be synced, but not the fully department hierarchy. Is there a way to export this information, e.g.:Human Resources > HR Business Partner > HR Business Partner - FinanceEmployee Org DataAlso there is also an attribute in Entra that could capture ‘cost center’ and ‘division’ but isn’t an available target for mapping:employeeOrgData resource type - Microsoft Graph v1.0 | Microsoft LearnWill it be possible to export this information via the Entra integration at some point?

I have seen the basic guides on setting up SSO and also Entra integration for onboarding/offboarding staff automatically. We have been using Personio for some time, but without SSO and without any Entra integration.Is there any more information, more detailed guides that I could have on setting this up?At the very basic level, being able to create a new Entra user account automatically when a new starter is entered into Personio is going to be useful. What is really going to help us though, is being able to map fields from Personio into Entra. In a perfect world, I would like to have role based access setup, so that somebody new joining the Finance team would automatically be added to the Entra security group for Finance and get all the permissions they need to start being successful on their first day. Similarly for our other Departments.We also have a need to add new Female starters into the Women's email group etc etcIs that sort of thing possible?Any additional background reading w

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?  

Hi, Within my company I am setting up / dry-running Personio Conversations for our HR Department to use in a later stage on production.After creating teams, setting up SLAs, I am trying to create requests through the pre-configured e-mail integration, using the team's e-mail address.(as described in the documentation: https://support.personio.de/hc/en-us/articles/7094238960925-Submit-a-request-using-Personio-Conversations).Unfortunately, upon e-mailing from a personal work account, I am not retrieving a new request in the Requests dashboard in Personio Conversations.Maybe there is something I have missed in the initial configuration, although I cannot find it. Manually creating a request within Personio Conversations works as expected. Let me know what else I can try, thank you.DZ

Problem Description:Hello!I’m developing an integration between Personio and our system (via Make.com) and have encountered a few issues that cannot be resolved with the current API documentation. I’m hoping for your help or confirmation from the Personio team.The absence of certain predefined fields (such as "Salary Expectations," "Experience," "Current Employer," etc.) in API responses is an issue I’m encountering. I’m utilizing the /v2/recruiting/candidates/{id} and /v2/recruiting/applications endpoints to retrieve data about candidates and their applications. These fields are designated as standard within the system; however, they are not being returned in the API responses. No attachments (like CVs or any other docs sent by candidate, or added by manager) in API responses - I’m trying to retrieve document files related to candidate applications, but the attachments field is missing in the endpoint responses /v2/recruiting/candidates/{id} and /v2/recruiting/applications.I would app

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.

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

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

Hi, Id like to set up workflows within the recruiting section like:when someone comments on an application, the recruiter is automatically notified new application came in is there anything like that yet? Within the workflow section, I cant create anything in regards to recruiting. Thanks for your help!

Hi all, I’ve successfully set up SSO integration between Personio and Okta. However, when users request the Personio app via Okta, they’re redirected to the SSO login page and asked to select the login method manually, instead of being signed in directly. This issue started recently, right after our token credentials were renewed. We hadn’t faced it before. For clarification, please see the attached screenshot. Appreciate your support.CheersSam