Before getting started, please carefully read the following to make sure you fulfil all requirements for the integration to work:
In order to set up the integration with Personio, you must at least have :
A Personio CorePRO plan
Access rights to the following roles:
Account configuration > API (to create the API key)
Account configuration > Marketplace Integration (to view the credentials of the created API key)
To make sure your account has access to these roles, please follow these steps:
Click on the "Settings" button in the sidebar (if you can not see this button, you are missing permissions):
Click on the "API credentials" tab in the "Integrations" section under the "Settings" page:
Ensure that you can see "Connected Integrations".
If you can not follow these steps, you will not be able to set up this integration. Please ask a system administrator to assign these "access rights" to your account. You can read more about "access rights" here.
Find your API domain
Your API domain is the same domain that you use to login to Personio.
Open your Personio login page, you should be able to view your domain here.
Generate your API credentials
Log into your Personio account.
Open the "API credential" page. You can follow the link in the connection guide or use the following link with your own subdomain:
https://<your subdomain>.personio.de/configuration/marketplace/connected
Click on "Create custom integration" on the marketplace page
Enter a name for your new connection
Check the needed access rights in the connection flow
This is just an example. To see the scopes that are required for you, open the connection flow yourself.
Enable the required access rights in the Personio interface:
Enable the required readable employee attributes in the Personio interface:
Click on "Generate new credential":
Open the "Connected integrations" page. You can follow the link in the connection guide or use the following link with your own subdomain:
https://<your subdomain>.personio.de/configuration/marketplace/connected
Then, find the API credentials you just created and click on that entry. A new window should open on the right. At the top select the "API credentials" tab:
Click on the "Reset client ID and API secret" button:
You should get the API credentials:
Now, copy client ID and client secret and paste it into the connection flow. Then click on “Set up integration”.
After completing the steps above in your HRIS, proceed to step 2 in this guide on WorkFlex.