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Personio HRIS integration

Personio HRIS: How do I link my account?

David William avatar
Written by David William
Updated this week

Prerequisites

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 "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:

  1. Click on the "Settings" button in the sidebar (if you can not see this button, you are missing permissions):

    SCR-20240508-pyso.png
  2. Ensure you can see the "API credentials" tab in the "Integrations" section under the "Settings" page:

    SCR-20240508-pyvl.png
  3. Click on the "Marketplace" button in the sidebar (if you can not see this button, you are missing permissions):

  4. Ensure that you can click on "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.

1.png

Generate your API credentials

  1. Log into your Personio account.

  2. 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

    SCR-20240508-pqxb.png
  3. Click on "Generate new credential" on the marketplace page

    SCR-20240508-prqb.png
  4. Enter a name for your new connection

    SCR-20240508-pshs.png
  5. Check the needed access rights in the connection flow

    5.png

    This is just an example. To see the scopes that are required for you, open the connection flow yourself!

  6. Enable the required access rights in the Personio interface:

    SCR-20240508-psrv.png
  7. Enable the required readable employee attributes in the Personio interface:

    SCR-20240508-psxy.png
  8. Click on "Generate new credential":

    SCR-20240508-ptas.png
  9. 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

  10. 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:

    SCR-20240508-pthy.png
  11. Click on the "Reset client ID and API secret" button:

    SCR-20240508-ptma.png
  12. You should get the API credentials:

    SCR-20240124-pdyx.png
  13. Now, copy client ID and client secret and paste it into the connection flow. Then click on β€œSet up integration”.

    10.png

After completing the steps above in your HRIS, proceed to step 2 in this guide on WorkFlex.

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