Personio

How does the integration work?

The integration checks Personio every 5 minutes whether there has been a change for an employee. As soon as a change has been identified, a draft mutation will be created for this employee in eveHRyday.

In eveHRyday, the HR professional can then first verify this mutation or supplement it if there is still missing data.  The latter will especially occur with new employees.  You can then send the mutation and it will be further processed by the payroll processor in the usual way.

Preparation before setting up and activating the integration

The first time we activate the integration, we will try to see whether we can match the employees found in Personio with the employees in eveHRyday.  We do this by matching the employee's email address.

To ensure that this process runs as smoothly as possible, we recommend that you export a list of email addresses from Personio and Nmbrs as a first step and ensure that you set these up first.

Setting up the connection with Personio

Because Personio allows you to have multiple companies within 1 environment, you create a separate integration for each entity.  This way we can ensure that the correct data in the correct entity is also synced with eveHRyday and then Nmbrs.  You will then have to repeat the steps below when you have several companies per company.

You first set up the connection at Personio.

Step 1 Enter integration info: In Personio, go to Settings in the left menu and then choose API credentials.  Then click Create custom integration.

You will then arrive at the screen below. In the first step you name the integration.   For example: "eveHRyday link - eveHRyday (demo)" where you replace 'eveHRyday (demo)' with your own company name. 

Click next for the next step.

Step 2: Configure access rights: Here you indicate which attributes eveHRyday may call.  We only choose "Employees" and then check "Read".

Then we have to select the attributes, click on Choose attributes and then select all.

Click next again to go to the next step.

Step 3 Create integration:

To finally establish the connection, you need a client ID and an API secret. You can copy this data in Personio and paste it into eveHRyday.

⚠️ It is best to copy and save the API secret, as you can only copy it once.

Or

wait to complete in Personio until you have copied API secret to eveHRyday first.

Setting up the integration in eveHRyday

After you have completed the 3 steps in Personio, you can set up the connection in eveHRyday.

To do this, go to your company in eveHRyday and click on settings in the menu on the left and then on the Personio tab. You can then paste the Client ID and the API Secret there.

Multiple legal entities

If you have multiple companies, in Personio these are called legal entities (or subcompanies) then you also need to fill in the Subcompanies field in eveHRyday. Please note that the name needs to match exactly as it is written in Personio.