Nederlands
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.
Next to updating emails also please note the below, it requires an additional field to be created in Personio, namely: contract start date
In personio renewing a contract works different from eveHRyday (and Nmbrs). For the payroll we need to create a new line were as in Personio you simply change or remove the end date.
A contract renewal in Personio should be done as follows;
Fill contract start date with the new start date. Changing or removing the end date remains the same. Should you not wish to add and use this additional field then there is no work around unfortunately. When you do add this field, please make sure to also activate this in the attributes so we can retrieve it from Personio.
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.