Integrating with Personio

Personio is one of the fastest-growing HR software providers for small and midsize companies. Recruit, manage, pay and develop your employees - this software does it all with automated processes, seamless integrations, and data-driven insights.

Connect your Workable and Personio accounts to seamlessly export candidate information to your Personio account. When you hire a candidate, a new employee record will automatically be created in your Personio account.

 

Setting up the integration

To set up the integration you need to have an admin role or have an editing right for the marketplace in Personio via via Settings > People > Employee Roles > Permissions > Account configuration > Marketplace integration. You need also to be a Super Admin in Workable, to access the Integrations page.

To start, you’ll need to collect API credentials from Personio and Workable that will link your accounts.

In Personio, create new API credentials (or access credentials you've previously created) by going to Settings > Integrations > API Credentials.

For the employee data, we recommend you allow the integration to read the following system attributes, which can then be synchronized with applicant attributes in Workable:

• First name
• Last name
• Personal email address
• Department
• Office
• Hire date (the date the candidate was moved to the Hired stage)
• Position

➕You can also create custom attributes in Personio and match them with the applicant attributes from Workable. 

In Workable, follow the steps below:

1. Click your profile icon in the upper right, click on Settings and navigate to Integrations > Apps.
2. Under HR Information Systems click on Personio.
3. Click Generate Token and copy the long string of numbers and letters to your clipboard.

With your API keys in hand, begin the connection process:

1. Νavigate to Settings > Marketplace and look for the Workable integration.

2. Click on the Connect button and follow the steps to start the integration.
   

3. Paste the partner token and add the Workable subdomain. 
4. Click on Next to continue to step two of the process.

Step two of the configuration wizard requires you to grant the Workable integration access to the necessary Personio data. Follow these steps:

1. Review the permissions required by the Workable integration. You can review the granted permissions after the setup process by going to Settings > Integrations > API credentials and selecting the Workable integration.
2. Click Next to continue to step three of the wizard and map attributes.

1. On this final step, you can select the attributes to be synchronized between Workable and Personio.
2. Once ready, click on Finish to finalize the integration.
3. Though the attributes can be named differently, their values must be identical between platforms (e.g. the office is called "Munich" in both systems).
4. It's not possible to map custom attributes from Workable to attributes from Personio.

That's it! The integration has been completed. Candidates who are moved into the Hired stage in Workable will create a new employee record with the selected attributes in your Personio account.

 

How to map the Hire date

In order to map the “hired at” Workable date to the correct field in Personio, users will have to add a new custom "hired at" attribute in Personio. Below are the steps you need to follow:

1. Go to Settings > Employee Information > Add a new attribute
2. Choose the type as "date" and name the field
3. Make sure the attribute you just created is whitelisted for the API key (settings > API > access)
4. Add that attribute in the map attributes table (step 3) in the activation flow of the Workable integration entry through the Marketplace
5. Click Finish