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      Personio HRIS

      Prerequisites

      Before getting started, please carefully read the following to make sure you fulfill all requirements for the integration to work:

      • You have "Administrator" permissions in your Personio instance or an admin has shared their access with you. This is necessary for retrieving the API credentials as explained later in this guide.
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        1. Log in to your Personio account.

        2. If you can not see the "Settings" cog in the bottom left corner, this means your account does not have administrator permissions.

          • Find out who your Personio account administrator is and ask them to take over the setup process, or to give your account "Administrator" permissions.

      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.

       

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      Generate your API credentials

      1. Log into your Personio account.

      2. Open the settings by clicking the gear icon on the bottom left corner of the page.
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      3. From the settings page select “API Credentials” from the “Integrations” section
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      4. Click on “Generate new credential”
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      5. You should see a popup that looks like the following
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      6. Now we need to fill the values in this popup.

        1. Name: Copy the name for the credential provided in the connection flow
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        2. Integration: Select other from the dropdown.
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        3. Scopes: For scopes you need to go back to the connection flow and on the same page as the name, you will see a list of scopes.
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          This is just an example. To see the scopes that are required for you, open the connection flow yourself.

      7. Select all the scopes listed in the connection flow in your Personio credentials page.
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      8. You also need to select the readable attributes that are listed in the connection flow from the “Readable employee attributes” dropdown.
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      9. Once you are done selecting all the scope data, click on “Generate new credential” button.
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      10. You should get the API credentials.
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      11. Now copy client ID and client secret and paste it in the connection flow. Then click on “Set up integration”.
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