What is Personio?
Personio is a customizable human resources system that streamlines and automates many HR processes, saving you time and effort. It allows you to store and manage all employee data in one central location, making it easy to access and update as needed.
Why Integrate Personio with Secfix?
Integrating Personio with Secfix allows you to combine the power of a comprehensive HR system with robust security and compliance measures. By connecting the two platforms, Secfix will be updated with Personio's information, such as:
Employee's start date
Employee's end date
Employee's role at the company
This will, ultimately, allow your company to foster a much smoother onboarding and offboarding of employees.
How to set up Personio
Hover over your profile picture in the Personio sidebar and from the Personal Settings change the language of your Personio account to English. After the connection is established, you can switch it back easily. More detailed on: How to change language on my Personio account
Go to the main Personio control panel, and click Settings.
From the Settings page, click on API Credentials under
The exact layout of the sections may vary depending on your screen size. The Integrations sub-section may appear in a different position.
Click Create custom integration
In the sidebar, add Secfix in the Name field
Select the Employee checkbox under the Read column. Leave other boxes unchecked.
Choose the following attributes under Readable Employee Attributes. Failure to choose the correct attributes will lead to an undefined and erroneous behavior.
Contract Ends
Department
Email
Employee ID
Employment Type
First Name
Hire Date
Last day of work
Last name
Main or secondary occupation
Position
Status
Team
Termination Date
Office
Click Create Integration
Copy the Your client id and Secret into the respective fields on Secfix.
Setting up Personio on Secfix
Go to the Connections page, scroll down to Human Resources (HR) Systems and choose Personio.
Select Continue.
Add your Personio subdomain and click on Continue.
Copy the client ID and client secret fields from your Personio account to the respective fields in Secfix. Do not retain, save, or print the client ID or client secret.
Click on Set up Integration.
It can take up to 5 min to see the results.
If Secfix wasn't able to map Personio users to Secfix users based on Email, Secfix will show you a list of users that you need to map manually in the 'Review' dialog.
Personio FAQs
How does Secfix determines employees end date?
Employees end date on Secfix (Employee page) is based on Personio's Termination date and not Last date of work. Read this article to learn more about termination dates in Personio.
I'm having issues connecting Secfix to Personio. What should I do?
We are constantly checking our connections for potential issues. If you find an issue with our Personio connection, chances are that this issue will need to be escalated to their team. To get in touch with Personio's support, please click here.
Why are former employees fetched by Secfix from my HR system?
It is important to keep records of former employees, as auditors often review evidence for both current and former staff. That's why Secfix syncs all your employees and matches them based on email, even if they are no longer with your company. Secfix serves as a single source of truth, combining data from your IdP & SSO and your HR system. Users of Secfix HR integrations are usually happy that they don't need to manually update the end dates of former employees. They can quickly get an overview of all HR records that were added incorrectly or with the wrong email.
How to change employee's Display Name on the Employee page for accounts connected to Personio?
The names and emails are synced with Identity Providers (IdP) and SSO as highest priority. If you want to change the user name, you should change it directly there (your Office 365 or Google Workspace admin center)
Remember: if you are using Office 365, Secfix syncs Office 365's Display name, not first and last name. If you want to change that information, you should adjust the display name.
Changing the user name or email on your HR system will not automatically update the name on Secfix.
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