HR management
Personio
17 min
personio is an hr management platform for small and medium businesses, offering tools for recruiting, onboarding, payroll, and attendance integrating personio with make com enables automated employee data syncing, leave management, and streamlined hr approval workflows across connected apps this is ai generated content based on official personio documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www personio com/support/ directly requirements to use the personio app in make, you must have an active account and obtain an access token, https //www personio com/ for subscription, refer to the https //www personio com/ connect personio and {{product name}} to get started, you must first create a connection between personio and {{product name}} , allowing the two services to communicate obtain your oauth2 clientcredentials credentials in your personio account create the connection in make obtain your oauth2 clientcredentials credentials in your personio account before you create the connection in {{product name}} , you should first obtain your oauth2 clientcredentials credentials in your personio account to obtain your oauth2 clientcredentials credentials navigate to settings click api credentials click generate new credentials if prompted, enter the callback uri https //www integromat com/oauth/cb/personio2 copy the client id displayed on screen copy the client secret displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //developer personio de/docs/getting started with the personio api create the connection in {{product name}} https //www make com/en/register , add the personio module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your personio account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page personio modules after connecting to the personio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a project creates a new project within your selected workspace create an application creates a new application record within your selected system create an employee adds a new employee record to your system get a time off retrieves detailed information for a specific time off request using its unique id get an employee retrieves detailed information for a specific employee using their unique id list document categories retrieves a complete list of all available document categories list employee absences balances retrieves a list of employees along with their current absence balances list employees retrieves a complete list of all employees in your organization list open positions retrieves a list of all currently open job positions available at your company list time off types retrieves a complete list of available time off categories list time offs finds specific time off entries or displays a complete list of all time offs make an api call executes a custom api request to the connected service using your authorized credentials search attendances searches for attendance records based on specified criteria update an employee updates the details of a specified employee in your system upload application document uploads a new document file to be linked as an attachment to specific applications upload a document uploads a document to an employee's profile within the company's system watch employees triggers when a new employee record is added to your system watch positions triggers when a new job position is added to your system templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} personio resources you can have access to more resources related to this app on the following links https //community make com/search?q=personio https //www personio com/ https //developer personio de/reference/introduction https //www make com/en/integrations/personio