Personio Integration

With the Personio integration, you can automatically transfer absences from Personio to awork. This makes vacations and other absences visible in awork right away, so you can take them into account when planning projects and resources. The data syncs every hour.

This article explains how to connect Personio to awork, manage the integration, and choose which absence details are displayed in awork.

Key benefits and use cases

• Automatic absence transfers: Absences are automatically transferred from Personio to awork.
• Hourly sync: Changes in Personio appear in awork within 1 hour at most.
• Transfers of past and future absences: Absences are transferred up to 14 days into the past and up to 365 days into the future.

How the Personio integration works

1. Go to Personio: Sign in to your Personio account.
2. Open settings: Click Einstellungen in the bottom left, then go to the Marketplace.
3. Search for awork: Search for awork and select it.
4. Connect: Click Verbinden.
5. Generate API credentials: Generate a new API Credential, give it a name, and click Gehe zu awork.
6. Enter your credentials in awork: You'll be redirected to awork, where you can enter your API credentials.
7. Open settings in awork: In awork, go to Einstellungen (the gear icon in the bottom left of the main menu) > Integrationen, then select Integrations-Bibliothek öffnen.
8. Select Personio: Under HR-Management, select the Personio tile and click Integration einrichten.
9. Copy the IDs: Copy the Client-Id and Client-Secret from Personio and paste them into the awork window.
10. Optional: If needed, enable the Verberge Abwesenheits-Details in awork setting.
11. Save: Click Speichern to set up the integration.

You'll then see a window showing the matched users, based on their email addresses in both tools. If any users unexpectedly appear in the list of unmatched users, check their email addresses.

Hide absence details

Choose whether absence details should be transferred to awork. To do this, enable the Verberge Abwesenheits-Details in awork option in the integration settings.

• Enabled: The username and date range remain visible in awork. However, the absence type and comment from Personio won't be included in the absence description.

• Disabled: The absence type and any optional comment from Personio will be included as the description.

Manage an existing integration

Admins can view and change the settings of an existing Personio integration at any time.

1. In awork, go to Einstellungen (the gear icon in the bottom left of the main menu) > Integrationen
2. Select Integrations-Bibliothek öffnen
3. Under HR-Management, open the Personio tile
4. Click Integration verwalten. You have 3 options:
   1. View matched users: Click the user icon
   2. Edit the settings: Click the pencil icon
   3. Delete the integration: Click the trash can icon

Notes

• Users are matched by their account email address. This must be the same in Personio and awork. If some users haven't been matched, check that their email addresses are the same in both tools.
• Absences imported from Personio can't be edited or deleted in awork. They're marked with the Personio icon.
• You can still create and edit absences manually in awork.
• Important: Public holidays are NOT transferred from Personio to awork.

FAQ

What happens if I transfer an absence that falls outside the 14-day period?

Absences that start or end outside this period will still be transferred if they end or start within the 14-day period.

How often does the sync run?

Personio and awork sync every hour.

What should I do if I see users in the list of unmatched users?

Check the users' email addresses in both tools.

Can I edit absences in awork?

Absences imported from Personio can't be edited or deleted in awork.

What does "Verberge Abwesenheits-Details in awork" mean?

Absences from Personio remain visible in awork for planning purposes. The username and date range will still be displayed. However, the absence type and any optional comment from Personio won't be included as the description.

Will existing absences be updated if I change the "Verberge Abwesenheits-Details in awork" setting later?

Yes. The setting also applies to absences that have already been synced. During the next sync, existing matching absences will be updated according to the current settings.