Keeping employee information up-to-date is important for us at Winningtemp therefore we have a brilliant solution for you if you use Personio. Integrating Winningtemp with Personio, allows for automatic syncing of your employee data, meaning that your employee list always stays up-to-date. Any employee updates made on Personio will automatically be synced every night to Winningtemp.
The first step towards integrating the two systems is to check with your Customer Success Manager to make sure it's available for your company. After that, we are ready to start the process.
Which attributes can you sync from Personio?
The attributes that are available to sync from Personio are the following:
Winningtemp attribute name |
|
Personio attribute name |
First name |
← |
First name |
Last name |
← |
Last name |
|
← |
|
Gender |
← |
Gender |
Status |
← |
Status |
Hire date |
← |
Hire date |
Termination date |
← |
Termination date |
Birthday |
← |
Birthday |
⚠ Before activating the integration
The integration syncs using the email attribute, if the email doesn't exist in Winningtemp it will automatically create a new account. If it already exists, it will update the existing user. Therefore, make sure that you have the same email for your users in Winningtemp as in Personio, or you risk duplicating your users during the sync.
Let's connect Personio with Winningtemp
- Select Administration in side menu
- Click System & templates
- Click Apps
- Click Personio
You will now see this welcome page of the Personio integration, where we can start to add information and initiate the integration.
-
First, let's add the Client Id which is a number generated in Personio. If you are unsure of where to find your Client Id, look here.
-
The same thing goes for Client secret, which also is generated in Personio. If you are unsure of where to find your Client secret, look here.
- Under Send report to enter the email address of the recipients that should receive a daily report with a summary of the changes that were integrated.
- The next step is to toggle Enable automatic invitations. This toggle is used to enable/disable e-mail invitations to new users in Winningtemp provisioned from Personio. We recommend enabling this function so that new users are notified when they are invited to Winningtemp.
- Last but not least, click Enable Personio integration in the left field of the interface. This will activate the integration between Winningtemp and Personio.
Congratulations! You have now set up an integration between Personio and Winningtemp. You just made your user administration much easier. If you come across any issues along the way, please reach out to support@winningtemp.com for further assistance.