How to set up the Personio integration

What is Personio?

Personio is a German HR-management and recruiting platform. If your company uses it you can take advantage of its integration with the Wellbeing Warrior.

Why using the integration?
Integrating Personio with Wellbeing Warrior enables you to import your employee’s required data into the Wellbeing Warrior account. Only the data necessary for the Wellbeing Warrior will be imported.
By integrating this software you won’t need to perform manual changes to eliminate or add an employee from the list in the Wellbeing Warrior, it becomes an automatized process.

How to do it?

Note: You need to be an administrator both of Personio and the Wellbeing Warrior.

1. Log in into Personio.

2. Go under "Settings" > "API credentials".

3. Click on "Generate new credential"

4. Choose a credential "Name" and select "Wellbeing Warrior" from the "Integration" dropdown

5. After that, click "Generate new credential"

6. A set of API Credentials is generated, save them for the next step

7. Log in on Wellbeing Warrior

8. Go to the Wellbeing Warrior Administration Area and click the menu “Settings”.

7. Click “Edit Settings” in the “Synchronization” section.

8. Select “Personio” from the list of methods provided and fill the “Personio client” and “Personio client secret” with the information obtained at step (6.). Now click on the “Update” blue button.

9. Additionally, we recommend you to turn on “Member auto-synchronization” and “Absence auto-synchronization”. By doing so, every night Wellbeing warrior automatically synchronizes employee data from Personio.

10. It is that simple! Now Wellbeing Warrior synchronizes your employee data from Personio.

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