In this article you will find:
Before you begin
The Org and Personio Permissions:
You must have a valid The Org login.
You must be a member of your organization on The Org in order to configure and sync to Personio
What data is collected from the HRIS import?
When integrating The Org and your HRIS, you’ll be able to import all your employees directly into your org chart. The only data collected from your HRIS import is:
This data is collected to automatically build out the org chart and set up profiles for your colleagues. No other data or information is imported and published from your HRIS.
Please note that it may take some time for the data to be imported to The Org. Sync time can vary depending on the size of your organization. We’ll send you an email when the import is done.
The Org automatically syncs with Personio every 6th hour. Click the “sync” button to have changes reflected quicker at The Org.
Find your API key on Personio
This guide outlines how to find and copy the API Key Authentication from Personio.
Step 1 - - Log into your Personio account and visit Settings in the left navigation
Step 2 - - Click the API tab under Integrations
Step 3 - - Click Generate new credentials
Step 4 - - To add a new credential, input the name and integration. In this case, we recommend using “The Org” and “Other”.
Step 5 - - Select the minimum required data and employee attributes
Readable employee attributes
Step 6 - - Configure and copy the API Credentials (Client ID and Client Secret)
Step 7 - - Once you have the API key copied (Client ID and Client Secret), log in to The Org.
Connect The Org and Personio
Step 1 - - Go to your Company dashboard
Step 2 - - Go to the Org chart page and click on the Integrations tab, and then click on the Human Resource Information System banner
Step 3 - - Select Personio by clicking on the Personio logo
Step 4 - - Input the previously copied API Key (Client ID and Client Secret), and click Submit
Step 5 - - When prompted, select Finish set up to automatically start importing colleagues to the org chart
Step 6 - - Once the import is successfully done, it’s time to build your org chart