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:

  • Name

  • Picture

  • Title

  • Email

  • Manager

  • Start date

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.


Sync times

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

Required attributes:

Email

First name

Gender

Hire date

Last name

Office

Profile Picture

Status

Termination date

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

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