Personio Integration

Teambook offers an integration with the Personio HR system. This covers two blocks:

1. Synchronize Personio's users with Teambook's user, 
2. Synchronize Personio's time off with Teambook's bookings.

These 2 blocks are documented below; if your organization requires some custom rules (say, for roles or tags to be assigned to new users), please contact Teambook and we will discuss your needs.

Procedure:

1. Go to Organization Settings and open the Integrations tab, select Personio by clicking "Connect".
2. Here you will need to insert Client ID and Client Secret Key, which you can obtain by following the steps published here - https://support.personio.de/hc/en-us/articles/4404623630993-Generate-and-manage-API-credentials
3. After entering your credentials, you will be presented with a modal that allows you to connect Teambook with Personio.

Synchronize Personio's users

• On a daily basis, the integration verifies that users added in Personio are automatically created in Teambook;
• On a daily basis, deleted or updated users in Personio will be synched in Teambook. 

Notes regarding newly created users in Teambook:

• Each user created in Teambook will be assigned to the first team of the Teambook account (as the integration is not informed about the different teams)
• Users will be created without any tags
• Users will be assign the role "regular" 
• Teambook start and end date will be based on Personio hire date/end date. 
• By default , an invitation email will be sent for newly created users. However you may use the appropriate setting to avoid sending the invitation (say, you are testing Teambook and don't yet want to communicate with your team). You may at a later stage invite your users manually.

Synchronize Personio's time off 

• On a daily basis, the integration will fetch time off records created in Personio during the last 2 months and up to 1 year ahead; these records will be synchronized in Teambook, i.e. time off bookings will be created. 
• Once a week, the deleted or changed time off records will be synchronized in Teambook.

Notes: 

• Only time off records are synchronized, not the absence period. 
• You have the possibility to choose what time offs you would like to sync
• In case a time off already exists in Teambook on a give date, Personio time off will override Teambook
• If a time off record is not approved in Personio, a "tentative status" will be applied in Teambook
• The integration offers you the ability to choose if you want to sync comments (or not)