Personio Integration

Teambook offers integration with the Personio HR system. 

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 your Teambook timesheets to your Personio timesheets.

Once this has been set up, the integration will:

• On a daily basis, verify that users added in Personio are automatically created in Teambook; User will appear in first team of account, without any tags, with regular role, start/end date based on Personio hire date/end date. Invitation email will be sent for newly created users.
• On a daily basis, sync deleted or updated users in Teambook.
• On a daily basis, 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. If a time off record is not approved in Personio, a "tentative status" will be applied in Teambook.
  Note: only time off records are synchronized, not the absence period. 
• Once a week the deleted or changed time off records will be synchronized in Teambook.

If you need some custom rules for role selection OR tags to be added based on some rule - please contact Teambook and we will discuss your needs.