Personio integration

With the Personio integration, employees are added to Epassi automatically and joiners and leavers are updated daily.

By setting up the integration between Personio (https://www.personio.com/) and Epassi you will achieve following:

• All existing (active) employees in your Personio account will be added to Epassi.
• Any future mutations in Personio (activation or deactivation of employees) will automatically be synced with Epassi on a daily basis.

Setting up the integration consists of the following steps:

1. Creating an API key in Personio
2. Setting up the integration in the Manager Portal

Optional: to sync employees selectively, add a custom attribute in Personio to indicate whether an employee is eligible for Epassi. These additional optional steps are described here.

Step 1: Creating a Personio API Key for Integration

The following instructions will show you how to create a new API key in order to set up an integration with Epassi:

1. Log in to Personio as an administrator
2. Go to the Settings > Integrations > API Credentials section
3. Click 'Generate new credential'
4. Input a Name for the integration such as “Epassi API Key”
5. Select Other in the Integration field
6. Tick the Read checkbox for the Employee personal data row
7. For the Readable employee attributes select the following fields
   • Birthday
8. b. Email
9. c. First name
   • Last Name
   • Status
10. f. Hire date
11. g. Termination date
12. h. Department
13. Click 'Generate new credential'

Step 2: Set up the integration in the Manager Portal.

1. Go to the Integrations page in the portal
2. Choose 'Add integration'
3. Choose Personio
4. Follow the instructions in the Manager Portal

Optional: selective employee sync

If you would like to selectively sync employees, this can be achieved by adding a custom attribute in Personio to indicate if an employee is eligible for Epassi or not. Complete the steps below to set this up

Adding the custom field

1. Navigate to Settings > Integrations > Employee Information
2. Add a new field, preferably on the HR information tab, as shown in the image below
3. In the "Name of your attribute" field, type "Alleo"
4. In the 'What type of attribute is it?' dropdown, select the type 'List of options'
5. Add “Yes” and “No” as options

Setting-up the custom field in the User Profile

Set the default answer to “No”, so employees will not be synced unless specified so in the Personio User Profile section

Returning the attribute with the API

In order for the new attribute to be used in the integration, it needs to be configured via the API:

1. Head on to the Settings > Integrations > API Credentials section
2. Select the API key configured for Epassi
3. Select the custom field attribute you just created

Optional: assigning different budgets

If you would like to vary the Epassi budget assigned to employees, this can be achieved by adding custom field(s) in Personio, to indicate per employee what the budget is that the employee should receive. Follow the instructions in this article to set this up. (Assigning budget to employees in the Manager Portal)