Personio Integration

Integrate with Personio to import people and automatically build your org chart(s) in minutes.

You can keep your org charts automatically up to date, which means that as your Personio system is updated, your org chart is also updated. Organimi will import all information including their name, title, department, email, manager's name, etc.

Please note: If people are removed from the HR system or Directory system that is the source of the integration then they will no longer appear in the chart that is created / updated. However they will remain in the Talent Pool. The people will then need to be removed manually from the Talent Pool using the Cleanup Tool which can be run manually to identify all people who are in the Talent Pool under unassigned section to find the people who are no longer in any of the charts and can then be deleted in bulk.

Organimi checks for changes in org charts every 4 hours to keep the charts up to date. Users can manually run the integrations anytime by clicking "Run Integrations" from the settings.

Setup Instructions

1. From your dashboard, select Integrations.
2. Select the Personio tile.
   
   
3. Click Get Started.
4. Enter the Client ID and API Secret from Personio and then click Connect

New chart integration

1. Click +New chart integration.
2. Type the chart name.
3. Keep chart in sync checks to update changes detected in the Personio system.   
4. Click SETUP.     
   
   
5. Put a checkmark next to items you do not wish to import. Click NEXT.        
   
   
6. Auto build departments to add departments as role cards and auto-detect assistant roles.  Click NEXT.         
7. Match required fields from the Personio to Organimi columns. Click DONE.         
   
   
8. Click Submit and Confirm to generate the chart.         

   Your generated chart

           

   Note:

   • Organimi synchronizes charts every 4 hours, detects changes in the Personio HRIS system, and updates the charts.
   • Click REFRESH LOGS to manually refresh the logs.   
9. Click +NEW PHOTO INTEGRATION to keep the photos in synch respectively (Runs once every 24 hours by default).
10. Click +NEW ROSTER INTEGRATION to keep the roster in synch respectively (Runs once every 24 hours by default).
11. To delete the integration click Settings ->Delete Integration.
12. Enable sync toggles to keep the integration in sync.
13. Set up email notifications to check the success or failure of the integration.

Selective Sync

The synced integrated charts are in sync with the source data which keeps the charts up-to-date.

• The fields mapped during the last step (synced fields) of the integration setup cannot be edited while the sync is enabled. These fields are locked represented by a lock icon in the Update Role Dialog.
• All the other fields can be edited