Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 3 Next »

Integration Summary

Personio is an all-in-one HR software made for businesses and their employees. The platform is a great way to record and analyse people-based data, manage important issues such as compensation and develop company culture, all in one place.

If your company uses Personio, it’s likely that all of your employees will be listed on there. Our integration with Personio allows an automatic sync between platforms – making the setting up and maintenance of user profiles on Learn Amp a seamless experience.

This integration utilises a third party connector ‘Kombo’ who act as a sub-processor. Read more on them here


Main Features

  • Syncing users is seamless and efficient, eliminating any need for manual work.

  • All of your company’s employees that are in Personio are automatically synced into Learn Amp.

  • In the future, when new users are added into your company’s Personio system, they’ll automatically be added into Learn Amp too.

  • Standard fields such as an employee’s name, job title, and team are also pulled into Learn Amp.

  • If an employee’s details (such as job title or team) change in Personio, these changes will be automatically reflected in Learn Amp too.

  • You can choose when to invite users from your Personio system into Learn Amp, so there’s no rush or need to do so immediately.

  • When a user is deactivated in Personio, they are deactivated in Learn Amp


Information that can be synced

Our ‘Out of the box’ integration with Personio is able to map information from a number of predefined standard mappable fields which have been detailed in the table below:

Field in Personio

Maps to field in Learn Amp 

First Name

first_name

Last Name

last_name

Work Email

email

Job Title

job_title

Avatar

avatar

Work location ID

primary_location

Group name

primary_team

Start date

hire_date

Termination Date

leave_date


Integration Settings

Learn Amp administrators can choose to apply the following settings:

Setting

Description

Invite new joiners into Learn Amp (single select)

  • Immediately when the user is added

  • Delay until their hire date

  • Don’t invite automatically (can send invites manually)

Choose when to send invitations to new users.


Syncing Additional Information

Yes, It is possible to sync additional or different data points from Personio in to Learn Amp.

Please Note: These requests will be handled by your Implementation Coach and will require custom development work to be undertaken by our technical team. The time taken to complete this work is chargeable or can be deducted from your Implementation budget at your Coaches' discretion.


Known Limitations/ Considerations

Team Managers: The Integration does not have the ability sync Team/Department managers in to Learn Amp.

Team managers can be configured within Learn Amp. Your Implementation Coach can provide further details on this.

Team Hierarchy: Learn Amp will create a team for each of the individual departments that are stored in your Personio account. These will be presented as a flat structure in your Learn Amp account and will not consider any parent/child relationships between your departments.

However, once you have completed your initial sync, you will be able to easily create parent/child relationships with your teams in Learn Amp which will be saved moving forward. Your Implementation Coach can provide further details on this.


How the Platforms Connect

Learn Amp will generate a unique webhook URL that you can use to create a series of subscriptions based on employee update events in Personio. When an event subscription is triggered, Personio will automatically sync any new or updated user information to Learn Amp.

Permissions/Scopes Required

For our integration with Personio to work effectively, we ask you grant permissions to webhook subscriptions.


Required Stakeholders

To set up our Integration with Personio, you will need somebody with administrator level access to your Personio account. This person will also need administrator level access to your Learn Amp Live account for the period of time in which the Integration is being set up.


Set up Instructions

A user with administrator level access will be invited to connect to Personio using an OpenID connect flow. Once the account is connected, the integration will use this user's permissions to authenticate and make API calls to Personio. No API key is required.

Full instructions on how to set up the Personio integration can be found within your Learn Amp account. Please go to yourdomain.learnamp.com/en/integrations/people_hr


Does Kombo process our data?

Yes, Kombo is a sub-processor. However, they make every effort to minimally process data and are ISO 27001 and SOC 2 certified.


How secure is Kombo?

Kombo is highly secure and make every effort to handle data securely. They are compliant to ISO 27001, SOC 2 GDPR standards. They have strong encryption methods, regular backups and run regular PEN tests to ensure the system is secure.

They have various policies available on request (e.g. access control policy) Read more here.


hat data scopes are asked for and why?

Various fields are fetched from the integration, with some enabled by default (mandatory for the integration to work) and others optional (enhanced functionality by enabling).

As we are in Beta, we will gather more data points than we currently need as we look to add more functionality associated to those scopes.

Type

Field in Personio

Maps to field in Learn Amp 

Setup

Why?

Legal entities

id

Enabled

remote_id

Enabled

name

Enabled

changed_at

Enabled

remote_deleted_at

Enabled

address

Optional

Employees

id

Enabled

A unique identifier for the user that can be used as a source of truth

remote_id

Enabled

Used as an identifier to sync user data. It may not be unique but is useful contextually

employee_number

Enabled

A unique number assigned to the user that can be used as a unique identifier

first_name

first_name

Enabled

Sets a users first name

last_name

last_name

Enabled

Sets a users last name

nationality

Enabled

display_full_name

Enabled

The users full name that can be fetched as a combination of first name and last name

job_title

job_title

Enabled

Fetching the users job title which displays on their profile

work_email

email

Enabled

Users work email (e.g. @companyname) that is used to identify them and can be then used to log in

start_date

hire_date

Enabled

When the user starts. This can be used to set when they’re invited.

termination_date

leave_date

Enabled

When the users end of employment is. This is used to deactivate a user on Learn Amp

remote_created_at

Enabled

A machine readable string which shows the date-time when a user was created

changed_at

Enabled

The date-time when a significant update was applied to a user

remote_deleted_at

Enabled

The date-time when a users was deleted

manager_id

Enabled

This field is used to identify the manager in order to set this on the user

employment_type

Optional

avatar

avatar

Optional

We’re exploring functionality to allow users avatars to be automatically pulled in from the HR system

work_location_id

primary_location

Optional

We’re exploring functionality to allow location to be able to add a location and set it on the user, based on the work location

legal_entity_id

Optional

custom_fields

Optional

Absence types (Optional)

id

Enabled

remote_id

Enabled

changed_at

Enabled

remote_deleted at

Enabled

name

Optional

unit

Optional

half days supported

Optional

exact_times_supported

Optional

Absences

id

Enabled

remote_id

Enabled

employee_id

Enabled

change_at

Enabled

remote_deleted_at

Enabled

approver_id

Optional

start_date

Optional

end_date

Optional

start_half_day

Optional

end_half_day

Optional

start_time

Optional

end_time

Optional

amount

Optional

unit

Optional

status

Optional

employee_note

Optional

type_id

Optional

Groups

id

Enabled

name

primary_team

Enabled

remote_id

Enabled

changed_at

Enabled

remote_deleted_at

Enabled

type

Enabled

Work locations

id

Enabled

remote_id

Enabled

name

Enabled

address

Enabled

type

Enabled

changed_at

Enabled

remote_deleted_at

Enabled

Create and manage employees

Enabled

Manage absences

Optional



Other Frequently Asked Questions

 I have updated a user's information in Personio but the changes have not been reflected in Learn Amp?

Providing you have all of the webhooks event subscriptions enabled as per the integration set up instructions, Personio should send the updated information over to Learn Amp. This will happen according to the webhook schedule you have configured in Personio upon integration setup.

Should the updated Information still not appear in Learn Amp, press the ‘Import all from Personio’ button on the Personio integration page within your Learn Amp account.

 Should I update Personio Learn Amp if a user's information changes?

You should always create new users or update existing users information in Personio, not In Learn Amp. Newly created or updated user information in Personio will automatically be synced to Personio.

 How does Learn Amp deactive users with Personio integration?

Learn Amp updates a user’s status by looking up the ‘status’ field in Personio. When a user’s status is changed to from ‘active’ to ‘inactive’, the user is deactivated in Learn Amp.

 How often does Learn Amp sync with Personio?

You can configure the sync schedule in Learn Amp when adding the Webhook. Within ‘When should the data be sent?’ please select, how often you would like the notification to be sent.
For example, to send notification once a day at midnight, from Hour dropdown select 12 AM.

 Can Personio sync users into secondary teams?

A user's primary team will be pulled in via the department's field of the Personio integration.

If you want a user to be part of any other team (i.e. a secondary, or tertiary team), then you will need to add users to these teams in Learn Amp.

  • No labels