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Personio HRIS Integration

Updated over 2 weeks ago

With Screenloop’s latest HRIS integration you can now transfer candidate data from our ATS to Personio.

Who can enable this? Only admins

1. How to Connect to Personio

  1. Navigate to the Settings > Account > Integrations

  2. Locate the Human resources information systems section

  3. Click on Connect for Personio
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  4. Obtain your API Credentials by following this connection guide.

    1. For steps ‘Select permissions’, tick Select all (read and write) from available options:

      • Employees

      • Attendances

      • Absences

      • Documents

      • Custom Reports

    2. For the field 'Readable employee attributes', tick Select all.
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    3. In both cases only those supported by Screenloop will be taken into account.

  5. In order to proceed you should have obtained:

    1. Client ID

    2. Client Secret

  6. Continuing in Screenloop, complete the form to link your Personio account

    1. Please note that your Personio App ID should be the same as your organization subdomain in personio.

    2. Example: 'https://myorganisationname.personio' should be inputted as 'myorganisationname' in the Personio App ID field
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  7. Click Connect

  8. Under Settings > Account > Integrations you should now see Personio as your connected HRIS

2. How to Export Candidate Data to Personio

Once the connection is set following the steps above, you can now export candidate data that are in the Hired status to Personio.

Who can export a candidate? Admin, Hiring Managers and Recruiters

  1. Navigate to the Candidates tab

  2. Click Open Filters, and update the Status to display only Hired candidates

  3. Export the candidate to Personio using one of the following options:

    1. From the Candidates list

      1. Click the ellipsis

      2. Select Export to Personio

      3. Click Export
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    2. From the Candidate page

      1. Select the candidate you want to export

      2. Click the ellipsis

      3. Select Export to Personio

      4. Click Export
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    3. From the Job Pipeline

      1. Navigate to the Jobs tab and select the job role your candidate has been hired for

      2. Select the Pipeline tab

      3. In the job workflow, locate the Hired stage

      4. Click the ellipsis

      5. Select Export to Personio

      6. Click Export
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  4. Once the Export to Personio button is pressed, a success message appears. Here you will also see which information (if available) has been exported.

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