Introduction and Prerequisites

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This guide is intended to walk you through the process of integrating your shift planning solution with Personio HRIS. In this document we recommend an approach to integrating that will allow customers to run payroll from their Personio account (either Personio Payroll or any payroll integration).

Introduction - Roles and scope of the integration

This document uses the following role definitions -

• Integration Partner (or just Partner): a company who sells a product which has an integration with Personio
• Customer: a company who is a Customer of both Personio and the Partner
• Employee: an employee of a Customer who may or may not do shift work
• Shift Worker: is an Employee of a Customer who does shift work, and who uses the Partner to understand when they are expected to work
• Shift Manager: an Employee of a Customer who defines the shifts of some or all Shift Workers
• HR Manager (HRM): an Employee of a company who manages the working arrangements of other Employees
• Personio Customer Support: Employees of Personio who help Customers use the Personio product.
• Payroll Manager: Employee of a Customer who orchestrates the payroll process. Usually an HR Manager.

Certain job functions are specific to particular applications. Customers have expressed a preference for each role to utilize a designated app exclusively.

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HR managers and Payroll Managers should operate entirely within Personio, whereas Shift Managers and Shift Workers should use exclusively the Partner app.

Prerequisites

Get your API keys

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Contact our Partnerships Technical Program Managers (TPM) to provision a Personio Developer Account.

Then, follow our Getting Started guide to get your API keys.

After getting your API keys, you’ll authenticate and get an access token that is valid for 24 hours. Renew your token after expiration calling the same endpoint with your API keys.

Provision the client account

If you haven’t done so yet, create the client account on your system that you will integrate with the Personio account.