In this article, you will learn how you can integrate Planday with Personio. You will get an overview of all the requirements for the integration, together with instructions, for setting up the integration via the Personio employee data API.

What is Planday?

Planday is a workforce management platform that enables shift-based businesses across size and industry to manage their staff from one central platform that is accessible from anywhere. With the help of Planday, you will be able to manage employee schedules, working hours, shift swaps, and vacation requests in one place.

The integration of Planday in Personio offers you: 

• Advanced staff scheduling with schedule templates and automated scheduling
• Accurate time and attendance tracking with in-app punch clock 
• Easy staff management and real-time overview of schedule changes 
• Powerful reporting of costs against revenue, sickness, holidays, and more
• Streamlined communication with in-app messaging 
• Smart integrations and open API 

How can I set up the integration of Planday and Personio?

To start the activation in Personio, follow these steps:

1. Go to the Marketplace and search for the integration.
2. Click on the integration to open the drawer with further details.
3. Select Connect to start the activation process.
4. Click Generate new API credentials.
5. Copy the client ID and secret and click Go to website to finish the setup in the partner's service environment.

To finish the setup in Planday, follow these steps: 

1. Navigate to Planday Settings > Integrations > Personio.
2. Click Connect > Input API credentials from Personio and continue.
3. Select data mapping categories.
4. Choose which employees should be imported to Planday from Personio, click Save and complete.
5. You have the option to add further connections by repeating this flow as needed.

What data will be transferred?

The integration between Planday and Personio enables you to integrate the employee master data from Personio directly into Planday and thus always keep up to date. 

• User Provisioning: Employees added to Personio will be created in Planday once a day.
• Employee Lifecycle: When synced employees are updated in Personio, these will update in Planday (applicable fields only and approved absence will be imported into Planday).
• User de-provisioning: When employees are terminated in Personio, this will be updated in Planday and the applicable employee will be deactivated.
• Time management: Approved absence periods will be imported into the Planday schedule per employee. Attendance will be recorded in Planday.

Attributes synced with Planday

• first name
• last name
• email
• gender
• status
• position
• hire date
• termination date
• termination type
• termination reason
• created at
• last modified at
• legal entity
• office
• department
• cost centers 
• holiday calendar
• absence entitlement
• fix salary
• fix salary interval
• hourly salary 
• vacation day balance
• last working day
• team

What are the costs?

Planday offers several packages for businesses of all sizes. For more details on prices, visit the Planday pricing page.

Who do I contact at Planday?

To learn more about Planday, visit the Planday website or book a demo online.