In this article, you will learn how to integrate ZMI's software with Personio. In the following, you will get an overview of all the prerequisites.
What is ZMI?
With ZMI, companies of all industries and sizes record working and order times digitally, regardless of location. Whether via stationary terminals in the plant, mobile terminals in the construction container or vehicle, online in the web browser, or with the smartphone or tablet: times, projects, and activities can be recorded in real time, making timesheets a thing of the past.
How can I set up the integration of ZMI and Personio?
To start the activation in Personio, follow these steps:
- Go to the Marketplace and search for the integration.
- Click on the integration to open the drawer with further details.
- Select Connect to start the activation process.
- Click Generate new API credentials.
- Copy the client ID and secret and click Go to website to finish the setup in the partner's service environment.
After copying your credentials, this information is stored in the Personio tab in the system settings of ZMI - Time.
In order to transfer the correct days off, a link between ZMI and Personio has to be created. This is done via the menu item Absent days in ZMI - Time. The button Personio Absent Days saves the days from Personio to ZMI. The Personio Absent Days drop-down menu is used to create a link between the absent days in ZMI and the absent days in Personio.
What data will be transferred?
During the HR master data import, employee master data from Personio can be transferred to ZMI.
The following attributes are transferred:
- ID
- First name
- Last name
- Gender
- Position
- Department
- Cost center
- Date of employment
During the export of days absent, the days absent from work entered in ZMI can be transferred to Personio.
What are the costs?
The ZMI interface to Personio is a separate license depending on the number of active employees. The ZMI sales department (vertrieb@zmi.de) will be happy to provide you with a corresponding offer.
Who do I contact at ZMI?
If you have any questions regarding the interface in operation, please contact ZMI Support at e-mail support@zmi.de or phone: +49 9704 60392-150. If you are still in the implementation phase of ZMI, your personal project manager is available to answer your questions.