Edi by HR Campus

 

In this article, you will learn how to integrate Edi to Personio. You will get an overview of all the requirements, along with instructions for the installation of the integration with the Personio employee data API.

With the Essential Plan you can only use the paid DATEV integration. From the Professional Plan onwards, you have Recruiting API Access and can use an unlimited number of integrations of your choice. If you need Personal Data API Access, this is possible with the Enterprise Plan.

 

What is Edi - your clever expense collector?

Scan the receipt, save it and Edi takes care of the rest - from compliance checks to automatic expense approval. With Edi, your travel and expense process is fully digitalized.

 

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

To set up the integration of Edi and Personio, you need the following information from your Personio account:

  • Client ID
  • Client Secret
  1. First, please login to your Personio account as an Admin user and navigate to Settings > API > Access. Here you will be presented with the entire list of attributes that the API should read from. Please review these and add / remove as you see fit. Click on the Edit button to make changes to the selection.

    edi-api-access_en-us.png

  2. To generate your Client ID and Client Secret, click on the Credentials sub-menu and click on Generate new credentials. Personio will then automatically generate a file containing the Client ID and the Client Secret.

    Please note that if you use the Generate new credentials command, your existing credentials become invalid.

    edi-api-credentials_en-us.png

  3. This data can then be stored in the admin area of Edi under the menu item Integrations.

    edi-integration-system-create_en-us.png

 

What data will be transferred?

With the integration, the following attributes are transferred to Edi:

  • Personnel number
  • First name
  • Last name
  • E-mail
  • Status
  • Date of employment
  • End of contract
  • Supervisor
  • Company
  • Location
  • Cost center
  • IBAN
  • Street
  • House number
  • Postal code
  • City

A filter can be set on all attributes. In addition, the integration can also be customized so that Edi filters on customer-specific fields. The desired filters are discussed in the initial implementation workshop.

 

What are the costs?

The cost of Edi is €5 / month per employee.

 

Who do I contact at HR Campus?

If you have any further questions regarding your integration of Personio and Edi, please contact the HR Campus travel & expense team directly at travelandexpense@hr-campus.ch.

 

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