In this article, you will learn how to integrate Workable with Personio. You will get an overview of all the requirements, together with instructions for the installation of the integration.
What functionalities are available with the integration of Workable with Personio?
The Workable integration allows the automatic set up of new employees in Personio, when candidates reach the status "Hired" in Workable. The integration enables specific attributes in Personio and Workable to be synchronized, allowing Personio to import the corresponding information in your account.
How can I set up the integration of Workable with Personio?
1. Requirements for a successful integration
- You need to have an admin role or have an editing right for the Marketplace (Settings > People > Employee Roles > Access rights > Account configuration > Marketplace integration) in Personio.
- You also need the Super Admin status in Workable, to access the settings and the integrations page.
2. Generate new API credentials
You need to generate new API credentials for this integration in Personio at Settings > Integrations > API Credentials. In most cases, when selecting an integration in the drop-down menu, the system automatically preselects the system attributes that need to be read or written by the integration. You can always add or remove attributes manually if they are needed, or you wish to do so. For more information on how to do this, have a look at our help center article on how to generate and manage API credentials.
For the employee data, we recommend you to allow the integration to read the following system attributes which can then be synchronized with applicant attributes in Workable:
- First name
- Last name
- Hire date
3. Find Workable in the Marketplace
The Workable integration can be implemented directly within Personio. To do this, navigate to Marketplace and look for the Workable integration solution. For more information on how to find a solution on the Marketplace, have a look here.
If you can't find the integration in the Marketplace, make sure the Tray.io, Inc. checkbox is enabled under Settings > Support > Plan & Billing > Data Processing Agreement.
Personio uses Tray.io as a sub-processor to enable the inclusion of certain integrations. No data will be transmitted to Tray.io without using the mentioned integration.
You can then click on the Connect button to start the integration.
4. Find the Personio integration in Workable
Once you have logged into your Workable account, go to Settings > Integrations and scroll down until you find the Personio integration. Click on it and a window will open, displaying the API key under "Partner token". You can click on Copy to clipboard to copy this key.
5. Workable authentication
You now need to go back to the Marketplace configuring window and copy here the partner token and add the subdomain. Click on Next to continue.
Tip The subdomain is the name of your account in the URL, ending with workable.com.
6. Personio authentication
You can now add the client ID and client secret you received when creating your API credentials for Personio (second step). Click on Next to continue.
7. Map attributes and finalize the integration
On this page, you can select the attributes to be synchronized between Workable and Personio. Please note that, even if the name of the attribute is different, the attribute values must be identical in both systems (e.g. the office is called "Munich" in both systems). You can then click on Finish to finalize the integration.
Tip The system attribute "Hire date" in Personio corresponds to the first day of work as specified in the employee contract. The system attribute "Hired at" in Workable corresponds to the date a candidate accepted an offer. In most cases, those dates are then different.
If you want to transfer the Workable attribute "Hired at" in Personio, you can create a custom attribute of the type date and map it with the "Hired At" Workable attribute in the mapping table.
Note If a system attribute from Workable does not exist in Personio, you can create a custom attribute in Personio and match it with the system attribute from Workable. However, you cannot match custom attributes from Workable with attributes from Personio.