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shyftplan

 

In this article, you will learn how to integrate shyftplan with Personio. You will get an overview of the requirements, together with instructions for how to set up the integration with the Personio APIs.

 

What is shyftplan?

shyftplan is the leading cloud-based & AI-based shift scheduling provider. shyftplan combines, among other things, workforce management, time off management, and employee communication in one tool and can be connected to all common HR systems.

More than 500 customers globally trust and optimize their shift planning and operations with shyftplan – including Siemens Energy, ZF, Teufel, Hipp, Hive, Homeday, Dean & David, EDEKA, TIER, Sana Kliniken.

 

What can I do with the integration between Personio and shyftplan?

  • User provisioning (Transfer of employee data): With the Personio and shyftplan integration, newly created employees are automatically transferred to shyftplan every hour. The data integration minimizes duplicate data entry and harmonizes data records in all systems.
  • Update of employee data: In Personio, updated employee data will automatically be transferred to shyftplan with a maximum delay of one hour. This ensures that employee-relevant information is always up-to-date in all systems.
  • Time tracking and time off management: The automatic synchronization of minute-accurate attendances and time off including break times of individual employees takes place once a day from shyftplan to Personio. All payroll-relevant employee information is automatically available in Personio.

 

How can I set up the integration?

Start the activation in Personio

To set up an integration with shyftplan, you first need to create the custom attribute "shift_worker". Follow these steps:

  1. Go to Settings > People > Employee Information.
  2. Click Add an attribute in the relevant section.
  3. Name the attribute "shift_worker" and select the attribute type List of options with the options "Yes" and "No".
  4. Click Add to add the attribute.

Next, you need to generate API credentials for the integration.

  1. Go to Settings > Integrations > API credentials.
  2. Click Generate new credential on the top right of the screen.
  3. Give the credential a name and select shyftplan from the Integration drop-down menu.
  4. The system will automatically enable the following API permissions:

    ▶︎ Employee data    : Read only
    ▶︎ Attendance data: Read and Write
    ▶︎ Time off data: Read and Write
  5. Under Readable employee attributes, the necessary attributes are already ticked. Make sure to also select the custom attribute "shift_worker".
  6. Click Generate new credential to generate the API credentials.
  7. Under API credentials, copy the client ID and secret and keep them safe.

Tip
For more information, read our article on how to generate and manage API credentials.

 

Complete the setup in shyftplan

The setup will be done on the project together with a shyftplan Customer Support Manager. Send an email to service@shyftplan.com to get in touch.

 

What data is transferred?

The following employee data is transferred from Personio to shyftplan:

  • First name
  • Last name
  • Email
  • Hire date
  • Weekly hours
  • Position
  • Department
  • Office
  • Legal entity
  • Gender
  • Status
  • Shift_worker

The employee data that will be transferred can be filtered according to the status of the employees, the custom attribute "shift_worker", and the legal entity.

  • Status (required): only workers with the status "Active" are transferred.
  • Shift_worker (required): only employees with a "Yes" for this attribute will be imported.
  • Legal entity (optional): employees can be filtered based on the legal entity that are entered in Personio and transferred to shyftplan.

 

What are the costs?

The pricing for shyftplan depends on the requirement and users. For more information or to get in touch, visit the shyftplan website.

 

Who do I contact at shyftplan?

If you would like to learn more about the advantages of automated shift planning, shyftplan's experts are happy to help. Simply book a personal meeting or send Maud Lassen an email at maud@shyftplan.com.

If you need help with the integration, you can contact shyftplan's support team via service@shyftplan.com. 

 

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