For the complete documentation index, see llms.txt. This page is also available as Markdown.

Personio

What happens when I connect Personio with Die Agenturverwaltung?

Personio will be the leading system for absences: absences such as vacation and illness will only be managed in Personio. Die Agenturverwaltung automatically transfers these absences from Personio to Die Agenturverwaltung in the background. It will have read-only access to data in Personio.

Absence types are synchronized with Personio. They can only be edited in Personio. In Die Agenturverwaltung you still have to set for the absence types whether they should affect time tracking for the hours account and capacity planning. This can be done under Settings -> Time Tracking -> Absence Types and there for the respective absence type under "Edit". Absence types previously created in Die Agenturverwaltung will be archived.

Die Agenturverwaltung attempts to link users that exist both here and in Personio by their email address. If this is not successful, e.g. because different email addresses are used, you can also manually link Personio UserIds with the users in Die Agenturverwaltung afterwards.

For each linked user Die Agenturverwaltung continuously imports all absences from the start date specified here (e.g. 01.01. of the year before last). Warning: Absences previously created in Die Agenturverwaltung will be deleted in the process.

We do not receive information about substitutes via the Personio API and therefore cannot grant additional permissions to substitutes, e.g. for followups or otherwise restricted documents.

If you have questions about the integration, feel free to contact us at info@dieagenturverwaltung.de

After the connection

List of users
List of activities
The integration can be disconnected again in the settings

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