shyftplan and Personio: Powerful Integration for Maximum Control over HR Processes

• From hiring to scheduling: Seamless and central exchange of information between Personio’s HR management and shyftplan’s shift planning.
• Control and efficiency: Central management of highly complex HR processes reduces the need for improvisation and increases operational security in your production.
• With shyftplan and Personio, you actively shape change: Technical innovation, integration capability, and concrete operational certainty—for simpler, more efficient, and more human-centric workforce management.

1. Creating a Custom Attribute in Personio

1. Log in to Personio as an Administrator and open Settings > Employee Information > Public Profile.
2. Click the "Add attribute" button.
3. The attribute name must be either "shift_worker" or "shift_planning".
4. The attribute type must be either "List of options" or "General".
   • For the "List of options" type, please create an option pair: either "yes" / "no" or "true" / "false".
   • For the "General" type, these options must be entered as a text string.

5.     Note: Regardless of the option chosen, only the field values "yes" or "true" will result in these employees being included in the synchronization with shyftplan.

2. Creating a Custom API Integration in Personio

1. Log in to Personio as an Administrator and open Settings > Integrations > API Credentials.
2. Click the "Create new credential" (or custom integration) button.
3. Enter a name for the integration, e.g., "shyftplan Integration".
4. Configure the integration's access rights according to these values:
   • Employees: Read
   • Attendances: Read/Write
   • Absences: Read/Write
   • Webhooks: Read/Write
   • Organizational Units: Read
   • Legal Entities (Gesellschaften): Read
   • Cost Centers: Read
   • Positions (Arbeitsplätze): Read

5.    For "Readable Employee Attributes", the following options must be selected:

• First name (official)
• Last name (official)
• Email
• Status
• Contract end date
• Termination date
• Last modified
• Sub-company (Legal Entity)
• Position
• Department
• Cost center
• Absence entitlement
• Work schedule
• Team
• Employee ID (Personalnummer)
• Hire date (required if users in "Onboarding" status are to be synchronized)
• (Custom Attribute) shift_worker (or shift_planning)
• (Additional custom attributes for mapping with shyftplan, e.g., DATEV ID)

6.    Copy the Client ID and Client Secret to a safe location.

• These are critical data that cannot be recovered after loss or compromise and would need to be recreated.
• Store them, for example, in a password manager—avoid keeping sensitive data in unencrypted text documents or cloud-synchronized files.

Tip

For more information, see our article Generate and manage API credentials.

Completing the Setup in shyftplan

Setup is performed within the project together with a shyftplan Customer Support Manager. Send an email to service@shyftplan.com to contact shyftplan.

The following employee data is transferred from Personio to shyftplan:

• First name (official)
• Last name (official)
• Email
• Status
• Contract end date
• Termination date
• Last modified
• Legal Entities
• Department
• Work schedule
• Team
• Employee ID
• Hire date (required if users in "Onboarding" status are to be synchronized)
• (Custom Attribute) shift_worker (or shift_planning)
• (Additional custom attributes for mapping with shyftplan, e.g., DATEV ID)

shift_worker The employee data to be transferred can be filtered by employee status, the individual "shift_worker" attribute, and the legal entity.

• Status (required): Users in any status can be retained or transferred as desired.
• shift_worker (required): Only employees with a "Yes" for this attribute are imported.
• Legal Entity (optional): Employees can be filtered based on the legal entity recorded in Personio and transferred to shyftplan.

Pricing for shyftplan depends on specific requirements and users. For more information or to get in touch, visit the shyftplan website.