The primary benefit of the Personio integration in Small Improvements is that you are able to import your high-level employee information, plus reporting structure, directly into your Small Improvements account.
This integration streamlines your administrative process so you don't have to worry about making manager updates or adding new hires to your performance management process.
Included in this guide
- What is Personio?
- How the integration works
- Setting up the integration
- Previewing the import
- Importing Staff
- Import History
- Informing staff about their accounts
- Automating the import
What is Personio?
While Small Improvements lets you manage basics like name, department, and reporting structure, it's not a fully fledged employee database. Personio is, and by using our integration, you can use both systems together to maximize your efficiency.
Please check out the Personio website for in-depth coverage of features and capabilities, here.
How the integration works
To get up and running quickly with Small Improvements, without needing to import users via Excel, you can synchronize Personio staff data into Small Improvements automatically.
Setting up the integration
First, you need to give Small Improvements access to your Personio account. Basically you tell Small Improvements to log in on behalf of an administrator in Personio. You connect the systems by using the API key in Personio from the user you want to use, and storing that key in Small Improvements.
It's vital that this administrator has full access to all the users you want to synchronize, including core fields like first name, last name, email, active-status, gender, supervisor, and start date. If available we also load the fields job title and employee ID.
You'll find the API key by accessing the API screen via the API settings screen in Personio:
From this screen, you'll need to copy it to your clipboard to transfer into Small Improvements directly.
Now, back in Small Improvements, go to: The Administration tab > Scroll down to "Integrations" and click the Personio icon to access the setting screen.
You'll need to visit the Configuration Tab and enter in your API key, and Company Subdomain:
If you want to have automatic imports every time there is a change in Personio, you must select "Run automatic imports". This will run periodic "checks" of your Personio database, and sync any updates.
You can wrap up the configuration here, or feel free to revisit the details later. Save the settings and you'll get taken to a preview screen that displays what the import may look like.
Previewing the import
The preview tab will automatically display what changes will happen if you were to run the import. You can use this tab to preview upcoming changes before syncing.
Once you're confident these are the intended changes, you can either manually kick off the import, or enable the automatic import in the configuration screen. If you choose manual import, a pop-up will ask you for confirmation before the import starts running in the background.
Every successful import will show up in the history tab. You can get a quick overview, but you can also drill into what exactly was changed by clicking the menu icon to the right of a user's name, much like you would when viewing a preview.
Informing staff about their accounts
If you run the import manually, we do not automatically inform staff about their accounts. After all, we don't know who should get access, and when. Learn more about informing users from the company directory, here.
You can auto-inform users as soon as they are automatically imported though by enabling the settings underneath the configuration tab.
Automating the import
If you're ready to turn on automatic updates, you can do this from the Configuration tab for the integration. We will scan the Personio database every two hours, automatically setting up new users or applying other changes.
As mentioned above, do you also want to automatically inform new employees about Small Improvements? In some cases it makes sense, like if your team is using Small Improvements on a regular basis. But perhaps this would have less impact if your team uses the tool for formal review processes that are less frequent.
Whichever works for best for you, you can adjust the setting on the configuration tab (where you entered your API key) with the checkbox "Send password emails when new users are imported"