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Personio | Activating time off integration

This information applies to:
✔  EOR Team Members ✔ Payroll Team Members ✔ PEO Team Members

The time off integration between Oyster and Personio enables you to automatically pull, create, and sync an time off requests in Oyster when your EOR, Global Payroll, or PEO team members use Personio to request time off. Any time off requests created or updated in Personio, will automatically sync back to Oyster. 

Prerequisites

Enable the time off add-on

  1. On the Oyster Platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the Personio integration. 
 personio-integration1.png
  1. On the General tab, navigate to the Integrations Add-ons section.
  2. Click Edit.
 personio-timeoff-add-ons.png
  1. Toggle on the Time off records.
  2. Click Save changes. 

A pop-up appears prompting you to map your existing Oyster time off types to Personio's time off types.

 personio-timeoff-add-ons2.png

Map the Oyster time-off types to the Personio types

Mapping ensures the data coming from Personio is reflected correctly in Oyster.

  1. Select the Mapping tab at the top of the Personio Settings page and click Edit. 
 personio-timeoff-mapping-tab.png

  1. For each type of Oyster time off, select the corresponding type of Personio time off from the drop-down.

    Vacation and Sick leave time off types get mapped automatically. You can adjust as necessary.
 personio-timeoff-mapping.png
3. If there is no match, you can create a custom match only for the “Other (paid)” and “Unpaid leave” types in Oyster. Expand the subtype for the corresponding type, scroll to the bottom and click Create custom subtype Screenshot 2024-07-02 at 1.10.50 PM.png
4. Select the fields you’d like to setup a custom subtype for and click create Note: Pay special attention to whether the custom subtypes you’re creating are for the “Other (paid)” or “Unpaid leave” types. Creating a custom subtype for the incorrect type will lead to payroll error for your Team Members!
5. Once you’ve created the necessary custom subtypes, click Save changes
 

You're done! When your team members request time off in Personio, the request is automatically pulled into Oyster.

  • All time off requests must now go through Personio.
  • The Oyster's Request time off button is hidden for both Team Members and Admins.
  • This integration only picks up PTO types from the requests from Personio. If you have PTO types that aren’t represented in Oyster, it means Oyster doen’t have a request of that type yet. When the integration gets a request with a new PTO type, it will be visible as “unmapped.” Learn more about resolving unmapped errors here.
  • Updates in Personio are automatically pulled into Oyster (approvals, rejections, etc.).
  • All notification emails are sent by Personio, Oyster will not send notification emails.
  • The integration currently does not support file transfers (medical notes). The process will remain manual for now where the Support team gets notified and will follow up if necessary.
  • If the time-off integration is switched off, Oyster will stop pulling time-off records from Personio.
    • If switched back on, Oyster will sync with Personio and pull only the requests that occurred while the integration was off. After the sync, balances will be up to date. Duplication of requests will not occur.

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