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Personio | Syncing termination data

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

Through the Personio integration, the offboarding process is streamlined: changes made to an EOR, Global Payroll or PEO team member’s Termination records in your internal HRIS automatically create a "Draft" Offboarding request on the Oyster platform. Once you submit the request it is sent to our staff for processing.

Prerequisites

  • You have Admin access to your company’s account.
  • You are logged in to the Oyster Platform with your admin credentials.
  • You have connected Personio to Oyster.
  • The team member is linked to Oyster and Personio (the same personal and/or work email address is used in both accounts). This ensures the changes will appear in Oyster.

Enable the offboarding add-on

  1. On the Oyster Platform, click Company > Integrations.
  2. Select the My integrations tab.
  3. Click Settings on the Personio integration. 
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  1. On the General tab, navigate to the Integrations Add-ons section.
  2. Click Edit.
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  1. Toggle ON the Offboarding data sync.
  2. Click Save changes. 
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  1. Log in to Personio and grant permissions to the termination data. This will allow the termination sync to work properly.
You're done! When your team member’s Termination date, Termination reason, or Termination type is updated in Personio, this information is synced to Oyster and auto-creates an offboarding request in "Draft status."

Next steps

  1. Start by updating your Team Member’s termination data in your HRIS. Oyster detects the change, creates the “Draft”, prepopulates the fields you provided permission to,  and sends an email notification to the customer admin(s) prompting you to navigate to the Offboarding tab under the Team member profile to complete submitting the Offboarding request.
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  1. Click on Continue the offboarding process to review the prepopulated information and continue submitting the request:
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Notes: 

  • If no action is taken on this draft, we will automatically delete it in 10 days from creation (first Sync).
  • Once the offboarding request is submitted; i.e. in the "Termination Initiated" state, we will not sync any updates made in the HRIS to the termination data.

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