To help you see the full context of who the requester of a specific request you can now connect Back to your Personio account, bringing all relevant employee profile information into Back.
Before you connect Back to Personio, you need to configure which data fields will be exposed to use through this connection. This is done in the API credentials section of the Personio configuration.
Create new credentials
Since August 2021 Personio enables you to create integration-specific credentials for each product you're connecting to Personio.
To generate credentials for Back click on Generate new credential, enter a name (e.g. Back integration), and pick Back in the Integration dropdown.
To ensure that we have access to all the important information select Read and Write for Employees and Absences.
To ensure future compatibility ideally select all the items in the Readable employee attributes field. At the moment Back makes use of the following fields:
Vorname / First name
Nachname / Last name
Geschlecht / Gender
Profilbild / Profile Picture
Abteilung / Department
Standort / Location
Vorgesetzter / Supervisor
Anstelldatum / Hire date
Urlaubstage / Vacation day balance
Zuletzt geändert / Last modified
Click on Generate new credential to obtain your Client ID and secret that you'll need in the next step.
Connecting to Personio
With the credentials generated it's time to connect it to Back.
Open Back in a new tab and switch to the Integrations screen by clicking on the company name in the top left corner and selecting Settings → Integrations
Click on Connect in the row for Personio
Enter the Client ID and Client Secret and press Connect
If everything works fine, the status in the Personio row will change to Connected
Once connected, we will regularly synchronize all of your employee data with Back (every ~4 hours). This data is then used to display additional context in the request detail and can be used in employee journeys such as onboarding. You can use it also for knowledge targeting.