diff --git a/.playwright-mcp/personio-create-integration-step1.png b/.playwright-mcp/personio-create-integration-step1.png new file mode 100644 index 00000000..d649a110 Binary files /dev/null and b/.playwright-mcp/personio-create-integration-step1.png differ diff --git a/.playwright-mcp/personio-create-integration-step2.png b/.playwright-mcp/personio-create-integration-step2.png new file mode 100644 index 00000000..c2ea7dd6 Binary files /dev/null and b/.playwright-mcp/personio-create-integration-step2.png differ diff --git a/.playwright-mcp/personio-create-integration-step3-credentials.png b/.playwright-mcp/personio-create-integration-step3-credentials.png new file mode 100644 index 00000000..a00ad135 Binary files /dev/null and b/.playwright-mcp/personio-create-integration-step3-credentials.png differ diff --git a/connection-guides/hris/personio.mdx b/connection-guides/hris/personio.mdx index edb09995..8fd62d1e 100644 --- a/connection-guides/hris/personio.mdx +++ b/connection-guides/hris/personio.mdx @@ -19,59 +19,66 @@ This guidance assumes you have Admin privileges for your Personio account. Sign in to the Personio website and click on the Settings tab on the left-hand side menu. - Settings Tab + Settings Tab - - Click on the API credentials inside the integration box. + + In the Settings menu, scroll down to the "Integrations" section and click on "API credentials". - API Credentials + API Credentials Section - - Click on the Generate new credential button. + + On the "Connected integrations" page, click the "Create custom integration" button. - Generate New Credential + Create Custom Integration - - Write your company name inside the name field, and please make sure your company name is in capital letters. - - - - Click on the select box, then select an Integration method = Other, which integration you want to use. + + In the first step of the integration creation dialog, enter a name for your integration, and then click on the Next button. + + Integration Details Step + - Select at least one permission to continue; for example, Employees or Attendances. + In the second step, select the data types you want to grant access to. You must select at least one permission to continue. Common options include: + - **employees** (Read/Write) + - **attendances** (Read/Write) + - **Time off** (Read/Write) + - **documents** (Read/Write) + - **Recruiting** (Read/Write) + - **Webhooks** (Read/Write) + - Select Permissions + Configure Access Rights - - Click on Choose attributes. Select those attributes you want to show in your data, or Select all attributes. - - Choose Attributes - + + If you selected "employees" permissions, you can optionally click "Choose attributes" to select specific employee attributes you want to include in your data. You can also select all attributes. - - Click on the Generate new credential button. + + After selecting your permissions, click "Create integration" to generate your API credentials. - - Please make sure your credential is generated successfully. If that is generated successfully, then click on the Save button. + + Once the integration is created, you'll see your API credentials displayed: + - **Client ID**: A unique identifier for your integration + - **API Secret**: A secret key for authentication + + Copy both values to a secure location. You can use the "Copy" buttons provided. - Save Credential + API Credentials Generated - Copy your API credentials – client id and client secret to a safe place. + Copy your API credentials – client id and client secret to a safe place, then click "Finish". @@ -93,6 +100,6 @@ This guidance assumes you have Admin privileges for your Personio account. ## Useful Links - + https://developer.personio.de/docs/getting-started-with-the-personio-api diff --git a/images/personio/api-credentials-generated.png b/images/personio/api-credentials-generated.png new file mode 100644 index 00000000..f6a53e97 Binary files /dev/null and b/images/personio/api-credentials-generated.png differ diff --git a/images/personio/api-credentials-section.png b/images/personio/api-credentials-section.png new file mode 100644 index 00000000..f6cdda90 Binary files /dev/null and b/images/personio/api-credentials-section.png differ diff --git a/images/personio/configure-access-rights.png b/images/personio/configure-access-rights.png new file mode 100644 index 00000000..aa8ab3ab Binary files /dev/null and b/images/personio/configure-access-rights.png differ diff --git a/images/personio/create-custom-integration.png b/images/personio/create-custom-integration.png new file mode 100644 index 00000000..0d300901 Binary files /dev/null and b/images/personio/create-custom-integration.png differ diff --git a/images/personio/image1.png b/images/personio/image1.png deleted file mode 100644 index a6a212f9..00000000 Binary files a/images/personio/image1.png and /dev/null differ diff --git a/images/personio/image2.png b/images/personio/image2.png deleted file mode 100644 index c26ca606..00000000 Binary files a/images/personio/image2.png and /dev/null differ diff --git a/images/personio/image3.png b/images/personio/image3.png deleted file mode 100644 index ae6aee99..00000000 Binary files a/images/personio/image3.png and /dev/null differ diff --git a/images/personio/image4.png b/images/personio/image4.png deleted file mode 100644 index 73b4560a..00000000 Binary files a/images/personio/image4.png and /dev/null differ diff --git a/images/personio/image5.png b/images/personio/image5.png deleted file mode 100644 index c1f0629e..00000000 Binary files a/images/personio/image5.png and /dev/null differ diff --git a/images/personio/image6.png b/images/personio/image6.png deleted file mode 100644 index 36988fd6..00000000 Binary files a/images/personio/image6.png and /dev/null differ diff --git a/images/personio/integration-details-step.png b/images/personio/integration-details-step.png new file mode 100644 index 00000000..d31a84d5 Binary files /dev/null and b/images/personio/integration-details-step.png differ diff --git a/images/personio/settings-tab.png b/images/personio/settings-tab.png new file mode 100644 index 00000000..343960be Binary files /dev/null and b/images/personio/settings-tab.png differ