Personio automation

Automating Personio: HR processes that run themselves

Onboarding checklists, leave requests, document generation, payroll preparation: your HR department spends too much time on administration instead of people. We automate your Personio workflows so that HR can focus on what matters.

Book an AI Check arrow_forward Workflow examples expand_more

What we automate

These Personio processes will run automatically from now on

From hiring to exit: we automate the HR processes that burden your personnel department every day.

person_add

Onboarding workflows

New employee in Personio? IT tasks are created automatically (laptop, access), the team is informed, a welcome email is sent and the onboarding checklist is started. All time-controlled and traceable.

event_available

Absence management

Leave requests are forwarded to the line manager automatically. On approval, the calendar is updated, the team is informed via Slack and the cover is assigned. On rejection, an automatic notification with a reason follows.

calculate

Payroll preparation

Working time data, overtime, bonus entitlements and absences are exported automatically from Personio and prepared for the payroll run. Hours of manual data compilation are eliminated.

description

Document generation

Employment contracts, employment references, certificates and confirmations are generated automatically from Personio data, as PDF, personalised and ready to send. No more copy-paste errors.

person_remove

Offboarding processes

Employee leaving the company? Access is automatically flagged for deactivation, equipment return is planned, the exit interview is scheduled and the team is informed. No forgotten steps.

bar_chart

HR reporting

Monthly HR KPIs are generated automatically from Personio: headcount, turnover, sickness rate, open positions. Reports go by email to management, with no manual preparation.

Integrations

Connect Personio with your tools

Personio becomes the central HR hub, connected to communication, accounting and automation platforms.

chat

Personio + Slack

New employees are introduced in the team channel, leave requests approved via Slack, birthdays posted automatically. HR communication where your team works.

receipt_long

Personio + LexOffice

Employee data for accounting is synchronised automatically. Salary changes, joiners and leavers flow directly into LexOffice, with no manual transfer.

settings_suggest

Personio + Make

Through Make we connect Personio to hundreds of other tools: Google Workspace, Microsoft 365, Jira, Confluence, Asana and more. Any HR event can trigger complex multi-step workflows.

Workflow examples

3 Personio workflows that take effect immediately

Concrete automations we have successfully implemented in HR departments.

1. Fully automatic onboarding

A new employee is created in Personio. The following happens automatically: IT receives a task with hardware requirements and start date. Office management is informed about the new workstation. The team lead receives an onboarding checklist. The new employee gets a personalised welcome email with login details, directions and dress code. On the first day, they are introduced in the Slack channel.

person_add Employee created arrow_forward IT task arrow_forward Office info arrow_forward Checklist (team lead) arrow_forward Welcome email arrow_forward Slack introduction

2. Leave request with automatic approval

An employee submits a leave request in Personio. The line manager receives a Slack message with approval buttons. On approval: a calendar entry is created, cover is assigned and informed, and the team receives an absence note. On rejection: an automatic email to the employee with an option to give a reason.

event Leave request arrow_forward Slack approval arrow_forward Calendar update arrow_forward Assign cover arrow_forward Team notification

3. Offboarding with checklist tracking

An exit is entered in Personio. The offboarding process starts automatically: IT receives the task to deactivate access and collect equipment. HR automatically generates the employment reference as a draft. The line manager is reminded of the exit interview. On the last day, the employee is removed from Slack channels and distribution lists.

person_remove Exit entered arrow_forward IT deactivation arrow_forward Reference draft arrow_forward Exit interview arrow_forward Remove access

Frequently asked questions

Personio automation: your questions

What can be automated in Personio?

Numerous HR processes can be automated in Personio: onboarding workflows (ordering IT equipment, setting up access, sending welcome packages), absence management (approving leave requests, assigning cover), document generation (employment contracts, certificates), payroll preparation and HR reporting. Through the Personio API we connect Personio with Make or n8n.

Can Personio be connected to Slack and Microsoft Teams?

Yes. Through Make or n8n we connect Personio with Slack and Microsoft Teams. Typical workflows: new employees are introduced automatically in the team channel, leave requests are approved via Slack notification, birthdays are posted in the company channel. The HR department no longer has to send manual notifications.

How does the automatic onboarding checklist work?

As soon as a new employee is created in Personio, an onboarding workflow starts automatically: IT receives the task to set up laptop and access. Office management is informed about the start date. The team lead receives an onboarding checklist. The new employee gets a welcome email with all the important information. All time-controlled and traceable.

Can payroll be automated with Personio?

Payroll itself runs through your payroll provider. We automate the preparation: working time data, overtime, bonus entitlements and absences are exported automatically from Personio and prepared for the payroll run. This saves the HR department hours of manual data compilation every month.

How long does it take to set up Personio automations?

Individual workflows such as onboarding notifications are live within a few days. We build a complete automation package with onboarding, offboarding, absence management and reporting in stages, starting with the biggest lever. The Personio API offers extensive possibilities, which we tailor individually to your HR processes.