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The Personio integration makes your people directory available in client work. Ask who supervises a consultant, who is in a department or office, or who is absent the week of a client workshop, and Hebno answers from Personio with each employee record cited. The integration reads only. Hebno never writes to Personio and never reads salary, bank details, national identifiers or performance data.

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At a glance

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Before you start

You need:
  • An owner or admin role in Hebno.
  • A Personio admin who can create API credentials.
Create the credentials in Personio:
  1. Open Settings → Integrations → API credentials and select Generate new credential. Name it Hebno.
  2. Grant read access to persons, employments and absences. Do not grant write access.
  3. Under Readable employee attributes, select only the attributes Hebno reads: first name, last name, preferred name, email, position, department, team, office, supervisor, status and hire date. Leave salary, bank, tax, social security and other sensitive attributes unselected.
  4. Copy the client ID and client secret. The secret appears once.
Hebno uses these read scopes:
The Readable employee attributes list is the boundary for what Hebno can read. An attribute you leave out is not returned by Personio, even when Hebno requests it.

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Connect Personio

1

Allow the integration

Open Admin → Connectors → Catalogue, find Personio under People and HR, and set it to Allow.
2

Connect the organisation

Select Connect, enter the client ID and client secret, then select Test connection. Hebno checks that it can read employees and absences, and lists the attributes it can see.
3

Choose teams and data areas

Under Who can use it, choose All teams or pick teams. Under Data areas, choose what members can see. See Data areas.
The card shows Connected with the Personio company name. Access is fixed to Read only. Members do not link their own Personio accounts: every read goes through the API credentials and your data areas.

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Data areas

Data areas control what members of the allowed teams can see through the organisation connection. They apply on top of the readable attributes you chose in Personio.
Admin connector panel showing who can use it, access and data areas

An organisation connection with team access and data areas. Financial figures default to owners and admins.

To keep absences visible to resource managers only, open the Personio card in Admin → Connectors, select Absences and choose the teams that should see them.

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What Hebno reads

Chat reply citing a Personio employee profile

A Personio employee profile attached to a chat.

Reads are live. Hebno queries Personio when a request needs it and does not copy the directory into Hebno. Only what a reply used is stored with the conversation as its sources. Hebno never reads salary, payroll, bank details, tax or social security numbers, performance reviews, absence comments or employee documents.
Excerpts a reply uses become part of the conversation. Anyone you share the conversation with can read them, including who is absent and when.

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Hebno reads only

Hebno does not write to Personio. It does not create or approve absences, edit employee records, or change departments, teams or supervisors. To book a consultant once you know they are free, use a resourcing integration such as Float. Linking marks which Personio employees work on a project, so you can ask “who on the team is away?” without naming everyone.
  1. Open the project and select Brain.
  2. Under Linked records, select Link record, then Personio.
  3. Search by name, department or team, and select each employee. You can link a whole team instead.
In chats tagged to the project, Hebno starts with the linked people for any availability or reporting line question. See Linked records.

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Use Personio in chat

  • Attach: open the + menu, choose Sources → Personio, and pick an employee, a department or an absence period. Or type / and choose Personio.
  • Ask: name the person, team or period in your request. For example:
    Who in the pricing team is absent between 16 and 20 November?
    List the Contoso project team with positions, offices and supervisors.
    Which consultants in the Munich office joined since September?
  • Research runs show a Checking Personio step, with a chip for each employee and absence period it read.
  • Agents can read Personio on a schedule, for example a Monday list of who is absent on each active project this week.

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Troubleshooting