During the initial transfer of employees into an empty shyftplan account, their locations and workspaces are created in addition to the employees:

Employees are created as "employees" in shyftplan.

Please add manager rights manually in shyftplan.

Additional positions can be stored on the employee "additively" in shyfplan. In Personio the "main" position is set up.

Important:

Should you wish to activate the Connector in live operation, please be very careful to ensure data consistency between the two systems, e.g. designation of positions, locations, etc., with your respective Customer Success Managers before activating the Connector.

Live operation means you have been working with shyftplan for some time and only now add the connection to Personio.

What data is currently transmitted from Personio to shyftplan?

Prerequisite: Employee status in Personio: ACTIVE

Personio - Employee profile

Personio - Custom fields "shyftplan"

Personio

shyftplan

status

comment

first name

first name

last name

last name

email

email

status

needs to be set to "active" in Personio to facilitate transmission

position

weekly hours

weekly working hours

termination date

created_at

last modified

Office

location

department

(main) position

Transmitted, if the custom field "shift_position" is empty

In case a team is set, this is added as a suffix to the position

Example:

Kitchen_Cook

Kitchen_Helper

sub company

Can be entered in order to use a Personio account with several shyftplan accounts.

work schedule

working hours mon-sun

team

position

see department/position

employee ID

staff number

shift worker

yes/no

Employee transmitted on "yes"

shift position

position x

if personio_custom_field "shift_position" = NULL then shyftplan.position = concat(personio.department,"_",personio.team) ELSE shyftplan.position = personio.shift_position

punch_clock_token

punchtime token

optional:
A value in Personio is transmitted, otherwise one is generated in shyftplan randomly

Mapping "base data"

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