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.
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"
needs to be set to "active" in Personio to facilitate transmission
weekly working hours
Transmitted, if the custom field "shift_position" is empty
In case a team is set, this is added as a suffix to the position
Can be entered in order to use a Personio account with several shyftplan accounts.
working hours mon-sun
Employee transmitted on "yes"
if personio_custom_field "shift_position" = NULL then shyftplan.position = concat(personio.department,"_",personio.team) ELSE shyftplan.position = personio.shift_position