If you close the setup flow after connecting to Personio but before the final confirmation, the integration will have a status of "pending confirmation" on the integrations page. You will need to complete the setup to begin syncing data.

Daily Syncs are designed for efficiency and only sync new changes from Personio. If you manually edit an employee in Planday, the daily sync might not correct it immediately because no new change was reported from Personio for that employee.

Full Syncs (which happen when you click "Sync Now" or when a new change is made in Personio for that employee) compare all data.

One-Way Data Sync: Data flows only from Personio to Planday. Any manual changes made to synced fields (like an employee's name) in Planday will be overwritten.

The employee will be deactivated in Planday on their termination date. However, any existing shifts assigned to that employee will not be deleted and will not be changed to open shifts either. It is the manager's responsibility to handle or reassign those shifts.

The email address in Planday functions as the employee's username for login. To prevent the employee from being locked out because they are unaware of a username change, the email/username must be updated directly within Planday instead of being synced from Personio.

No, Personio is the single source of truth, and any manual changes made in Planday will be overwritten by the data from Personio during the full sync. All changes to employee data should be made in Personio.

In this case no changes have been made in Personio, therefore Planday does not get any signal to reactivate the user. You will have to manually reactivate the user in Planday instead. If on the other hand you deactivate and then reactivate the employee in Personio, this would be reflected in Planday because changes have been made in Personio. You can click sync now to initiate a full sync.

This can happen if the currency settings in your Personio and Planday accounts do not match.

The integration does not synchronize different currencies or calculate exchange rates. For example, if your Personio currency is set to EUR and your Planday portal is set to DKK, the salary data will not be imported. To ensure salary data syncs correctly, you must set the currency in Personio to be identical to the currency used in your Planday portal.

This could be because you have required fields activated in Planday, which we don’t map. For instance if you made the t-shirt size employee field required in Planday - but this data is not available or part of the data transferred from Personio, the system doesn’t allow us to create the employee and the transfer fails. To fix this, double check that you don’t have any required fields which can’t be populated through the integration.

The gender field needs to be completely archived, if you want to avoid some employees not being imported due to missing gender or cases where the gender is not either male or female in Personio. This is because the gender field is required by default in Planday and Planday only currently supports male and female genders.

The integration does not delete data, that means that if you want to remove an employee from an employee group in Planday, this will have to be done manually. The only thing the integration does is add the employee to the new employee group.

It is currently not possible to see whether an employee's profile is managed by the Personio integration or whether it was created manually in Planday.

Visual leave indicators: Approved absences from Personio are shown on the schedule as a leave bar (green bar) so managers can quickly see when an employee is unavailable.

Existing shifts are left as is: If an employee already has a shift in Planday on a day where Personio reports approved leave, that shift is not automatically converted to an Open Shift but left as is by default. In the future this may be added as a setting but until that time the least intrusive option is to not make any automatic updates to a shift.

Approved leave only: Only approved absences from Personio are synced into Planday; draft/pending requests are ignored.

A note will be added to the leave in Planday clarifying that the employee is off for only part of the day.