Our Moss platform offers an integration with the HR management software Personio. Connecting the two platforms gives you multiple benefits that make your life easier and reduce your workload.
Benefits of connecting Moss with Personio
Streamline Onboarding: When you add a new employee to Personio, Moss steps in automatically and sends the system administrators a notification, sparing you the hassle of having to keep track of who has or should have access to Moss.
Effortless Departures: When an employee departs from your company and is deactivated in Personio, Moss takes care of automatically deactivating their account on their last day, making offboarding a breeze.
Seamless Reimbursements: To ensure swift and hassle-free reimbursements for your business expenses, simply connect your bank account to Moss. Moss effortlessly extracts the necessary details from Personio, streamlining the reimbursement process for your employees.
Simple setup of users and teams: No need to set up your team and department structure manually in Moss. We fetch all data from Personio on the user’s manager, team and department allocation. When you invite an employee, they will automatically be assigned to the correct team and department - both saving you time and ensuring each employee is part of the correct approval workflows.
Stay Agile: When the designated approver is unavailable or out of office, Moss keeps you in the loop by sending a proactive message, giving you the option to swiftly designate an alternative approver, ensuring tasks keep moving smoothly.
How to connect Moss with Personio
Follow these steps to successfully connect Moss to Personio
Go to Users & Teams and navigate to the “HR Software” tab, click Connect HR software
Choose Personio in the dropdown of available tools to connect.
Grant Moss access to fetch relevant information on users from your Personio account
Open up and login to Personio
Go to “Marketplace” in your left sidebar menu
Select Moss and start the connecting process
Click Setup & permissions to see detailed steps.
Click Connect to start the activation process
Generate API credentials. In this article by the Personio team, you can learn how to generate the API credentials you need to connect to Moss.
Copy your API credentials and go back to Moss, paste them in and click “Set up integration”
Voilà! You’ve successfully connected Moss with your Personio account. You can now proceed with mapping your teams in Personio with Moss, inviting new employees to Moss or linking manually invited employees with Personio to make sure the data is always synced for all your Moss users.
How to map teams in Personio with teams in Moss
When you have connected Personio to Moss, you are able to map teams from Personio to teams in Moss. This helps you further to set up appropriate approval policies as well as streamline accounting automation. You can either decide to have a 1-to-1 mapping of teams in Personio and Moss, or decide to map multiple teams in Personio to the same team in Moss.
If you already have created teams in Moss, you can simply select the one you wish to map your Personio team to. If you have not set up teams in Moss yet, you can easily create new teams based on the teams you have in Personio, all in the same flow.
How to link existing employees in Moss with Personio
If you have already invited users to Moss manually, before connecting Moss to Personio, we highly recommend you to link and sync these employees with Personio. This ensures that you leverage all benefits listed above in automated offboarding, fetching of relevant data and minimising risk of data discrepancies between your tools.
Open up and login to the Moss platform
Go to “Users & Teams” and open the “HR software” tab
Click “manage” users
This will take you to the “Link employees” flow.
Here, you see a list of all employees that are users in Moss, that we also found a match for in Personio based on their email address.
You will see an overview of what employee data we were able to sync from Personio
When done, just click “Save” and all your Moss users will be linked with Personio
How to invite new users to Moss via Personio
Whenever you onboard new employees to Personio, and have connected Moss with Personio, we will detect that, notify you, and help you invite these new employees to Moss in a breeze! Note that we are not automatically inviting your newly onboarded employees to Moss, so even when you have connected Personio with Moss - you are in control of who of your employees should have access to Moss.
Login to the Moss platform
Go to “Users & Teams”. On the “Users” tab, you will see an “Invite users” button that you click.
You’ll be presented with different options of inviting users, and should select “Invite users via HR”
That will take you to the flow. In this list, you see all employees that are in your Personio system, and not invited to Moss yet.
To easily find which employees you want to invite, you can filter by team or cost center.
In the list, you will also see which team in Moss the user will be assigned to, based on the team mapping you’ve done previously. If an employee is assigned to a team in Personio that you haven’t mapped to a team in Moss, we will flag that to you as the screenshot above shows.
Once you’ve selected the employees you want to invite, just click “Save” and we will trigger an invitation to all those users. Like a breeze!