Planerio integration

About Planerio

Planerio is the specialist for complex shift planning and time management, especially in healthcare and other industries with individual needs. Planerios AI-powered algorithm automatically calculates the optimal shift plan, taking employees' preferences and all other requirements into account. Planerio also offers different forms of fully integrated time tracking solutions and preliminary payroll with interfaces to leading payroll systems.

Why Planerio?

Core functionalities

  • Automatic Shift Scheduling
  • Digital Time Tracking and Payroll
  • Employee Self-Service App for easy shift swapping and desired shift plan
  • Absence Management (stand-in pool)

What Does the Integration With Personio Look Like?

Integration scope

  • User Provisioning: When you integrate Personio and Planerio, new employees are automatically added to Planerio when added in Personio - for a fast and streamlined onboarding.
  • Employee Lifecycle: Whenever employee data is updated in Personio it automatically updates in Planerio, too. This ensures your employee information is up-to-date all the time.
  • User Deprovisioning: When employees leave the company, the respective Planerio account is automatically deactivated based on the termination date in Personio.
  • Time management: Absence periods that are tracked in Planerio are automatically send to Personio.

Transfer of data

The employee master data will be transferred from Personio to Planerio. Absences (sickness, vacation) are transferred to Personio.

All data relevant for payroll accounting (e.g.: absences, time bonuses, other payments) is transferred to payroll accounting systems, for example Datev.

Setting up the interface

  1. Contact Planerio and provide relevant information: which Planerio account to import into?
  2. Create a Planerio-specific API key in Personio and provide it to Planerio (e.g. as an encrypted zip file and send the password via telephone or SMS)
  3. Add relevant fields that should be transferred in the Personio API configuration. Provide this list of fields to Planerio.

Contact Planerio

For companies with 0-999 employees Planerio starts at € 2,90 per month / per employee. Companies with more than 1.000 employees will receive an individual offer.

If you would like to learn more about Planerio, contact Planerio under https://planerio.com/contact or arrange a free demo at your preferred date under www.planerio.de/webinar.

Planerio integration screenshots

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