Personio Payslip Integration for Global Payroll Customers

Remote now automatically syncs payslips to Personio after each successful payroll run. This allows Global Payroll employees to access their payslips directly in Personio without logging into Remote, as long as this feature is available for your account, and based on the products you have active with us.

Prerequisites

How does this integration work?

Configuration

    Create a Personio document category for payslips

    Assign the correct access rights to your credentials

    Configure the integration in Remote

Troubleshooting

     Files tab

     Error visibility tab

     Why are my payslips failing to sync?

Prerequisites

To use this integration, you will need:

• The employees you want to sync payslips for should be previously synced by our integration. To see the steps you should follow to enable it please check our Employee sync support article.
• This integration only works for Global Payroll employees.
  • If you have employees for which Remote is the Employer of Record no payslips will be synced for them.
• The direction of this sync is one-way, from Remote to Personio.

IMPORTANT: Our integration can only add files, not modify them or remove them from Personio. If files were uploaded to this folder by mistake or the integration was removed after files have been synced, the uploaded files have to be removed manually from Personio.

How does this integration work?

At the time of enabling payslip integration, we will sync all available payslips per Global Payroll employee.

After that, every few hours our system will gather all of the new payslips that are generated after the payroll process for the employees that are currently being synced by our Employee integration, and push them through the Personio API to a preset directory.

From that point forward, until the feature or integration is deactivated, we will keep pushing new payslips as they become available. These files will be present both in Personio and Remote, so your employees will be able to access them from either of the two systems.

Configuration

Create a Personio document category for payslips

To get started, log into Personio with an administrative user. On the sidebar, click on Settings, and on the People card click on Documents. On this page, navigate to the Categories tab, and create a new one called Remote Payslips.

• IMPORTANT: Note that this name should be entered exactly as written above, since our integration will try to push files into that folder, and naming it a different way will prevent your integration from working at all.

Assign the correct access rights to your credentials

On the Settings page, under the Integrations card click on API Credentials. Choose the credential that was created when setting up the integration. In the access rights list that shows up, make sure to check Read and Write next to Documents. This will allow our integration to access the document category created above. Finally, click on Update to save your changes.

Configure the integration in Remote

Log into Remote, and head into the Personio Integration Page. Navigate to the Settings tab, and you should be able to see the Payslips section. Click on the toggle button to enable it. From now on, your payslips will be pushed continuously to the employee folders on your Personio account.

At the time of enabling payslip integration, we will sync all already available payslips per Global Payroll employee. After that, on ongoing basis, we will sync any new payslips from Remote into your HRIS.

If you need to sync payslips immediately after enabling the integration you can use the manual sync feature, by switching the Payslip data toggle on the manual sync configuration menu.

Troubleshooting

Files tab

To get a list of the files that have been pushed from Remote so far, click on the Files tab. Here, you will be able to see the files that were pushed successfully, along with the employee that owns these files.

Error visibility tab

If a payslip failed to be uploaded, go to the Overview tab, and click on the Check Errors button in the Sync Summary. Here, you will be able to check all of the errors and warnings that were logged on the latest sync. This page will only show the errors and warnings that were logged.

Why are my payslips failing to sync?

If your files are not syncing, please check the following:

• Is the employee that you want to sync the payslip for being synced by our integration? An easy way to check this is to go to the People tab and checking that the employee shows there. If it doesn’t show up, please follow the steps on our Employee Sync guide.
• Does this employee have payslips available for syncing? Under the employee profile in Remote, check that there are files being listed in the Payslips section.
• Is the “Remote Payslips” folder created? Check that the folder exists and that the service user has the appropriate permission to write to it.

If you cannot resolve the issue after double checking the points above, please reach out to us via live messaging with screenshots of the solution of these three points mentioned above.