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Personio

Personio is an all-in-one HR software platform for small and medium-sized businesses. It helps with everything from recruiting and onboarding to payroll and performance management.

Before you begin

To begin monitoring Personio, ensure you have the following components and permissions in place:

  • OpenLM components: OpenLM Cloud Broker, approved in Broker Hub.
  • Platform-specific Requirements: You'll need administrative access to your Personio account to generate an API key and client ID with the necessary read permissions.

Configure data collection

  1. Activate API Access: In your Personio settings, create new API credentials with read access to employee and user data.

  2. Go to Marketplace → Connected Integrations.

  3. Click Create custom integration at the top right of the screen.

  4. Configure the setup.

  5. Add Credentials: In the OpenLM Cloud Broker dashboard, find the Personio integration and enter the API key and client ID.

Personio credential configuration in Cloud Broker Personio credential configuration in Cloud Broker

Approve Personio in OpenLM Platform

  1. Sign in to OpenLM Platform.
  2. From the menu, go to License ServersPending Server.
  3. Select the Personio data source, then select Approve and Merge.

Verify the integration

  1. In OpenLM Platform, go to Allocation.
  2. Confirm Personio usage data appears.
note

It can take up to 3 minutes for data to appear after approval.

Viewing reports

  • User activity trends — see which users are most active in the platform; reallocate seats accordingly.
  • Expired or unused licenses — identify inactive users and reclaim their seats.

Reference