personio

Personio

Enhance the management of your organisational and employee data by seamlessly connecting your HR and payroll systems. Our smooth integration between Declaree and Personio ensures real-time synchronisation, allowing you to focus on what matters while keeping your expense processes accurate and up to date.

 

What are the key features of the integration with Personio?

  • Sync employee master data from Personio
  • Set up business rules & workflows to manage your expense processes
  • Simple to connect via plug-&-play API connection

Description of the integration

Personio is a holistic HR software for companies between 10 - 2000 employees. With recruitment, HRM, HRD and all employee information combined in one central system, Person relieves organisations from having to implement different HR management software solutions. By extending Personio with our expense management solution, you can easily offer your employees a state-of-the-art expense app, while maintaining control of your core HR data processes.
 

What are the benefits of the Mobilexpense integration with Personio? 

Maintenance of HR & Payroll data with third-party systems, if not integrated properly, can become a burden for your organization. Our dedicated integration with Personio will automatically synchronize employees with Declaree by Mobilexpense. The interface runs in real-time and keeps employee master data up to date, so you never have to worry about employee accounts again.
 
 

Frequently asked questions

1. Does Personio offer built-in expense tracking or do I need a third-party tool?

No, Personio does not provide built-in expense tracking.
A third-party solution like Declaree by Mobilexpense is required for managing expenses. The integration allows employee data to be synced from Personio into Declaree, where expense submission, approvals, and compliance are handled.

2. How do I integrate Personio with expense management platforms like Declaree?

Integration steps:

In Personio

  • Create API credentials (client ID and secret).
  • Grant the required API access to allow employee data export.

In Declaree

  • Use the client ID and secret to authenticate.
  • Configure the connection using the setup wizard.
  • Map fields (e.g., cost centre, department, gender, office).

Ongoing Sync

  • Employee data is synchronised every 15 minutes.
  • This ensures updates in Personio (hires, terminations, field changes) are reflected in Declaree.
3. What data is synced between Personio and Declaree?

The integration fetches and synchronises employee data from Personio to Declaree in a single API call.

Supported fields include:

  • id, first_name, last_name, email, gender
  • status, position, employment_type
  • weekly_working_hours, hire_date, contract_end_date
  • termination_date, termination_reason, probation_period_end
  • created_at, last_modified_at, last_working_day
  • fix_salary, hourly_salary, vacation_day_balance
  • cost_centers, department, office

Note: Profile picture is not yet supported.

4. Can employees upload receipts directly through Personio?

No. Personio does not handle receipt uploads.
This functionality is available in Declaree, where employees can submit receipts, claims, and reports.

5. How do I ensure expense policy compliance using Personio?

Not supported directly in Personio.
Expense policy enforcement (e.g., rules, limits, approval flows) is managed within Declaree after the employee data is synced.

6. Can I automate notifications for submitted or overdue expense reports?

Yes, but not via Personio.
Notifications and reminders related to expenses are managed within Declaree.

7. Can I restrict expense approval by manager or department?

Not in Personio.
Personio provides the manager/supervisor field, which is synced into Declaree.
Approval workflows and restrictions (e.g., department-based approvals) are configured in Declaree.

Back to top

What is the category of the integration between Mobilexpense and Personio? 

Document storage

How does Personio integrate with Declaree?

  • Integration method: API

What is the type of data sharing? 

  • User data

What is the workflow? 

  • Import

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We've been solving global expense management challenges for over 20 years. Our European heritage ensures compliance in all EU countries. And our local presence means we're always in the neighbourhood.