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Using SourceWhale with Personio
Using SourceWhale with Personio

This article describes the features available to you once your Personio integration has been set up.

Soumya Jud avatar
Written by Soumya Jud
Updated over a week ago

Within SourceWhale you can use the Personio integration features in the campaign settings or Chrome extension.


Campaign

When creating a campaign, you will be prompted with this pop-up:

Below the campaign name and type, you can choose whether to sync as a Candidate or not sync. You can also choose to adjust the default sync settings. If you click on the grey arrow to the right-hand side of the 'Sync options', you will see that you have the possibility to push a Candidate through with specific tags.


Chrome Extension

When using the chrome extension you will be able to access some of these features as well. This option is available in order to give the ability to change the settings you have previously set, for specific individuals.

I.e. you have selected (in the campaign settings page) that you want everyone to be pushed through as a Candidate, but you come across someone you'd rather not push through, you can then change this by clicking on the 'sync as' box and selecting the option that suits that Candidate better.

You can do the same in regards to advanced settings options, by clicking on the grey arrow to the right of the 'Sync as' box.

Note: Your team admin can alter the fields displayed at any time by going into the integrations page.

Haven't set up your Personio integrations yet? See our article on how to get started here.


Stuck or need some help? Click on the chat icon at the bottom right hand corner to connect with our support team! ๐Ÿ’ฌ

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