Personio

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Set up Personio for automated tests with TrustCloud!

Purpose

Once you set up your compliance program, TrustCloud TrustOps works to ensure that your systems remain compliant with your adopted controls. To do so, TrustCloud runs automated tests against systems in your product and business stack and verifies that they are properly configured.

This document outlines the steps you can take to grant TrustCloud access to only read metadata about the configuration settings for your Personio account so that TrustOps can validate and generate evidence for your compliance program.

Instructions to grant TrustCloud limited access to Personio

  1. Login to your Personio instance with someone who has admin access.
  2. Go to ‘Settings’ and then ‘Integrations’. Click on ’API credentials’.
  3. Click on ‘Generate new Credentials’ on the top right of the screen.
  4. In the ‘Add New Credential’ sidebar, provide a meaningful name e.g., TrustCloud Integration.
  5. From ‘Integration’ and select ‘Other’ from the drop-down menu.
  6. Select ‘Read access’ for the ‘Employees scope’.
  7. Click on the “Generate New Credential” button to finally generate the Client ID and Client Secret.
  8. Copy the credentials and provide that as an input into TrustCloud.

Additional Information

For additional details, you can refer to the Personio documentation to generate API Keys.

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