Overview

PeopleHR is a cloud-based human resources management platform that helps businesses manage employee data and HR workflows in one centralized system. Persona’s integration with PeopleHR lets you pull employee profile details into Persona so teams can enrich identity workflows with trusted HRIS context (for example, confirming key worker attributes during onboarding or ongoing access reviews).

This integration is especially helpful for People Ops, IT, and Compliance teams that need reliable employee data available inside Persona workflows—without requiring manual lookups across systems.

Benefits

Faster workforce verification: Automatically pull employee details from PeopleHR during a workflow so operational teams can make decisions with the right context—without manual HRIS checks.

Higher confidence decisions: Use PeopleHR as a source of truth for key attributes like start date, role, department, and manager—helping reduce mismatches and rework.

More scalable operations: Standardize how employee context is fetched and applied across workflows, so reviews and escalations stay consistent as volume grows.

Integration Features

Persona’s PeopleHR integration helps teams enrich Persona with employee profile data from PeopleHR. Key capabilities include:

• Retrieve employee lists: Pull a list of employees from PeopleHR, with the option to include leavers when needed for offboarding or retroactive checks.
• Retrieve a single employee record: Look up one employee by their employee ID to get a full employee detail record (including history data when available).
• Support custom API columns: Retrieve up to five custom API column values for integrations that store internal references or additional flags on the employee record.

Setting up the PeopleHR integration

Prerequisites

To set up the PeopleHR integration, ensure you have:

• Admin access to your PeopleHR account
• Necessary API permissions to access PeopleHR credentials

Setting up the PeopleHR Credentials

1. In the Persona Dashboard, navigate to Integrations > Marketplace and click on PeopleHR.
2. Click on Add Credential at the top of the page.
3. Enter a Nickname for Credential to help identify this connection.
4. Provide your PeopleHR API key when prompted.
5. Click Continue to save the credential.

Using the PeopleHR integration in a workflow

1. Create a new workflow, or open an existing workflow you’d like to update.
2. Add a new action step > Integrations.
3. Select the PeopleHR integration and choose your saved PeopleHR credential.
4. Choose an operation and configure the input fields to pass in the correct information.
5. Save/publish the workflow.

PeopleHR Operations Overview

In addition to syncing field values, Persona can retrieve employee lists, look up individual employee records, and include leaver records using PeopleHR’s API. These actions support seamless two-way workflows, letting teams manage investigations without switching platforms.

See below for a comprehensive list of available Workflow Action steps and possible configurations for the PeopleHR integration:

Get All Employee Detail Workflow Action Step

Pull a list of employee detail records from PeopleHR so you can enrich a workflow with HR-owned attributes at scale (for example, fetching a roster for downstream matching or review). This action returns a broad set of employee fields, but PeopleHR notes that history fields are deprecated in this “get all” response—so it’s best used for current-state attributes and lightweight enrichment.

Configuration Steps:

• Provide values for required fields:
  • Include Leavers
• Optionally add:
  • N/A

Get Employee Detail by ID Workflow Action Step

Retrieve the full detail record for a single employee using their employee ID. This is useful when you already have an employee identifier (from an upstream system or a prior step) and want to fetch a complete, up-to-date profile for decisioning or case context; PeopleHR indicates this operation includes history data for the employee record.

Configuration Steps:

• Provide values for required fields:
  • Employee ID

FAQs

What PeopleHR data can Persona retrieve?

The PeopleHR integration can return employee attributes such as employee ID, name (including title, first/last/other/known-as), email, start date, date of birth, job role, company, location, department, manager (“reports to”), employment type, employee status, gender, leaving date and reason for leaving, and up to five custom API columns. Some fields are returned as display values (for example, as DisplayValuewithin a field object).

What’s the difference between “Get All Employee Detail” and “Get Employee Detail by ID”?

Use Get All Employee Detail when you want a list of employees and high-level employee attributes, with an option to include leavers. Use Get Employee Detail by ID when you need a complete record for one employee; PeopleHR indicates this operation includes history data, while history fields are deprecated in the “get all” response.

Can I include former employees (leavers) in results?

Yes. When using the Get All Employee Detail workflow action step, you can choose whether to include employees who have left using the Include Leavers setting.