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Enterprise use case · Personio + Okta + Microsoft 365

Personio onboarding and attendance workflow

Access changes and attendance exceptions are handled by email between HR and IT. Personio records drive approved access and attendance follow-up with exceptions recorded.

Systems involved

What each system contributes

Personio

12 actions

  • Persons5
  • Attendances3
  • Document Management4
Okta

42 actions

  • User Management14
  • Groups12
  • Roles11
Microsoft 365

45 actions

  • Teams16
  • Emails14

Trigger source: Microsoft Teams

Architecture

One governed run

Trigger: schedule / pollIntegration: PersonioRules + CodeHuman ApprovalSystem Action: OktaAudit

How it starts: A schedule or HTTP poll reads Personio. Personio has no trigger source.

Step by step

How the process runs

  1. 01

    Person

    Personio persons, attendances and documents are read.

  2. 02

    Policy

    Rules + Code decides access for new starters and flags attendance outside policy.

  3. 03

    Act

    Approved access is applied in Okta. Attendance follow-up goes to managers in Teams or email.

  4. 04

    Exceptions

    Missing documents hold access until HR confirms.

Control

Human decision and exception path

Human decision

Managers approve access. HR approves any exception to attendance policy.

Exception path

  • Missing documents pause onboarding.
  • Unknown roles route to IT.
  • API errors are retried.

Evidence

What gets audited

  • Person record.
  • Policy decisions.
  • Approvals.
  • Okta changes and notifications.

Nexus runs on premises, in private or sovereign cloud, or air-gapped. Credentials stay in the vault, roles decide who can approve, and the execution record stays inside your deployment boundary.

Sovereignty and deployment

Related

Patterns, connectors and next steps

FAQ

Questions about this use case

Does Nexus replace any of these systems?
No. Each system keeps its own records. Nexus runs the process between them and records each decision.
How does the run start?
A schedule or HTTP poll reads Personio. Personio has no trigger source.
What if a step is not covered by a pre-built action?
It runs through an API, protocol or database call, or as Rules + Code in Python, Bash, Go, Java, .NET, PHP, PowerShell or JavaScript/TypeScript, with the same approvals and audit.

Use case review

Discuss this use case

Bring your version of the process. We will map the systems, approvals and evidence it needs.