As complexity grows in HR and Finance, tracking only your active employees is no longer enough. Today’s workforce planning requires real-time forecasts, budgets, and plan-vs-actual comparisons — all across systems and departments.

That’s where Personio and Cartha create real value together:
Personio as the leading HRIS for SMEs, and Cartha as the specialized platform for workforce and cost planning.

It’s where Personio’s operational excellence meets Cartha’s strategic depth — delivering full transparency and control across your entire headcount.

Personio: HRIS for Mid-Sized Companies

Personio is built for small and medium-sized businesses (10–500 employees). Based in Munich, the platform streamlines core HR processes with an all-in-one solution for:

• Employee management & payroll

• Time tracking & onboarding

• Recruiting, performance & learning

With 200+ integrations, strong usability, and GDPR-compliant data security, Personio is the go-to choice for growing companies looking to increase efficiency and transparency.

According to Personio, teams can save up to 60 hours per month through automation.

Personio + Cartha is an ideal combination for two reasons.

1. Personio focuses on active employees — but strategic cost planning needs to include future roles as well.

2. Many companies use Personio for core HR but rely on separate recruiting tools (e.g. Greenhouse, Softgarden, Ashby). In this fragmented setup, data easily falls through the cracks.

This is where Cartha comes in

Cartha is a purpose-built software for headcount, workforce, and cost planning.
Its mission: unify all people data in one place — synced across tools, forecastable, and easy to manage.

Personio was Cartha’s very first integration — and remains one of the most widely used. Many Cartha customers rely on Personio, including The Exploration Company and Lavera.

This integration enables operational HR data to feed directly into strategic planning workflows — no more manual exports or duplicated entries.

See the Cartha Integration on the Personio Marketplace

What happens in Personio:
Personio remains the system of record for all active employee data — including salary, start date, team, location, cost center, etc. Cartha only reads compensation-relevant data and syncs it for planning. This clear separation keeps responsibilities transparent.

What Cartha adds:

Social contribution logic (salary- and location-based)
Cartha calculates employer costs — such as German social security contributions — based on salary, location (e.g. church tax), and contract type (e.g. working students).
Many companies use flat-rate assumptions (e.g. 20% on top of gross salary), which often leads to inaccurate forecasts. Cartha brings precision, especially for larger teams, international setups, or atypical contracts.

Planned positions including salary and start date
While Personio handles current employees, Cartha manages future hires — with planned start dates, target salaries, cost centers, and more. This gives visibility into the hiring backlog and builds a solid foundation for scenario planning.

Budgeting & scenario comparisons
Cartha allows teams to compare planned, forecasted, and actual costs — monthly, quarterly, or yearly. Budget owners can simulate scenarios (e.g. with/without new hires or salary increases) and make better decisions.

Historical data for tracking and analysis
Besides looking ahead, Cartha also provides insights into the past: salary changes, FTE developments, team transfers, and exits — for better forecast calibration, benchmarking, or plan-vs-actual analysis.

External roles not managed in Personio (e.g. EoR)
Some companies have external employees managed outside Personio — e.g. in Deel, Remote, or even Excel. Cartha lets you include these roles to give a truly comprehensive view of your workforce.

Benefits of the Integration at a Glance

How Customers Work with the Integration

• Daily sync from Personio: employees, salaries, team affiliations

• Planning in Cartha: forecast budgets, social contributions, future hires

• Unified data base for HR & Finance: both plan and monitor costs together

• Automated reporting: gaps, variances, and trends become visible instantly

Lavera saves over 40 hours per month using Cartha — and always has an up-to-date, consistent forecast.

Conclusion: From Operational Data to Strategic Control

Personio digitizes your HR core. Cartha transforms that data into actionable, reliable planning.

For organizations facing increasing complexity, multiple stakeholders, and demanding budgeting cycles, this combination becomes a powerful control center:

• One source of truth for HR and cost data

• Seamless collaboration between HR, Finance, and leadership

• Strategic visibility across active, planned, and historical positions

And with 80+ integrations beyond Personio, Cartha ensures your workforce planning remains structured and current — even through M&A, system changes, or scale-ups.