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FairrFollower

Employee Roles & Approvals

How admin roles are recommend? Or is there a maximum of admin roles?

I would like to know if there is a maximum of Admin roles or what the recommendation is.We have 3 admins at the moment and are planning to add one more. Thank you, T

LHAGetting Started

Attendances & Absences

Attendance - restricting start or finish times

HI, is it possible to set a restriction on ‘cant start work before xx’ and ‘cant work after xx’ in attendances - or to set a flag/automation that alerts a Manager if someone clocks attendance before/after the permitted time? We have ‘permitted working hours’ of between 7am & 7pm’ but within that people work flexible hours, so we currently have attendance just set as ‘x hours per day’ depending on the persons contract (part time/full time/compressed hours) but we would like to be able to either prevent clockings in attendance outwith those hours or set it up so that any clockings outwith those hours would require manager approval

LV_LolaGetting Started

Employee Data & Documents

Ask employees to complete and upload a document

We require all employees to complete a declaration of interest form annually. Currently this is done via Word / Excel but I would like to automate it on Personio. The process would ideally be something like this:All employees are notified that they need to complete their annual declaration of interests They are prompted to complete the key information fields (date, name of organisation, details of potential conflict) This information is then stored on their profile (either as an employee attribute or a document?) We can then run a report to see who has / hasn’t done itI know something similar can be done during onboarding in terms of asking employees to complete sections of their profile directly but I was wondering whether there was a workaround outside of onboarding?

RinaGetting Started

Attendances & Absences

pro-rated issue for FTE change

Hello! I am not sure if I did something wrong here, so please be patient. I noticed earlier this year that the part timers have lesser holiday hours that what they should have gotten, and it seems that the system pro-rated their holiday hours on an already pro-rated value (On the absence page, all the accrual polices are set to pro rate - Based on weekly working days). I have to turn off the “Absence entitlement proration based on working days” and then they have the correct holiday hours again. My problem was solved then. But now, I have an employee who changed FTE from 0,4 to 1,0 and then back to 0,4 again, and I have to create a new working schedule for him, but now I am unable to turn the “Absence entitlement proration based on working days” option - I can only choose a number from 4-7 days. How can I fix this without manually adjusting his holidays for this year? I am trying to not adjust it manually as I want to make sure all other part timers won't face the same issue again. Tha

Performance & Development

Training expiration

Hola!Quería saber si es posible en personio poner fecha de caducidad de formaciones realizadas y que te avise cuando la formación está cerca de vencerse por si hay que actualizarlo.En caso de que no se pueda, ¿se os ocurre alguna manera de registrar que esa formación hay que renovarla? Hello!I wanted to know if it is possible in personio to set an expiration date for training courses and to be notified when the training is about to expire in case it needs to be updated.In case it is not possible, can you think of a way to register that this training needs to be renewed?

Customizing Job Listings in Personio

Hi everyone,I'm looking for advice on customizing the job listings in Personio. Specifically, I would like to adjust the following elements:Job Category: How can I change the font size and color? Job Title: Is there a way to style the job title for better visibility? Job Description: How can I format the description to clearly indicate if a position is permanent, part-time, or full-time?Additionally, given that we don't have many job postings at the moment, I was wondering if it's possible to remove the search bar entirely since it seems redundant.Any guidance or tips would be greatly appreciated!Thank you!

MPapasGetting Started

Employee Data & Documents

Instead of preferred name, the legal name is shown

Hi fellow users, A while ago we got introduced in the Preferred Name option as an attribute of the personal data. Although when I am in the profile of each employee, the Preferred name is shown, when I am searching for the in the search bar I see the Legal Name, and in a parenthesis the Preferred name. Did anyone manage to change this, and search only by Preferred name? Thanks in advance!

darkocompagnoniNewbie

Integrations & Workflows

API - Cannot retrieve absence entitlement.

Hello, I am trying to get data relative to employee's absence entitlement (aka the days of paid holiday they can take each year). According to this post on the German Help Center, these data are available on the Custom Report API.On September 6th, I created a trial account to investigate the custom report structure. I created a custom report and included the entitlement column. As you can see from the JSON screenshot below, the absence_2829148:entilement (as well as balance) field/column appeared in the response.Yesterday I asked our Personio admin to generate a custom report, so that I could call it via the API. The entitlement column isn't showing at all: Screenshot taken on Sep 23, 2024Today, I tried creating another trial account to recreate what I did on September 6th. I don't see the entitlement column anymore. Has anything changed in the meantime? How can I find, and retrieve via API, the absence entitlement data for each employee? I see that these data are used in the UI (to sh

FairrFollower

Employee Roles & Approvals

How admin roles are recommend? Or is there a maximum of admin roles?

I would like to know if there is a maximum of Admin roles or what the recommendation is.We have 3 admins at the moment and are planning to add one more. Thank you, T

Product Spotlight

🆕 Introducing: Personio Monthly Update - OctoberPersonio Update

We’ve got an exciting new update format that we’ll be sharing with you regularly: The Personio Monthly Update. 🙌Your brilliant host, Dara, will be discussing the latest product features as well as giving you a behind-the-scenes look at what sets Personio apart. This monthly update will make sure you’re caught up on all things Personio and beyond. Along with highlighting product updates, we’ll also be discussing some current trends and challenges that HR pros are facing. 🔎 Time Stamps00:11 - Intro00:50 - Job architecture02:31 - Position Management03:34 - Approvals04:18 - Compensation Budget06:05 - Communication for budget approval Oh and, before I forget, if you have any questions, let us know and comment down below! We’ll do our best in answering your questions either here in the Community or in a future video! Stay tuned! 🚀

nina.johanssonGetting Started

HR Strategy & Best Practices

From security guard to HR professional: the trial-and-error approach to finding your career path.Blog

I believe the best way of knowing is trying, and that’s been my approach to finding my career path. Pinballing from one thing to the next in the pursuit of discovering what I want to do with my life. Trying After finishing the Swedish equivalent of A levels, I wanted to keep studying but didn’t know what. I started to become a teacher because my friends said “you’re good at teaching and explaining things, so maybe try that?”. So, I tried that. Quite quickly, I found that the most interesting thing about education was the psychology behind it. This was a lightbulb moment and the first pinball bounce. Maybe psychology was it?In 2010, I moved to Stockholm and started studying psychology, which was extremely interesting! Learning about people and why we behave the way we do brought out a new fascination. However, it was only one piece of the puzzle as a career in psychology wasn’t appealing. I like people, but I don’t like people THAT much for it to be my sole focus. So, I had to bounce. F

Anna-LucaCommunity Moderator

Integration Showroom

Meet our Partner TravelPerk ✈️

Dear Community,We’re excited to introduce our next partner:⭐️ Meet our partner TravelPerkTravelPerk is a leading travel management platform that helps companies plan and manage business trips efficiently. Whether it’s flights, trains, or hotel bookings, TravelPerk simplifies the entire process and provides transparent cost insights. The platform enables quick bookings and ensures your company’s travel policies are adhered to. TravelPerk is flexible, easy to use, and offers access to a wide range of travel providers.Integration with PersonioThe integration between TravelPerk and Personio allows for seamless synchronization of your employee data. As soon as new employees are added in Personio, they are automatically created in TravelPerk, making travel management more efficient. Any updates, including a potential last day of work, are also transferred from Personio to TravelPerk.Visit our Marketplace to learn more about the integration, and our Help Center for more information on activat

MelissaCommunity Admin

Community News & Announcements

Networking Bingo at HUG Berlin: Your Chance to Win 2 Nights in a Wellness Retreat! 🏨🧘‍♂️BINGO

Hi there Community,Tomorrow is the day! Personio's biggest HR event, HUG, is making its way to the capital of Germany! At the 📍 Wilhelm Studios in Berlin, you can expect exciting and inspiring discussions, practical tips and opportunities for personal exchange. Our Community team has prepared something very special for you too! You can look forward to creative opportunities to network with other HR professionals and have lots of fun in the process! Please note: The following content is for those who participated in HUG Berlin and the Networking Bingo.As a HUG Berlin participant, you’ll have the opportunity to join a Networking Bingo on-site. You’ll find plenty of Bingo flyers spread around the venue - grab one and take on the challenge! 👾 Here’s How You Can Participate in the BingoComplete 5 activities in a row (horizontal, vertical, diagonal) and tick of the boxes Bingo? Great! Write your name & business email address at the top of the flyer. Then hand in the flyer in the coll

LHAGetting Started

Attendances & Absences

Attendance - restricting start or finish times

HI, is it possible to set a restriction on ‘cant start work before xx’ and ‘cant work after xx’ in attendances - or to set a flag/automation that alerts a Manager if someone clocks attendance before/after the permitted time? We have ‘permitted working hours’ of between 7am & 7pm’ but within that people work flexible hours, so we currently have attendance just set as ‘x hours per day’ depending on the persons contract (part time/full time/compressed hours) but we would like to be able to either prevent clockings in attendance outwith those hours or set it up so that any clockings outwith those hours would require manager approval

AgataGetting Started

Attendances & Absences

How to stop the system requesting sick certs for historic leave

We have recently uploaded onto Personio staff sick leave records dating back four years. This is because our sick leave entitlement is over a four year rolling period. We have only been using Personio since March this year and previously we managed leave differently. We don’t want to have to upload old sick leave certs for the staff, but they have been getting notifications that multiple certificates are missing, and we are being inundated with questions about this. How can I stop the system from requesting sick certs for years prior?

TradelingpeopleGetting Started

Employee Data & Documents

Onboarding - how to get newjoiner info onto Personio

We starting to automate our onboarding, are we able to send the new joiner a link for personio before they join so they can directly upload their details to personio. At the moment we are sending out an excel form for them to fill out and we manually upload it on to personio. Thanks for your help.

LV_LolaGetting Started

Employee Data & Documents

Ask employees to complete and upload a document

We require all employees to complete a declaration of interest form annually. Currently this is done via Word / Excel but I would like to automate it on Personio. The process would ideally be something like this:All employees are notified that they need to complete their annual declaration of interests They are prompted to complete the key information fields (date, name of organisation, details of potential conflict) This information is then stored on their profile (either as an employee attribute or a document?) We can then run a report to see who has / hasn’t done itI know something similar can be done during onboarding in terms of asking employees to complete sections of their profile directly but I was wondering whether there was a workaround outside of onboarding?

RinaGetting Started

Attendances & Absences

pro-rated issue for FTE change

Hello! I am not sure if I did something wrong here, so please be patient. I noticed earlier this year that the part timers have lesser holiday hours that what they should have gotten, and it seems that the system pro-rated their holiday hours on an already pro-rated value (On the absence page, all the accrual polices are set to pro rate - Based on weekly working days). I have to turn off the “Absence entitlement proration based on working days” and then they have the correct holiday hours again. My problem was solved then. But now, I have an employee who changed FTE from 0,4 to 1,0 and then back to 0,4 again, and I have to create a new working schedule for him, but now I am unable to turn the “Absence entitlement proration based on working days” option - I can only choose a number from 4-7 days. How can I fix this without manually adjusting his holidays for this year? I am trying to not adjust it manually as I want to make sure all other part timers won't face the same issue again. Tha

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