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LV_LolaGetting Started

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?

7 hours ago

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

7 hours ago

Ana Calconut

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?

11 hours ago

curiousmind

Other Topics

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!

4 days ago

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!

5 days ago

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

5 days ago

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

6 days ago

LV_LolaGetting Started

Employee Data & Documents

Ask employees to complete and upload a document

7 hours ago

RinaGetting Started

Attendances & Absences

pro-rated issue for FTE change

7 hours ago

lisaamorosoCommunicator

Recruiting

Job requisitions - Approval process

Hi, I am curious if anyone uses job requisitions for position approval prior to actually creating a position, and if so is there a way to set up that initial approval in personio?

8 hours ago

Ana Calconut

Performance & Development

Training expiration

11 hours ago

MoeCommunity Admin

UK + IE User Group

Join us for some lunch and networking in Cambridge!

Morning, folks! 😄I just wanted to let you know about an exciting new event format we’ll be hosting in the UK. With the help of your fellow community members, we’re going to be getting HR pros together to talk about an HR topic that fascinates them. For our first community meet-up, we’ll be heading to Cambridge on November 1st to talk about rewards, recognition, and what differentiates the two at work. Your co-host for this one is going to be none other than James aka @JHBEM! 🤩Look, I’m biased because I’ve had a few conversations with him, but James is among the most intelligent and thoughtful people you’ll ever meet. He’s also really passionate about the topic, so you can look forward to some lively chatter (and lunch, on us)!Head over to the event page below for more info and to register. We’ve got limited space so make sure you don’t miss out!

14 hours ago

Personio Customer EventsPersonio Employee

Product Spotlight

📹 Recap “HR Hour: Analytics & Reporting” | Recording & Questions

Missed our last HR Hour or want to revisit the live demos and examples of our report builder at your own pace?No worries, we’ve got you covered! We’ve recorded everything for you 🎥In this exclusive online workshop, we took a deep dive into Personio’s report builder to help you make the most of your HR data. Here’s what you’ll discover:Access to all core HR data A comprehensive view of absence activities Tracking time with ease Insights into salary dataThese topics are waiting for you: 📊Learn how to use data to drive informed decisions, with:Pre-built templates for quick reports The ability to create custom reports from scratch Easy access for all relevant team members💻 Live demo: Watch how to use the report builder effectively and create a variety of reports tailored to your needs.🔮 What is coming next ? Get an exciting outlook on our upcoming roadmap items. ➡ Check out the recording We received lots of questions from those in attendance and while we were able to answer many of tho

1 day ago

LenaCommunity Admin

Community Café

Meet the Team: Lena

Some of you might know me from the community – but if not, here’s a little introduction! 😄I started at Personio nearly five years ago in our Customer Support Team, diving deep into Personio’s products. After that, I conducted Product Trainings before joining the Community Team 3.5 years ago. Initially, I was mostly responsible for moderation in the community. Today, I focus on fostering interactions between you, our members – whether within the community itself or at our in-person events. 🤝 At Personio: Since Dec 2019Favorite weekend activity: Hiking – preferably with a great view! 🌄Favorite Comfort Food or Go-To Recipe: My Go-To Recipe is simple oven Veggies with Avo and Sour Cream, Comfort Food: Anything with Chocolate Favorite Travel Experience or Dream Destination: Favorite Travel Experience, South Africa! And a dream destination in the Future: Argentina, I am soo looking forward to a trip there. If you have reccomendations, I’d love to hear them! Favorite board game: No doubt:

1 day ago

curiousmind

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