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Personio conversations: not retreiving e-mail request from active integration

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Question about flexible public (bank) holidays

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Latest Discussions

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Blanca Vilar PemánGetting Started

Integrations & Workflows

How to Disable Automatic Notification for End of Probation Period

Hello, I would like to know how to disable or remove the automatic notification that is sent to managers when an employee’s probation period is about to end. Currently, there is an automatic message that I’m unable to delete. I have checked both, Workflows and Employee Roles sections, but I couldn’t find where it is set up. I want to create a new one instead.Thank you in advance for your assistance. Best regards,Blanca

WilliamGetting Started

Integrations & Workflows

API functionality

Problem Description:Hello!I’m developing an integration between Personio and our system (via Make.com) and have encountered a few issues that cannot be resolved with the current API documentation. I’m hoping for your help or confirmation from the Personio team.The absence of certain predefined fields (such as "Salary Expectations," "Experience," "Current Employer," etc.) in API responses is an issue I’m encountering. I’m utilizing the /v2/recruiting/candidates/{id} and /v2/recruiting/applications endpoints to retrieve data about candidates and their applications. These fields are designated as standard within the system; however, they are not being returned in the API responses. No attachments (like CVs or any other docs sent by candidate, or added by manager) in API responses - I’m trying to retrieve document files related to candidate applications, but the attachments field is missing in the endpoint responses /v2/recruiting/candidates/{id} and /v2/recruiting/applications.I would app

berat canFollower

Integrations & Workflows

Workflow for celebrating Birthdays

Hey, everyone!I have a question about automating birthday celebration processes. We have a draft birthday celebration email, and we only change the name in the email before sending it to the relevant employee.I remember that in Personio, we could select a date relative to the birthday and send an email to the employee. However, I cannot find it when I try to look for it.Do you know of any other solutions? Is there a way to automate birthday celebrations via Personio?Best,Berat

berat canFollower

Employee Data & Documents

Tracking Uploaded Document

Hi dear all :) Our employees are required to upload certain documents to Personio each month, including their Deutschlandticket invoices. Is there a way to track which employees have not submitted their required invoices? We're looking for either a report or a view that could be added to the employee list to monitor this.

Nadia ChubarovaFollower

Salary & Payroll

Hi thereis there anyone here who have also daily rates for salary and / or allowances? - How do you work around a lack of such option in Personio? We offer daily rates for some consultants and daily meal allowances (the latter is mandatory in some countries).Thank you.Best,

SalewaGetting Started

Employee Data & Documents

Automatic status change

At what exact time during the 1st day will the employee become active? And is this time then UTC or UTC +2 (during German summertime). We are using Personio as source for our integration towards multiple systems and want to have a view of when the profile comes live (active) and how this impacts our integrations. Systems include Leapsome and 360 Learning.

Edda van der EndeCommunicator

Employee Roles & Approvals

Adding view rights to metrics

Hi,I would like to add view rights to metrics (under Analytics) to our CEO. I cannot find this part in Employee Roles - where can I do this? Thank you!

Carly MurphyGetting Started

Time Off & Attendance

Changing Working Pattern

Hi Everyone, I have a staff member who works a 28 hour week. She has a 5 week working pattern, e.g week 1, 28 hours over 4 days, week 2 28 hours over 5 days, week 3 28 hours over 5 days but different working hours per day than week 2. Currently I have her AL in hours calculated over 5 days, and her working pattern set up as 5 hours 35 mins per day. This is fine where she takes a full week’s leave - it deducts 28 hours from her balance. On the days, however, where she works a full day, e.g 9 to 5 (7 hours) and wants to take the afternoon off, e.g 2 to 5, she is unable to do do, as her working day is set up as 5 hours and 35 minutes., from 9 to 2.35. Is there any way to add a 5-week working schedule in the background? I can see there is the option to add 4 weeks for the schedule which I will try, and would help but can an additional week be added?

radarloveGetting Started

Time Off & Attendance

Report absence type not visible

Dear all, We have two absence time off type:On call (weekdays)On call (weekends)Both are used and aproved, but when creating the report for last month only “On call weekdays” is visible.Any idea?ThanksTom

JuditSosGetting Started

Time Off & Attendance

Public holidays not shown

Hi, For a workplace, i did the public calendar set up. and i assigned this workplace to our employee. and i still dont see the public holidays in her calendar. what can be the problem? Who could help me?

NidhalGetting Started

Why can't I retrieve custom reports (Report Builder) via API

Hi all, I'm trying to retrieve custom reports created using Report Builder via API, but it seems only Classic Builder reports are accessible—any idea why?

Blanca Vilar PemánGetting Started

Integrations & Workflows

How to Disable Automatic Notification for End of Probation Period

Hello, I would like to know how to disable or remove the automatic notification that is sent to managers when an employee’s probation period is about to end. Currently, there is an automatic message that I’m unable to delete. I have checked both, Workflows and Employee Roles sections, but I couldn’t find where it is set up. I want to create a new one instead.Thank you in advance for your assistance. Best regards,Blanca

WilliamGetting Started

Integrations & Workflows

API functionality

Problem Description:Hello!I’m developing an integration between Personio and our system (via Make.com) and have encountered a few issues that cannot be resolved with the current API documentation. I’m hoping for your help or confirmation from the Personio team.The absence of certain predefined fields (such as "Salary Expectations," "Experience," "Current Employer," etc.) in API responses is an issue I’m encountering. I’m utilizing the /v2/recruiting/candidates/{id} and /v2/recruiting/applications endpoints to retrieve data about candidates and their applications. These fields are designated as standard within the system; however, they are not being returned in the API responses. No attachments (like CVs or any other docs sent by candidate, or added by manager) in API responses - I’m trying to retrieve document files related to candidate applications, but the attachments field is missing in the endpoint responses /v2/recruiting/candidates/{id} and /v2/recruiting/applications.I would app

berat canFollower

Integrations & Workflows

Workflow for celebrating Birthdays

Hey, everyone!I have a question about automating birthday celebration processes. We have a draft birthday celebration email, and we only change the name in the email before sending it to the relevant employee.I remember that in Personio, we could select a date relative to the birthday and send an email to the employee. However, I cannot find it when I try to look for it.Do you know of any other solutions? Is there a way to automate birthday celebrations via Personio?Best,Berat

berat canFollower

Employee Data & Documents

Tracking Uploaded Document

Hi dear all :) Our employees are required to upload certain documents to Personio each month, including their Deutschlandticket invoices. Is there a way to track which employees have not submitted their required invoices? We're looking for either a report or a view that could be added to the employee list to monitor this.

LegoMDCommunicator

Announcements widget

Hi Everyone, do you maybe know as of when we can use the Announcements widget? Thanks a lot for the update and bests,Diana

Nadia ChubarovaFollower

Salary & Payroll

Hi thereis there anyone here who have also daily rates for salary and / or allowances? - How do you work around a lack of such option in Personio? We offer daily rates for some consultants and daily meal allowances (the latter is mandatory in some countries).Thank you.Best,

SalewaGetting Started

Employee Data & Documents

Automatic status change

At what exact time during the 1st day will the employee become active? And is this time then UTC or UTC +2 (during German summertime). We are using Personio as source for our integration towards multiple systems and want to have a view of when the profile comes live (active) and how this impacts our integrations. Systems include Leapsome and 360 Learning.

JayJBGetting Started

Integrations & Workflows

Personio conversations: not retreiving e-mail request from active integration

Hi, Within my company I am setting up / dry-running Personio Conversations for our HR Department to use in a later stage on production.After creating teams, setting up SLAs, I am trying to create requests through the pre-configured e-mail integration, using the team's e-mail address.(as described in the documentation: https://support.personio.de/hc/en-us/articles/7094238960925-Submit-a-request-using-Personio-Conversations).Unfortunately, upon e-mailing from a personal work account, I am not retrieving a new request in the Requests dashboard in Personio Conversations.Maybe there is something I have missed in the initial configuration, although I cannot find it. Manually creating a request within Personio Conversations works as expected. Let me know what else I can try, thank you.DZ

Edda van der EndeCommunicator

Employee Roles & Approvals

Adding view rights to metrics

Hi,I would like to add view rights to metrics (under Analytics) to our CEO. I cannot find this part in Employee Roles - where can I do this? Thank you!

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