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Latest Discussions

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Ivana G.Getting Started

Performance & Development

Assign specific feedback form when "Requesting Feedback"

Hi,for the end of probation feedback and we want supervisors to use the “Request Feedback” function to ask peers or other stakeholder to evaluate the new joiner.We have created a specific feedback form for probation feedback from peers.Is there a way to assign this form for completion when requesting the feedback or for the peers to select the specific form when completing the task?Thanks,Ivana

SimonSayzGetting Started

Performance & Development

How to set up a workflow for employee training requests and approvals?

Hi everyone!I’m looking to create a streamlined workflow in Personio for managing employee training requests. Ideally, the workflow would include: Employee submits a training request (through Personio or a form integration) Approval flow – involving the direct manager and HR Cost tracking – linking costs to the employee profile and budget overview Automatic update to the Personio Training tab upon approval Digital Training Cost Agreement – sent to the employee for e-signature once approved Would love to hear how others have approached this, especially around automation and integration for smooth processing. Any best practices or tips would be appreciated!

SabbuSchreiberCommunicator

Overtime Report with Balance

Hi all, I’m having some struggles with the overtime reports. Is there a way to have a monthly report showing the overtime/deficit hours for the month AND the overtime balance at the end of the month?I can only do either or but not both together - or I’m just not seeing it. :-)Thanks in advance!

andra.enacheBusy Bee

Employee referrals widget not showing on Homepage

Hi! I’m not sure if anyone else encountered the same issue. I enabled the Employee Referrals features and approved it on my homepage to show as a widget. However it’s not visible, neither for me or for my employees. Can anyone support? Many thanks!

Hello, I have problems with the excel format for performance and job performance, as seen in the videos and some photos, should leave a fully functional excel, I have the macros enabled and I have not changed anything, I have tried other devices and still appears the same, I think the excel file is damaged or has some error, I would appreciate if you could help me solve the problem or if you can give me a way to communicate with personio, either a number or mail

MrNeedHelpGetting Started

Integrations & Workflows

Locked out because of Azure SSO missconfig

Dear All,I had to change the Azure Secret for our SSO and did a miss take with the Secret ID and the Application ID and now nobody can sign in anymore and we dont have the Option to sign in with any other Accounts because it only shows the SSO option. Please need help.Thanks

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?

Performance & Development

Redirecting a Manager Review

Hello! We are in the middle of our performance reviews. A few employees have had a supervisor change after the performance cycle was set up. Their Self-Review and Manager Review request has gone to their old manager. Is it possible to redirect them to the new/current manager? Many Thanks! Aine

LaisGetting Started

Salary details -confidential

Hi Community, I need some help: is there a way to add salary expectation from candidates on Personio in a field that is seen ONLY by admins? I’ve been trying to find it but could not figure out myself, and this would be really helpful to have.

SoniaGetting Started

Time Off & Attendance

Monthly work schedule registration

Hello,We need to upload the generated PDF document of the time record monthly, as it's a legal requirement. Is there a way to upload the documents in bulk? We've tried saving them with Idemployee_name_firstname_category_date, but it doesn't work; it asks us to validate them one by one. Has anyone managed to do this? How?

damayantichowdhury09Newbie

HR Strategy & Best Practices

AI - Friend not Foe?

As a writer, I’ve always held a certain bias against generative AI tools and often refused to use them for my work whether it be within academic writing, content writing or creative writing. Then a few friends, colleagues and even family members of mine pointed out that AI can be used for more than just paraphrasing, copy-pasting and most importantly, as a substitute for our jobs! This got me thinking more on the subject and after doing some research I was pleasantly surprised by the impact that AI has had with its myriad of functions. Turns out instead of using it as a shortcut, “commanding” it to provide us with information and finish work, it can be used as a useful tool to engage in smart work. In fact, I’ve heard many people call AI their omnipresent colleague. Don’t get me wrong, I am not here to promote AI. Quite the opposite actually. As I have recently discovered, to the best of my knowledge AI is in fact not out to get our jobs but can be used as a “friend” rather than a comp

vanilaGetting Started

Integrations & Workflows

Workflow other companies

Hey all, the company I work for has to sign NDA every now and then and for that my CEO wants to create a workflow. Is there a way to create one where all the people inside of the company I work for sign the document and then said document gets forwarded to the other company automatically?

MoeCommunity Admin

Personio users & HR Pros in The Netherlands

📣 A chance to be featured in a Personio audio series!

Happy Monday, folks!Just wanted to kick your week off with an exciting opportunity! Check out the post below to learn more about your chance to share your “HR instinct” story and be featured in a Personio audio series! 🤩 -Moe

MoeCommunity Admin

UK + IE User Group

📣 Tell us your "HR instinct" story and get featured in a Personio audio series!

Happy Monday, folks!Just wanted to kick your week off with an exciting opportunity! Check out the post below to learn more about your chance to share your “HR instinct” story and be featured in a Personio audio series! 🤩 -Moe

MoeCommunity Admin

HR Strategy & Best Practices

Share your 'HR instinct' story and inspire your peers! You'll be featured in a Personio audio series!

Hello, everyone!We know HR professionals have this incredible emotional intelligence and a sharp gut instinct — it’s what helps you read rooms, spot issues, and make those tough calls when the data isn’t there. But instinct alone has its limits. Knowing something’s wrong isn’t the same as knowing why, and guessing isn’t the same as seeing what’s next.That’s why we want to hear your stories about balancing gut instinct with data-driven insights. As part of our marketing campaign "Turn Think Into Know," we’re creating a short audio series made up of 1-minute voice clips (kind of like listening to a podcast or voice note, so no video) that explore those pivotal moments when HR leaders had to navigate the tension between intuition and hard evidence. We’d love for you to take part! Respond to this thread with your story or reach out directly to join us for a relaxed 20-minute chat to share a time in your career when:Your instinct flagged something important, but you lacked the data to back

mgyrsGetting Started

Employee Roles & Approvals

Secondary supervisors & access to cycles

Hello Community, I have a question so burning, I decided to sign up and raise it here, hopefully I can reach someone who has the same/similar concerns and we can brainstorm for a solution, as I am running out of ideas for workarounds. We have quite some teams with two equal supervisors, and we differentiate between them as:“Supervisor” - the main system attributeand “Co-Supervisor” - for this field, we, until now, used an open text field just to enter the name, but now, with the secondary supervisor function, I’m more than excited to give Co-Supervisors a better user experience.As I was setting up the access rights, aka an Employee Role, for the newly added Co-Supervisor field, I quickly realised the accesses under Performance & Development cannot be granted based on the reporting line / “dotted line”. My options thus are, if I understand well:Option 1: do not grant access here, and rely on the default setting: every supervisor gets access to their direct reports’ assigned cycles O

Ivana G.Getting Started

Performance & Development

Assign specific feedback form when "Requesting Feedback"

Hi,for the end of probation feedback and we want supervisors to use the “Request Feedback” function to ask peers or other stakeholder to evaluate the new joiner.We have created a specific feedback form for probation feedback from peers.Is there a way to assign this form for completion when requesting the feedback or for the peers to select the specific form when completing the task?Thanks,Ivana

Emma LNewbie

Performance & Development

Bi-annual / Quarterly Performance Reviews Using Personio Cycles

Hello everyone,We're an NGO with around 65 employees and currently use Personio for our annual skills assessment reviews. We're now looking to integrate a quarterly review process and are exploring how best to set this up (different cycles, one cycle with everything,...).We’re curious to hear how other organizations are using Personio for bi-annual or quarterly reviews between employees and their managers.Any insights, best practices, or tips would be greatly appreciated - and we’d be happy to share our own experiences at the same time!Thanks in advance 😊

vanilaGetting Started

Integrations & Workflows

Requesting e signatures of other companies

Hey all, I know it isn’t possible to select people working outside of the company to sign the document. But is there a way to create a workflow where all the parties involved in the company I work for sign the Document and then gets forwarded to the other company? Or are there any other solutions?

evgenija.damcevskaNewbie

Salary & Payroll

One Time Compensation Change - Valid from & until

Hi All, For months now I have been using the Import section to import a Recurring Compensation (French Lunch Vouchers) and as the amount changes every month I use to import this every month with the Valid from and until dates. Now I can see that the recurring compensation doesn't allow me to put in a Valid Until date. As seen in the picture below, there is no field for Valid Until and also I cannot edit the From-Until section on the bottom. When I go to add the amount for June, it adds the amount from May and June as it does not have a field for me to end the May compensation. Does anyone know how to fix this? Thank you

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