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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!

Attendances & Absences

Select type Special leave

Hi Community,To the Absence type I created TOIL was recently a drop-down menu added but only for supervisors. We never had this before can anybody tell me how to deactivate this drop-down menu?

Performance & Development

Vencimiento de formaciones

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?

Birthday in App

Hi,is it possible to include Birthdays in the Calender of the Phone App?

yasmin.panahiGetting Started

Employee Data & Documents

How can new hires upload their documents in Personio before their start?

Hello, Apologies if I missed this somewhere but the only relevant threads I could find on this topic were from 2 years ago. We, like many others, are looking to automate our onboarding process and eliminate the need to receive new hire information via e-mail, Excel sheet, etc. In short:How can we invite new hires to upload their information into Personio before their start (and the acquisition of their work e-mail address)? Please bear in mind that we have SSO enabled and, as far as I have seen, this eliminates the option to have new hires upload info prior to having their work e-mail. I'm hoping I'm wrong and that there’s a way around this so I look forward to your answers. Thanks in advance! Best, Yasmin

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

SerafinBusy Bee

Grupo Español de RR. HH.

Informe de absentismo

Buenas tardes, estoy mirando el apartado de informes y no veo que por defecto haya uno tan básico como que muestre el índice de absentismo ya sea anual o en un periodo concreto. ¿existe?,

Katharina BuhrkeGetting Started

Talent Acquisition

Receive all emails in Personio with hr@companyname.com

Hey community, I want to receive all emails from candidates within Personio. Currently, the 1. automated email is sent out automatically, but from there, I receive all emails in my Gmail account instead of still in Personio. This is bad because I need all emails in the same place as the candidate and also my colleagues should be able to read all emails. I appreciate any hint how to solve this. Thanks in advance, Katharina

Olga LysiakGetting Started

Integrations & Workflows

Choosing departments for Workflow Reminders

Hi!I want to set a workflow with the reminders and select as recipients specific departments/teams. However, I can only choose employee roles as groups.How can I change the setting to departments/teams? Or is choosing employee roles as groups the only possible option?Thank you!

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!

Attendances & Absences

Select type Special leave

Hi Community,To the Absence type I created TOIL was recently a drop-down menu added but only for supervisors. We never had this before can anybody tell me how to deactivate this drop-down menu?

Performance & Development

Vencimiento de formaciones

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?

Birthday in App

Hi,is it possible to include Birthdays in the Calender of the Phone App?

yasmin.panahiGetting Started

Employee Data & Documents

How can new hires upload their documents in Personio before their start?

Hello, Apologies if I missed this somewhere but the only relevant threads I could find on this topic were from 2 years ago. We, like many others, are looking to automate our onboarding process and eliminate the need to receive new hire information via e-mail, Excel sheet, etc. In short:How can we invite new hires to upload their information into Personio before their start (and the acquisition of their work e-mail address)? Please bear in mind that we have SSO enabled and, as far as I have seen, this eliminates the option to have new hires upload info prior to having their work e-mail. I'm hoping I'm wrong and that there’s a way around this so I look forward to your answers. Thanks in advance! Best, Yasmin

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

SerafinBusy Bee

Grupo Español de RR. HH.

Informe de absentismo

Buenas tardes, estoy mirando el apartado de informes y no veo que por defecto haya uno tan básico como que muestre el índice de absentismo ya sea anual o en un periodo concreto. ¿existe?,

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.

Katharina BuhrkeGetting Started

Talent Acquisition

Receive all emails in Personio with hr@companyname.com

Hey community, I want to receive all emails from candidates within Personio. Currently, the 1. automated email is sent out automatically, but from there, I receive all emails in my Gmail account instead of still in Personio. This is bad because I need all emails in the same place as the candidate and also my colleagues should be able to read all emails. I appreciate any hint how to solve this. Thanks in advance, Katharina

MelissaCommunity Admin

HR Strategy & Best Practices

What Makes a Healthy Culture at Work? 🔍💡Blog

There’s no better feeling than genuinely loving to go to work! HR plays a huge role in creating this experience by fostering a healthy work culture. Not only do your employees benefit from being excited and motivated, but the organisation itself also reaps the rewards—think improved employee satisfaction, higher productivity, stronger loyalty, and much more! Ways to create a healthy culture at work: 🗣️ Open Communication: Transparent and honest communication helps employees feel heard and valued. When information flows freely and feedback is encouraged, trust and collaboration naturally flourish.🧠 Psychological Safety: Employees must feel comfortable taking risks, making mistakes, and expressing themselves without fear of negative consequences. This boosts creativity and innovation.⚖️ Work-Life Balance: Supporting a healthy balance between professional responsibilities and personal life reduces burnout and increases overall productivity. (E.g. offering flexible hours or remote work)�

🧠 Have you already heard of Personio's HR Knowledge Hub?

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