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End-of-year sprint: Here’s how to best prepare for absence carryovers and holidays!

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Top Discussions of the Past Month

Ask Me Anything about Analytics in Personio | 24-28 Nov | with Lisa, Product Manager

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Vacation days balance has changed - how to edit this?

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End-of-year sprint: Here’s how to best prepare for absence carryovers and holidays!

0

Can HR manually assign subordinates to be evaluated, instead of the supervisor?

3

Absence Overview Dashboard

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Latest Discussions

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Nhi CaoFollower

Integrations & Workflows

How to integrate Docusign into Personio?

Dear our community, My company is using Docusign for e-signatures and we’d like to integrate Docusign with Personio. I’ve searched and seen that we can use Zapier for ingration process. However, I am not sure about its efficiency. Do we have any othe

RnylanderGetting Started

Time Off & Attendance

Submitting work schedule

New to the community and tool- we are preparing for the full roll out and from a user perspective, after meeting the role requirements (hours allotted and days working per week), I continued to receive this error after clicking submit. None of the bu

Jana MalGetting Started

Time Off & Attendance

Overtime hours filter

Hey Community, We need your support. Currently, we have to repeatedly generate a report so that our employees can see how many overtime hours they have put into a project. Why is it not possible in the personal overtime view to filter by projects or

Freia MostertGetting Started

Personio users & HR Pros in The Netherlands

Performance and Goals - practical questions

We're working on implementing the performance and goals modules and have some practical questions. Does anyone have the time and interest to help us with this in the short term by answering our questions from a practical perspective? Preferably in Du

AnnaCzarnikExplorer

Time Off & Attendance

Viewing and Managing Assigned Employees for Time-Off Policies

Hi ,In Settings → Time Off → Time Off Types → Time Off Policies, I can see the number of assigned employees, but I cannot find an option to view which employees are specifically assigned to a given policy, nor to remove someone directly from that vie

Pat_LegalGetting Started

Performance & Development

Error exporting cycle participants in the Performance module (corrupted Excel file)

Hi everyone!In the Performance module, it is not possible to export the participants of a cycle. The error that appears is: Microsoft Excel. “We found a problem with the content of the cycle. Would you like us to try to recover as much of the content

KirstinGetting Started

Employee Roles & Approvals

Matrix overview of roles and acces rights

Hi ya'll, Hoping you guys could help me out!I was wondering if there is the option to create an Excel (or table) to show the acces rights per role, based on the Something like an authorisation matrix. Would be great if this could be automated in stea

Pat_LegalGetting Started

Performance & Development

Can HR manually assign subordinates to be evaluated, instead of the supervisor?

In our company, we would like the HR department to have control over who evaluates whom in performance review cycles.Specifically, we would like HR to be able to manually assign subordinates to reviewers, rather than having these relationships automa

EevaTGetting Started

Performance & Development

Adjusting Upward Review for an Employee Mid-Cycle

Hello Personio Community,I need help with a specific adjustment in our current performance review cycle, which is already in Live status.We have an employee (X) who currently reports to a new lead (Y), but Y only started in the manager role in Octobe

EevaTGetting Started

Performance & Development

Best Practices for Manager Notes During Performance Reviews

Hi everyone,We’re looking into our performance review cycle in Personio and want to make it as smooth as possible for managers and employees. Our current challenge is that managers often need to reference the employee’s self-review while simultaneou

Nhi CaoFollower

Integrations & Workflows

How to integrate Docusign into Personio?

Dear our community, My company is using Docusign for e-signatures and we’d like to integrate Docusign with Personio. I’ve searched and seen that we can use Zapier for ingration process. However, I am not sure about its efficiency. Do we have any othe

KarbinatorGetting Started

Time Off & Attendance

How can I ensure my own working hours (as a Superuser) follow the approval workflow?

Hi everyone,I hope you’re doing well.I have a question regarding the time-tracking approval workflow in Personio.I am a Superuser, and I noticed that my own working hours do not go through the approval workflow — they are automatically approved witho

RnylanderGetting Started

Time Off & Attendance

Submitting work schedule

New to the community and tool- we are preparing for the full roll out and from a user perspective, after meeting the role requirements (hours allotted and days working per week), I continued to receive this error after clicking submit. None of the bu

Jana MalGetting Started

Time Off & Attendance

Overtime hours filter

Hey Community, We need your support. Currently, we have to repeatedly generate a report so that our employees can see how many overtime hours they have put into a project. Why is it not possible in the personal overtime view to filter by projects or

Freia MostertGetting Started

Performance & Development

Performance and goals - share experience

We're working on implementing the performance and goals modules and have some practical questions. Does anyone have the time and interest to help us with this in the short term by answering our questions from a practical perspective? Preferably in Du

Freia MostertGetting Started

Personio users & HR Pros in The Netherlands

Performance and Goals - practical questions

We're working on implementing the performance and goals modules and have some practical questions. Does anyone have the time and interest to help us with this in the short term by answering our questions from a practical perspective? Preferably in Du

DanieleCommunity Admin

Personio Tips & Best Practices

Ask Me Anything about Analytics in Personio | 24-28 Nov | with Lisa, Product Manager

Ask Me Anything about Analytics in Personio | 24-28 Nov | with Lisa, Product Manager

Good morning and Happy Monday, folks!Welcome to the first day of our fourth written Ask Me Anything event. This time around, we’re taking on the Analytics Area. Curious about Analytics and Reporting in Personio? Perhaps you’re looking for some best-p

t.koeseGetting Started

Time Off & Attendance

Absence Overview Dashboard

Hello everyone,I need your help: For several days now, the absence calendar has not been displaying completely on my (administrator) dashboard. I can view all events, but only for “department” or “immediate environment.”Previously, I could see the ab

Chantal TSC LifeGetting Started

Employees with status leave, not visible in org chart

Why don't employees who have the status ‘Leave’ appear in the org chart? It is visible for Admins or Supervisors in their report line, but not for all to see. Now it seems like the position and employee is gone.

nuovoaccountGetting Started

Is it possible to set up an approval workflow specifically for candidate offers? For example, after a candidate has been chosen for a position, can we trigger an approval process (e.g., to CEO) for the proposed salary, conditions and start date befor

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