Skip to main content

Newest Posts

60
C
Follower
Customer123Follower
 Time Off & Attendance
An employee booking holiday problem

Hi everyone I’ve set up an employee on a different holiday policy as she’s on varied hours through the week.  So I’ve set it up as hours.  However, although everything else looks the same as any other employee she’s getting the attached when she tried to book holiday.  It says “sorry couldn’t retrieve your data” I must have done something wrong but no idea what!  Any ideas please?

10
C
Follower
B
Getting Started
BoltWorksGetting Started
 Recruiting
Recruiting tool in Personio

Hi, just checking through here. We use the recruitment tool in Personio. Can the candidate see what I write in the ‘Evaluation’ or ‘Comments’ sections?” :)

30
B
Getting Started
berat can
Follower
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 

111
SabbuSchreiber
Communicator
N
Getting Started
NidhalGetting Started
 Reports
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?

494
S
Getting Started
B
Getting Started
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

122
HRJoy
Communicator
W
Getting Started
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

90
W
Getting Started
berat can
Follower
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.

422
berat can
Follower
LegoMD
Communicator
LegoMDCommunicator
 Other Topics
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

855
K
Getting Started
N
Follower
Nadia ChubarovaFollower
 Salary & Payroll
Daily rates

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,

80
N
Follower
S
Getting Started
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.

152
S
Getting Started
J
Getting Started
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

625
SabbuSchreiber
Communicator
Edda van der Ende
Communicator
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!

234
Edda van der Ende
Communicator
C
Getting Started
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?  

183
HRJoy
Communicator
B
Getting Started
botfixerGetting Started
 Integrations & Workflows
Entra ID UPN

When creating users with the Entra ID integration, we would like to use the Personio email address field to create the UPN in Entra. However, when we do this, we receive an error message in the sync monitoring:{"error":{"code":"Request_BadRequest","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","details":[{"code":"InvalidValue","message":"The domain portion of the userPrincipalName property is invalid. You must use one of the verified domain names in your organization.","target":"userPrincipalName"}],"This is what the configuration looks like:  Is there any way to achieve that?

362
B
Getting Started
R
Getting Started
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

61
HRJoy
Communicator
Moe
Community Admin
MoeCommunity Admin
 HR Strategy & Best Practices
People Puzzlers: What would you do in this workplace situation?

Hello and happy Monday, everyone! 😄I want to introduce you to a new content format that I will be posting in the community once per month.Introducing...People Puzzlers!For all you dazzling, talented, problem-solving People professionals out there, this series is all about tackling complex situations at work. Each month, I’ll share a hypothetical scenario with you. Some of them may even be inspired by real life scenarios (with permission, of course)! All you need to do is leave a comment and respond with how you’d approach this situation. After that, sit back, relax, and see how your fellow community members solve it. 👀Shout out to ​@nina.johansson for coming up with this awesome idea while we were chatting recently! 🤩This community is loaded with experience and know-how. I’m looking forward to seeing some of that applied to these sticky situations! Right, now that we got that out of the way, here’s this month’s People Puzzler and it’s all about Performance!Sack or Support? 🤔 An emp

362
SabbuSchreiber
Communicator
C
Follower
Customer123Follower
 Employee Roles & Approvals
Permissions Question

Hi, I have a HR administrator and need to restrict her access to the senior teams’ details.  I can’t see how to do that - can anyone advise please? thanks

308
C
Follower
brittbosma
Follower
brittbosmaFollower
 HR Strategy & Best Practices
Question about flexible public (bank) holidays

Dear Community,We’re currently exploring the possibility of offering employees the flexibility to swap a few public (bank) holidays throughout the year. Some public holidays are religious in nature, and some employees may prefer to take a day off for occasions such as Eid al-Fitr or Keti Koti instead of, for example, Pentecost.  We already foresee a bit of an administrative hassle for this, so we are wondering if there are companies that have this benefit and can tell me how you approach this? Thanks in advance for your advice! 

536
F
Follower
J
Getting Started
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?

255
SabbuSchreiber
Communicator
R
Getting Started
radarloveGetting Started
 Time Off & Attendance
Automatically change overtime in Flexi time

Hi all, Is there a way to change approved overtime automatically in flexi time?ThanksTom

114
SabbuSchreiber
Communicator
I
Getting Started
IvanGetting Started
 Performance & Development
Technical Issue with Performance Feedback Cycle – Incorrect Review Display

I’ve encountered a technical issue with the performance feedback cycle I created for our Customer Success Team.After completing a test run and filling in all the feedback forms (peer review, self-assessment, manager review, etc.), I noticed that when I view feedback as the manager, the system displays incorrect reviews for team members. For example, when I check feedback for one employee, it sometimes shows the self-review or peer review of a different person. The issue seems inconsistent—sometimes clicking again helps, but often the logic is incorrect.

92
Milan
Personio Product Manager
Milan
Personio Product Manager
MilanPersonio Product Manager
 Product Spotlight
🚀 Exciting Updates Coming to Your Personio Performance Experience!Performance Update

Hi everyone,We’re thrilled to share some BIG news about upcoming changes to your Performance Product experience! These updates are designed to make managing performance smoother, more insightful, and tailored to your needs.    🌟 What’s new? 1️⃣ A Fresh Look and Simplified Navigation – A revamped UI and navigation that makes accessing performance data easier than ever.2️⃣ Centralised Performance Profile – All reviews, feedback, and notes in one place for HR, managers, and employees.3️⃣ Team Performance Page – A powerful new view for HR managers, senior leaders, and direct managers to see team/org performance at a glance.4️⃣ Enhanced Review Cycle Management – Bundle all cycle reviews into a single artifact for easier sharing with team members.5️⃣ Deeper Performance Insights – Analyze review progress across all question types, export graphs (PNG/Excel), and apply filters for precise data exports.6️⃣ Enhanced Review Experience – Managers can view team feedback while writing reviews, and e

201
Moe
Community Admin
berat can
Follower
berat canFollower
 Time Off & Attendance
Time tracking for working students

Hi again :)We've enabled the clock in/clock out profile for our working students in the time tracking system. However, they can still manually enter their time. We want working students to only use the clock in/clock out function, not manual entry. How can we disable the manual time entry option for them?Thanks in advance :) Berat 

394
berat can
Follower
J
Getting Started
JohanGetting Started
 Employee Data & Documents
Understanding automated switching from Onboarding status to Active status

When does an employee switch from being in status “Onboarding” to status “Active”?Is this based on information being input by the employee (e.g. we ask them to put in their bank information themselves into Personio).Is it based on time (2 weeks after start date they are switched)?Is this configurable?Thanks.

1063
S
Getting Started
FriederikeThies
Busy Bee
FriederikeThiesBusy Bee
 Employee Data & Documents
Personio Employee API: time and timezone

Hey, we are using the list employees API to get new joiners from the system in order to activate them in other tools. I read at some point that the change happens usually around 3-4 am in the morning and have scheduled my integration for that time.  However I learned now, that the people are usually activated a day later (2nd day of the month) because no changes can be detected when I run the sync at 4am. My questions: at what time exactly are employees activated in Personio?  and: is this time UTC? UTC+1 or UTC+2Looking forward to your reply!

366
Moe
Community Admin
Terms & Conditions of the Personio Voyager Community