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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 October. For this review cycle, we would like X’s upward review to be directed to their previous manager (Z) instead of Y, since Z was their manager for most of the review period.The challenge is that the Reviewer selection setting (Automatic vs. Manual nomination) is now locked and cannot be edited. Could someone advise or assist with one of the following: Is it possible to manually reassign X’s upward review to Z in the current cycle? Alternatively, are there any recommended workarounds? For example, could we create a mini-cycle for Z with manual nomination enabled and assign X’s feedback there? Thank you in advance for any guidance!

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Older Reports have a manual force refresh button.Where can I find this for the new Report style that Personio makes us use? It is so frustrating to build a new report, see there are some updates required - want to be able to share it with Manager/Leadership only to see that it takes upwards of 24/48hrs for the data to refresh!If I’m missing seeing the force refresh button please can someone let me know!As the top contributors to the community hoping one of you might have the answer to the benefit of the rest of us!​@HRJoy / ​@SabbuSchreiber / ​@Nathan Jolly / ​@People Person / ​@LegoMD / ​@SalC / ​@Vida ​@CelinaP / ​@Natalia N / ​@International Support Team / ​

I’ve created a custom role to give admin access but only at a team level - I want the person with that role to only have access to their own team’s data (by using the filter ‘Custom IF Team = Own’ against all the permissions). However when I log in as that person they can still see all the other team’s data.  Can anyone suggest what I’ve got wrong?

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 absences for the entire company in the dashboard without having to go to the “team calendar.” Does anyone have a solution?Thanks in advance,Tülin

I wonder if you can help me to find a solution to an issue we are having with staff being able to request holiday over their allocated entitlement.example last year we have someone take 3.5 days more than the absence setting should allow, they were allocated 15 days and were able to take 18.5. Is there a box I’m not ticking or is this a serious fail in the system?Is our only fail safe the line manager (approver) surely it should flag to say you don’t have allowance for this or atleast tell the manager they dont. Please help

Hi All,You don’t need to feel alone or like you’re winging it when supporting someone on parental leave. Organisations often have great intentions but little guidance and without the right structure and clarity, things can start to unravel fast: Parents feel disconnected, managers feel unsure, and you're at risk of losing your best talent.... To support HR/People Leadership teams, I am running a practical, insight-packed FREE session to help:  ✨ Get a clear understanding of the challenges faced by parents during leave and return✨ Gain insight into the business risks of poor transition support✨ Take away practical strategies to help create smoother return-to-work experiences✨ Understand recent legislative changes and what they actually mean in practice Because when you get this right, everyone wins: parents feel valued, leaders feel confident, and organisations keep their best people. Please do join if you can!  💥 Link to register here  https://us06web.zoom.us/meeting/register/okbNqpp7

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

 Hello - we would like to cancel our Personio subscription before it renews in June of this year.  How can we do this? We want to keep using it until the end of June (period that we paid for it). 

Is it possible for an admin to manually add a Manager Review on behalf of a manager who is unavailable to do so within the Performance Review cycle?

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 simultaneously taking notes during the 1:1 discussion.Right now, the typical workaround is using a separate document (Word) for meeting notes, but we’d like to keep everything within Personio to simplify the workflow and ensure all data is centralized.We’re particularly interested in: How other companies structure their templates to allow managers to see the employee self-review and add notes (document set goals and agreements, as well as feedback) - in one view if possible. Best practices for capturing discussion points together with self-review questions versus in a separate discussion notes section. Any tips for keeping the process efficient, especially for managers who run multiple reviews in a short time frame. Any examples, screenshots, or w

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.

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

Hello team, before aproaching HR and suggest them the changes that are needed to be done, i would like to ask the community so i can have a better step by step to show to HR. I dont have admin rights in perosnio, so i dont know the settings in there. My team and I will need to have the section Onboarding/Offboarding in our Personio profile. So we can see who is onboarded and offboarded, get emails/notified for these so we can prepare everything needed for these cases. Is it supposed to be a custom role that can be assgined to us, so we can see the Onboarding/Offboarding section ? How to set this up ?Thank you in advance 

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 stead of making the tables manually in Excel. Let me know :) 

Hi,We’d like to set up a workflow which notifies the manager that they need to ask their employee for a doctors notice when the employees sick leave have exceeded 7 consecutive days. The issues we are having is that when people add sick leave for monday-friday and not over the weekends, it does not register as consecutive days even when the sickleave continues for weeks. We currently have set up a workflow for “consecutive time off exceeds a limit working days only (sick days only)” but is has not been working. Should we instead use the one that is not working days only? How have you set up working workflows that notifies you when consecutive working days exceeds a limit?Best,Josefin

Good morning everyone,I am currently working on the onboarding process and have a question regarding the welcome email sent to all employees.Currently, if we have one new hire, a single email is sent to welcome and introduce them to the team. If we have two new hires, two separate emails are sent.Would it be possible to combine these into a single email that includes the first names of both new hires?Looking forward to your feedback!Best regards,Nhi 

Hello,we need to create a management report  where one of the key KPIs is Time to Fill — that is, the time elapsed between when a job posting is published and when it is closed. For this we need access to the job posting publication date data. How can we get this?

Hi,We have developed an integration app that uses Personio for authentication. Previously, we were able to obtain the Client ID and Client Secret from Settings > API Credentials. However, this section is no longer visible in our Personio account.Currently, we only see an option labeled "Recruiting API Key" under Settings > Integrations > API Credentials. I also reviewed the Personio API documentation, but there seems to be a mismatch between the documentation and the current interface.I have attached a screenshot for your reference. Could you please advise on how we can now obtain the Client ID and Client Secret?Thank you for your assistance. 

Hi community!We recently opened a legal entity in Brazil, and as a result, we’ll need to adjust some policies, including the time off policy. Legally, employees are entitled to 30 days of vacation, which renews after one year of employment and continues accordingly. Our Brazilian entity was officially established on May 14th, 2025, so we’d like all employees to have 30 days of time off to use by May 13th, 2026. A few questions:Is it possible to set up the policy so that it renews based on each employee’s hiring date instead of the calendar year? If so, how can we assign this policy to all employees? Does it need to be done manually? Would we need to terminate and rehire everyone as of May 14, 2025, for the vacation period to align correctly?Thank you!Filipa

Hello, just wanted to check if there is an update from your side regarding user provisioning with Entra ID?We need only option that uses PATCH API calls, which means updating the user’s info in Entra ID after the change has been made in Personio.We have another workflow (outside of Personio) that handles user creation and deletion in Entra ID so to avoid errors and issues within the system, we would like to have the option to simply disable POST and DELETE API calls to EntraID.

since personio does not include any options to recalculate overtime on an individual basis, we want to implement our own logic using the api. is there any way to create something like a “corrective transaction” at the end of a time period, to apply a specific calculation based on our internal overtime agreement? (english not my mother tongue, what better phrase can i use?) like so:a month has 176 hours of regular attendence time (22 days) employee has attended 200 hours within this time period at first this is 24 hours overtime, but... due to our overtime agreement includes lets say 10% of the basic attendance time, which is not acknowledged as overtime (in this example this 17.6 hours) summed up, the resulting overtime in this period is 24 - 17.6 = 6.4so i want to apply a corrective transaction of "-17.6" hours to the employees time account, so that only the 6.4 remains as an additional amount overtime.how do i achive that?is my point clear? please get back to me, if the description i

Hallo zusammen, gibt es die Möglichkeit den Mitarbeitern zwei Abwesenheit “bezahlter Urlaub” zuzuordnen. Eine Abwesenheit bei der Mann eine Vertretung angeben muss, und eine Abwesenheit für nur einen Tag Urlaub. Würde beides dann vom gleichen Kontostand abgehen?  Wir haben bei uns im Unternehmen das Problem, dass wir erst eine Vertretung angeben müssen ab dem 2. Tag Urlaub und ich möchte eigentlich angeben, dass es verpflichtend ist eine Vertretung anzugeben und ich finde keine praktikable Lösung für dieses Problem. Gibt es also eine Lösung dafür, dass man bei einem Tag Urlaub keine Vertretung angeben muss und ab dem 2. Tag muss ich eine Vertretung angeben?  Vielen Dank für eure Antworten!