Employee Data & Documents

Here you place all your questions and discussions about Employee Data & Documents, like the sections, dashboard, employee list and document templates.

  • 185 Topics
  • 464 Replies

185 Topics

Andrea
Community Admin
AndreaCommunity Admin
published in Employee Data & Documents

FAQ: Why is my employee not receiving the invitation email?F.A.Q.

Dear community,Have you ever had the situation that you are trying to send your employees the invitation email to Personio, and they are not receiving it?If you are wondering how to avoid this and what to do in case this situation comes up, please check out our troubleshooting tips:👉🏼 First off, you need to make sure that your employees’ email address has been activated by your IT Team. Otherwise, our mail provider will block the corresponding email address and the employee will not receive any email from Personio.If the employee is not receiving the email:📨 Ask the recipient/employee to check their spam folder❎ Double check if the email address is incorrect or inactiveIf none of this applies, the email address of your employee has probably already been blocked by our email provider.💡 To unblock it, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and contact our Support Team. State the email address and the URL of the employee profile

2640
Andrea
Community Admin
11 months ago
Marjolijn
Explorer
MarjolijnExplorer
asked in Employee Data & Documents

Mandatory fields in employee information

We interface employee information from Personio to another system in our company. This system requires certain fields to be pre-filled in order to ensure the interface doesn't fail. Is there a way to make certain the attributes under settings → people → employee information mandatory?

5
Marjolijn
Explorer
19 hours ago
R
Robin.unt
asked in Employee Data & Documents

Documentation of employee reviews in Personio

Hello there,I was wondering if it is possible for us to implement our own part / template in Personio that allows us to record and document employee reviews in a user-friendly and uncomplicated way in Personio. For example by asking questions that can be answered in longer sentences or short statements. It is also important that the information is stored and can be viewed retrospectively in a kind of overview.Thanks for your help and time!Best,Robin

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R
20 hours ago
J
jodieharkin
asked in Employee Data & Documents

Employee Documents

HiI would like to upload a generic employee handbook and have this visible to all employeesCurrently, i know i can go into each employee files and then into their documents and upload. Is there a way that i can simply upload and then share with all active employees so they can then access it in their own profiles?

1
I
Community Moderator
7 days ago
N
Getting Started
NOFX_FFMGetting Started
asked in Employee Data & Documents

Deactivate a user that has signed the DPA

We try to deactivate the user that has originally signed the DPA Agreement… how to?

1
I
Community Moderator
20 days ago
T
Busy Bee
TimBusy Bee
asked in Employee Data & Documents

Bulk upload attributes with multiple values

Hi there, I hope someone could help me out with doing an employee bulk upload with attributes that contain multiple values. E.g. we have created our own section for termination categories. In some cases, there are more than one reasons for a person leaving. In this case for example both ‘availability’ and ‘relocation’. In the bulk-upload it shows as this: But Personio doesn't recognize it as two separate values. Could anyone please help me out and show me how I should put it in the upload documents to make it work? Thanks! Cheers, Tim

2
I
Community Moderator
26 days ago
C
Getting Started
ClearlightSaunasGetting Started
asked in Employee Data & Documents

how to change default login name

hi there, we have changed our google login name, can we change this to reflect in Google?

1
I
Community Moderator
26 days ago
A
Follower
AnnemiekeFollower
asked in Employee Data & Documents

Why can I not have more people to sign a document? We have Productivity Plus AND Unlimited signatures in our Subscription.....

Hi, We have been struggling to create our Signature documents in which our Director signes a contract and an employee. Now only 1 person can sign. Our Subscription is:Productivity Plus  Unlimited signatures for your contractHelp us out please :)

1
I
Community Moderator
27 days ago
T
Explorer
tomblakeExplorer
asked in Employee Data & Documents

Creating documents for multiple employees at once with placeholder fields

We would like to create documents for various employees. For example, for salary increases we have a generic document, but will have mail merge fields that might be different for each employee (salaries for instance).  It is simple enough to create a template for this exact purpose but then (unless I’m mistaken) you have to upload the document into each employees profile one at a time, inputting the data manually.It would be great if this could be uploaded (and then with the ability to edit) and then documents created.Currently our HR Director does a mail merge with Excel and Word so using templates and doing each employee individually is going to slow down the process.

6
I
Community Moderator
1 month ago
M
Getting Started
MagdaGetting Started
asked in Employee Data & Documents

Document placeholder bug for "List of options"

Hello,I've found a bug with the document placeholders, where the field type "List of options" is not replaced, resulting in empty space.It works perfectly with the field type "General..." or "Number", but it doesn't work if the field is a "List of options".Could you please let me know if this is a bug and how it can be resolved?Thank you

1
I
Community Moderator
1 month ago
F
Communicator
FriedrichCommunicator
asked in Employee Data & Documents

Document Templates: Line breaks from Multi-Line textfields are not entered into created documents

Hi, when I create an attribute that is a multi-line textfield and then use that attribute in a document template, all line breaks from the data stored in that attribute are lost.Is there a workaround for this? Could I insert code like <br> into the attribute or anything similar?Thank you!

4
M
Getting Started
1 month ago
L
Getting Started
Lauren BezuidenhoutGetting Started
asked in Employee Data & Documents

Retroactive employee attribute changes in Bulk

We are wanting to change application/effective dates of employee attributes in bulk. For example, reflect all previous job titles and the accurate date of change. We know that “retroactive changes can be corrected via the Detail view of the employee history by editing the column New value and setting the actual date of the attribute adjustment” and that historical data entries can be added via ‘Actions’ via the Detail view - however, we have numerous attributes to correct across employees in order to pull accurate historical reports. Is there a way to amend dates and add historical data in bulk instead of manually changing it 1 by 1?

4
Andrea
Community Admin
1 month ago
K
Explorer
Kevin GExplorer
asked in Employee Data & Documents

Custom placeholder for recurring compensation element

Hello, I try to add a custom placeholder in a template for a recurring compensation element, but it’s not working.I tried with {{Name Allowance}} and with {{Name Allowance (Recurring)}} (as it is the label used in custom reports), but it doesn’t recognize the element.Any advise? Thank you!

4
I
Community Moderator
1 month ago
H
Getting Started
hkl112277Getting Started
asked in Employee Data & Documents

Creat new category in employee profile?

Hi,We would like to add a new category to the “My Profile”; however, I can only add new sections and attributes in Personal Info with Setting > People > Employee Information. Can you please tell me how I can add a new category beside these existing ones in the image?Appreciate it a lot! Thanks!

2
H
Getting Started
1 month ago
C
Getting Started
ccPersonGetting Started
asked in Employee Data & Documents

How to hide employees birthday reminder from dashboard

Hello,Can someone please guide me through how to hide employees birthday reminder from dashboard?Can I do this for a specific employee? We have an employee who requests to hide this information from the reminder appearing on public dashboard. Appreciated any advice.Thank you.

1
I
Community Moderator
1 month ago
L
Getting Started
LaraCoGetting Started
asked in Employee Data & Documents

Is there an option to bulk download Personio Profile Pictures?

I am trying to download all existing Personio Profile Pictures. However, I cannot find a workflow to do this in a bulk process. Is it not possible?

1
I
Community Moderator
1 month ago
H
Getting Started
Hjordis PaulsenGetting Started
asked in Employee Data & Documents

Transferring the first name from the personal data to a template variable does not work

Hello community,I have created a template using the variable first_name. But unfortunately the template does not pull the first name from the personal data, the field just stays empty and I have to enter the first name manually. What can be the reason for this?

1
I
Community Moderator
1 month ago
M
Getting Started
mariaGetting Started
asked in Employee Data & Documents

Cannot see the org chart

I can see the employee list  with their reporting lines, but not the org chart display. What can be wrong?

1
I
Community Moderator
2 months ago
S
Follower
SkekuFollower
asked in Employee Data & Documents

Employment termination failed

Hello. I'm trying to terminate an employee but I keep getting this message "employment termination failed" and I'm not able to proceed. Maybe a bug? Can someone please help me? Thank you

9
I
Community Moderator
2 months ago
C
Follower
ClaraFollower
asked in Employee Data & Documents

Employment termination fails - troubleshooting

Hi, I have been trying to terminate a couple of employees and each time I get a message from the system “Employment termination fails”.  I have checked everything in the employee profile but cannot see where the problem is.  Can you help me with this? Thanks!

1
I
Community Moderator
2 months ago
D
Getting Started
dmdmdmdmdGetting Started
asked in Employee Data & Documents

Getting data after account closure

my company closed the Personio account a few months ago and when checking how many vacation days I took this year (in order to make my final contractual payment), we found out that the export didn't contain information related to vacations. And now apparently the support email is no longer available. How can I contact Personio to request this data? 

1
I
Community Moderator
2 months ago
P
Getting Started
PDonnellyJ72Getting Started
asked in Employee Data & Documents

reduction in working hours

Hi 👋I am looking for a bit of guidance when reducing working hours from full time to part time.  I have already reduced the hours for the employee in the general information field.  But my question is:- is there a valid from date for the change?I can see entry date but I don’t want to change entry date (assuming this is commencement of employment date?) but I do want to register the valid from date for the amendment of contract. I think I must be missing something really obvious! 😊 

2
P
Getting Started
2 months ago
M
Getting Started
middayGetting Started
asked in Employee Data & Documents

Why does Personio send me notifications with a link that brings me to "unauthorised access" - very annoying

Personio emails me when there is a new request for vacation I need to approve. In such an email they have a link with “Review and approve”. When I click that I’m prompted to login - but once I do correctly I reach a blank page that says “unauthorised access”. This means I have to independently navigate again to the login page and login to approve vacation requests. There is nothing on my side I can do to repair this error of Personio’s and no way for me to report except for asking the community apparently - so community what should I do that Personio gives no contact points for issues? What can I do to fix this error?

1
I
Community Moderator
2 months ago
T
Explorer
tomblakeExplorer
asked in Employee Data & Documents

Sending references for past employees

Is there a way to send references for ex-employees from Personio (perhaps from a template) to a new employer

1
I
Community Moderator
2 months ago
T
Explorer
tomblakeExplorer
asked in Employee Data & Documents

Company Wide Documents

If we have a staff handbook or other documents that we might want to share with the whole company, but won’t be specifically related to an individual, how might we go about this?In a previous HR platform you could add documents that the whole company could access, such as PDFs, which were located on the employees home screen.

1
I
Community Moderator
2 months ago
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