Employee Data & Documents

239 Topics

AndreaFormer Community Admin

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

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1 year ago

L Sauvage

asked in Employee Data & Documents

Placeholders to be completed by signatory in created document template

Hi, I want to add a placeholder to be completed by signatory (and not by HR) in a created document template.It’s basically adding a YES / NO option and signatory must complete the information before e-signing the document. It does not work with custom placeholders or free placholders as these are completed by HRAny help on this is highly appreciated thank you

1 day ago

EsterMFollower

posted in Employee Data & Documents

Onboarding/ Offboarding on Overview Dashboard

Dear allWe have currently the issues, that new joiners do not see the onboarding tasks and they go in their profile and fill it in.How do you experience that?It would be at least helpful if the onboarding task would be open, as it is not really visible, that they need to click on the onboarding that the tasks appears.Looking forward to get your ideas and feedbacks.Best regardsEster

2 days ago

Kasey ShenExplorer

asked in Employee Data & Documents

IT system access control - onboarding

Hello,When implementing an onboarding process for a new employee, is it possible to assign the new employee's access level to different IT systems based on their role, or specify that this employee should have the same access as an existing user? This information will be sent to the IT manager to set up the appropriate access level. Currently we have to email to IT manually with the access details.KaseyHR

2 days ago

employee101_2Getting Started

asked in Employee Data & Documents

Employee History Report

Hi, How do you extract a report with the salary, job title and reporting line history of all employees? Thanks,

9 days ago

employee101_2Getting Started

asked in Employee Data & Documents

URGENT - Extract Used Leave Balance on Personio

Hi, Is there any possibility to extract the used leave data from Personio? Thanks,

10 days ago

CVCFollower

asked in Employee Data & Documents

Onboarding Permissions for Information Security Manager

I have a bit of a complicated one and can’t work out how to do it. New to Personio so bear with me. I am setting up Onboarding and adding the steps we need. One step is that the new supervisor needs to indicate what software and access the new starter needs. I have created an onboarding step with a checklist.Our Information security manager then needs to approve this, but without seeing the rest of the onboarding.How can I set it so that he can JUST SEE one step that has been completed by someone else?I tried to set up an email step that sent out the information that had been filled out straight to him, but the only onboarding attributes I could select were free text boxes for some reason, and not checkboxes. So this route did not work either!

10 days ago

Lotte

asked in Employee Data & Documents

Naming convention for personnel documents

Hi, we are currently working on the implementation of Personio. I am trying to find out how we can set a naming convention for documents to be uploaded into the employees' files. We want to make sure that all employees use the same naming for their documents. Thanks for any support!

10 days ago

jan_wagenerGetting Started

asked in Employee Data & Documents

Automatically send out reminders

Is there a way to automatically send out reminders to employee’s who have not completed an onboarding step? Specifically who have not filled in their data like IBAN?

14 days ago

TerhiFollower

asked in Employee Data & Documents

Terminating employment with different last day of work

Hello, I have tried to find a solution to the situiation when it has been agreed with the employee that the employment ends in the end of June but the oblication to work ends already in May. Can I then use termination day as 30.6. and last day at work 30.5. → then they stay in payroll until June but could be inactive in Personio already on 30.5. (no oblication to work, no need to get in). I’ve learned last day of work only is applicable when the contract is fixed term, is that so? Best, Terhi

15 days ago

CVCFollower

asked in Employee Data & Documents

Insert Address into Document

Hi - New to Personio and struggling to insert a candidate’s address into a template letter - does not seem to pick it up if I use {{address}}; can anyone help?

17 days ago

CVCFollower

asked in Employee Data & Documents

Freetext placeholder for Employee to fill in

Hi - new to Personio and can’t find the answer to this…. we have a number of document templates that require an employee to fill in an option checkbox or sometimes a free text field and then sign. I can’t work out how to do this.

18 days ago

PAMuñozGetting Started

asked in Employee Data & Documents

sincronizar app y pc - aviso cuando se firma un documento

Buenas tardes, Sería muy importante para nosotros que estas 2 ideas se hicieran efectivas en Personio:Sincronizar la app con el pc sobre todo al fichar, que empiece a contar el tiempo simultáneamente en el móvil y en el pc Que cuando se suba un documento y se solicite la firma nos llegue un aviso cuando el documento se firma, subimos mucha documentación y no podemos estar entrando cada vez para ver si están firmados los documentos. Que el aviso le llegue a quien ha subido el documento cuando el trabajador/es lo firme/n.Gracias.Saludos.

21 days ago

kterhaarGetting Started

asked in Employee Data & Documents

Moving employee document from one category to another

Hi all,I have uploaded employee documents in the wrong documents category.Can I move the document easy to the correct category or do I have to delete the document and perform the upload again and then choose the correct category?

25 days ago

Uje2024Getting Started

asked in Employee Data & Documents

Deleted profile?

URGENT HELP NEEDED: We accidentally deleted an active person from Personio. How can we get the person and all the information back?

29 days ago

bruchmDetective

asked in Employee Data & Documents

Onboarding Employee

Hi, it seems that I always need to create a Personio caccount for a potential new employee before the onboarding process can be started. Is that right?I understand that I need the employee setup in Personio and once that is done I can asign an onboarding template to that employee.This then triggers the onboarding steps in the peoples Tasks list that play a role in the onboarding process, is that correct or can this be done any other way? Reason for asking is that we have defined steps during the onboarding (ie. creating a Personio account, providing access etc.) that would have to be done before the person is setup in personio.Is there any way to achieve that (ie give the task to setup personio to HR before the person has been setup??) Many thanksMarc

30 days ago

persona555Getting Started

asked in Employee Data & Documents

Why are upcoming employee birthdays no longer visible on homepage / dashboard?

Hi,New homepage dashboard seems to have removed information that were useful for HR staff, such as upcoming birthdays of employees. Now I can only see upcoming birthdays of my team, but I would prefer if HR role could see upcoming birthdays for the entire company.

1 month ago

ZaubermausGetting Started

asked in Employee Data & Documents

Export Timesheets

it is possible to export timesheets to Excel?

1 month ago

rachelEB

asked in Employee Data & Documents

Personio-Datev Integration: how to deal with 30 character limit?

Dear Community,I have the following issue and our inofficial DATEV expert (our external tax advisor) cannot help me, so wondering if someone knows a workaround in DATEV or if it is something we have to accept and live with:Our tax advisor shortens our official, contractual position titles so that they fall within the 30 character limit in DATEV Ideally we’d like a way to keep Personio as a single-source of truth with the position titles and details exactly as they are in the contracts.Has anyone dealt with this issue? Are there workarounds on the interface between Personio/DATEV or even settings in DATEV that could be changed? Many thanks in advance Rachel

1 month ago

Oli.SevoGetting Started

asked in Employee Data & Documents

40 hours work week

Hi,I would like to change workweek hours in Personal info for our few employees from 38,5 to 40 (which is not standard for our company, it is only an exeption for general managers).I have noticed that if I want to create a new employee profile - 40 hours week gets automatically assigned, even though 38,5 is our work week.Yet, I have 2 profiles already active profiles that would need 40 instead of 38,5 that they have right now.Is there any way I can change it myself? thanks!

1 month ago

ToriGetting Started

asked in Employee Data & Documents

Enrolment Certificate

Hi,We are cleaning up our Profile information section on Personio and creating a guide for how to complete this (primarily for expats). Can someone clarify what the ‘enrolment certificate’ section is, why its important and why we can’t remove it? Thank you!Best,Tori Wilkinson

1 month ago

MA1

asked in Employee Data & Documents

sharing a pdf document with all employees

Dear all, is there a way of sending a document to all employees (without requesting them to sign etc) ?Best regards

1 month ago

llub

asked in Employee Data & Documents

Employees responsibility & competence matrix seen on the org chart / employee list

Is there any possibility to link:the job descriptions, the responsibility scope of the employee, and ideally competence matrixto the org chart or employee list? That everyone in the company can see the “affiliation” of individuals in the company. The only way I have found is custom tags and of course job titles.

1 month ago

ClaudiaMoreira

asked in Employee Data & Documents

Outdated Teams in Personio

I am new to the company and to Personio. I am currently working with Leapsome - which extracts the team Orga from Personio. Now I am having several issues with double teams which I can’t properly delete in Leapsome. My coworker is concerned about deleting the old (not used anymore) teams in Personio because we would loose data. I can’t imagine that happening but wanted to make sure. Would appreciate any input.

1 month ago

Ragid MartisFollower

asked in Employee Data & Documents

Availability of test Accounts

Hello Personio Support Community,I am contacting you to request information regarding test accounts. Is it possible to create an account in Personio and use it as a test account? Or does Personio have this option?We would like to have a test area where we can test our changes before implementing them in our original database. Thus, if we implement changes to this account, it should not affect our original database. I was thinking to use maybe an inactive account? Do you think this is a good idea? Have anyone tried using this option?Looking forward to hearing from you all.Kind regards,Ragid

1 month ago

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