Employee Data & Documents

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

  • 260 Topics
  • 592 Replies

260 Topics

Andrea
AndreaFormer Community 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

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Andrea
1 year ago
J
jaun elia
posted in Employee Data & Documents

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J
5 hours ago
N
Noorkhan
asked in Employee Data & Documents

Quick Books Payroll Support?Usa#support

To speak with Quick books Payroll customer service, call + 1805-327-6611

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N
5 hours ago
N
Noorkhan
asked in Employee Data & Documents

How do I Get a Human at A m e r i c a n Airlines Immediately?#Agents#lives

To speak with A m e r i c a n Airlines customer service, call + 1~804-336-1414.  

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N
5 hours ago
N
Noorkhan
asked in Employee Data & Documents

How do I speak to A m e r i c a n Customer Service?#USA#Calls

To speak with A m e r i c a n Airlines customer service, call + 1~804~336~1414.  

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N
5 hours ago
N
Noorkhan
asked in Employee Data & Documents

How Can I get in touch with A m e r i c a n Airlines fast?

Typically, the most affordable days to book Tickets with AA are 1-804-336-1414Tuesdays, Wednesdays, and Saturdays. However, AA fligths often restrict travel on these days during sales periods. For assistance, dial 📞1-804-336-1414and aim to secure your ticket to your preferred destination on these optimal days..

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N
5 hours ago
N
Noorkhan
asked in Employee Data & Documents

How do I speak to AA Customer Service?USA

Typically, the most affordable days to book Tickets with AA are 1-804-336-1414Tuesdays, Wednesdays, and Saturdays. However, AA fligths often restrict travel on these days during sales periods. For assistance, dial 📞1-804-336-1414and aim to secure your ticket to your preferred destination on these optimal days..

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N
5 hours ago
A
Angelika
asked in Employee Data & Documents

Abwesenheit

Hallo Zusammen, wie behandelt ihr die Jahres-Urlaubs-Planung eurer Teams - gibt es eine Möglichkeit diese als "Planung" in Personio einzupflegen? Danke für eure Hilte

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A
16 hours ago
K
Follower
kterhaarFollower
asked in Employee Data & Documents

Changes in employee Personal info

Hi, When employees change data in their personal info I only see the request in Personio but I do not receive an email notification.Is that how it works or is it a setting? Thanks for your reaction KRKees

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K
Follower
1 day ago
S
Getting Started
SteffyHRGetting Started
asked in Employee Data & Documents

Paid vacation balance placeholder in template letter

HelloI would like to add a placeholder in template letters for Paid vacation balance but am unable to figure out the right way to “write” it. I have tried all sorts of {{Paid vacation_Balance}} variants but it doesn’t work. Please could you help me out? Thank you,Stephanie 

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Getting Started
2 days ago
A
Getting Started
AlmaGetting Started
asked in Employee Data & Documents

Importing employee data - updating information on existing Personio profiles

Hi there, I am seeking for help to to update existing employee profiles by uploading an import. In our existing employee profiles, we added 3 attributes to one section. We prepared an import excel which included:respective email addresses of the employee profiles we wanted to update The 3 attributes and the intended information (YES/NO) and one was a date We checked that the import file is correct, meaning that we used the correct format for dates and the email address that match with the one’s saved in Personio. When importing the upload, we selected the option ‘Employee’.We then received the error message, saying that we do not have enough available licences to import this data. Our intention is to import data to existing employee profiles, however, the import would apparently create new employee profiles.  Therefore, my question is: Is there a way to import data to existing profiles?  All support is appreciated, many thanks :) Best,Alma  

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I
Community Moderator
3 days ago
L
Explorer
Lucv3lExplorer
asked in Employee Data & Documents

Sending forms to an employee that is offboarding

Hey all, When we have an employee that is leaving the company we send out a few forms for them to sign to confirm that they have returned their equipment/tag etc. Right now we can only send it to the person and it automatically goes to their work mail, but often the leaving employee is no longer working and has nog access to their laptop/mail. So we want to send the forms to their personal mail, is that something we can do with a work around or does this need to be added by Personio?Thanks!

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L
Explorer
11 days ago
F
Follower
FairrFollower
asked in Employee Data & Documents

Mistake: termination by dismissal no resignation. how to change a value

Hello, I terminated an employee, but I mistakenly select that dismissal when it was a resignation. How can I change this value? Thank you, 

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I
Community Moderator
11 days ago
I
Getting Started
IlaydaGetting Started
asked in Employee Data & Documents

Anhang-Verwaltung bei Vertragsangeboten

 Hi liebes Personio Team und liebe Community, Ich habe eine Frage bezüglich der Verwaltung von Anhängen bei Vertragsangeboten. In unserer aktuellen Praxis möchten wir einen Vertrag als Template versenden und dabei einen Anhang hinzufügen, der sich für jede Person ändern kann. Da es sich bei dem Anhang um eine Tabelle handelt, können wir diesen nicht direkt in das Template einfügen.Unser Ziel ist es, ein Dokument zusammen mit einem variablen Anhang zu versenden. Allerdings habe ich festgestellt, dass bei der Erstellung eines Angebots für einen Bewerber der Anhang ebenso wie beim Vertrag aus den Templates (Drop-Down) ausgewählt werden muss.Wenn ich mein Angebot als E-Mail-Anhang sende und dabei ein zusätzliches Dokument hinzufüge, wird dieser Anhang in Personio nicht angezeigt.Es geht uns darum, ein Dokument, das sich regelmäßig ändert und aufgrund komplexer Berechnungen nicht als Template erstellt werden kann, irgendwie zusammen mit dem Vertrag zu versenden.Könnt ihr mir bitte mitteilen

1
I
Community Moderator
14 days ago
T
tsmith
asked in Employee Data & Documents

Providing selective access to external employee

We have an external employee working in the organisation as a receptionist and they have requested access to Personio to use the Org chart function. Is there a way to grant select access to the org chart  without adding them as a new employee? 

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Community Moderator
23 days ago
C
Follower
CarinaFollower
posted in Employee Data & Documents

Salary Entry during Maternity Leave

Hi, We had an employee on maternity leave and realised that the salary was reflected as EUR 0,00 instead of her usual salary. There is no change in terms of salary when being on maternity leave. Can you support on how to do the set-up correctly?Thank youCarina

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Mona Reith
Personio Product Expert
1 month ago
I
Follower
IsisFollower
asked in Employee Data & Documents

Email Placeholders - costum placeholders are not showing correctly

​​​​​​Hey Personio :)I'm trying to create a resignation letter with custom placeholders. I have two problems: I want to create a custom placeholder for when the termination date is announced. The attribute name is "notice announced." What I have tried so far includes: {{Notice}}, {{Notice announced}}, {{Notice_announced}}, {{Notice Pronounced}}, {{Notice_Pronounced}} (in this link they call it "notice pronounced," which is why I tried that: Overview of all attributes in Personio – Personio), {{Notice announcement}}, {{Notice_announcement}}, and all of these options with |D, d. F Y}} at the end.   Some of the variables that are correct, like {{document_date |D, d. F Y}}, are shown as empty when creating the document. This is confusing because I have placeholders that need to be filled. Why are they shown as not filled, even though they actually are?And third question in the example here: Create Document Templates – Placeholders – Personio for costum placeholders there is the example for

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I
Follower
1 month ago
A
Getting Started
ArtGetting Started
asked in Employee Data & Documents

Personal account for an onboarding employee

Hello!Do I have any possibilities to create a personal account for a new onboarding employee, which doesn’t have a work email address yet (from moment of signing contract to the first work day), so that a new employee could log into his own Personio account with his private email address?Example: a new employee was interviewed and received a work contract. Until the first working day this person doesn’t have a personal work email address. I would like to give a possibility to a new employee to have its own profile with his own private email to log into. This person should be able to see all work-relating documents into his own account.Thanks!

3
I
Follower
1 month ago
michelap
Getting Started
michelapGetting Started
asked in Employee Data & Documents

Creating a workflow and notification for the "Work permit valid until" field

Hi community :) I would like to set an automatic notification for me and another colleague whenever the date “Work permit valid until” on the employee profile is due (maybe some weeks after would be nice as well).I tried with the Automations - Workflow, but unfortunately I was not able to set this specific field.Does some of you set up something similar? :) Thank you in advance!

3
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Community Moderator
1 month ago
K
Follower
kterhaarFollower
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?

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D
Explorer
1 month ago
H
Follower
help_neededFollower
asked in Employee Data & Documents

List of uploaded documents

Hi all, We’re doing the mass data clean-up project on the company level and the revision of uploaded documents (ID cards, bank accounts etc). Is it possible to export the list of documents (e.g. titles of the documents) we uploaded so far for each employee instead of doing it manually (looking into each profile)?Thanks in advance :)

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I
Community Moderator
1 month ago
L
Getting Started
L SauvageGetting Started
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

2
I
Community Moderator
1 month ago
CVC
Follower
CVCFollower
asked in Employee Data & Documents

Notification when a document is created

I can’t seem to find a way to get a notification when a new document is CREATED from a template - only when it is uploaded. This is frustrating as we are trying to move all our HR related documents onto Personio, but some need approvals and I can’t work out how to set this up. I have created a template to request holiday purchase………. There are no available triggers for this in the workflow area, nor the approvals area. 

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

How to invite someone to personio without giving them access to the organization structure

I noticed that when I invite them to personio, the new joiners still on the onboarding status , that will not start until few weeks or months even they already have access to see other colleagues part of the employee list and and internal general information from their colleagues.

1
I
Community Moderator
2 months ago
Y
Getting Started
YviGetting Started
asked in Employee Data & Documents

Serial letter - one time payment

Hi together, we are intending to pay Inflation Premium. I have imported the related payments as a one-time payment to the month of payment. Now, I would like to inform my employees about this and also include the amount which I have imported (amount varies from person to person).  Any ideas who to solve this best?

1
I
Community Moderator
2 months ago
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