Hello,
I would like to generate a document for multiple employees on Personio. Is this possible?
Thank you,
Alexandre Lever
Best answer by Daniele will be back in June
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Generating documents for multiple employees at the same time
Userlevel 6
+18
- Community Admin
- 950 replies
-
13 December 2022
Hello
Welcome to the Personio Community! 🎉
When you say “generate a document for multiple employees” do you mean
- the same document for multiple employees
- or a template that results in a personalized document for each employee?
If it’s the second option, this is not possible yet.
But it is on the Roadmap and our Product Team is working on it - it should be ready next year :)
You can read more about it in the following idea, which was submitted by another Personio User:
Let me know if you have any other questions!
Best,
Daniele
- Getting Started
- 1 reply
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13 December 2022
Hi Daniele,
We were thinking about the first option. Is that a possibility, since you haven’t mentioned it in your reply? If so, would love a link to instructions on how to do so..
Best,
Alexandre Lever
Userlevel 6
+18
- Community Admin
- 950 replies
-
13 December 2022
- Answer
Hi
If it’s for the first option, there is currently no built-in possibility to do so.
There is also an idea for this feature - as well as a set of interesting comments from other users.
You may want to have a look, and if you have follow-up questions to other users re: their comments, feel free to ask there. 👇
We do also have a multi-upload feature, especially suitable if you have a reasonable number of documents (can be different documents too) to upload at the same time.
If this is just for a limited amount of employees, you can perform a multi-upload of employee documents so that several documents get uploaded at once to Personio and automatically assigned to the corresponding employees' accounts. Help Center Article: How to upload several documents at once via the documents multi-upload
I hope this helps!
Let us know if you have any follow-up questions.
Best,
Daniele
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