Employee Data & Documents

victim010812Getting Started

asked in Employee Data & Documents

Demo

Demo Demo

5 hours ago

EQ_CPFollower

asked in Employee Data & Documents

Table view for documents update

Dear Community, Does anyone know when the promised table view for document will be launched / is it already active in your profiles? According to Personio, it was supposed to be in April:https://support.personio.de/hc/en-us/articles/25628975141149-Improvements-Document, but we can not see it yet. If you have it, can you share some experiences with it - is the signature status for documents now visible to more roles than only the Admin role? Thanks a lot for your input and have a lovely afternoon :) Moni

221

20 days ago

VolvicCommunicator

asked in Employee Data & Documents

eSignature email

Hi folks, When sending a document for signing there is a notification that indicates if the person has an issue with the contents of the document they should contact esignature@personio.de How can this be changed? This is not an active email and just results in a bounceback. Thanks

1066

1 month ago

MRothGetting Started

asked in Employee Data & Documents

Rejected working hours – comment not visible to employee?

Hi everyone,I've noticed something odd in our workflow and wanted to ask if others have experienced the same: When a manager (in our case, me and a colleague) rejects an employee's recorded working hours and adds a comment in Personio, the employee seems unable to see the comment. They only see that the time entry was rejected – but not the reason or the comment left by the manager. Additionally, it looks like the comment isn't saved anywhere visible for future reference – neither for the manager nor for the employee.Has anyone else experienced this? Is this expected behavior or is there a setting we might be missing? Thanks in advance!

393

1 month ago

nopersonalinformationGetting Started

asked in Employee Data & Documents

API question: Can I retrieve future changes to employees via API?

Hi, I need to retrieve changes made for employees with an effective date in the future via API. I can’t find any information on this on the API documentation? Can someone assist me on this please?

393

1 month ago

OTMEGetting Started

asked in Employee Data & Documents

ID Number in employees profile

Hi, In the list of employees there is a column called ID Can you have this Field shown in the Employees Profile

391

2 months ago

LizzieGetting Started

asked in Employee Data & Documents

Export an overview of all documents in Personio

I am wanting to run an audit of what documents we currently have stored on Personio, so we can identify any gaps and then upload the correct documents. I think you used to be able to run a report that gave you the employee name, and which document categories they had documents in but I can no longer see how to do this. Is it possible to glean this information in some other way, or do I have to manually go onto each individual’s profile?

4627

2 months ago

antonia_mucGetting Started

asked in Employee Data & Documents

Missing Payroll Documents in Personio Bulk Export – Any Workarounds?

Dear community, has anyone found a way to bulk-download payroll documents from Personio? I recently learned from our HR team that payroll documents are not included in the general document bulk export and need to be downloaded manually by each employee. Honestly, this seems quite outdated – especially in 2025, when automation and AI are becoming standard even for more complex tasks.

103

2 months ago

Circus2012Follower

asked in Employee Data & Documents

Remove from org chart

I have an employee who is serving their notice and is on payroll. However we do not want him showing on the org chart functionality as he has been announced as a leaver. How can we do this?

425

2 months ago

glitterbiscuitGetting Started

asked in Employee Data & Documents

Is there a way to create a employee ID in Personio (ie to verify employment)?

191

2 months ago

developyourskillsFollower

asked in Employee Data & Documents

Private note on candidate profile

Hi, At our company we use notes for evaluations of our employees. These are always visible for the employee as well. Is it possible to also add notes which are not visible for the employees? But only for the managers for example?

496

2 months ago

AnnaCzarnikExplorer

asked in Employee Data & Documents

Access Rights for Document Creation – Employee Role

Hi Personio Community, I have a question regarding access rights in Personio. Is it possible to grant an employee (for example, an Accountant) the right to create documents or folders in the system, or is this functionality strictly limited to administrators? If anyone has experience setting this up or knows if there’s a workaround, I’d really appreciate your insights! Thanks in advance!Anna

301

2 months ago

pareekGetting Started

asked in Employee Data & Documents

Inquiry About Dynamic Attribute Key Changes

Hello, I am using the endpoint https://api.personio.de/v1/company/employees/attributes to fetch a list of all employee attributes. I noticed that some attributes, particularly those with keys like "dynamic_13844971" (e.g., for Employee ID), change over time. Below is an example of such an attribute:{ "key": "dynamic_13844971", "label": "Employee ID", "type": "standard", "universal_id": null, "options": []} My question is: Is there a specific time limit after which this dynamic key changes? Are there specific conditions that trigger the change of this key? Is there a timeline in which this dynamic key might become static, like other attributes (e.g., "first_name")? Will the dynamic attribute keys change if I switch accounts? Any insights would be appreciated! Thank you!

634

3 months ago

Dennis StolzeCommunicator

asked in Employee Data & Documents

Exit survey

Hi Community, Is somebody already using exit surveys in personio?

1454

3 months ago

berat canGetting Started

asked in Employee Data & Documents

Tracking Uploaded Document

Hi dear all :) Our employees are required to upload certain documents to Personio each month, including their Deutschlandticket invoices. Is there a way to track which employees have not submitted their required invoices? We're looking for either a report or a view that could be added to the employee list to monitor this.

290

3 months ago

Nadine Loyal-PerkFollower

asked in Employee Data & Documents

Employee with 2 roles, works in 2 different departments and has 2 managers

Hi Personio Community, We have a special case in our company. - Due to two different job roles the employee works in two different departments and has two different supervisors. How do you solve assigning multiple departments to the employee to ensure correct reporting? How do you solve that both supervisors have manager access and approval rights for the employee? Looking forward to learn from your experiences. Best, Nadine

1562

3 months ago

LegoMDCommunicator

asked in Employee Data & Documents

Audit trail for signed document

Dear Community, Does anyone happen to know how long the audit trail for a signed document is available in the system on the overview page for electronic signatures? Many thanks for your replies :-) Bests, Lego MD

392

3 months ago

MPapasGetting Started

asked in Employee Data & Documents

Problem with opening employees' profiiles

Is there anyone else experiencing an issue with loading up employees’ profiles?

201

4 months ago

SusanGetting Started

asked in Employee Data & Documents

Incorrect Start and End dates for Employees showing in Personio

Hello, I have noticed employee start and end dates appearing incorrectly in Personio. For example, if someone’s start date was set as January 01, I would see it appear as December 31. Is there any fix for this? Best, Susan

412

4 months ago

Edda van der EndeCommunicator

asked in Employee Data & Documents

How to create several employee profiles with same email?

Hi, We often have people who are simultaneously signed for a Trainee position and then a permanent position. These positions have different types of onboardings which is why separate profiles are needed. But Personio doesn’t seem to allow us to create two profiles with the same email address? Tips on how to maneuver this?

1106

4 months ago

BrotschneiderGetting Started

asked in Employee Data & Documents

Getting individual holiday calendars by the REST-API

We need to retrieve individual holiday calendars through our API integration, but we cannot. The only way we have found to retrieve holiday information is by using the "Get Employee by ID" endpoint. But this endpoint only provides the country and state of the public holiday calendar on which the individual holiday calendar of that person’s office is based.

1234

4 months ago

dilae35Getting Started

asked in Employee Data & Documents

Workflow for Deutschlandticket Discount

We would like to offer a 20€ discount on the Deutschlandticket for our employees. To implement this, we need a flag in the Personio profile to signal to our bookkeeping team that an employee has the Deutschlandticket and should receive the discount via their salary. I’ve created a workflow that reminds employees to upload their receipts and then notifies bookkeeping to include the discount in the pay slip. However, the email I wrote to be sent as part of this workflow was not sent properly—it only showed "Upload the document" instead of the full message I drafted. Additionally, I’d like to include a clickable link in the reminder email that directs employees straight to the document-uploading section in Personio. Could someone assist me with these issues as soon as possible? Thank you in advance!

261

4 months ago

Sabine Müller-RommingerGetting Started

asked in Employee Data & Documents

Importing time recording fails - no occupation type set

Hi, We would like to import our employees into the Shiftbase time recording system via an interface. However, the import fails because no job type is supposedly set in Personio. In Personio, I cannot find a field in the employee that is called Occupation type. Does anyone have experience with this and could please help me? Best regards, Sabine Hi, wir möchten unsere Mitarbeiter via Schnittstelle in das Zeiterfassungssystem Shiftbase importieren. Der Import schlägt jedoch fehl, da angeblich in Personio kein Berufstyp eingestellt ist. In Personio finde ich kein Feld im Mitarbeitenden, das Berufstyp heißt. Hat hiermit jemand Erfahrung und könnte mir bitte helfen? Viele Grüße, Sabine

374

5 months ago

AnnVFollower

asked in Employee Data & Documents

Bulk Document Import id employee witih Email address

Hi, I am trying to find the easiest way to bulk import documents to multiple employees at the same time. Email address seems to work as an identifier, but then the category part is not recognized. I have tried with one _ and three consecutive ones ___ What could be the solution to this? Not all our employees have an EmployeeID and some have multible first/last names which make the identification with names very tricky. Thanks for help!

262

5 months ago

dilae35Getting Started

asked in Employee Data & Documents

Deutschlandticket discount via salary

We would like to give some discount on the Deutschlandticket for our employees (20€). For this we need a way to set a flag in Personio-Profile which signals our bookkeeping, that this person has the Deutschlandticket and gets the discount via salary. For this, we will need a way for employees to upload a proof document each month into Personio and for us to set a flag in each profile. Could you help me with this?

151

5 months ago

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