Employee Data & Documents

FleurMTGetting Started

I have been trying to add a new employee to Personio, and I keep getting the following error. All the fields are filled in. I also tried to add another person, I received the same error.

1401

2 years ago

HellohereFollower

asked in Employee Data & Documents

Office location as placeholder in document templates

Dear Personio community,We are a company with different office locations worlwide and we would like to create document templates (for example job offer letter) that includes the office location as placeholder, so that we can create one template that would automatically adapt the address toI tried to include placeholders like {{office_street}} but it doesn’t seem to work. Is there a way to do it?Thank you in advance.Kind,

863

2 years ago

Kasey ShenExplorer

asked in Employee Data & Documents

The max times for using e signature request.

Hi, one of our mangers got the below notification when he wanted to use the signature request. can you please advise if there is a limitation that we can use for this function?Best regards,Kasey

734

2 years ago

LaraCoGetting Started

asked in Employee Data & Documents

Workflow for Work Safety Declaration Form

We are looking for a somewhat automated process to track who has already uploaded their work safety declaration form in Personio. Since documents that have been uploaded cannot be tracked over a reporting (pls correct if wrong). We are thinking to add an attribute, that employees need to tick when they're uploaded the signed form. Does anyone have other best practices for such cases? Thank you!

632

2 years ago

Ragid MartisFollower

asked in Employee Data & Documents

Personal Info tab - Hidden section

Dear Personio Community,I am contacting you to request information regarding the following. We have updated our Employee Information (attributes and sections) but have encountered a complication. In the ‘Hidden’ section, we have used the preset ‘length of probation’ for a long time. Now that we are updating it, we were wondering what will happen with the history of the attribute. Is there a way to back up the employee data before removing it?Specifically, we would like to know how to remove this preset the right way. How should go about removing this attribute?I hope to have informed you sufficiently and I am looking forward to your reply.Kind regards, Ragid MartisHR Support

701

2 years ago

FairrFollower

asked in Employee Data & Documents

Implementation, Importing employee data: How can i say that i don’t want certain attributes?

Hi, I am trying to import all the data into Personio but it is asking me to assign the attributes manually. I don’t need those attributes. How can i say that i don’t want them?Child benefits, religion…Thank you.Tania

712

2 years ago

TabathaExplorer

asked in Employee Data & Documents

Tailored attributes

As a global business its helpful to be able to have different attributes for different staff. example HMRC has no relevence to US or european staff, but we need as an attribute for UK staff. If anyone knows a way inwhich you can set rules so certain attributes only apply to certain staff, that would be very helpful. Thank you

1101

2 years ago

BeatGetting Started

asked in Employee Data & Documents

Employee ID

I thought that every profile created (means every new employee) will get assigned a employee ID as a unique identifier. I now realize that this ID is not generated automatically - can I set this up so it is creating it with every new employee/ profile?

10742

2 years ago

vanessatGetting Started

asked in Employee Data & Documents

Create fictitious persons & positions

Hello,our company will soon use Personio, the question came up if we can also create fictitious persons & positions there.It is about the fact that we want to create an organization chart. However, there are many external employees working for us, who should not be managed in Personio, but of course should be represented in the organization chart.Is there already a solution for this :) ?Thank you very much!

701

2 years ago

Irene Ng.Explorer

asked in Employee Data & Documents

To fill attributes with an specific format

I don’t know if there is a possibility to create an attribute with an specific format.For example, the Social Security number has this format 28/0000000/1.This is a mandatory field for each employee, but each one write it in a different way (2800000001, 28-0000000-1 and also 28 0000000 1).I would like to have this field with only one format to write, in order to have the same data when I download an employee report: only numbers but without dots, like this 2800000001.I’m not able to find any article related to this topic. Thanks in advance

372

2 years ago

ChrysiGetting Started

asked in Employee Data & Documents

Mails in English

hi together :)The invitation mail is in German I have English speaking employees how can I change it? I have already changed the company language to English, but the invitation mail is in German, please help me :)

521

2 years ago

PseudoMusicGetting Started

asked in Employee Data & Documents

Generating documents for multiple employees at the same time

Hello, I would like to generate a document for multiple employees on Personio. Is this possible? Thank you,Alexandre Lever

1213

2 years ago

VidaCommunicator

posted in Employee Data & Documents

"1899-12-30" showing up instead of null for a number (not date) type of field when fetched via API?

Hi, I was wondering if someone has run into a scenario where for a field (type: number, 2 decimals) that are empty (null) you get "1899-12-30" instead of empty field over API?

302

2 years ago

Evelina SvaikauskaiteGetting Started

asked in Employee Data & Documents

Hire date change: where exactly it should be done?

Hi everyone,I’m looking for some advice how to change the hire date. When we uploaded employee's data from old HR system to the Personio, some hire dates were mixed up. Now we have to update some info. Is it correct way to do the hire date change?1. Go to employees profile2. Go to HR information field in employee's profile3. Click “edit” and change hire date4. Save the changesI want to be sure that it is the correct way and that it is not going to affect any other data somehow or I want to avoid that it will be reflected incorrectly in some reports etc.Thanks a lot :)

1772

2 years ago

AndreaFormer Community Admin

asked in Employee Data & Documents

FAQ 🤓 What access rights are needed to be able to request e-signatures for documents?

Dear community,As a first FAQ for the game, we have chosen the topic of access rights and documents:❓ What access rights are needed to be able to request e-signatures for documents? Do you know the answer or any hint? We will be very happy to read your comments - have fun earning your special badges!Greetings from Munich☀️The Community team To learn more about the game, check out the announcement below:

652

2 years ago

DorotaDetective

asked in Employee Data & Documents

How to merge two employee profiles

Hellois it possible to merge two accounts created for the same employee?one account has been created manually by clicking on “add employee”second one was moved from the recruitment processis there a way to merge both accounts and make it as one? or if this is impossible, then the only way will be to delete one of the accounts and manually transfer everything that has been saved there? thank you

1242

2 years ago

Cami

asked in Employee Data & Documents

Notifications for line manager changes

When a line manager changes, both the employee and manager should get a notification. This can be setup as a choice for HR - when they operate the changes, they should be able to select whether to notify impacted users.

1262

2 years ago

JulesFollower

asked in Employee Data & Documents

Erasing departments - Consequences for the historical data

Hi! I have a question regarding this. What happens when I delete a Department? In my experience, it’s erased from the Reports, which can be a pain in order to have historic data… Am I doing something wrong? Have anyone faced/solved this problem?

615

2 years ago

VaidaGetting Started

asked in Employee Data & Documents

Move all documents from same category

Hi,is is possible to move all documents for all employees at once from i.e category NDA to category Working contracts?If we were saving documents under separate category NDA and now we would like to delete this category, is there a way not to do it to every employee separately? ThanksVaida

362

2 years ago

WillemExplorer

asked in Employee Data & Documents

Change document categories

Hi all! Is there a way to assign a document to a different category if it has been allocated to the wrong category erroneously? If so, how? If not, it would be so cool to be able to switch it the way you can switch categories for candidates in the recruiting module. Many thanks,Willem

1494

2 years ago

BuzzuliniGetting Started

asked in Employee Data & Documents

How can I delete a document I mistakenly uploaded?

Hello all,Inside my profile, I had to upload a medical certificate, but uploaded the wrong file. How can I delete it? I cannot find any option for that.Thank you :)

12453

2 years ago

kakiyauGetting Started

asked in Employee Data & Documents

How to find the document in a specific document category?

HI there, So we are creating new categories for documents and I have moved all documents from an old category to a new one except it shows there is still “1” in that old category but I have checked each of the employee’s profile multiple times and can’t find that particular document…. Is there a way to find that one so we can delete the old one? It seems very counterproductive to have to go through each profile for this...Thank you!

953

2 years ago

CarinaFollower

asked in Employee Data & Documents

Create Document without option to delete?

Hi, I hope someone can help me with this question. An employee need to create him/herself a document in a respective document section. As far as I can see the employee is then also able to later delete this document him/herself. Is there a way to create document sections or templates that it is possible for everyone to create a document, but not delete it? Thank you for your supportCarina

182

2 years ago

boneillGetting Started

posted in Employee Data & Documents

Difficulties with the E-Signature functionality

We are currently setting up Personio and one area which is causing difficulty is the e-signature functionality which does not meet our requirements for a signature. I am wondering if anybody else has this difficulty and if so, how they are working around it.

955

2 years ago

Laser BGetting Started

asked in Employee Data & Documents

Employee Ability To Update Information in their profiles

Are employees allowed to update their information in the system? For example, can an employee update their home address, birthdate, bank information, etc? If so, how do they update this information?

1393

2 years ago

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