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

172

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.

935

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?

1123

2 years ago

DorotaDetective

asked in Employee Data & Documents

Employment contract for existing employees

Hellois it possible to create employment contracts (from uploaded template in Settings) in bulk for existing employees and then request all to sign the file ? it seems now it's only manual work

702

2 years ago

CarinaFollower

asked in Employee Data & Documents

Create new document category with lock function

Is there a way to create new document category with lock function that only HR can see them? I can create new document categories, such as Maternity / Parental Leave and ID; WorkPermit, but the templates stored in those categories are visible to the whole organization. Can this get changed?

673

2 years ago

hmustonenGetting Started

asked in Employee Data & Documents

How to edit the list of termination types

Hi community!How can that list below (mentioned with red) edited?There’s some unnecessary options and some needed are missing, and can’t find any instructions for it. Thanks for your help in advance! :)

2212

2 years ago

CuriousUser99Newbie

asked in Employee Data & Documents

Employer deleting Approved sick leave

Hi everyone, Does personio store audit logs or anything in this scenario? Scenario - I applied for sick leave of 3 days. The employer approves it. I received the confirmation email of approval. After this, the employer decides to delete the sick leaves on personio. I don’t see the approved leaves anymore in my personio calendar. Employer can then say that I did not notify them of any leaves and was off for 3 days. And then take some unfair actions again me. (They can also remove my access to emails so I don’t have any proofs in case of legal actions)I am really concerned if un-deletable logs are maintained on Personio for such scenarios.

1272

2 years ago

lisaamorosoCommunicator

asked in Employee Data & Documents

document upload error

Hi, does anyone else get an error message when uploading certain documents? I have checked the documents several times and the fields are correct. I’ve tried re-formatting, changing font etc...I cannot figure it out….

2792

2 years ago

hmustonenGetting Started

asked in Employee Data & Documents

Changing the max weekly hours setup

Hi community!How can I change the weekly hours (Personal info > HR information > Weekly hours) maximum setup (marked with red in attached picture)? I’ve read everything regarding this subject and haven’t found a clear solution for this. Thanks for your help!BR,Hanna

1011

2 years ago

emmy.wolterinkBusy Bee

posted in Employee Data & Documents

Creating documents in bulk

I wish to multi generate document templates. For example if you have one letter which needs to be send to the whole company. Now you have to generate each document individually instead of the option to generate it all at once.

2303

2 years ago

CsillaGetting Started

asked in Employee Data & Documents

Invitation Email is not being received by an employee

Hi Andrea, Thank you very much for your reply. There is another issue I would like to ask your opinion about. If you know the answer, your help would be appreciated. We created a new profile for joiner and sent the Invitation mail to new employee but he never received it. We deleted his profile, re-created it and after that we re-sent him the invitation mail by clicking on re-send invitation mail in ‘Manage account’ menu option. Even that did not help and we do not have any other ideas, so in case you know another way to solve this problem, that would be very much appreciated.

711

2 years ago

AndreaFormer Community Admin

published in Employee Data & Documents

FAQ: Why can't I log in to my Personio account?

Are you trying to log in to your Personio account, but are not able to do so?We are happy to share some possible solutions with you!📩 Receiving an invitation Email: ❌ “The username or password that you entered was not correct": 📪 I did not receive the password reset email: 🔐 You have not received the security token: ⛔️ The security token doesn’t work: 🙅🏽‍♀️ My account has been blocked: 🔧 "Something went wrong...": 📩 Receiving an invitation Email:Before you can log into your account, your Personio Administrator needs to trigger an invitation email that grants you access to Personio. Please contact your admin if you have not received this email. ❌ “The username or password that you entered was not correct": If you see this message, there are two options:The password you entered does not correspond with the password that is stored for your Personio account. If you don't remember it, click Forgot your password? We will then email you with instructions on how to reset your passwor

6450

2 years ago

Mirjam SettlyFollower

asked in Employee Data & Documents

Employee Data import - Supervisor error

Hi there,I’ve been attempting to do our employee data import as part of our implementation. I keep running into the error ‘Supervisor is not in the system.’ whilst that exact supervisor is also in the upload document. Does this mean that I first need to upload all supervisors, before I upload the rest of the employees? I solved part of it by adding the department head manually, but now I run into the same error for the downstream supervisors and this seems to be very time consuming. I hope you have a solution for this! :)

934

2 years ago

AndreaFormer Community Admin

published in Employee Data & Documents

FAQ: Why is my employee not receiving the invitation email?

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

4390

2 years ago

MarcelMueGetting Started

asked in Employee Data & Documents

Repeat blocks of fields in employee data

I basically have a usecase where each employee can have multiple certifications which expire at different dates.How can this be represented in the employee data? Example of what I would want to do- Certification [Multi select] - Completed [Date] - Expires [Date]- Certification [Multi select] - Completed [Date] - Expires [Date]…The problem is, that each of these would all need to be different fields in the employee data. Statically repeating the block over and over in employee data is pretty messy and is confusing for employees.Is there a different feature I can use for this purpose? The biggest issue is, that I need to retrieve the data through the API.

353

2 years ago

ffxbauer

asked in Employee Data & Documents

Customize Payroll Tabs

Hi, I know that I can select the all the attributes (and order) that shows up the the 'Personal info' tab of the payroll exports. However, I would really like to also customize the information that is shown in the Salary and Absence tabs to allow easy import into our payroll software… Is there a way to achieve this?

712

2 years ago

suminairExplorer

asked in Employee Data & Documents

Hiding data

Hi ,Is it possible for the “supervisor” role to not be able to see some of the sections such as payroll/bank details etc but have access to the other parts of information for their direct reports ?Thanks

626

2 years ago

Kate.wilkinsonGetting Started

asked in Employee Data & Documents

Passports: Country of issue, issue?

Hi all, Quick thing (I hope) but hopefully not just me. I’m trying to get all our team using Personio and having full profiles of details, including Passport information. I’m encountering some trouble with the country of issue that there are multiple people from our organisation from the same country but Personio will only allow one company passport to be issued by e.g. “United Kingdom”. Is this normal and any advice?ThanksKate

392

2 years ago

Dennis StolzeCommunicator

posted in Employee Data & Documents

Exit survey

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

1093

2 years ago

LindaCommunicator

asked in Employee Data & Documents

List of employees overtime balances (total balance)

HI there, I am looking for help in pulling a list of employees overtime balances (their total balance, not just what they accrued during the current month) and have not been successful in generating this.Does anyone have a tip for me?Thanks!Linda

1031

2 years ago

sebastian-komonGetting Started

asked in Employee Data & Documents

Payroll upload by external labour agency

I want to instruct our external labour agency to upload the payroll of each employee individually to Personio every month. Which are the steps they should follow for that? Do we need to set anything up?

541

2 years ago

lekahoGetting Started

asked in Employee Data & Documents

Bulk collecting approval from employees

Hi community, I am looking for a solution for the following: We would like to collect a consent from all existing employees for the same topic My challenge: If I use a signature process, I think I have to create the document and ask for signature individually from every employee’s profile, right? I would like instead to have a checkbox where they can give their consent, like I would in an onboarding workflow Challenge 2: If I use a new onboarding template, it will overwrite the old onboarding Thanks for any input and sorry if this is a stupid question, but I didn’t find any solution yet.

1081

2 years ago

lisaamorosoCommunicator

asked in Employee Data & Documents

Edit document templates

Is there a way to edit a document template in Personio? Do I have to remove and upload new documents every time? Some documents may require a minor adjustment based on the content. For example: I have a promotion letter template, sometimes a position might change and sometimes it is just a level change, sometime the salary increases but sometimes it might not….if I just want to remove one line or alter it slightly I do not want to have to upload an entirely new document. I may just want to alter it for an individual person.

1071

2 years ago

FMI - HR ManagerGetting Started

asked in Employee Data & Documents

Staff Leaving a Company - Issuing a letter of service

Good Day Is there a letter that is automatically generated when someone leaves a company - letter of service with the dates started and ended and reason for leaving.

532

2 years ago

TingGetting Started

asked in Employee Data & Documents

How do you define a different language when uploading a document template from the default options?

Good morning,When uploading a new document template, a window of options appears for you to set up the name, category and language of the file. I’d like to know how to define a different language from the default options in this section (Dutch, Spanish, German, English, French, Italian). Thank you :)

782

2 years ago

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