Employee Data & Documents

281 Topics

At present, when you create a document on an employee profile as a word document and subsequently try to download this created document, it downloads as a PDF.Please could this be adjusted so that it downloads in the format it was originally created in?

656

2 years ago

LGWGetting Started

asked in Employee Data & Documents

Weekly hours changes with a backdated start date.

Hello, we are trying to enter in employees with a backdated start date and salary, but the default weekly hours set for the department keeps changing automatically. For example, the department weekly hours is set at 40, but this changes to 37.5 when we enter in a historical start date, so their revised weekly hours ends up being 40/37.5, which is wrong. We keep getting the message: 'we've updated the weekly hours as well as departmental hours based on the date change. The salary was recalculated accordingly'. There doesn’t seem to be an option to override/correct this. This only happens when we enter in a historical start date; anyone with a start date in the current month this doesn't happen. Any ideas on why this happens and how to fix this? Thanks!

732

2 years ago

sveraGetting Started

asked in Employee Data & Documents

Cost-Center percentage

Hi People Do you know how can made a massive update of percentage of each cost center for each employee?? Thanks a million!!

1721

2 years ago

FriederikeThiesBusy Bee

asked in Employee Data & Documents

Employee API: Notice announced not available

Dear team, again we struggle with your API: We try to get the date when an employee is announcing his churn via the API but it does not exist. We get: termination date and last date of work. But not the field that is of interest. Whats up with the API? Best, Friederike

943

2 years ago

ziv spadaGetting Started

asked in Employee Data & Documents

How to import employee data without a welcome email

Hey!Maybe someone know if / how i can upload my employee data sheet without all of them getting a welcome/ invitation email?I'm still building the system and don't want them to start entering. Thanks!

801

2 years ago

BojanaCommunicator

asked in Employee Data & Documents

Problem - Personio is not accepting changes

Hello,I’ve tried to make some updates on Employee profiles, but those are not registered after pressing Refresh button. I’m going through Edit- inserting change - submit. At first the change is visible on the profile, but after refreshing the page, there new data is gone. Also in the history tab - detailed view, I tried to change the date of validation of the change, and although I'm setting the date for ex. August 1st 2021, after submitting, the change is dated as of the the hire date of the employee.Please let me know what seems to be the problem.Thank you.BojanaIntertec.io

552

2 years ago

Jenny-Getting Started

asked in Employee Data & Documents

How to set up a recurrent reminder for all employees to a specific date to check their personnel data in relation to payroll preparation?

Dear all, We would like to set up a recurrent reminder for all employees (every month) to check their personnel information (bank details, address, etc.) in relation to payroll preparation. So far, we don’t know how to implement this - in the section reminders, there is a limited list of triggers which does not include our specific case. How can we implement this specific reminder? Thank you in advance for your help! Best regards, Jenny-

1171

2 years ago

gulshanbangeraGetting Started

asked in Employee Data & Documents

German version of gender variables?

Hi All,do we have a german version of gender variables? I saw this but its only in english

622

2 years ago

PSampaioGetting Started

asked in Employee Data & Documents

Creating Document Templates – Text Blocks for Selection

Hello Community, I really hope someone can help me.I'm trying to create a document where the employee has to consent that we use his/her photo in our newsletter. I tried to use the option boxes, however is not viable, because we are the ones who determine the consent before creating the document. What other option do I have so that is the employee that consents? Thank you in advance.

2525

2 years ago

PippiGetting Started

asked in Employee Data & Documents

EN import template can't be found

Hello,I’d like to download the EN data upload template but the link is not working. Can you please provide a new link or send me the template? In can only download the German template but I’d like to use the English one. Link that is not working:https://support.personio.de/hc/article_attachments/4408496258449/EN_Employee_Data_Upload.xlsx Page where the broken link can be found:https://support.personio.de/hc/en-us/articles/211776305-Step-1-Importing-Employee-Data Thanks

562

2 years ago

FrederikeEBusy Bee

posted in Employee Data & Documents

Add a nickname or public name field to the public employee profile

Hello there,Some employees don’t go by their first full name at work, so I think would be helpful to have an additional field for the Public Profile for a nickname or public name.This might be helpful to other colleagues who know this colleague only by their nickname or public name.Cheers!

1042

2 years ago

LakshmiFollower

asked in Employee Data & Documents

How to track department changes

Dear Community, Would it be possible to track if an employee moves from one Department to another? Has anyone tried it before. If so can you please guide. KRLakshmi

2263

2 years ago

Astrid FriisExplorer

asked in Employee Data & Documents

How to Backdate changes

It would be incredibly useful to be able to backdate employee changes. Currently the option to schedule change is very good, but actually being able to set a change as having happen on a specific date in the past is also important in enabling the correct history.

812

2 years ago

LindaCommunicator

asked in Employee Data & Documents

Employee List - selecting all users

When using the edit attribute in the employee list to make an edit for selected employees the entered employee selection is removed when I go to the next page to select more employees.The workaround I currently use is to filter the employees so I only have a one page group. This works, but it is unnecessary work and it would be good to be able to make an employee selection across multiple pages that allows me to select employees once then use the “edit attribute” function. Thanks!

863

2 years ago

marielle.van.wieringenCommunicator

asked in Employee Data & Documents

One employee with two type of contracts

Hi all! What to do with an employee who has two employee contracts? She is actually an intern and now also got a regular contract with flexibele working hours and salary per hour. So two kinds of salary every month. Should we create two employees or can we add two employee contracts for one employee? Who has recommendations? Kind regards, Marielle

1373

2 years ago

MirjamPichlerPersonio Implementation Manager

published in Employee Data & Documents

On-/Offboarding & Document TemplatesImplementation steps 10 & 11

Dear Community,In this section you can discuss and ask questions about On- & Offboarding in Personio (implementation step 10) as well as document templates (implementation step 11). With Personio’s On-& Offboarding functionality you can ensure a successful and smooth on- & offboarding process for employees joining and leaving your company. You can not only configure individual on- & offboarding steps but also schedule and assign them to the responsible employees. By doing so you can make sure that no important step, such as setting up the workstation for a new employee or returning company equipment in due course when an employee is leaving, is forgotten while keeping a sound overview of all tasks. In the document area of Personio you have the ability to add documents in your employees’ personnel files and to customize and store document templates in the system. Besides that, when creating document templates you can make use of placeholders which are filled in automatic

5172

2 years ago

Dennis StolzeCommunicator

asked in Employee Data & Documents

Link date to position change

Hi,At the moment it isn't possible to link a date to a position change. I would love to see this option because it gives the option to link other processes to this change date like the onboardingchecklist.Next to this it gives direct insight in history of position changes and is a huge add on to strategic workforce planning.To my opinion this should be a basic element in a HR system. I am curious who agrees with me?

22612

2 years ago

Carmen1234Getting Started

posted in Employee Data & Documents

Tracking Language Skills and proficiency

Dear Personio- Community, I am looking for great ways to track the language skills and proficiency of our colleagues. It is not about tracking any progress of improvement, it is more meant to be an option for us in HR to see if we have to offer training sessions or information in different languages. Maybe some of you already have a setup in Personio that i could use? I would be happy to get your ideas an input. Thanks in advance, Carmen

2047

2 years ago

WairimuGetting Started

asked in Employee Data & Documents

How can i hide one of the preset fields under employee information?

I am trying to hide the gender field under employee information. We don't think the options provided are sufficient to cover the wide spectrum of gender currently available in the society. I am aware you can not edit but is there a way to hide it all together so I can create another field instead of the three preset options.

3642

2 years ago

SibylleGetting Started

asked in Employee Data & Documents

Attribute "Notice Period" - Setting up Personio

Hello Community,I am very new here. We are setting up the tool, we are in Week 5 of the Implementation. We are trying to set the tool up, as lean and as generic as possible to accomodate the many different situations across the globe (Europe and Asia).In regards of notice period: I don’t see, that the data in “notice period” has any influence on another data field. Is it correct, that the “notice period” is an “information-only” field?Thank you for your help.Best regards,Sibylle

421

3 years ago

KatriinaCommunicator

asked in Employee Data & Documents

Does anyone use tags/keywords for describing employees responsibilities?

Hello Community, As we are a growing company we get new employees and new skills to our company all the time. We have noticed that people find it hard to understand who are the right people with certain matters. We all know that titles don’t tell all your responsibilities and that it would be helpful to find these people in the company who have certain skills or responsibilities. We have noticed that it would be great to search for employees using a tag or key word, that describes their responsibilities. We were having a look at how could this be done in Personio and we could add an attribute to Public information where there could be the responsibilities described but the search doesn’t work correctly. So if you don’t know the persons name but would like to search with a tag or keyword it might help us now and in the future. Does anyone have any ideas or suggestions on this matter? Thank you! Katriina

2023

3 years ago

FlorentineGetting Started

asked in Employee Data & Documents

Malfunction of Bulk email send

Hi all,Yesterday was finally the time to send everyone their invite to get them started with their Profile in Personio. I used the bulk send option at the top of the employees page (after selecting all employees), and got the notification that the invitations had been sent. During the day I received a lot of messages informing me that they had not received their invitation, even after checking their spam box. I sent out the invites again. Still only several people received an invite. I have no been sending everyone their invitations one by one. Has anyone else had this problem? Or am I doing something wrong? I double checked and all the email addresses are correct.

952

3 years ago

KatriinaCommunicator

asked in Employee Data & Documents

Dual Citizenship in HR information

Hi all,How have you tackled the nationality in HR information if it is a dual citizenship? At the moment you can only choose one nationality but if your employee has a dual citizenship and they want to have them both reported, not just one nationality. Thanks,Katriina

3383

3 years ago

ychalmersFollower

asked in Employee Data & Documents

Birthdays & Work anniversaries

Can there be a way to pull Birthdays & Work anniversaries dates into google calendar?

10623

3 years ago

LaureRoelandGetting Started

asked in Employee Data & Documents

Document creation access rights

Hi, As an administrator I have access to everything in Personio. I have HR colleagues in different locations (without admin rights), who would also like to be able to create documents and personalise them and send them put for signatures. However this does not seem to be an option for them. They can not personalise via the {{ }}. Is this something I can change in the access rights? I can’t fnd the right option. I know they can upload documents and create templates, but I’m talking about the customisation you can add like this: https://support.personio.de/hc/en-us/articles/115003866625#creating-document-templates Thank you!

1273

3 years ago

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