Employee Data & Documents

263 Topics

WairimuGetting Started

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.

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

2 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

2 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.

2 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

2 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?

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!

3 years ago

Thibaut from SwileExplorer

asked in Employee Data & Documents

Send invites to several employees for 1st connection

Hello community, I am wondering how to send an invitation to an employee for first connexion.Today, we are doing it one by one, going on employee profile, clicking on “Manage account” then “Create login and send invitation email”.We will migrate +100 employees in Personio: very time-consuming to invite them one by one. Do you have any suggestion to do it in bulk?Thanks!Thibaut

3 years ago

MirjamPichlerPersonio Implementation Manager

published in Employee Data & Documents

Best practice document templates - share your experience!

Dear community,our goal is to simplify your HR processes. In order to do so, we would like to share our best practices for the usage of document templates with you.To make the best use of document templates, there are some important points to consider!Fonts & Formattinguse one of our recommended fonts consider the formatting options for dates consider the format of the placeholders and the gender variablesPlaceholdersplan enough space for placeholders (placeholders often need less space than the content that is put in place - example: {{position}} → Associate Customer Service Manager) Tip: if you can’t find the correct wording of your custom placeholders, you can go to Settings > On-/Offboarding > Onboarding Steps and check for an email action the database name of your custom attribute e.g. {{dynamic_2222892}} (see screenshot). Use this placeholder then for your document templateGeneralcheck out our Do's and Don'ts (screenshot) we recommend to use OpenOffice or LibreOffice f

3830

3 years ago

AmeiGetting Started

posted in Employee Data & Documents

Personio could use a "Work Email" Field

Hi there, I have realized there is an issue with the onbaording process:If I want an employee to fill out the fields and start the onboarding before their first day, I need to enter their private email address, so they have access. I think it would be very useful to have a second field with their work email which becomes activated on their first day, since Personio is a work related tool, not a private tool. What do you think? P.s. I could not choose the “idea” part of the topic, so I created a discussion instead.

3 years ago

NatkaFollower

asked in Employee Data & Documents

How do I change employee position/status

Dear all, I was wondering how can I change status from the freelancer to employee but to keep the historical data? Do I need to create new profile? Or should I change the hire date and if yes, how to do it without changing the whole profile (with keeping the employee’s hire date as a freelancer). Thanks and regards,

3 years ago

MirjamPichlerPersonio Implementation Manager

posted in Employee Data & Documents

Best practices sections & attributes - share your experience!

Dear community,our goal is to simplify your HR processes. In order to do so, we would like to learn more about your employee information best practices.Which sections and attributes do you use in addition to the predefined ones?I’m looking forward to the discussion.Kind regards from Munich,Mirjam

3 years ago

MirjamPichlerPersonio Implementation Manager

published in Employee Data & Documents

Employee Data, Locations, Departments & Teams

Dear Community,in this area you can exchange information and ask questions about the topics Employee Data (implementation step 1) and Offices, Departments and Teams (implementation step 2).In the employee information you have the ability to set up and manage the employee profile with all relevant employee data that you need in your daily work.An employee profile is divided into different sections and attributes. Sections combine related attributes. The employee roles (implementation step 8) can be used to manage access rights for created sections.Locations, departments and teams can be created either by import or manually. The import template for employee data can be found in our Helpcenter. Currency and holidays are configured with the attribute location. In addition, the address of the location is relevant for the advertisement of open positions in recruiting. The attribute department defines the full-time weekly hours. This is especially important for the prorated salary calculation

2600

3 years ago

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