Employee Data & Documents

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 :)

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?

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: 

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

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. 

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

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

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 :)

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!

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

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. 

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? 

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

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?   

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! :)

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. 

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….

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

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.

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.

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

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! :) 

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

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. 

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?