Employee Data & Documents

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:

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 inactive

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? 

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  

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 

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

 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?

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.

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.

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.

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 :) 

If I understand correctly currently if I want to import mass changes to numerous employee profiles, I can only do it effective immediately (e.g. if I do the upload on the 1st of August, the changes will be effective 1st of August) is there a possibility to also make mass changes with a future date? 

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?

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!

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

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

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! 

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

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- 

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

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. 

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

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!