Employee Data & Documents

Hello, Does anyone know how the figure for ‘Paid holidays’ is calculated when terminating an employee: In this instance, the employee leaving would have taken 15 days paid holidays as of termination date (this is recorded in their absence calendar), but for some reason Personio has pulled 17.5 days. Am I correct in assuming that this is in error and I need to manually adjust? I need to make sure that the employee has the correct leave recorded so that they are also paid the correct leave in lieu (as they should have a few days leave left over).  Thanks!

Hey all,I marked the post as a question but this topic may also be debatable depending on the answers. So the company I work for has automated contracts for new employees, wanting to use the E-Signature feature. But the employees cannot sign the contract digitally with or without the account. They have to be integrated into the system for them to be able to even sign anything digitally. Are there any ways around this problem or maybe even a solution? 

Hello,I noticed that the Personio system currently supports only a single date format on the dashboard (DD/MM/YYYY), while the API returns dates in the YYYY-MM-DD format. Does Personio only allow a single date format for date-type attributes, or is there a way to assign multiple formats?Could someone from the Personio team confirm if there are any plans to support multiple date formats in both the API and dashboard, or if there might be a workaround available?"Thank you for any clarification!

Hello Community,I have a question about data protection in Personio:In addition to informing our employees about the use of Personio, do we also need to ask for their consent or have them sign something?We're currently not sure about this.The moderator translated the post. See original message belowHallo Community,ich habe eine Frage zum Datenschutz in Personio:Müssen wir unsere Mitarbeiter neben der Information zur Nutzung von Personio auch beispielsweise nach Ihrer Zustimmung fragen oder sie unterschreiben lassen?Da sind wir uns aktuell noch nicht sicher 

Anyone else want Tags in Personio attributes to be orderable and ideally auto-order… 

The employee was created via Recruiting. This is how he appeared in payroll accounting. But not under the heading ‘Employees’. He was created there manually. Now the employee appears twice in payroll accounting. The account created via Recruiting cannot be deleted. This account is the real problem! Who can help?

Hi, dear Perosnio community!I'm experiencing an issue with viewing approval requests for employee profile updates:Employees are updating their information as requested via Reminders Workflow and these updates require admin approval. However, there is no centralized way to view all pending approval requests.We can only see pending approvals by checking each employee's profile individually (not at the homepage etc.) What is the location of the central dashboard/view for all pending profile update approvals? How to access all pending profile update approvals? Thank you!

Is it possible to include employee tel nos in Personal Data in such a way that just their telephone number, but not all their other data, can be viewed by all staff? We are trying to make telephone numbers visible for use in the case of emergency, e.g. data breach etc.

Hi, We added a few questions to employee information area that we want answers for from all the existing employees. The existing employees are not going through onboarding phase, therefore, the tasks triggered by the onboarding flow is not the option here. Is there any other way how could we assign a task for all employees to update the new questions in the employee information area?

I want to change the manager who an employee reports to in the org chart. How do I do this?

We starting to automate our onboarding, are we able to send the new joiner a link for personio before they join so they can directly upload their details to personio. At the moment we are sending out an excel form for them to fill out and we manually upload it on to personio. Thanks for your help. 

We require all employees to complete a declaration of interest form annually. Currently this is done via Word / Excel but I would like to automate it on Personio. The process would ideally be something like this:All employees are notified that they need to complete their annual declaration of interests They are prompted to complete the key information fields (date, name of organisation, details of potential conflict) This information is then stored on their profile (either as an employee attribute or a document?) We can then run a report to see who has / hasn’t done itI know something similar can be done during onboarding in terms of asking employees to complete sections of their profile directly but I was wondering whether there was a workaround outside of onboarding?

Hi fellow users, A while ago we got introduced in the Preferred Name option as an attribute of the personal data. Although when I am in the profile of each employee, the Preferred name is shown, when I am searching for the in the search bar I see the Legal Name, and in a parenthesis the Preferred name. Did anyone manage to change this, and search only by Preferred name? Thanks in advance! 

Hello,  Apologies if I missed this somewhere but the only relevant threads I could find on this topic were from 2 years ago. We, like many others, are looking to automate our onboarding process and eliminate the need to receive new hire information via e-mail, Excel sheet, etc.  In short:How can we invite new hires to upload their information into Personio before their start (and the acquisition of their work e-mail address)? Please bear in mind that we have SSO enabled and, as far as I have seen, this eliminates the option to have new hires upload info prior to having their work e-mail. I'm hoping I'm wrong and that there’s a way around this so I look forward to your answers. Thanks in advance! Best, Yasmin

Hello!Our colleagues can’t see each other’s phone number from Personio mobile app. I set the permissions/access rights to access each other's private profiles, but they can't see it. Have you experienced it? Thanks, 

Dear All, I dont understand why the CostCenter has no unique reference number or just a number… its only name appeared…. For connection to PayRol I need the CosCenter Number and for search I need a name

Hi,An existing employee will start a new role with new probation period soon. How can I update her profile with new contract start date and new probation period, while ensure her previous position history (job title, contract duration, documentation, hire date, etc) is still available? Regards,kasey

Hello, We have created subcompanies and we want to make custom attributes visible to certain employees based on subcompany they belong to. I found how to make a section visible based on subcompany but cannot find how to make certain custom attributes of this section visible to certain employees. ThanksN

Hi there, I am seeking for help to to update existing employee profiles by uploading an import. In our existing employee profiles, we added 3 attributes to one section. We prepared an import excel which included:respective email addresses of the employee profiles we wanted to update The 3 attributes and the intended information (YES/NO) and one was a date We checked that the import file is correct, meaning that we used the correct format for dates and the email address that match with the one’s saved in Personio. When importing the upload, we selected the option ‘Employee’.We then received the error message, saying that we do not have enough available licences to import this data. Our intention is to import data to existing employee profiles, however, the import would apparently create new employee profiles.  Therefore, my question is: Is there a way to import data to existing

I'm attempting to embed an image in my HTML page, but it's not showing up. I've checked the file path, and it seems correct. Below is the code I'm using. Any insights on why the image isn't displaying as expected?" <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <title>Image Woes</title> </head> <body> <h1>My Webpage</h1> <img src="images/my-image.jpg" alt="My Image"> </body></html>

Hello! We would like to ask our employees permission to make and share pictures and videos for internal use. So we added a permission box in their Personio account. We would like to add a bit more information about the check-box than only a few words. Is it possible to add an Information “cloud” or balloon to a field? That if you click it, a text pops open and you can read the explenation. Thanks!! 

It would be good for PDF’s to be allowed to be added to the documents list - some documents are don’t need personalisation.In addition, the ability to have a central employee document hub as some documents are the same for all and though supplied at onboarding can be requested throughout a staff members employment.

Hi all, I have a total of 3 legal entities, but one of them works completely isolated from the other two so I need to limit the visibility of the list of employees so: the people working on Employer1 cannot see the people working on Employer 2 and 3, but the people working on Employer 2 and 3 can see each other, but not see the people on Employer 1. How can i manage this? Thanks!!  

Dear All,When I upload a document and request a signature from my supervisor, he gets an email about the request. How can I set up a notification for me that the document has been signed?Thanks and regards,Natalia

Hi,We have the electronic signature in our package and are starting to think to use it, we have the productivity plus package and paying for the electronic signature.We have 2 questions:-To sign documents via Personio: is the only way possible the hand written signature with the mouse?-After signing the documents, there is no stamp that is needed in some countries to recognize the signature as qualified (like date of signature, location, laptop IP etc etc) - are we able to get this stamp or statement somewhere? Where and how? In Personio at the end of the signing process you will only see an hand written signature...and this doesn’t work for us.Lokking forward to hear from you!Thanks, Andreia