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Employee Data & Documents

Here you place all your questions and discussions about Employee Data & Documents, like the sections, dashboard, employee list and document templates.

  • 316 Topics
  • 777 Replies
316 Topics
J
Getting Started
JOTTEKGetting Started
asked in Employee Data & Documents
Share employee telephone numbers

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.

301
People Person
Communicator
E
Getting Started
EgleBGetting Started
asked in Employee Data & Documents
How to add a task to any existing employee?

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?

643
Sofia V.
Personio Employee
L
Getting Started
LarryGetting Started
asked in Employee Data & Documents
How do I change who an employee reports to in the org chart?

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

712
Steve
Personio Employee
T
Getting Started
TradelingpeopleGetting Started
asked in Employee Data & Documents
Onboarding - how to get newjoiner info onto Personio

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. 

3896
Valentina S.
Personio Employee
L
Getting Started
LV_LolaGetting Started
asked in Employee Data & Documents
Ask employees to complete and upload a document

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?

802
People Person
Communicator
M
Getting Started
MPapasGetting Started
asked in Employee Data & Documents
Instead of preferred name, the legal name is shown

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! 

771
Steve
Personio Employee
Y
Getting Started
yasmin.panahiGetting Started
asked in Employee Data & Documents
How can new hires upload their documents in Personio before their start?

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

883
K
Follower
G
Getting Started
Greta SandorGetting Started
posted in Employee Data & Documents
Personio Phone app- each others phone number

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, 

405
Edda van der Ende
Communicator
T
Getting Started
TorstenSGetting Started
posted in Employee Data & Documents
CostCenter without Unique Reference Number/ Number and only with name

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

163
Valentina S.
Personio Employee
K
Explorer
Kasey ShenExplorer
asked in Employee Data & Documents
A existing employee enter into different role

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

471
Fernanda T
Personio Employee
N
Getting Started
Nikoletta PapadopoulouGetting Started
asked in Employee Data & Documents
Visibility of custom attributes to subcompanies

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

372
Zulema T
Personio Employee
A
Getting Started
AlmaGetting Started
asked in Employee Data & Documents
Importing employee data - updating information on existing Personio profiles

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 profiles?  All support is appreciated, many thanks :) Best,Alma  

903
Valentina S.
Personio Employee
K
Getting Started
khanzainGetting Started
asked in Employee Data & Documents
HTML Image Embedding Issue

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>

591
Steve
Personio Employee
P
Getting Started
PaulaVGetting Started
asked in Employee Data & Documents
Is it possible to add an information balloon to explain fields?

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!! 

283
Valentina S.
Personio Employee
J
Explorer
janscombExplorer
posted in Employee Data & Documents
PDF Document Upload

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.

1915
bbuxrude
Getting Started
JuanConren
Getting Started
JuanConrenGetting Started
posted in Employee Data & Documents
Limit visibility of employees of certain legal entities

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!!  

753
Sofia V.
Personio Employee
N
Getting Started
NataliaGetting Started
asked in Employee Data & Documents
Notification about signature

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

2137
Julia MT
Explorer
A
Follower
Andreia OliveiraFollower
asked in Employee Data & Documents
electronic signature

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

2173
Sofia V.
Personio Employee
Y
Getting Started
YGIGetting Started
posted in Employee Data & Documents
Tables

Hi - currently the platform works with fields and recently we got access to the Audit Log; History does give certain information but mixes all HR changes in one place. Are you planning to introduce tables for each field where historical data can stack and managers can see previous changes per field without going to the History tab?Tables will enable all modules and reports as historical data will be visible and will allow for better workforce planning and compensation management. Thank you, YGI

212
Y
Getting Started
P
Getting Started
peteKeks4Getting Started
asked in Employee Data & Documents
Own birthday is not displayed in the calendar

Hello.I noticed that my birthday doesn't appear on the calendar whiles others do appear. I can't find any settings that can change the visibility of the birthday. My birthday is entered in the personal information.Does the calendar only show the birthdays of other company members and own one is hidden for oneself?I’m talking about the calendar in the middle of the dashboard.Thanks.

351
Fernanda T
Personio Employee
P
Getting Started
pafischeGetting Started
asked in Employee Data & Documents
Is there a way to search for the content of a specific document?

At my workplace there is a number of employees who have a huge number of documents in their personal files, which makes it hard to quickly find a specific document.Is there a way to do a full-text/content search, so the program filters out and finds words within the document itself? Or is the only option to search for the document titles?

111
Zulema T
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Employee Data & Documents
Onboarding: embedding Personio surveys in an onboarding step

HiI want to create a onboarding effectiveness survey with Personio survey tool to check onboarding effectiveness with new joiners. How can I embed a link to such survey in an Onboarding email step?  Is there anyway to embed a calendar or link to make sure that the manager schedules a meeting with the new joiner when required during the onboarding process? 

823
Steve
Personio Employee
C
Follower
Circus2012Follower
asked in Employee Data & Documents
File type bin

Help, I have uploaded some emails to the documents tab and it’s showing as bin as the file type and can’t be opened. Word and PDF’s are fine. Is there something I have missed:  

312
Sofia V.
Personio Employee
A
Getting Started
AngelikaGetting Started
asked in Employee Data & Documents
Absence

 Hallo Zusammen, wie behandelt ihr die Jahres-Urlaubs-Planung eurer Teams - gibt es eine Möglichkeit diese als "Planung" in Personio einzupflegen? Danke für eure Hilte​​​​​​Hello everyone, how do you handle the annual holiday planning of your teams - is there a way to enter this as ‘planning’ in Personio? Thanks for your help

252
Sofia V.
Personio Employee
K
Explorer
kterhaarExplorer
asked in Employee Data & Documents
Changes in employee Personal info

Hi, When employees change data in their personal info I only see the request in Personio but I do not receive an email notification.Is that how it works or is it a setting? Thanks for your reaction KRKees

889
I
Personio Employee
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