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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.

292 Topics
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292 Topics

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Lucv3lExplorer

asked in Employee Data & Documents

Sending forms to an employee that is offboarding

Hey all, When we have an employee that is leaving the company we send out a few forms for them to sign to confirm that they have returned their equipment/tag etc. Right now we can only send it to the person and it automatically goes to their work mail, but often the leaving employee is no longer working and has nog access to their laptop/mail. So we want to send the forms to their personal mail, is that something we can do with a work around or does this need to be added by Personio?Thanks!

232

6 months ago

FairrFollower

asked in Employee Data & Documents

Mistake: termination by dismissal no resignation. how to change a value

Hello, I terminated an employee, but I mistakenly select that dismissal when it was a resignation. How can I change this value? Thank you,

191

6 months ago

tsmithGetting Started

asked in Employee Data & Documents

Providing selective access to external employee

We have an external employee working in the organisation as a receptionist and they have requested access to Personio to use the Org chart function. Is there a way to grant select access to the org chart without adding them as a new employee?

791

6 months ago

CarinaFollower

posted in Employee Data & Documents

Salary Entry during Maternity Leave

Hi, We had an employee on maternity leave and realised that the salary was reflected as EUR 0,00 instead of her usual salary. There is no change in terms of salary when being on maternity leave. Can you support on how to do the set-up correctly?Thank youCarina

1096

6 months ago

IsisFollower

asked in Employee Data & Documents

Email Placeholders - costum placeholders are not showing correctly

Hey Personio :)I'm trying to create a resignation letter with custom placeholders. I have two problems: I want to create a custom placeholder for when the termination date is announced. The attribute name is "notice announced." What I have tried so far includes: {{Notice}}, {{Notice announced}}, {{Notice_announced}}, {{Notice Pronounced}}, {{Notice_Pronounced}} (in this link they call it "notice pronounced," which is why I tried that: Overview of all attributes in Personio – Personio), {{Notice announcement}}, {{Notice_announcement}}, and all of these options with |D, d. F Y}} at the end. Some of the variables that are correct, like {{document_date |D, d. F Y}}, are shown as empty when creating the document. This is confusing because I have placeholders that need to be filled. Why are they shown as not filled, even though they actually are?And third question in the example here: Create Document Templates – Placeholders – Personio for costum placeholders there is the example for

362

7 months ago

ArtGetting Started

asked in Employee Data & Documents

Personal account for an onboarding employee

Hello!Do I have any possibilities to create a personal account for a new onboarding employee, which doesn’t have a work email address yet (from moment of signing contract to the first work day), so that a new employee could log into his own Personio account with his private email address?Example: a new employee was interviewed and received a work contract. Until the first working day this person doesn’t have a personal work email address. I would like to give a possibility to a new employee to have its own profile with his own private email to log into. This person should be able to see all work-relating documents into his own account.Thanks!

2013

7 months ago

michelapGetting Started

asked in Employee Data & Documents

Creating a workflow and notification for the "Work permit valid until" field

Hi community :) I would like to set an automatic notification for me and another colleague whenever the date “Work permit valid until” on the employee profile is due (maybe some weeks after would be nice as well).I tried with the Automations - Workflow, but unfortunately I was not able to set this specific field.Does some of you set up something similar? :) Thank you in advance!

323

7 months ago

kterhaarExplorer

asked in Employee Data & Documents

Moving employee document from one category to another

Hi all,I have uploaded employee documents in the wrong documents category.Can I move the document easy to the correct category or do I have to delete the document and perform the upload again and then choose the correct category?

265

7 months ago

help_neededExplorer

asked in Employee Data & Documents

List of uploaded documents

Hi all, We’re doing the mass data clean-up project on the company level and the revision of uploaded documents (ID cards, bank accounts etc). Is it possible to export the list of documents (e.g. titles of the documents) we uploaded so far for each employee instead of doing it manually (looking into each profile)?Thanks in advance :)

293

7 months ago

L SauvageGetting Started

asked in Employee Data & Documents

Placeholders to be completed by signatory in created document template

Hi, I want to add a placeholder to be completed by signatory (and not by HR) in a created document template.It’s basically adding a YES / NO option and signatory must complete the information before e-signing the document. It does not work with custom placeholders or free placholders as these are completed by HRAny help on this is highly appreciated thank you

372

7 months ago

CVCFollower

asked in Employee Data & Documents

Notification when a document is created

I can’t seem to find a way to get a notification when a new document is CREATED from a template - only when it is uploaded. This is frustrating as we are trying to move all our HR related documents onto Personio, but some need approvals and I can’t work out how to set this up. I have created a template to request holiday purchase………. There are no available triggers for this in the workflow area, nor the approvals area.

241

7 months ago

LuisaGetting Started

asked in Employee Data & Documents

How to invite someone to personio without giving them access to the organization structure

I noticed that when I invite them to personio, the new joiners still on the onboarding status , that will not start until few weeks or months even they already have access to see other colleagues part of the employee list and and internal general information from their colleagues.

331

7 months ago

YviGetting Started

asked in Employee Data & Documents

Serial letter - one time payment

Hi together, we are intending to pay Inflation Premium. I have imported the related payments as a one-time payment to the month of payment. Now, I would like to inform my employees about this and also include the amount which I have imported (amount varies from person to person). Any ideas who to solve this best?

111

8 months ago

TerhiFollower

asked in Employee Data & Documents

Terminating employment with different last day of work

Hello, I have tried to find a solution to the situiation when it has been agreed with the employee that the employment ends in the end of June but the oblication to work ends already in May. Can I then use termination day as 30.6. and last day at work 30.5. → then they stay in payroll until June but could be inactive in Personio already on 30.5. (no oblication to work, no need to get in). I’ve learned last day of work only is applicable when the contract is fixed term, is that so? Best, Terhi

913

8 months ago

JohanGetting Started

asked in Employee Data & Documents

Understanding automated switching from Onboarding status to Active status

When does an employee switch from being in status “Onboarding” to status “Active”?Is this based on information being input by the employee (e.g. we ask them to put in their bank information themselves into Personio).Is it based on time (2 weeks after start date they are switched)?Is this configurable?Thanks.

551

8 months ago

EsterMFollower

posted in Employee Data & Documents

Onboarding/ Offboarding on Overview Dashboard

Dear allWe have currently the issues, that new joiners do not see the onboarding tasks and they go in their profile and fill it in.How do you experience that?It would be at least helpful if the onboarding task would be open, as it is not really visible, that they need to click on the onboarding that the tasks appears.Looking forward to get your ideas and feedbacks.Best regardsEster

353

8 months ago

Kasey ShenExplorer

asked in Employee Data & Documents

IT system access control - onboarding

Hello,When implementing an onboarding process for a new employee, is it possible to assign the new employee's access level to different IT systems based on their role, or specify that this employee should have the same access as an existing user? This information will be sent to the IT manager to set up the appropriate access level. Currently we have to email to IT manually with the access details.KaseyHR

281

8 months ago

employee101_2Getting Started

asked in Employee Data & Documents

Employee History Report

Hi, How do you extract a report with the salary, job title and reporting line history of all employees? Thanks,

811

9 months ago

employee101_2Getting Started

asked in Employee Data & Documents

URGENT - Extract Used Leave Balance on Personio

Hi, Is there any possibility to extract the used leave data from Personio? Thanks,

233

9 months ago

CVCFollower

asked in Employee Data & Documents

Onboarding Permissions for Information Security Manager

I have a bit of a complicated one and can’t work out how to do it. New to Personio so bear with me. I am setting up Onboarding and adding the steps we need. One step is that the new supervisor needs to indicate what software and access the new starter needs. I have created an onboarding step with a checklist.Our Information security manager then needs to approve this, but without seeing the rest of the onboarding.How can I set it so that he can JUST SEE one step that has been completed by someone else?I tried to set up an email step that sent out the information that had been filled out straight to him, but the only onboarding attributes I could select were free text boxes for some reason, and not checkboxes. So this route did not work either!

342

9 months ago

LotteGetting Started

asked in Employee Data & Documents

Naming convention for personnel documents

Hi, we are currently working on the implementation of Personio. I am trying to find out how we can set a naming convention for documents to be uploaded into the employees' files. We want to make sure that all employees use the same naming for their documents. Thanks for any support!

181

9 months ago

jan_wagenerGetting Started

asked in Employee Data & Documents

Automatically send out reminders

Is there a way to automatically send out reminders to employee’s who have not completed an onboarding step? Specifically who have not filled in their data like IBAN?

903

9 months ago

CVCFollower

asked in Employee Data & Documents

Insert Address into Document

Hi - New to Personio and struggling to insert a candidate’s address into a template letter - does not seem to pick it up if I use {{address}}; can anyone help?

271

9 months ago

CVCFollower

asked in Employee Data & Documents

Freetext placeholder for Employee to fill in

Hi - new to Personio and can’t find the answer to this…. we have a number of document templates that require an employee to fill in an option checkbox or sometimes a free text field and then sign. I can’t work out how to do this.

342

9 months ago

PAMuñozGetting Started

asked in Employee Data & Documents

sincronizar app y pc - aviso cuando se firma un documento

Buenas tardes, Sería muy importante para nosotros que estas 2 ideas se hicieran efectivas en Personio:Sincronizar la app con el pc sobre todo al fichar, que empiece a contar el tiempo simultáneamente en el móvil y en el pc Que cuando se suba un documento y se solicite la firma nos llegue un aviso cuando el documento se firma, subimos mucha documentación y no podemos estar entrando cada vez para ver si están firmados los documentos. Que el aviso le llegue a quien ha subido el documento cuando el trabajador/es lo firme/n.Gracias.Saludos.

101

9 months ago

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