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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.

  • 296 Topics
  • 692 Replies
296 Topics
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Getting Started
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,

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Personio Employee
CVC
Follower
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!

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CVC
Follower
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Getting Started
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! 

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Personio Employee
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Getting Started
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?  

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Personio Employee
CVC
Follower
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?

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Busy Bee
CVC
Follower
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. 

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CVC
Follower
P
Getting Started
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.

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Personio Employee
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Getting Started
Uje2024Getting Started
asked in Employee Data & Documents
Deleted profile?

URGENT HELP NEEDED: We accidentally deleted an active person from Personio. How can we get the person and all the information back? 

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Getting Started
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Detective
bruchmDetective
asked in Employee Data & Documents
Onboarding Employee

Hi, it seems that I always need to create a Personio caccount for a potential new employee before the onboarding process can be started. Is that right?I understand that I need the employee setup in Personio and once that is done I can asign an onboarding template to that employee.This then triggers the onboarding steps in the peoples Tasks list that play a role in the onboarding process, is that correct or can this be done any other way? Reason for asking is that we have defined steps during the onboarding (ie. creating a Personio account, providing access etc.) that would have to be done before the person is setup in personio.Is there any way to achieve that (ie give the task to setup personio to HR before the person has been setup??) Many thanksMarc 

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Getting Started
P
Getting Started
persona555Getting Started
asked in Employee Data & Documents
Why are upcoming employee birthdays no longer visible on homepage / dashboard?

Hi,New homepage dashboard seems to have removed information that were useful for HR staff, such as upcoming birthdays of employees. Now I can only see upcoming birthdays of my team, but I would prefer if HR role could see upcoming birthdays for the entire company.

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Follower
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Getting Started
ZaubermausGetting Started
asked in Employee Data & Documents
Export Timesheets

it is possible to export timesheets to Excel?

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Follower
R
Getting Started
rachelEBGetting Started
asked in Employee Data & Documents
Personio-Datev Integration: how to deal with 30 character limit?

Dear Community,I have the following issue and our inofficial DATEV expert (our external tax advisor) cannot help me, so wondering if someone knows a workaround in DATEV or if it is something we have to accept and live with:Our tax advisor shortens our official, contractual position titles so that they fall within the 30 character limit in DATEV Ideally we’d like a way to keep Personio as a single-source of truth with the position titles and details exactly as they are in the contracts.Has anyone dealt with this issue? Are there workarounds on the interface between Personio/DATEV or even settings in DATEV that could be changed? Many thanks in advance Rachel

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Personio Employee
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Getting Started
Oli.SevoGetting Started
asked in Employee Data & Documents
40 hours work week

Hi,I would like to change workweek hours in Personal info for our few employees from 38,5 to 40 (which is not standard for our company, it is only an exeption for general managers).I have noticed that if I want to create a new employee profile - 40 hours week gets automatically assigned, even though 38,5 is our work week.Yet, I have 2 profiles already active profiles that would need 40 instead of 38,5 that they have right now.Is there any way I can change it myself? thanks!

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Personio Employee
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Getting Started
ToriGetting Started
asked in Employee Data & Documents
Enrolment Certificate

Hi,We are cleaning up our Profile information section on Personio and creating a guide for how to complete this (primarily for expats). Can someone clarify what the ‘enrolment certificate’ section is, why its important and why we can’t remove it? Thank you!Best,Tori Wilkinson  

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Personio Employee
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Getting Started
MA1Getting Started
asked in Employee Data & Documents
sharing a pdf document with all employees

Dear all, is there a way of sending a document to all employees (without requesting them to sign etc) ?Best regards

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Personio Employee
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Getting Started
llubGetting Started
asked in Employee Data & Documents
Employees responsibility & competence matrix seen on the org chart / employee list

Is there any possibility to link:the job descriptions,  the responsibility scope of the employee, and ideally competence matrixto the org chart or employee list? That everyone in the company can see the “affiliation” of individuals in the company. The only way I have found is custom tags and of course job titles.

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Personio Employee
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Getting Started
ClaudiaMoreiraGetting Started
asked in Employee Data & Documents
Outdated Teams in Personio

I am new to the company and to Personio. I am currently working with Leapsome - which extracts the team Orga from Personio. Now I am having several issues with double teams which I can’t properly delete in Leapsome. My coworker is concerned about deleting the old (not used anymore) teams in Personio because we would loose data. I can’t imagine that happening but wanted to make sure. Would appreciate any input.

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Personio Employee
Ragid Martis
Follower
Ragid MartisFollower
asked in Employee Data & Documents
Availability of test Accounts

Hello Personio Support Community,I am contacting you to request information regarding test accounts. Is it possible to create an account in Personio and use it as a test account? Or does Personio have this option?We would like to have a test area where we can test our changes before implementing them in our original database. Thus, if we implement changes to this account, it should not affect our original database. I was thinking to use maybe an inactive account? Do you think this is a good idea? Have anyone tried using this option?Looking forward to hearing from you all.Kind regards,Ragid

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Personio Employee
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Follower
GuelerBFollower
asked in Employee Data & Documents
blocked Email Adresses - Not receiving invitation email.

Dear Personio Support Team,These email addresses has been blocked. The corresponding URL to the employees profile are XXXPlease have the email addresses unblocked by your mail provider.Many thanks! Best regards, Güler Bayraktar

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Personio Employee
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Getting Started
noriporiGetting Started
asked in Employee Data & Documents
Onboarding/ Offboarding Overview Dashboard

Hi Personio Team, since the new dashboard (“home”) is live we are missing the option to access Onboarding/ Offboarding shortcut list from there. We were using this quite often and are wondering if there is a way to get this shortcut/ overview back or if you put it into another place. Looking forward to your answer! 

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Personio Employee
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Getting Started
LuisaGetting Started
asked in Employee Data & Documents
What does it mean - You can't remove options from optionsName because this attribute is used in an accounting group.

I want to  archive a an option that I have in an attribute, but every time I try to delete it  gives me this error:You can't remove options from optionsName because this attribute is used in an accounting group. Can you explain further what it means.Can you tell me if by deleting or changing an atribute will affect past months reports,The attribute is linked to the Employment type.

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Personio Employee
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Getting Started
HR-trinckleGetting Started
asked in Employee Data & Documents
Homepage after update

Hallo zusammen,wir haben das Problem, dass auf der Startseite jetzt nur die “Events” für das eigene Team angezeigt werden. Vorher konnte man “Team” und “Alle Mitarbeiter” per Dropdown auswählen. Wie kann man hier die Einstellung dahingehend wieder in Ordnung bringen? Vielen Dank und liebe Grüße!Hello everyone,We have the problem that only the "Events" for our own team are now displayed on the start page. Previously, you could select "Team" and "All employees" via dropdown. How can we change this setting again? Many thanks and best regards!

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Personio Employee
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Getting Started
Anna-Lena-E-LyteGetting Started
asked in Employee Data & Documents
Assign multiple departments

Hi zusammen, wie ist es bei Personio möglich, jemanden mehrere Abteilungen zuzuordnen?Liebe Grüße,LenaHi everyone, how is it possible to assign someone to multiple departments in Personio?Kind regards,Lena 

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Personio Employee
Tamara Casasa
Communicator
Tamara CasasaCommunicator
asked in Employee Data & Documents
Supervisor History

 I noticed it is available in the history options now, but when we uploaded of bulk data into Personio we got told that no Supervisor Historical data would be able to get updated, has this changed? 

182
Tamara Casasa
Communicator
icovacel
Follower
icovacelFollower
asked in Employee Data & Documents
Template document

Hi! i recently started to add new templates documents and i have all the time the same problem: the format inside the document its not the same, for example if my document has 3 pages and on the last one i only have like 3 lines of text, the template creates me a 2 page document (with all the info, nothing its missing but its cutting some blank lines that i need to have them in the document. Any suggestion? Or is a specific font and size that i need to have all templates write with so the size & place on the page have to remain the same? Thank you!

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Personio Employee
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