Employee Data & Documents

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

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.

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?

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? 

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:  

 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

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

Hi all,Is there a way to use a template before you create a new co worker in Personio and download it? Cheers

Hi all,I’ve got three questions.When sending out documents for other people to sign I’d like to get notified when everyone who’s required to sign has signed, preferably over email.Also when deciding on the order of who signs first is there a feature where you can allow two people to sign at the same time and then the third person only gets the document after both have signed. I know you can choose a A then B then C but is there a way for the order to be A and B then C? Last but not least is there a way to configure how the documents are automatically named when you create them with the Personio Document template tool?Sorry if my questions aren’t that comprehendible.Many thanks in advance!Cheers

 Hi liebes Personio Team und liebe Community, Ich habe eine Frage bezüglich der Verwaltung von Anhängen bei Vertragsangeboten. In unserer aktuellen Praxis möchten wir einen Vertrag als Template versenden und dabei einen Anhang hinzufügen, der sich für jede Person ändern kann. Da es sich bei dem Anhang um eine Tabelle handelt, können wir diesen nicht direkt in das Template einfügen.Unser Ziel ist es, ein Dokument zusammen mit einem variablen Anhang zu versenden. Allerdings habe ich festgestellt, dass bei der Erstellung eines Angebots für einen Bewerber der Anhang ebenso wie beim Vertrag aus den Templates (Drop-Down) ausgewählt werden muss.Wenn ich mein Angebot als E-Mail-Anhang sende und dabei ein zusätzliches Dokument hinzufüge, wird dieser Anhang in Personio nicht angezeigt.Es geht uns darum, ein Dokument, das sich regelmäßig ändert und aufgrund komplexer Berechnungen nicht als Template erstellt werden kann, irgendwie zusammen mit

HelloI would like to add a placeholder in template letters for Paid vacation balance but am unable to figure out the right way to “write” it. I have tried all sorts of {{Paid vacation_Balance}} variants but it doesn’t work. Please could you help me out? Thank you,Stephanie 

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!

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

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? 

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

​​​​​​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

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!

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!

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?

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 :)

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

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. 

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.

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?

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