Employee Data & Documents

Are you trying to log in to your Personio account, but are not able to do so?We are happy to share some possible solutions with you!📩 Receiving an invitation Email: ❌ “The username or password that you entered was not correct":  📪 I did not receive the password reset email:  🔐 You have not received the security token:  ⛔️ The security token doesn’t work: 🙅🏽‍♀️ My account has been blocked: 🔧 "Something went wrong...": 📩 Receiving an invitation Email:Before you can log into your account, your Personio Administrator needs to trigger an invitation email that grants you access to Personio. Please contact your admin if you have not received this email. ❌ “The username or password that you entered was not correct": If you see this message, there are two options:The password you entered does not correspond with the password that is stored for your Personio account. If you don't remember it, click Forgot your password? We will then email you with instructions on how to reset your passwor

Hi there,I’ve been attempting to do our employee data import as part of our implementation. I keep running into the error ‘Supervisor is not in the system.’ whilst that exact supervisor is also in the upload document. Does this mean that I first need to upload all supervisors, before I upload the rest of the employees? I solved part of it by adding the department head manually, but now I run into the same error for the downstream supervisors and this seems to be very time consuming. I hope you have a solution for this! :) 

Dear community,Have you ever had the situation that you are trying to send your employees the invitation email to Personio, and they are not receiving it?If you are wondering how to avoid this and what to do in case this situation comes up, please check out our troubleshooting tips:👉🏼 First off, you need to make sure that your employees’ email address has been activated by your IT Team. Otherwise, our mail provider will block the corresponding email address and the employee will not receive any email from Personio.If the employee is not receiving the email:📨 Ask the recipient/employee to check their spam folder❎ Double check if the email address is incorrect or inactiveIf none of this applies, the email address of your employee has probably already been blocked by our email provider.💡 To unblock it, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and contact our Support Team. State the email address and the URL of the employee profile

Hi, I know that I can select the all the attributes (and order) that shows up the the 'Personal info' tab of the payroll exports. However, I would really like to also customize the information that is shown in the Salary and Absence tabs to allow easy import into our payroll software… Is there a way to achieve this? 

Hi ,Is it possible for the “supervisor” role to not be able to see some of the sections such as payroll/bank details etc  but have access to the other parts of information for their direct reports ?Thanks  

HI there, I am looking for help in pulling a list of employees overtime balances (their total balance, not just what they accrued during the current month) and have not been successful in generating this.Does anyone have a tip for me?Thanks!Linda

Hi community, I am looking for a solution for the following: We would like to collect a consent from all existing employees for the same topic My challenge: If I use a signature process, I think I have to create the document and ask for signature individually from every employee’s profile, right? I would like instead to have a checkbox where they can give their consent, like I would in an onboarding workflow Challenge 2: If I use a new onboarding template, it will overwrite the old onboarding Thanks for any input and sorry if this is a stupid question, but I didn’t find any solution yet.

Is there a way to edit a document template in Personio? Do I have to remove and upload new documents every time? Some documents may require a minor adjustment based on the content. For example: I have a promotion letter template, sometimes a position might change and sometimes it is just a level change, sometime the salary increases but sometimes it might not….if I just want to remove one line or alter it slightly I do not want to have to upload an entirely new document. I may just want to alter it for an individual person.

Good Day Is there a letter that is automatically generated when someone leaves a company - letter of service with the dates started and ended and reason for leaving.

If I understand correctly currently if I want to import mass changes to numerous employee profiles, I can only do it effective immediately (e.g. if I do the upload on the 1st of August, the changes will be effective 1st of August) is there a possibility to also make mass changes with a future date? 

At present, when you create a document on an employee profile as a word document and subsequently try to download this created document, it downloads as a PDF.Please could this be adjusted so that it downloads in the format it was originally created in?

Hello, we are trying to enter in employees with a backdated start date and salary, but the default weekly hours set for the department keeps changing automatically. For example, the department weekly hours is set at 40, but this changes to 37.5 when we enter in a historical start date, so their revised weekly hours ends up being 40/37.5, which is wrong. We keep getting the message: 'we've updated the weekly hours as well as departmental hours based on the date change. The salary was recalculated accordingly'. There doesn’t seem to be an option to override/correct this. This only happens when we enter in a historical start date; anyone with a start date in the current month this doesn't happen. Any ideas on why this happens and how to fix this? Thanks!

Hi People Do you know how can made a massive update of percentage of each cost center for each employee?? Thanks a million!!

Dear team, again we struggle with your API: We try to get the date when an employee is announcing his churn via the API but it does not exist.  We get: termination date and last date of work. But not the field that is of interest. Whats up with the API? Best, Friederike

Hey!Maybe someone know if / how i can upload my employee data sheet without all of them getting a welcome/ invitation email?I'm still building the system and don't want them to start entering. Thanks! 

Hello,I’ve tried to make some updates on Employee profiles, but those are not registered after pressing Refresh button. I’m going through Edit- inserting change - submit. At first the change is visible on the profile, but after refreshing the page, there new data is gone. Also in the history tab - detailed view, I tried to change the date of validation of the change, and although I'm setting the date for ex. August 1st 2021, after submitting, the change is dated as of the the hire date of the employee.Please let me know what seems to be the problem.Thank you.BojanaIntertec.io

Dear all,  We would like to set up a recurrent reminder for all employees (every month) to check their personnel information (bank details, address, etc.) in relation to payroll preparation. So far, we don’t know how to implement this - in the section reminders, there is a limited list of triggers which does not include our specific case. How can we implement this specific reminder? Thank you in advance for your help! Best regards,  Jenny- 

Hi All,do we have a german version of gender variables? I saw this but its only in english

Hello Community,  I really hope someone can help me.I'm trying to create a document where the employee has to consent that we use his/her photo in our newsletter. I tried to use the option boxes, however is not viable, because we are the ones who determine the consent before creating the document. What other option do I have so that is the employee that consents? Thank you in advance. 

Hello there,Some employees don’t go by their first full name at work, so I think would be helpful to have an additional field for the Public Profile for a nickname or public name.This might be helpful to other colleagues who know this colleague only by their nickname or public name.Cheers!

Dear Community, Would it be possible to track if an employee moves from one Department to another? Has anyone tried it before. If so can you please guide. KRLakshmi

It would be incredibly useful to be able to backdate employee changes. Currently the option to schedule change is very good, but actually being able to set a change as having happen on a specific date in the past is also important in enabling the correct history.

When using the edit attribute in the employee list to make an edit for selected employees the entered employee selection is removed when I go to the next page to select more employees.The workaround I currently use is to filter the employees so I only have a one page group. This works, but it is unnecessary work and it would be good to be able to make an employee selection across multiple pages that allows me to select employees once then use the “edit attribute” function. Thanks!

Hi all! What to do with an employee who has two employee contracts? She is actually an intern and now also got a regular contract with flexibele working hours and salary per hour. So two kinds of salary every month. Should we create two employees or can we add two employee contracts for one employee? Who has recommendations? Kind regards, Marielle

Dear Community,In this section you can discuss and ask questions about On- & Offboarding in Personio (implementation step 10) as well as document templates (implementation step 11). With Personio’s On-& Offboarding functionality you can ensure a successful and smooth on- & offboarding process for employees joining and leaving your company. You can not only configure individual on- & offboarding steps but also schedule and assign them to the responsible employees. By doing so you can make sure that no important step, such as setting up the workstation for a new employee or returning company equipment in due course when an employee is leaving, is forgotten while keeping a sound overview of all tasks. In the document area of Personio you have the ability to add documents in your employees’ personnel files and to customize and store document templates in the system. Besides that, when creating document templates you can make use of placeholders which are filled in automatic