Employee Data & Documents

DorotaDetective

Currently, templates used for document creation in Documents tab are not editable. Once created document and then in case of any need to update the document, it must be deleted and re-done once again and saved. In the Recruitment field we can always modify the offer and re-send it to the candidate, is it possible to transfer this feature also to Documents?

1021

2 years ago

bruchmDetective

asked in Employee Data & Documents

Expiry date for documents

Can I set an expity date on documents in the document folder?ie. an ISO document that needs to be renewed every 12 months is set to expire on a certain date and triggers a workflow there after (ie. a new signature request) or at least a notification.thanksMarc

651

2 years ago

TansiGetting Started

asked in Employee Data & Documents

Requesting signatures from multiple parties without template

Is it possible to request e-signatures from multiple parties without using a template but just by uploading the pdf into the employees profile? Thanks!

501

2 years ago

Aurora BGetting Started

asked in Employee Data & Documents

Re activate an ex employee

Dear all,can you help me to reactivate an old employee? or should we get a new profil after a long break(more than 1 year)?Thank youBestAurora

3617

2 years ago

JeanExplorer

asked in Employee Data & Documents

Can an Employee report to 2 managers?

Can an Employee in the system report to 2 managers?

552

2 years ago

seaweedpeopleGetting Started

asked in Employee Data & Documents

Requesting multiple signatures

We have had multiple requests for signatures expire on Personio and was hoping to find a way to request all the expired signatures at once instead of going to each individual’s profile and requesting it one by one.

641

2 years ago

bailey

asked in Employee Data & Documents

Contract end dates in Events Calendar

Hi! Is there a way to add the ‘Contract ends’ attribute date to the Events Calendar. I can’t seem to find this? This is helpful when planning contract renewals, and helps mitigate and risks of team members looking for other contracts. Seeing this in calendar view would be really helpful (rather than just an email reminder).

501

2 years ago

JHBEMCommunicator

asked in Employee Data & Documents

How do I find employee with certain Document?

Hi Team,I’m haivng trouble finding the 3 instances where we have the BPSS Document Type in use..I have tried using the Report ‘Custom Report’ but it doesn’t allow to search Document Categories from what I have found.I want to tidy up our Categories and streamline this but for the life of me I can’t find where these 3 files under BPSS are… is there an easy way to find it or do I need to go into each employee individually?This also is another use case for having the ability to report on Documents and Documents Metadata.@Andrea Link to proposed solution found in other Document Storage solutions @marielle.van.wieringen / @Edda van der Ende / @Sanja / @barbara.werthmueller / @Vida / @CandelaCiordia / @SONIAROCA / @lisaamoroso / @woutervanlinden / @janscomb / @Pamela Sawers / @jmd / @AliceM / @SalC / @Dorota / @ClaireB / @MrsBURTON2012 If any of you have the solution - appreciate your help.

943

2 years ago

andra.enacheExplorer

asked in Employee Data & Documents

Adding intern on Personio

How do you create a profile for an intern making sure it is differentiated from an employee? I see I can only have the two options (internal/external), and although the person will be an internal hire, I don’t want it to be counted as an employee. Many thanks!

1004

2 years ago

JHBEMCommunicator

asked in Employee Data & Documents

Adding fields to the Documents tab?

We have documents with Expiry dates and other Meta-data we would like to add.However, I am struggling to find how I add custom fields to the Documents tab function.In this example we are using the comments field to insert ‘Expiry Date’ but for reporting purposes then we really need to be able to extract this field for reporting.

10112

2 years ago

DorotaDetective

asked in Employee Data & Documents

adding new documents from templates

Hello I have prepared the template (saved in Personio already) that should be available for all employees from drop down list when they click “create” on Documents tab, however only admins can see and pick this template.how can I make the template available for all so then they can fill it out and save in Documents thank you

724

2 years ago

ClaireBGetting Started

asked in Employee Data & Documents

Documents and e signatures

I would like to create a document on which the employee will write if he consents/he doesn’t consent.Is it a way to do it in Personio?

42913

2 years ago

ClaireBGetting Started

asked in Employee Data & Documents

Send one document to e-sign to all my employees

Hi There!I would like to send the same document to be signed by all my employees.I didn’t find how to do it. Do you know a trick? :)Thank you!

972

2 years ago

Tset_HRGetting Started

asked in Employee Data & Documents

Adding "employment type"

Employment type currently offers only two options:internal external.We would really like to use a third one: contractor. It seems that it is not possible to edit the preset attributes, is there something Personio can do??

3911

2 years ago

Colin_MEGetting Started

posted in Employee Data & Documents

Contract for new hires

Is it possible to create a contract for a candidate without the Recruiting module?I could save the contract templates under Settings→People → DocumentsBut I would like to select the template and fill in the candidate details manually and generate the contract.Please help! Colin

262

2 years ago

SanLiFollower

asked in Employee Data & Documents

Who signs first doesn't show up

Hello there, I was uploading a document template in “settings” ´, of couse in the chapter Arbeitsverträge. I added the @@ as shown and all other stuff, but after uploading the document no “who signs first” shows up. Nothing signature related shows up.What is wrong, who can help? xxSandra

607

2 years ago

icovacelFollower

asked in Employee Data & Documents

Placeholder not recognized

Hi community ! Why doesn’t {{Hire date}} attribute placed in a document template created by me, returns nothing ? Each employee has this attribute , it’s type calendar...all other attributes that i’ve placed in the template takes info from that employee. Thx!

1589

2 years ago

BrianGetting Started

asked in Employee Data & Documents

General folder

Hi, We would like to have/create a general folder where some documents can be uploaded so our members can look into it. Is that possible? If not, is this on the roadmap?

431

2 years ago

bruchmDetective

asked in Employee Data & Documents

DATEV and employee attributes

Hi,We have defined the employee attributes and uploaded all employees during our test phase.This was done using the Personio predefined Upload Excel.For this, we have taken the attributes that are set as mandatory in the DATEV Upload Excel from Personio as well, since we have a DATEV integration.This week our account was set from Test to Installed and now many unwanted "predefined attributes" are showing up in the employee file, even though they were not set in DATEV or the normal employee upload Excel.Examples are: Vorsatzwort, Namenszusatz, Geburtsland, Geburtsort, Kostenstelle, Kinder, Akademischer Grad etc. etc.This is way too much for us and we don't want to see, query or display all of these attributes.However, since they are now "predefined" we cannot delete them.Why is this and how can we get rid of them?They appear in different categories where there are other attributes that employees should very well see therefore I can't just fully revoke the access right to this category.

1172

2 years ago

Andreia OliveiraGetting Started

asked in Employee Data & Documents

Document Template for different subcompanies

Hi, all!When you have different subcompanies, how do you create a template in which the footer of the documents has info for the specific subcompany? For example, I want to create a placeholder in the footer of the document, regarding subcompany name (this is possible I checked), subcompany address and contacts. Is this possible?Thanks,Andreia

541

2 years ago

xpalacinBetweenNewbie

posted in Employee Data & Documents

Get Project ID from Employee

Hi,How can I get the project id of a employee?Thanks

775

2 years ago

rich_coutinhoGetting Started

asked in Employee Data & Documents

Autofill fields

Hey all, Is there any way to autofill some fields in personio based on previous selection? I have mapped info for job titles ( it’s set as a drop-down menu), and based on the job title i would like to the organisational structure to be populated avoiding manual input and error….

481

2 years ago

LindaCommunicator

asked in Employee Data & Documents

Employee Management - changing employee data is not possible

Hi there,I have changed employee data in Personio but the changes are not being taken. I use the edit then submit buttons, but the data I enter is not betting updated. We have a few new employees so I need this fixed urgently please. Thanks! Cheers, Linda

231

2 years ago

EliasPeetersGetting Started

asked in Employee Data & Documents

Import of the Length of probation (in months)

Hi, I’m currently gathering the data for the import and questioned myself what the field “Length of probation (in months)” actually means. Is it the length that is written in the contract, for instance 3 months, or is it the left probation in months, like originally an employee had 3 months, but now 2 months are only ahead.Because in the list of possible data, there is “End of probation period”, but the importer is not accepting it and telling me, that this field has to be a number. So should I write just a 0 or is this the original probation length, even if it already expired.

631

2 years ago

satishGetting Started

asked in Employee Data & Documents

How can I add numeric figures in cost center section? Like we have different cost centers of each employee and that needs to be added in their account?

Hello,We are updating our employee profiles and we were trying to add cost center details of our employee where percentage option has added by default. We have various cost centers like A, B, C etc that we need to add into employee profile section but I am unable to do that change. Please let me know how to create that template or step and how to add it?

2412

2 years ago

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