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Tracking Uploaded Document

  • February 3, 2025
  • 2 replies
  • 76 views

berat can
Follower

Hi dear all :) 

Our employees are required to upload certain documents to Personio each month, including their Deutschlandticket invoices. Is there a way to track which employees have not submitted their required invoices? We're looking for either a report or a view that could be added to the employee list to monitor this.

Best answer by Lucie B

Hi ​@berat can

while it’s not a report, this could help remind people to upload their documents?

Thought I’d share in case you hadn’t seen this post yet 🤗

Kind regards, 
Lucie

2 replies

Lucie B
Former Personio Employee
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  • Former Personio Employee
  • Answer
  • June 5, 2025

Hi ​@berat can

while it’s not a report, this could help remind people to upload their documents?

Thought I’d share in case you hadn’t seen this post yet 🤗

Kind regards, 
Lucie


berat can
Follower
  • Author
  • Follower
  • June 12, 2025

Hey ​@Lucie B ,

 

Sorry, I didn't see your answer. Thanks for sharing this solution. I created a similar workflow for tracking the Deutschlandticket, but it still requires manual reporting.

 

Thanks a lot!

Berat