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Employee Roles & Approvals

Place all your questions discussions and experiences about employee roles & approvals in this section.

78 Topics
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78 Topics

a_meduolisGetting Started

asked in Employee Roles & Approvals

Possibility to filter onboarding tasks so that users only see those specifically assigned to their role

Hi all,I wanted to ask whether it is possible to filter onboarding tasks so that users only see those specifically assigned to their role? For example, if an employee is assigned the 'IT support' role, they should only see onboarding tasks relevant to that role and not tasks assigned to other roles like 'Direct manager' or 'HR Manager'?We encounter an issue, when even though we've restricted access to the Employee's Documents section for certain roles (for example IT support), these people can still view uploaded employee's documents if it is one of the tasks in the onboarding process for other roles. So, they can open the section where documents are uploaded and read them, although they should not have the access. Hope you can help me :)Regards.

AnnaCzarnikExplorer

asked in Employee Roles & Approvals

Configuring Manager Access in Personio: Viewing Assigned Team Members and Managing Calendars

Hi Personio Community,I need assistance setting up access rights for a manager in Personio. Here's the situation: Team Visibility: I would like the manager to see all employees in the system but have additional visibility over employees specifically assigned to their team. How can I configure this in Personio? Access Rights: What specific access rights should I assign to this "Team Manager" role to ensure they can view and manage the absence and attendance calendars of their assigned team members? Any detailed guidance or tips from your experience would be greatly appreciated!Thanks in advance!Anna

Olena HadzhylovaNewbie

asked in Employee Roles & Approvals

Application error: a client-side exception has occurred

Hello Community and a Happy New Year!I’m reaching out to find out if anyone of you has dealt with the following error before.One of our managers received this error yesterday while he was trying to approve the sick leave request for his report.Application error: a client-side exception has occurred (see the browser console for more information)We haven’t heard of any similar problems from other managers yet, and the role access rights for this person seem fine.Grateful for any advice with this, thank you.

EQ_CPGetting Started

asked in Employee Roles & Approvals

Multiple supervisors and calendar access rights

Dear Community, we have a Team that has two Supervisors, one of them disciplinary and one of them functional. For now, the disciplinary one is submitted as “Supervisor” for the Team in Personio. The functional one can not see the vacation and other leaves of their reports and we’re trying to find a workaround to change that. We’re aware that it is currently not possible to assign two Supervisors to one person, is there any other way we can give the functional supervisor access to only their reports? We thought about using an attribute, but we don’t really want to introduce one only for this use case. Do you have any best practices or similiar cases and how do you treat them? Thanks for your input and best!

nam.kGetting Started

asked in Employee Roles & Approvals

Consolidated reminders for the month

Hello, Is there a way to consolidate all the reminders (eg. hire date) of the month or a week into a single reminder/email notification instead of sending out individual email notifications?Thanks, Nameeta

WenGuGetting Started

asked in Employee Roles & Approvals

To become Account Owner

How do I become the account owner? There is no such button in my settings.I cannot apply for Kontoinhaber. There is no such button in my “Einstellungen”.

help_neededExplorer

asked in Employee Roles & Approvals

How to set up 2 approvers for employee's absence request

Hi all,I'm struggling on how to set up the approval rule for an absence request if an employee needs to obtain approvals from 2 different Senior team members (they do not have Supervisor roles) in 2 different situations:When an employee needs to obtain approval from both senior team members When one senior member doesn't respond to the absence request certain period of time the request is to be forwarded to the other one. Thank you!

RasmusHGetting Started

asked in Employee Roles & Approvals

Salary information - Proposals for supervisor role

Im trying to set up a compensation change process, where managers can propose a change to their subordinates salary. However im facing an issue here, cause the propose -part is not available. Im new to the system, and not aware if there could be a setting somewhere blocking this

FairrFollower

asked in Employee Roles & Approvals

How admin roles are recommend? Or is there a maximum of admin roles?

I would like to know if there is a maximum of Admin roles or what the recommendation is.We have 3 admins at the moment and are planning to add one more. Thank you, T

EQ_CPGetting Started

asked in Employee Roles & Approvals

Personio roles and vacation calendars

Hello Voyage Community! We currently have a lot of different roles for all our different offices/locations. We want to merge as many of them as possible and are in the process of revising them. The problem we're facing is access rights to the different calendars. For each country we have a different holiday/absence calendar, which is why we had so many roles before, as employees should only see the number of absence calendars they need, not all of them. Is there a way we can set up the roles so that they can only see the absence calendar associated with their location? This would be particularly important for our supervisor role, we would like to have a general role for all supervisors, where they are only able to see their reports and the absence calendars associated with those reports. But currently a general supervisor role could see all absence calendars for their reports, whether they're assigned to the employee or not. Thanks and have a great day :)

avmar99Explorer

asked in Employee Roles & Approvals

Limited custom reports access

Hi, we have someone in our company who needs access to the ‘reports’ function for certain areas of their job (allergens, absences, etc.), but they shouldn’t be allowed to see other people’s salaries. Is there any way for specific reports to be hidden from general ‘reports’ view, or for limited access to the reports tab?

joanna.gorzedowskaGetting Started

asked in Employee Roles & Approvals

Substituting person vs onboarding template

If a person take a longer leave and the substituing employee is configured (and they accepted the role) - will the onboarding and offboarding tasks be redirected to the substitute, same way the attendance approval process is?

Nadja_HANSAGetting Started

asked in Employee Roles & Approvals

Employee role - Access rights - Create based on position

Hallo zusammen, ich möchte für einen Mitarbeiter eine Mitarbeiterrolle erstellen, wo ich unter den Zugriffsrechten unter Abwesenheit - Urlaub und Gleittage in der Rubrik Anzeigen auf individuell gehe und unter Bedingung - Position Ist Techniker eingebe und noch zwei andere Positionsbezeichnungen und dann kann der MA nicht die Abwesenheit ansehen. Wenn ich nur eine Position hinterlege funktioniert es! Was mach ich falsch? Falsch geschrieben ist nichts und dennoch geht es nicht. Das gleiche Problem habe ich, wenn ich ein Bericht erstelle für eine Führungskraft, wo ich auch die Bedingung Position auswähle von verschiedenen Mitarbeitenden und dann geht es auch nicht. Bei einer Position schon. Könnt ihr mir helfen? Hello everyone,I would like to create an employee role for an employee, where I go to individual under the access rights under Absence - Leave and flex days in the Display section and under Condition - Position is technician and enter two other position descriptions and then th

MarjoleinGetting Started

asked in Employee Roles & Approvals

5 year work anniversary

Hi all,I have added a reminder for a 5-year work anniversary according to the instructions in the help center. 1826 days = 5*365+1 days. Right now I am doubting if this reminder comes in time to actually be able to arrange the gifts for the work anniversary. Should I just lower the number of days with for example 21 days to be able to receive it three weeks in advance? And if I do this, would the reminder clearly mention the hire date?Thanks for sharing your advice.Best,Marjolein

JessieGetting Started

asked in Employee Roles & Approvals

overtime approval vs. compensation conversion

Hi there, I have set up Personio so that any overtime (in our case time off in lieu) needs approval by the supervisor. However, if I limit the access rights in this respect, it also takes away the employee’s right to convert the overtime that has been approved into compensation time. Is there any way around this? What I would ideally see is that the employee needs approval for the overtime, but once approval is given, they themselves can convert the approved overtime into compensation time.It makes no sense in my eyes to have this feature removed just because overtime requires approval, as when the overtime has been granted, the conversion into compensation should be able to be done by the employee independently. Otherwise the workload falls onto the administrator.

SvetlanaFollower

asked in Employee Roles & Approvals

On- and Off-boarding access rights

Hey dear community, I’ve tried to look for an answer, but haven’t found any. Our use case is the following: We would like to give a new employee access to Personio, so that they are able to upload all necessary documents and fill out their profile. However, giving them access to Personio before the start date allows them to see all the employees and org chart with names and other data and we would like to avoid it before the start date. I was trying to limit access rights for “All employees” role, however it didn’t work out. The new started can still click on the “Employee” tab and see everybody in the organisation. The same with off-boarding. Is there a way to change it? Thank you in advance!Svetlana

LegoMDDetective

asked in Employee Roles & Approvals

Assign approval right during absence

Dear CommunityIs it possible for a supervisor to re-assign the absence, time-sheets approval rights on his own during his absence? Thank you for your response in advance!!!Bests, Diana

matea.crcGetting Started

asked in Employee Roles & Approvals

"Notice announced" not visible for certain employee roles

Hello all,for reporting purposes we are maintaining the “notice announced” field when employments are terminated.I noticed that I (as an Admin) can add this field in the employee list, but other employee roles can not.I would like to enable our employee role “Finance” for this field, but can’t find any information how to do this. Which access right I have to enable for this so it would be visible for this employee group? Thank you for the help!

t.schneiderGetting Started

asked in Employee Roles & Approvals

How do you create trainee employees?

Hallo an die Community,wir sind neu im Personio-User-Team, wir sind jetzt schon froh den Schritt gegangen zu sein. Soweit sind wir auch klar gekommen und arbeiten schon fleißig mit Personio.Trotzdem wollte ich fragen, wie ihr mit Auszubildenden umgeht?! Klar sind die Festangestellt, sind ja aber regelmäßig auser Haus, Lehrgänge, Berufsschule etc.Wie geht ihr mit der Abwesenden Arbeitszeit um? Bucht ihr die Arbeitszeit über Projekte? Gibt es da ein Tool was ich noch nicht entdeckt habe?Ich freue mich schon auf den Austausch!Liebe GrüßeThomasHello to the Community,We are new to the Personio user team and are already happy to have taken the step. So far we've got on well and are already working hard with Personio.Nevertheless, I wanted to ask how you deal with trainees! Of course they are permanent employees, but they are regularly away from home, training courses, vocational school, etc.?How do you deal with absent working hours? Do you book working time via projects? Is there a tool tha

GuelerBFollower

asked in Employee Roles & Approvals

Same role but can't see the same on- and offboarding tasks

Hello, my colleagues and I are registered as administrators in Personio. But unfortunately, she can't see what I see in the dashboard, which means she doesn't have the same level of information as I do. Why is that? Thank you. Best, Güler

Uje2024Getting Started

asked in Employee Roles & Approvals

Adding new employees

Hi! We want our teamleaders to be able to add new employees (or actually only external consultants and freelancers) to Personio? How can we create such a role with this kind of right?

BenCarterBrightNetworkGetting Started

asked in Employee Roles & Approvals

How to stop time sheets being auto-approved?

Hi Personio Community! My team are using attendance tracking for timesheets for each day. I have set it up so that they input their project against each day. I have also set up the default approval step for attendance submissions to go to me (selected as a Specific Employee). However, whenever they complete a timesheet and save the entry it shows as approved rather than pending and I never receive an approval request. Any ideas on how to stop this automation and allow me to approve the submissions? Thank you!

alexandra.terradaGetting Started

asked in Employee Roles & Approvals

Absence notification & Onboarding process notification

Hello all!We have a few questions about Personio: Regarding the absence notifications: we have set up the approval process to go first through the supervisor and then through the HR supervisor. Our issue is that even though supervisors have the option to receive email notifications enabled, they don't receive anything. This means that when an employee requests an absence, they are not informed, which can lead to inconveniences.On another note, we would like to know if, when initiating an onboarding process, it would be possible to notify multiple departments. In other words, we need the IT department to start preparing their materials, so when the onboarding process begins from HR, they are notified, allowing them to start preparing as well.Thank you!

LindaCommunicator

asked in Employee Roles & Approvals

Position change and related activities

Hi there!When an employee moves from one position to another there are often a number of activities that we need to carry out, such as restricting or allowing access right so data, setting up or closing access to external accounts, restricting or allowing physical access to certain rooms and offices (using a transponder) etc. These activities are done by various people. Is it possible to set up a change template (similar to the on- and offboarding template so that all activities can be scheduled and monitored? The onboarding templates uses the hire date, the offboarding the last active working date or the official departure date of the employee. How could this work in change situations? Many thanks for any ideas or tips you can offer. Have a good day,Linda 🎄

Judth RitmanGetting Started

asked in Employee Roles & Approvals

Error 404 with e-signature

Hi there, I have created a document template in personio and then requested two signatures. One was signed but for the other one the signee did not receive a notification. Now it has expired and I tried to request the signature again but I received the error: Request failed with status code 404Could you please help

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