Employee Roles & Approvals

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

  • 52 Topics
  • 166 Replies

52 Topics

J
Getting Started
Jacobo ClarianaGetting Started
asked in Employee Roles & Approvals

Aprobación registro de jornadas

Hola, quiero configurar la aprobación de la jornada para que haya algunos supervisores que puedan aprobarla, y otros que no.He creado un rol a parte, que es el de los supervisores que no van a aprobar jornadas (supervisor ingeniería), y tengo el rol de supervisor que viene por defecto. Me gustaría saber si poniendo en la configuración que aprueben los empleados con rol supervisor y dejando sin aprobar al rol de supervisor ingeniería, los supervisores aprobarán solo los registros de la gente que tienen en su equipo, o la de todo el mundo.Gracias

0
J
Getting Started
3 days ago
Lauraglendon
Personio Implementation Manager
LauraglendonPersonio Implementation Manager
posted in Employee Roles & Approvals

Best Practice l Birthday Reminders Visibility

Dear community, Do some of your employees cringe at the thoughts of their colleagues being reminded of their birthday, while others love it? Personally, I love it, but here’s what you can do in your Personio account to cater for both!  Create a new Attribute Go to Settings > Employee Information.  Choose a section of your choice (e.g Personal Info, if All employees have the ‘View’ - ‘Own ‘and ‘All’ access right) and click on Add Attribute. Choose the ‘List of options’ attribute type with Yes/No options for your employees to answer. Here’s an example below; Ensure that the ‘Birthday’ date attribute is in a section which All employees have the ‘View’ - ‘Own ‘and ‘All’ access right in Employee Roles settings. You can update this attribute to only show the Date and Month;   Create Access Rule ​​​​​​​Go to Settings > Employee Roles > All Employees > Calendar Click on the Birthdays drop-down field and select Custom > Edit Custom Rules. Set this new a

2
Alessa
Getting Started
26 days ago
N
Follower
naima_alcantaraFollower
asked in Employee Roles & Approvals

Reminders

How can I create automatic reminders for different roles if I don’t see the option in employees roles?

2
N
Follower
28 days ago
T
Busy Bee
TimBusy Bee
asked in Employee Roles & Approvals

Reminder for work permit - reminder disappears

Hi there, I tried to make a reminder for the end date of a work permit. I want to make sure that every individual employee receives a notification 4 weeks before the end date of their work permit. I have two questions: Does this look like the right set-up? Only the employee should receive this notification of his/her own expiring work permit. Not from everyone else’s. Since all employees have visibility access to only their own ‘work permit end date’ attribute, I figured this should work.  After setting the reminder, it disappeared a few days later. Can anyone help me out and tell me what I am doing wrong?I set is as follows:  Thanks! Cheers,Tim

2
T
Busy Bee
1 month ago
N
Follower
naima_alcantaraFollower
asked in Employee Roles & Approvals

Holidays

Why my employees can accept their own holidays? How can I change it?

2
N
Follower
1 month ago
F
Busy Bee
ffxbauer
asked in Employee Roles & Approvals

Approval of specific fields by specific people

How can only specific employees approve changes of a specific field in the employee information? I.e. field maps to Okta and gives special permissions - only the CTO can approve changes to this field. 

2
D
Follower
2 months ago
A
Getting Started
Andreia OliveiraGetting Started
asked in Employee Roles & Approvals

Workflow for

Hey Community I have a question:How can I setup an approval workflow for a specific field in the Public Section?Meaning I have a field called Hiring Manager and I want a specific employee role group to approve changes in this specific field only, not in the entire Public Section.is this possible? I am not able to set that out in the Approvals - Employee Data section…Thanks

1
I
Community Moderator
2 months ago
K
Getting Started
kmartensGetting Started
asked in Employee Roles & Approvals

How can I already activate one account when we're not live yet?

I would like to get one of the admins up and running with Personio. How can I activate her account?

4
K
Getting Started
2 months ago
L
Explorer
LKAExplorer
asked in Employee Roles & Approvals

Dual reporting lines - holiday request

HiWe have several employees that need to send their absence requests to 2 managers (as they have dual reporting lines). What are the options as it does not seem obvious? I have added a rule whereby it goes to one, then the next. However I want it to go to both at the same time. thanks 

7
I
Community Moderator
2 months ago
S
Follower
sabrina.refurbedFollower
asked in Employee Roles & Approvals

Exclude people from approval workflow

Hello,How can we exclude people from the approval workflow? Generally the direct supervisor has to approve vacations from everyone but this shouldn’t be applicable for our founders, which are not having a supervisor. But when they are entering their vacation days there is still an approval by the supervisor required. How can we change this setting? Best regardsSabrina

1
I
Community Moderator
2 months ago
B
Explorer
BjornExplorer
asked in Employee Roles & Approvals

Limit access IT Administrator To Employee details

Dear Personio Support Team,Would be possible to limit the access to the Employees Details by the Administrator? Is saw a question already about notes. But in my humble opnion as an IT admin I also feel I have no business in Salary information. And I think there may be more details that as an IT admin I should have no access to.The simplest way would be to duplicate the admin Role and disable functions that IT should not have access to. But I noticed that Duplicating the Role of Administrator does not copy it’s access rights.What is needed is a role that can perform all tasks but is restricted to view or edit sensitive employee details. Thank you.

9
Andrea
Community Admin
3 months ago
L
Explorer
LKAExplorer
asked in Employee Roles & Approvals

Employee sickness certificate - unable to see

HiI have a notification from an employee stating his sickness certificate is in the system.   I can click into my own name but i cant seem to see where it has been uploaded or how to approve it at all?thanks 

1
I
Community Moderator
3 months ago
M
Getting Started
madifabGetting Started
asked in Employee Roles & Approvals

Email

HiI need to change the company email address where the notifications/leave approvals are sent to. Where can I do that? Thanks

3
I
Community Moderator
3 months ago
P
Getting Started
Pauline FuchsGetting Started
asked in Employee Roles & Approvals

Add Performance & Development Access rights to the HR Manager role

Hello everyone,when managing employee roles, we can't get our HR managers to set up the settings to manage the performance & development area. This means that if you go to the Settings area, "Performance & Development" does not appear there, e.g. B. to be able to edit form templates. But this is extremely important for us.Who can help? Thank you in advance! :) The moderator translated the post. See original message below:Hallo zusammen, bei der Verwaltung der Mitarbeiterrollen bekommen wir es nicht hin einzustellen, dass unsere HR Manager die Einstellungen zum Verwalten des Performance & Entwicklungsbereichs vornehmen können. D.h. wenn sie zum Bereich Einstellungen gehen, dann taucht dort nicht “Performance & Entwicklung” auf, um dort z. B. Formularvorlagen bearbeiten zu können. Das ist aber extrem wichtig für uns. Wer kann weiterhelfen? Danke vorab! :) 

1
I
Community Moderator
4 months ago
L
Communicator
lisaamorosoCommunicator
asked in Employee Roles & Approvals

Is it possible for next level managers to view performance notes of any employee that falls under them on the org chart

Is it possible that a manager can see the performance notes of any employee under them even if it is not their direct report?

1
I
Community Moderator
4 months ago
L
Explorer
LKAExplorer
asked in Employee Roles & Approvals

Manager approval - holiday request set up

Hi,I need to advise a manager on how to set up his team’s holiday in Personio as well as how requests/approvals work. Can you advise on what I should instruct him?Thanks, 

1
I
Community Moderator
5 months ago
B
Detective
bruchmDetective
asked in Employee Roles & Approvals

reminder

Does anyone know how often are triggered and at what intervalls if someone in the workflow does not approve a specif request (ie annual leave request).Is there just one or are the reminders getting more frequest if the approver fails to approve the request. many thanks

1
I
Community Moderator
5 months ago
A
Getting Started
adrainaaGetting Started
asked in Employee Roles & Approvals

Viewing previous approvals

Hey!Is it possible to see previous/past approvals that a supervisor or admin has approved? For example:If an employee has requested a paid vacation, and in order for the vacation to be approved it has to go through their supervisor and another HR admin, is it possible to see whether the first approver has already approved the request? 

1
I
Community Moderator
5 months ago
K
Getting Started
KasiaT.Getting Started
asked in Employee Roles & Approvals

Automatic absence request approval

Dear Community,Is there any option for setting up the Automatic absence request approval? Meaning can we add absences without the approval process, so once an employee requests the absence, it will be approved automatically?Thank you!Kasia

1
I
Community Moderator
5 months ago
Kathie91
Getting Started
Kathie91Getting Started
asked in Employee Roles & Approvals

Why do my HR colleagues don't see the same dashboard?

Hi community! I have a question - when I look at my dashboard I can see reminders on sick day approvals, address changes etc. I have the HR Manager role with nearly any access box ticked and I am also administrator. Now is it possible that my two collegaues can not see those notifications because they are not administrators? Is it not possible to gain this kind of access right without being admin ? Happy to receive support soon, thanks! Katharina 

2
Kathie91
Getting Started
5 months ago
S
Getting Started
seaweedpeopleGetting Started
asked in Employee Roles & Approvals

Absences Approval Workflow

Hello! We are looking to update our absences approval workflow to go to both the supervisor and HR team. When looking at the approval workflow, it appears “For each step the responsible employee(s) will have to confirm the request before it is passed on to the next level.” Is there a way for the requests to appear and be approved by both the supervisor and HR team at the same time?

1
ConorCunningham
Community Moderator
5 months ago
S
Getting Started
seaweedpeopleGetting Started
asked in Employee Roles & Approvals

Supervisor can't see their employees' requests

A supervisor can no longer see any requests from specifically 2 employees’ and I was hoping to understand why this is happening and what can be done to resolve this. Thank you!

9
ConorCunningham
Community Moderator
5 months ago
E
Communicator
Emma Tcheng
asked in Employee Roles & Approvals

Access employees with onboarding status

Hi,What access rights do I need to give to our IT department and supervisors so that they can see new employees before their hire dates? Our IT department uses some employee information from Personio to create new users and supervisors need to acces their reports so that the can complete their to-dos.Thanks in advance!Best,Emma 

7
ConorCunningham
Community Moderator
5 months ago
B
Getting Started
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!

6
ConorCunningham
Community Moderator
5 months ago
Maria Laura Arauco
Personio Implementation Manager
Maria Laura AraucoPersonio Implementation Manager
posted in Employee Roles & Approvals

Best Practice - Reminders

Dear community,As a result of our last poll, we want to share with all of you some best practices for reminders! In Personio, you can set up different kinds of reminders. You can set up reminders for specific employee roles, personal reminders, or reminders linked to a specific employee.  Reminders for specific Employee Roles:  You can add them for all Date type attributes via the employee roles. You can choose between a Reminder (automated expiration) or a Task (no expiration).Some examples of how you can use reminders for roles are: Reminder to All Employees role > Birthday of all employees every year on that day.      Reminder to HR Manager role > Probation period end date of all employees 6 weeks before  Reminder to HR Manager role > Hire date of all employees 1 week before   Reminder to Supervisor Role > Next absence of employees directly reporting to me 1 day before.   If you select the option Task (no expiration), the reminder is displayed on the dashboard until you

6
C
Busy Bee
6 months ago
Terms & Conditions of the Personio Voyager Community