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Employee Roles & Approvals

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

  • 85 Topics
  • 245 Replies
85 Topics
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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?

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Getting Started
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Follower
AgataFollower
asked in Employee Roles & Approvals
Access to individual attributes

When I assign permission levels in ‘Employee Roles’ is there any way to provide access to specific attributes within the various sections, or is it all or nothing within that section? I can see that there is a ‘Custom’ section, but this seem to only allow to exclude attributes of a specific value. 

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SabbuSchreiber
Communicator
M
Getting Started
mgyrsGetting Started
asked in Employee Roles & Approvals
Secondary supervisors & access to cycles

Hello Community, I have a question so burning, I decided to sign up and raise it here, hopefully I can reach someone who has the same/similar concerns and we can brainstorm for a solution, as I am running out of ideas for workarounds. We have quite some teams with two equal supervisors, and we differentiate between them as:“Supervisor” - the main system attributeand “Co-Supervisor” - for this field, we, until now, used an open text field just to enter the name, but now, with the secondary supervisor function, I’m more than excited to give Co-Supervisors a better user experience.As I was setting up the access rights, aka an Employee Role, for the newly added Co-Supervisor field, I quickly realised the accesses under Performance & Development cannot be granted based on the reporting line / “dotted line”. My options thus are, if I understand well:Option 1: do not grant access here, and rely on the default setting: every supervisor gets access to their direct reports’ assigned cycles O

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M
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A
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annjasmineGetting Started
asked in Employee Roles & Approvals
Configuring manager access to only see the absence types their direct reports are eligible for

Hi,  We operate across a few countries - and so we have created Absence Types for each country (so Uk has holiday, sick etc, Germany has holiday, sick etc).  When employees log in - they can only see the absence types of their country. However, when a manager logs in and view their direct reporting lines absence profile - they see the FULL list of absence types there rather than just what their employee is entitled to.  We have a manager access rights role set up - where the access rights say they can view their own reporting line clicked on for all of the absence types - but it needs an additional layer to say - only view the absence type if the employee is entitled to it. Not sure how to do this? 

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A
Getting Started
Y
Getting Started
YHilalGetting Started
asked in Employee Roles & Approvals
Workflow: Time tracking Approval

Dear Community,I’m experiencing issues with time tracking approvals since the process was moved to workflows. Unfortunately, the approval settings didn’t migrate automatically, so I had to create the workflow manually.I followed the setup exactly as described in this guide: 🔗 Set up attendance approvals in AutomationsHowever, the system is still showing violations for the team manager. I’ve double-checked the work schedule and the employee’s time entries — everything seems to comply with our internal policy.What’s also confusing is that when I click on the alerts, it doesn’t show me what kind of violations or issues they are. So I’m not sure what exactly needs to be fixed.Is there something I might be missing? Any help would be greatly appreciated!Best regards,Yildiz 

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SabbuSchreiber
Communicator
S
Getting Started
Siddhaarth KBGetting Started
asked in Employee Roles & Approvals
restrict view for onboarding employees

Hello Folks,I've created an onboarding form that allows candidates to fill in required details like payroll and personal information before joining. It also currently gives them access to view all employees in the company.Is there a way to restrict their access so they can only see the form until they officially join, and then grant them full access afterward?

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SabbuSchreiber
Communicator
H
Getting Started
HR23Getting Started
asked in Employee Roles & Approvals
How to provide restricted Admin access to a custom role

Hello, is there a way to provide restricted admin access? 

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JuanM
Community Admin
L
Getting Started
LaurytetaGetting Started
asked in Employee Roles & Approvals
Allowing an Employee to Assign Policies – How?

Hello, how can I grant access to an employee so they can assign policies to others, such as annual leave, etc.?

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L
Getting Started
A
Getting Started
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. 

392
Moe
Community Admin
A
Explorer
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

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Explorer
O
Getting Started
Olena HadzhylovaGetting Started
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. 

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O
Getting Started
E
Follower
EQ_CPFollower
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!

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Follower
N
Getting Started
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

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Getting Started
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”.  

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People Person
Communicator
H
Explorer
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!

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Zulema T
Personio Employee
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Getting Started
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 

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Zulema T
Personio Employee
F
Follower
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

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Valentina S.
Personio Employee
E
Follower
EQ_CPFollower
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 :) 

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E
Follower
A
Explorer
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?

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Personio Employee
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Getting Started
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?  

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Personio Employee
N
Getting Started
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

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N
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M
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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

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M
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J
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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. 

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Personio Employee
S
Follower
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 

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K
Getting Started
LegoMD
Communicator
LegoMDCommunicator
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

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LegoMD
Communicator
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