Employee Roles & Approvals

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

  • 74 Topics
  • 205 Replies

74 Topics

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jaun elia
asked in Employee Roles & Approvals

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5 hours ago
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thewboxbro
asked in Employee Roles & Approvals

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5 hours ago
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paxon021
posted in Employee Roles & Approvals

What day of the week are AA flights cheapest? pol

Typically, the most affordable days to book Tickets with AA are 1-804-336-1414Tuesdays, Wednesdays, and Saturdays. However, AA fligths often restrict travel on these days during sales periods. For assistance, dial 📞1-804-336-1414and aim to secure your ticket to your preferred destination on these optimal days. 

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P
6 hours ago
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andheriraat
posted in Employee Roles & Approvals

What day of the week are Austrian flights cheapest?

Typically, the most affordable days to book Tickets with Austrian are 1-855-572-0178Tuesdays, Wednesdays, and Saturdays. However, Austrian often restrict travel on these days during sales periods. For assistance, dial 📞1-855-572-0178 and aim to secure your ticket to your preferred destination on these optimal days. 

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7 hours ago
A
andheriraat
posted in Employee Roles & Approvals

Is Amtrak cheaper on Tuesday?

Typically, the most affordable days to book flight with Amtrak are 1-832-252-9195 Tuesdays, Wednesdays, and Saturdays. However, Amtrak train often restrict travel on these days during sales periods. For assistance, dial 📞1-832-252-9195 and aim to secure your ticket to your preferred destination on these optimal days.  

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7 hours ago
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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Community Moderator
1 day ago
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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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Community Moderator
1 month ago
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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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Getting Started
1 month ago
M
Getting Started
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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Getting Started
1 month ago
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Getting Started
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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Community Moderator
1 month ago
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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
3 months ago
LegoMD
Detective
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

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LegoMD
Detective
3 months ago
M
Getting Started
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!

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Community Moderator
4 months ago
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Getting Started
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

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Community Moderator
4 months ago
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Follower
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  

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Follower
4 months ago
U
Getting Started
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?

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Community Moderator
5 months ago
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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!

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Lena
Community Admin
6 months ago
A
Getting Started
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!

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Community Moderator
6 months ago
Linda
Communicator
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 🎄

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Community Moderator
6 months ago
J
Getting Started
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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J
Getting Started
6 months 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

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Community Moderator
6 months ago
I
Getting Started
IrynaGetting Started
asked in Employee Roles & Approvals

Assistance Needed: Hiding Forms Tab for Employees

Dear Community,I'm reaching out to seek some guidance regarding a specific issue I'm facing in our workplace environment.We are currently in the process of refining access permissions and interfaces for our employees. Specifically, we are looking to hide the "Forms" tab from the view of all employees within our system. To provide further context and assist in offering suggestions or guidance, I have attached a screenshot highlighting the "Forms" tab that we aim to hide from the view of our employees.Thank you in advance for your time and support. Your contributions will undoubtedly help us enhance our internal systems and improve user experiences for our employees.Looking forward to your expert advice and recommendations.Best regards,Iryna

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Community Moderator
7 months ago
Anna Florian
Follower
Anna FlorianFollower
asked in Employee Roles & Approvals

Overtime overview for managers

Dear Community I would like to enable managers to get a monthly report on the overtime account of their own employees? Can anyone help me here? thanks and LG Anna 

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Anna Florian
Follower
8 months ago
F
Follower
Fani DelliouFollower
asked in Employee Roles & Approvals

Approval requests

I have set that all the head of departments in our company are supervisors and I have set the absence requests to be approved by supervisors. How do I set that only the relevant supervisor for the employee is notified and not all the supervisors?   

1
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Community Moderator
8 months ago
W
Getting Started
WorkingAWBGetting Started
asked in Employee Roles & Approvals

Sending A Message to Employee After Approval (Accepted or Not Accepted)

Hello,When we do not approve a vacation request we would like to be able to send a message to the person who sent the request explaining why we did not accept the request. Is there a way to do this in Personio? Or any suggested workarounds (even if it is not attached directly to the Approval feature)? Thank you,Andy

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Community Moderator
9 months ago
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