Employee Roles & Approvals

I’ve created a custom role to give admin access but only at a team level - I want the person with that role to only have access to their own team’s data (by using the filter ‘Custom IF Team = Own’ against all the permissions). However when I log in as that person they can still see all the other team’s data.  Can anyone suggest what I’ve got wrong?

Hi ya'll, Hoping you guys could help me out!I was wondering if there is the option to create an Excel (or table) to show the acces rights per role, based on the Something like an authorisation matrix. Would be great if this could be automated in stead of making the tables manually in Excel. Let me know :) 

Hi Team,We’re trying to create a custom role to assign permissions to a specific group of people and to apply conditions based on a custom attribute. I reffered to this article on support portal. Here’s what we did:1. Created a custom attribute “Engagement type” (single-select) with three options.  2. Populated this field for two people with value “Contractors on a project basis.”  3. Created the custom role “Contractors on a project basis.”  4. When opening Conditions for filtering employees, the custom field “Engagement type” does not appear in the list, where as per description in this article it is said "You can also use custom attributes that have a single selection, date, or numbers attribute type." Could you please advise why this field might be missing, or what needs to be adjusted to make it appear in the role-filter conditions?I’m attaching screenshots for reference.Thanks a lot for your help!Regards, Valentyna

Hi all,I am adding som new joiners and when creating new profile I did not check the box create account and invite as I needed some more information. Now that I have added said information, and go to manage accounts it says that login is not enabled. I am unable to click the “create login and send invitations” as it says that something went wrong (it is like this for all the people I have created and I have come back a few hours later and still the same error-message). Has this happened to someone else that knows how to enable the login/create the account? Best,Josefin

Hi Personio Community!I wonder if anyone else has the same issue with an approvals workflow.When I use Approvals classic builder and create a new employee filter, it glitches and doesn’t save filters correctly. The page doesn’t show fields to add the info or doesn’t save multiple filters.Testing this workflow doesn’t give the right results. Any ideas how to fix this will be much appreciated.    

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 

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

 We require approval for monthly overtime due to flexitime within the month.Wir benötigen eine Genehmigung der Monatlichen Überstunden aufgrund Gleitzeit innerhalb des Monats 

Hi,I would like to add view rights to metrics (under Analytics) to our CEO. I cannot find this part in Employee Roles - where can I do this? Thank you!

Hi, I have a HR administrator and need to restrict her access to the senior teams’ details.  I can’t see how to do that - can anyone advise please? thanks

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

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. 

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

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? 

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?

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

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. 

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

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. 

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!

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

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”.  

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!

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 

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