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Employee Roles & Approvals

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84 Topics
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84 Topics

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

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

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

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

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?

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

naima_alcantaraExplorer

asked in Employee Roles & Approvals

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

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

naima_alcantaraExplorer

asked in Employee Roles & Approvals

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

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.

Andreia OliveiraGetting Started

asked in Employee Roles & Approvals

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

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?

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

sabrina.refurbedExplorer

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

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.

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

madifabGetting Started

asked in Employee Roles & Approvals

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

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! :)

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?

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,

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