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Employee Roles & Approvals

Employee Roles & Approvals

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

64 Topics
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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

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,

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

adrainaaFollower

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?

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

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

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?

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!

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

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

CarolinaBarrabesGetting Started

asked in Employee Roles & Approvals

Is it possible to have two supervisors for the same employee?

There are times when employees require two supervisors, one for discipline and one for project, is this possible? [Translated from Spanish by the Moderator. Original Spanish Below:]¿Es posible tener dos supervisores para un mismo empleado?Hay veces que los empleados requieren tener dos supervisores, uno por disciplina y otro por proyecto, ¿Es esto posible?

lisaamorosoCommunicator

asked in Employee Roles & Approvals

Allow managers to view pending signatures in workflow hub

As an Administrator I can see pending signature on the workflow hub. Is there a way to allow certain manager to also be able to access this so they can see who has a pending signature?

KasiaT.Getting Started

posted in Employee Roles & Approvals

Approving own absence requests

Dear Personio Team,Employees can approve a 'Paid Vacation' absence by themselves when It should be approved only by their Supervisor.Everything is setup correctly on Personio (Employee Roles + Approvals). However, still employees can approve their own requests.@Personio Admin could you please have a look at it?Thank you!Kasia

Gabriella KanhaiFollower

asked in Employee Roles & Approvals

Access rights officemanager

Hi, Our office manager is always involved in on- and offboarding of employees. However, she cannot see their start date before they join or end date after they’ve left. Like she can only see the employees when they’re currently ‘active’. Is their any way to solve this without giving her access to their full personal profile? Thanks in advance!

Ragid MartisFollower

asked in Employee Roles & Approvals

Visibility Absence Calendar

Dear Personio community,I am making this post to request information regarding visibility of the Absence Calendar for employees. Below you can find the case information.Ragid is the Team manager of the Ads team. With two subteams (Amazon Ads & Google Ads) .Ragid wants to be able to see the overview of his team's absence (leave) in Personio. However, their absence is not visible to him. For some reason, he CAN see the absence of for example the Front end team, but not of his own teams.Based on the settings we have in the employee roles, Ragid can see his direct reports (Team Leads of Amazon Ads & Google Ads) but can’t see the direct reports of his Team Leads. Is there a setting we can set for Ragid to be able to see the direct reports of his team leads as well? Or do we need to make a separate role (‘Team Manager”) with exceptions (rules) for the sub teams?I hope to have informed you sufficiently, if not, do not hesitate to reply to this post.Kind regards, Ragid

asked in Employee Roles & Approvals

Role Permissions to see all open approval requests?

Hi,how do I have to set up the role permissions that someone can see all open approval requests (at least all absence requests) without them being a Admin? Thanks!

NoelleMcDaidFollower

asked in Employee Roles & Approvals

Absence Approval

Hi Personio,We have a few Absence Types that get approved By Supervisor and then approved by HR.We have an issue in that when anyone looks at the approved request it just shows the Last Approver, i.e HR?Is there anyway to view the approval history or display all the approvers? Thanks,Noelle

aaryaGetting Started

asked in Employee Roles & Approvals

Admin Access not linked to an employee

Hello, I hope this is the right place to reach out to. I am looking to revise our current admin and employee roles and have restricted, team-wise access for people within the HR and Finance Department. Is this possible?

asked in Employee Roles & Approvals

Birthday reminders - best practices

Hi,Currently, we have birthday reminders for all employees but as we have grown quite quickly within the past year our employees have asked whether or not we could filter the reminders e.g. according to team, department etc.However, some department are bigger than others and therefore it would make sense to filter the reminders further (e.g. according to teams). On the other hand, in the small departments it would make sense to have reminders for the whole department.For example, there are 7 employees in Finance so here it would be great to remind everyone of the whole departments birthdays because they are a tight knit team. But in Technology there are 44 employees, so here the birthday reminders would make sense to filter according to team.Is there anyway to customise it accordingly? I know there is the “My Reports” and “My Direct Reports” but do those work for employees who are not supervisors?Looking forward to your answer!//Emma

posted in Employee Roles & Approvals

When a line manager leaves the company, system should switch all report to the next hierarchical line manager w

When a line manager leaves the company, system should switch all reports to the next hierarchical line manager. Benefits: HR does not need to setup each report individually if line manager leaves quickly and no replacement has been defined yet, this ensures reports are not left without a valid line manager

asked in Employee Roles & Approvals

Supervisor reminders - external vs. internal employees

Hi!I was wondering if it’s possible to create different reminders for supervisors direct reports depending on the employment type. Right now, we remind our supervisors of their employees end date. For internal employees it needs to be 4 weeks before the contract ends, but for external consultants it only needs to be a week before. Is it possible to create these two different workflows?Best,Emma

joana.correiaGetting Started

asked in Employee Roles & Approvals

Employee list Columns and Filters not visible/available

Hello everyone,Stupid question, I have the same type of Personio profile as my colleague, but for some reason when I try to create a “Employ list” view with the same columns as she has, some filters are not available to me.For instance, I can add the columnof “starting date” or “hiring date” to my columns and someone with the same profile type as me can do it. What are we doing wrong?

LindaCommunicator

asked in Employee Roles & Approvals

Access to employee profile for managers during onboarding phase

Hello everyone,Does anyone have a tip for me how I can enable supervisors to see the employee profiles of new hires reporting into them but who are still in the onboarding phase and have not yet started work with the company?Once a candidate has been hired (accepted our offer in recruiting), their documents (CV etc.) are automatically transferred into their profile and are no longer available in the recruiting section. Currently, managers and supervisors cannot access the new profiles until the hiring date. I have not found where I can enable this so am keen to get suggestions.Thanks!Regards, and enjoy your day,Linda

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