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20 Topics

MelissaCommunity Admin

published in Product Spotlight

Workflow Automation 2024: A Year of Innovation and Efficiency 🚀✨

Hi Community,2024 was the year of Workflows here at Personio and for the thousands of businesses that looked forward to ‘Automating the mundane to focus on the meaningful’, we had a lot of exciting product features for them to explore. We were thrilled to launch our first wave of revamped Automation suite of tools earlier in 2024, including pre-built workflow templates for prominent HR use-cases, a customisable workflow builder and a workflow monitoring experience to maintain a birds eye view on your workflows at all times. Since this first launch, we’ve also launched incremental improvements to bolster our Automation offering and help make your people operations more seamless. Here’s a recap of all things Automation - so that you can get ready to level up your workflow game in the new year! Trigger and attribute improvements Date conditional triggers: A trigger type that lets you execute a workflow based on a date e.g., an absence start date or hiring date, or a set number of days be

AndyVideo Producer

published in Product Spotlight

Personio Monthly Update - December 2024

Check Out Our Latest Personio Monthly Update! 🚀In this special holiday edition, we explore how you can boost your HR skills with Personio's Voyager Academy. Looking to transform your HR strategies for 2025? Let us know what you'd like to learn next month in the comments! 😊Don't miss out on these valuable insights and stay tuned for more updates!

MilanPersonio Product Manager

posted in Product Spotlight

Exciting update: Streamlined access, better insights

We’ve just launched updates to our Performance & Development product that simplify how Skip-Level Managers access and use reviews and feedback across their reporting line. They can now easily view the data they need to track progress and make informed decisions. These changes put more control in your hands, while ensuring access to data stays simple, accessible and secure. Key Features to Know AboutAccess controls made simple. Admins can now set who can view reviews and feedback - whether it’s Supervisors only (current default) or the whole reporting line. This feature can be enabled in the new Sharing and Confidentiality section under P&D Settings. Skip-Level Managers get more visibility When enabled, skip-level managers can see reviews and feedback for indirect reports. They also gain access to analytics and export tools for authorized data, making it easier to act on performance trends. Supervisors, too! Supervisors now have access to the Analytics Tab and export option

AndyVideo Producer

published in Product Spotlight

Personio Monthly Update - November

Check Out Our Latest Personio Monthly Update! 🚀In this edition, Dara explores the latest features and tips to boost your productivity. If there's a topic you'd like us to cover next month, please leave a comment below! 😊 Highlights: New Timesheet Feature (0:35): Simplify logging work hours and managing overtime with our comprehensive new tool that enhances productivity and compliance. Video Quality Tips (2:44): Improve your webinars and presentations with budget-friendly equipment, natural lighting, and professional setup advice. Creating Reference Letters (4:25): Use Personio's templates to easily craft personalized and professional reference letters tailored to specific needs. Workflow Automation (6:01): Discover how our automation tools can streamline HR tasks and document management for greater efficiency. Don't miss out on these updates—stay tuned for more! And for those eager to try our new workforce planning app, contact our Account Management Team to become a beta user.

Natalia NProduct Launch Manager

published in Product Spotlight

🎥 Recap & Recording: What’s New at Personio Q4Webinar

Dear Voyager Community, This month we held our “What’s New” event for Q4. In this webinar, we presented the exciting updates from across the Personio product that are launching in this quarter to wrap up the year.A big thank you to all who were able to participate in our live event, to get an overview of our product releases discussed, please see our summary of the event here. 🎥 For those who were unable to attend or if you would like to rewatch anything we presented, we have the recording available for you right here: 👀 Our “What’s New” Agenda for Q4Time Management updates New features in Organisation Management Inbox redesign Salary bands in Compensation Management 💡 Q&A Overview We had many questions come up during the webinar, which was very exciting! Here’s an overview of a few questions we didn’t get to in the webinar:Q: Is it possible to log in on my laptop in the morning and log off via the Mobile App in the evening? Until now both should be via Laptop or both via th

AndyVideo Producer

published in Product Spotlight

🆕 Introducing: Personio Monthly Update - OctoberPersonio Update

We’ve got an exciting new update format that we’ll be sharing with you regularly: The Personio Monthly Update. 🙌Your brilliant host, Dara, will be discussing the latest product features as well as giving you a behind-the-scenes look at what sets Personio apart. This monthly update will make sure you’re caught up on all things Personio and beyond. Along with highlighting product updates, we’ll also be discussing some current trends and challenges that HR pros are facing. 🔎 Time Stamps00:11 - Intro00:50 - Job architecture02:31 - Position Management03:34 - Approvals04:18 - Compensation Budget06:05 - Communication for budget approval Oh and, before I forget, if you have any questions, let us know and comment down below! We’ll do our best in answering your questions either here in the Community or in a future video! Stay tuned! 🚀

Anna-LucaPersonio Employee

published in Product Spotlight

Meet our Partner TravelPerk ✈️

Dear Community,We’re excited to introduce our next partner:⭐️ Meet our partner TravelPerkTravelPerk is a leading travel management platform that helps companies plan and manage business trips efficiently. Whether it’s flights, trains, or hotel bookings, TravelPerk simplifies the entire process and provides transparent cost insights. The platform enables quick bookings and ensures your company’s travel policies are adhered to. TravelPerk is flexible, easy to use, and offers access to a wide range of travel providers.Integration with PersonioThe integration between TravelPerk and Personio allows for seamless synchronization of your employee data. As soon as new employees are added in Personio, they are automatically created in TravelPerk, making travel management more efficient. Any updates, including a potential last day of work, are also transferred from Personio to TravelPerk.Visit our Marketplace to learn more about the integration, and our Help Center for more information on activat

Personio Customer EventsPersonio Employee

published in Product Spotlight

📹 Recap “HR Hour: Analytics & Reporting” | Recording & Questions

Missed our last HR Hour or want to revisit the live demos and examples of our report builder at your own pace?No worries, we’ve got you covered! We’ve recorded everything for you 🎥In this exclusive online workshop, we took a deep dive into Personio’s report builder to help you make the most of your HR data. Here’s what you’ll discover:Access to all core HR data A comprehensive view of absence activities Tracking time with ease Insights into salary dataThese topics are waiting for you: 📊Learn how to use data to drive informed decisions, with:Pre-built templates for quick reports The ability to create custom reports from scratch Easy access for all relevant team members💻 Live demo: Watch how to use the report builder effectively and create a variety of reports tailored to your needs.🔮 What is coming next ? Get an exciting outlook on our upcoming roadmap items. ➡ Check out the recording We received lots of questions from those in attendance and while we were able to answer many of tho

Natalia NProduct Launch Manager

published in Product Spotlight

🎥 Recap & Recording: What’s New at Personio Q3What's New Webinar

Dear Voyagers,This month, we kicked off our very first quarterly event, “What’s New” for Q3! 🎉In this webinar, we presented some exciting updates across the Personio product that are launching this quarter.A big thank you to everyone who joined our live event! 🙌For everyone who would like to re-watch parts or who have missed the webinar, we do have a recording for you: Next to the recording you can find an overview of the product releases we discussed also in a written summary. Here’s what we covered in Q3:📊 People Analytics🔄 Workflow Automation📱 Mobile App Updates🏢 Job Architecture & Position Management🚀 Performance & Development🧑‍🤝‍🧑 Workforce Planning👥 Recruiting 💬 Q&A HighlightsWe had a lot of great questions during the webinar! 🗨️Here are a few that we didn’t get the chance to answer live:Q: How can we access Beta projects? Workforce planning is a hot topic for us right now!A: Reach out to your Growth Manager, and they’ll help get you started! 🚀Q: Can w

Anna-LucaPersonio Employee

published in Product Spotlight

Meet our Partner ZEP ⏱️

Dear Personio-Community, We are happy to present to you our second partner in the new Meet Our Partners format. As you already know, this format will regularly give you the chance to meet our integration partners, connect with other peers and share how you’re making use of the tool!ℹ️ When we’re speaking of “Integration Partner”, what does that actually mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace.Without further ado, let me introduce you to this month's partner. Meet Our Partner ZEP ZEP is a flexible and customizable software for efficient time tracking and project management. Whether on terminals, in the web browser or conveniently in the mobile app - ZEP can be used for pure working time tracking as well as time tracking, controlling and invoicing of complex project business in one holistic solution. With its modular structure, ZEP can be adapted to different requ

Anna-LucaPersonio Employee

published in Product Spotlight

Meet our Partner ZMI 🔥

Dear Personio-Community, We are happy to present to you our second partner in the new Meet Our Partners format. As you already know, this format will regularly give you the chance to meet our integration partners, connect with other peers and share how you’re making use of the tool!But wait, when we’re speaking of “Integration Partner”, what does that actually mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace.Without further ado, let me introduce you to this month's partner: Meet Our Partner ZMI With ZMI, companies of all sizes and from all industries can track working times and order times anywhere and digitally. Whether via stationary terminals in the company, mobile terminals in a construction container or vehicle, online via web browser, or simply using the app on a smartphone or tablet: times, projects and activities can be documented in real time, so timesheets are a

Anna-LucaPersonio Employee

published in Product Spotlight

Meet our Partner Pleo ⭐️

Dear Personio-Community, we are happy to announce and kick-off our new format Meet Our Partners. This will regularly give you the chance to meet our integration partners.But wait, what does integration partner mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace. Let’s start with our first partner.⭐️ Meet Our Partner Pleo! Founded in Denmark in 2015, Pleo is the leading all-in-one spending solution for small and medium-sized businesses in Europe, enabling superior finance team spend controls, robust approval flows, issuance of corporate cards, expense reporting, direct reimbursements and invoice payments in one platform. Integration with Personio:The integration enables companies to sync employee data from Personio to Pleo. This has the advantage of automatically onboarding new employees, to update existing employee information and to offboard employees if necessary. Check ou

Personio Customer EventsPersonio Employee

posted in Product Spotlight

Recap: Personio Product Update - April 2024

This post was originally posted on: 25.04.2024 by@Tamara.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Dear Voyager Community, Thank you for joining us for our most recent PPU. We hope you found it enjoyable and informative.For those of you who couldn't attend the PPU in April or wish to revisit the content, the recording is now available. 🎥This post contains all the relevant information. Our Agenda in April:Surveys:NPS scores Filtering & HeatmapsDocument management:Bulk document upload & E-Signatures E-Signature remindersWorkflow Automation 🎥 RecordingHere you can find the recording of our latest PPU: Questions from the PPU: Can one also upload a template that is not personalised? E.g. a policy? Yes, as long as it’s created as a template. In this case the variables and placeholder won’t be available. For bulk creation: If a supervisor needs to sign 20+ documents - can they bulk-sign those documen

Personio Customer EventsPersonio Employee

posted in Product Spotlight

Personio Product Update - January 2024

This post was originally posted on: 29.01.2024 by@Lisamerete.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Dear Voyager Community,we hope you had a great start to the new year of 2024. ✨Our second Personio Product Update took place on the 24th of January, if you were not able to attend, or you would like to listen to the information again, we have provided the recording for you here. 🎥 AgendaEmployee Management Scheduling employee changes in bulk Calendar view options Recruiting Recruiting home P&D Feature visibility Sections in form templates 🎥 Recording FeedbackWe're eager to hear your thoughts on the initial session. Your feedback is invaluable in helping us improve for the next time. Rest assured, our survey is brief, consisting of just 4 simple questions. Questions from the webinar Is it planned that changes can also be scheduled into the past / historically changed, in the same way?This is curre

Lina.JungPersonio Employee

posted in Product Spotlight

Personio Surveys: Uncover and Share Survey Insights Fast 📊

This post was originally posted on: 17.04.2024 by@Melissa.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,Exciting news coming your way: We are thrilled to announce the general availability of Personio Surveys!We know that for many of you, employee engagement is top of mind. We also know that prepping, running, and analysing engagement surveys takes a lot of effort and it can be challenging to maintain confidentiality. Some of the main challenges ⚡️ are: Working outside of your HR system to put together surveys is inefficient and costly. Analysing the survey feedback is tedious and delays insights and taking action. It can be difficult to craft the right survey questions that can lead to uncertain outcomes.This is where Personio Surveys comes into play - we want to help you make every employee engagement survey insightful, confidential, and efficient. 🚀 Exciting ✨benefits✨ of Personio Surveys Benefi

Lina.JungPersonio Employee

posted in Product Spotlight

📑 Bulk Document Creation: Unlocking document creation and signature requests at scale

This post was originally posted on: 05.03.2024 by@Eike.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,Have you ever struggled with creating documents and requesting for signatures across a large group of recipients at scale? Well, we’ve got some exciting news for you! 👇🏻 We understand that documents are an integral part of any HR process - especially for HR teams who are constantly creating & distributing documents, and requesting signatures. These processes are also essential to ensure organisation compliance. 🤓Which is why we’re now thrilled to announce the introduction of Bulk Document Creation - an easier way for you to create and distribute documents at scale with easy to use templates + the ability to request signatures across multiple recipients at once. ✨ Here is a look at some of the exciting functionality coming your way as part of Bulk Document Creation ⬇️ ❇️ You can now create mu

Lina.JungPersonio Employee

posted in Product Spotlight

Workflow Automation: Your co-pilot in managing repetitive workflows at scale! 🚀

This post was originally posted on: 22.01.2024 by@Eike.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,we have some exciting news for you! 🙌We’re thrilled to introduce Personio’s latest innovation to help you streamline your critical HR tasks - Workflow Automation! We understand that HR teams are constantly having to balance the need to stay on top of all of their administrative tasks while carving time out to focus on employee engagement strategies… ❗They have to keep track of fragmented, complex and manual processes across multiple tools like spreadsheets, calendars, emails, impromptu messages and more. And this can start becoming quite cumbersome - resulting in potential delays and inefficiencies. ❗This approach demands relentless follow-ups across online and offline channels, resulting in excessive time consumption, heightened error risks, and a greater likelihood of overlooking crucial details.❗

Lina.JungPersonio Employee

posted in Product Spotlight

🔔 Wait, what’s that? New Product Updates Heading Your Way! 🎊

This post was originally posted on: 12.01.2024 by@Linda23. Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi community 👋🏻 👀 Notice something new in our Personio product? ⚙️ 👩🏻‍🔬 We're in the lab, mixin' up some cool product tweaks inspired by your feedback! While some of the information in our Community may be temporarily out of date, we will make sure you stay up-to-date with our latest product changes. 🧰✨ We've got some shiny new product updates coming your way soon. Get ready to be wowed and delighted—stay tuned! Hang tight for the grand reveal of our latest releases! Linda and the Voyager Community Team

Personio Customer EventsPersonio Employee

published in Product Spotlight

📹 Recap “HR Hour: Performance & Development” | Recording & QuestionsHR Hour

Dear Voyager Community, In this exclusive online workshop we explored the advantages and use of continuous feedback, got an understanding of Performance calibrations and learned how to design effective feedback cycles from 180° to 360° feedback. Here’s what you can expect: Dive into the Performance and Development module Learn how to run various cycles from standard to 360° feedback Navigate the settings in how to create forms and replicate the typical ratings in normal cycles View the analytics Personio provides Learn the value and benefits of continuous feedback 🎥 Check out our recording here: We received lots of questions from those in attendance. Here are the most relevant ones (click on show content below):Q: Can the forms be edited, while the cycle where it is used, is in progress?A: Once a performance cycle is launched, you are not able to edit the cycle details anymore, including the forms added to the cycle. You are still able to add and remove employees to and from the cy

Laura WeihrichPersonio Customer Event Manager

published in Product Spotlight

📹 Recap “HR Hour: Custom Workflow Builder Workshop” | Recording & QuestionsVideo

If you missed our last HR Hour or you want to watch the live examples and demos of our workflows at your own pace? - No problem, we’ve recorded everything for you!In this exclusive online workshop we took an in-depth look at our pre-set templates as well as customisation options to make your automations even more effective. These topics are waiting for you: 📝 Using Workflow templates - Learn about our existing workflows:Long-term absence reminder Role change notification Parental leave notification🎨 Go beyond pre-set templates - Learn how to create custom workflows from scratch:New employee notification e.g. employee moves from department to another Setting up expiring vacation days reminder📈 Workflow Activity Monitoring - Learn how to monitor and review all ongoing workflows:🔮 What is coming next ? Get an exciting outlook on our upcoming roadmap items. Check out our recording We received lots of questions from those in attendance and while we were able to answer many of those li

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