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Employee Data & Documents

Here you place all your questions and discussions about Employee Data & Documents, like the sections, dashboard, employee list and document templates.

  • 304 Topics
  • 730 Replies
304 Topics
J
Getting Started
JohanGetting Started
asked in Employee Data & Documents
Understanding automated switching from Onboarding status to Active status

When does an employee switch from being in status “Onboarding” to status “Active”?Is this based on information being input by the employee (e.g. we ask them to put in their bank information themselves into Personio).Is it based on time (2 weeks after start date they are switched)?Is this configurable?Thanks.

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S
Getting Started
berat can
Getting Started
berat canGetting Started
asked in Employee Data & Documents
Tracking Uploaded Document

Hi dear all :) Our employees are required to upload certain documents to Personio each month, including their Deutschlandticket invoices. Is there a way to track which employees have not submitted their required invoices? We're looking for either a report or a view that could be added to the employee list to monitor this.

301
Lucie B
Community Admin
FriederikeThies
Busy Bee
FriederikeThiesBusy Bee
asked in Employee Data & Documents
Personio Employee API: time and timezone

Hey, we are using the list employees API to get new joiners from the system in order to activate them in other tools. I read at some point that the change happens usually around 3-4 am in the morning and have scheduled my integration for that time.  However I learned now, that the people are usually activated a day later (2nd day of the month) because no changes can be detected when I run the sync at 4am. My questions: at what time exactly are employees activated in Personio?  and: is this time UTC? UTC+1 or UTC+2Looking forward to your reply!

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Moe
Community Admin
J
Follower
jwilliams79Follower
asked in Employee Data & Documents
Document Upload Titles in Onboarding Steps

Hi everyone, In the onboarding steps, we have document uploads for things such as proof of work authorisation, reference letters, bank forms, etc. The steps are currently titled in these general terms and upload to the profiles with those titles. Having gone through the bulk upload process when moving HRIS years ago, we now title everything {{first_name}} {{last_name}} document type {{date}} just to be covered (and for our records). Is it possible to include these place holders in the title of the document upload step so they seamlessly upload to the EE’s profile as such?

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SabbuSchreiber
Communicator
E
Follower
EQ_CPFollower
asked in Employee Data & Documents
Table view for documents update

Dear Community,Does anyone know when the promised table view for document will be launched / is it already active in your profiles? According to Personio, it was supposed to be in April:https://support.personio.de/hc/en-us/articles/25628975141149-Improvements-Document, but we can not see it yet.If you have it, can you share some experiences with it - is the signature status for documents now visible to more roles than only the Admin role?Thanks a lot for your input and have a lovely afternoon :)Moni

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SabbuSchreiber
Communicator
V
Communicator
VolvicCommunicator
asked in Employee Data & Documents
eSignature email

Hi folks, When sending a document for signing there is a notification that indicates if the person has an issue with the contents of the document they should contact esignature@personio.deHow can this be changed? This is not an active email and just results in a bounceback. Thanks  

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F
Follower
M
Getting Started
MRothGetting Started
asked in Employee Data & Documents
Rejected working hours – comment not visible to employee?

Hi everyone,I've noticed something odd in our workflow and wanted to ask if others have experienced the same:When a manager (in our case, me and a colleague) rejects an employee's recorded working hours and adds a comment in Personio, the employee seems unable to see the comment. They only see that the time entry was rejected – but not the reason or the comment left by the manager.Additionally, it looks like the comment isn't saved anywhere visible for future reference – neither for the manager nor for the employee.Has anyone else experienced this? Is this expected behavior or is there a setting we might be missing?Thanks in advance!

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LegoMD
Communicator
N
Getting Started
nopersonalinformationGetting Started
asked in Employee Data & Documents
API question: Can I retrieve future changes to employees via API?

Hi,I need to retrieve changes made for employees with an effective date in the future via API.I can’t find any information on this on the API documentation?Can someone assist me on this please?

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N
Getting Started
O
Getting Started
OTMEGetting Started
asked in Employee Data & Documents
ID Number in employees profile

Hi,In the list of employees there is a column called ID Can you have this Field shown in the Employees Profile 

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N
Communicator
L
Getting Started
LizzieGetting Started
asked in Employee Data & Documents
Export an overview of all documents in Personio

I am wanting to run an audit of what documents we currently have stored on Personio, so we can identify any gaps and then upload the correct documents.I think you used to be able to run a report that gave you the employee name, and which document categories they had documents in but I can no longer see how to do this.Is it possible to glean this information in some other way, or do I have to manually go onto each individual’s profile?

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Lucie B
Community Admin
A
Getting Started
antonia_mucGetting Started
asked in Employee Data & Documents
Missing Payroll Documents in Personio Bulk Export – Any Workarounds?

Dear community,has anyone found a way to bulk-download payroll documents from Personio?I recently learned from our HR team that payroll documents are not included in the general document bulk export and need to be downloaded manually by each employee. Honestly, this seems quite outdated – especially in 2025, when automation and AI are becoming standard even for more complex tasks.

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A
Getting Started
C
Follower
Circus2012Follower
asked in Employee Data & Documents
Remove from org chart

I have an employee who is serving their notice and is on payroll. However we do not want him showing on the org chart functionality as he has been announced as a leaver. How can we do this?

435
People Person
Communicator
G
Getting Started
glitterbiscuitGetting Started
asked in Employee Data & Documents
Is there a way to create a employee ID in Personio (ie to verify employment)?

Is there a way to create a employee ID in Personio (ie to verify employment)? 

211
People Person
Communicator
D
Follower
developyourskillsFollower
asked in Employee Data & Documents
Private note on candidate profile

Hi,At our company we use notes for evaluations of our employees. These are always visible for the employee as well.Is it possible to also add notes which are not visible for the employees? But only for the managers for example? 

496
HRJoy
Communicator
A
Explorer
AnnaCzarnikExplorer
asked in Employee Data & Documents
Access Rights for Document Creation – Employee Role

Hi Personio Community,I have a question regarding access rights in Personio. Is it possible to grant an employee (for example, an Accountant) the right to create documents or folders in the system, or is this functionality strictly limited to administrators?If anyone has experience setting this up or knows if there’s a workaround, I’d really appreciate your insights!Thanks in advance!Anna

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N
Communicator
P
Getting Started
pareekGetting Started
asked in Employee Data & Documents
Inquiry About Dynamic Attribute Key Changes

Hello,I am using the endpoint https://api.personio.de/v1/company/employees/attributes to fetch a list of all employee attributes. I noticed that some attributes, particularly those with keys like "dynamic_13844971" (e.g., for Employee ID), change over time. Below is an example of such an attribute:{  "key": "dynamic_13844971",  "label": "Employee ID",  "type": "standard",  "universal_id": null,  "options": []}My question is:Is there a specific time limit after which this dynamic key changes? Are there specific conditions that trigger the change of this key? Is there a timeline in which this dynamic key might become static, like other attributes (e.g., "first_name")? Will the dynamic attribute keys change if I switch accounts?Any insights would be appreciated!Thank you!

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P
Getting Started
D
Communicator
Dennis StolzeCommunicator
asked in Employee Data & Documents
Exit survey

Hi Community,Is somebody already using exit surveys in personio? 

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ThoL
Personio Product Manager
N
Follower
Nadine Loyal-PerkFollower
asked in Employee Data & Documents
Employee with 2 roles, works in 2 different departments and has 2 managers

Hi Personio Community, We have a special case in our company. - Due to two different job roles the employee works in two different departments and has two different supervisors. How do you solve assigning multiple departments to the employee to ensure correct reporting? How do you solve that both supervisors have manager access and approval rights for the employee?Looking forward to learn from your experiences. Best, Nadine 

1582
Lucie B
Community Admin
LegoMD
Communicator
LegoMDCommunicator
asked in Employee Data & Documents
Audit trail for signed document

Dear Community,Does anyone happen to know how long the audit trail for a signed document is available in the system on the overview page for electronic signatures?Many thanks for your replies :-)Bests, Lego MD

392
LegoMD
Communicator
M
Getting Started
MPapasGetting Started
asked in Employee Data & Documents
Problem with opening employees' profiiles

Is there anyone else experiencing an issue with loading up employees’ profiles? 

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People Person
Communicator
S
Getting Started
SusanGetting Started
asked in Employee Data & Documents
Incorrect Start and End dates for Employees showing in Personio

Hello, I have noticed employee start and end dates appearing incorrectly in Personio. For example, if someone’s start date was set as January 01, I would see it appear as December 31. Is there any fix for this?  Best,Susan

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S
Getting Started
Edda van der Ende
Communicator
Edda van der EndeCommunicator
asked in Employee Data & Documents
How to create several employee profiles with same email?

Hi,We often have people who are simultaneously signed for a Trainee position and then a permanent position. These positions have different types of onboardings which is why separate profiles are needed. But Personio doesn’t seem to allow us to create two profiles with the same email address? Tips on how to maneuver this?

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Edda van der Ende
Communicator
B
Getting Started
BrotschneiderGetting Started
asked in Employee Data & Documents
Getting individual holiday calendars by the REST-API

We need to retrieve individual holiday calendars through our API integration, but we cannot. The only way we have found to retrieve holiday information is by using the "Get Employee by ID" endpoint. But this endpoint only provides the country and state of the public holiday calendar on which the individual holiday calendar of that person’s office is based.

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Christoph S.
Community Moderator
D
Getting Started
dilae35Getting Started
asked in Employee Data & Documents
Workflow for Deutschlandticket Discount

We would like to offer a 20€ discount on the Deutschlandticket for our employees. To implement this, we need a flag in the Personio profile to signal to our bookkeeping team that an employee has the Deutschlandticket and should receive the discount via their salary.I’ve created a workflow that reminds employees to upload their receipts and then notifies bookkeeping to include the discount in the pay slip. However, the email I wrote to be sent as part of this workflow was not sent properly—it only showed "Upload the document" instead of the full message I drafted.Additionally, I’d like to include a clickable link in the reminder email that directs employees straight to the document-uploading section in Personio.Could someone assist me with these issues as soon as possible?Thank you in advance!

261
Sven P.
Community Moderator
S
Getting Started
Sabine Müller-RommingerGetting Started
asked in Employee Data & Documents
Importing time recording fails - no occupation type set

Hi,We would like to import our employees into the Shiftbase time recording system via an interface. However, the import fails because no job type is supposedly set in Personio.In Personio, I cannot find a field in the employee that is called Occupation type. Does anyone have experience with this and could please help me?Best regards,SabineHi,wir möchten unsere Mitarbeiter via Schnittstelle in das Zeiterfassungssystem Shiftbase importieren. Der Import schlägt jedoch fehl, da angeblich in Personio kein Berufstyp eingestellt ist.In Personio finde ich kein Feld im Mitarbeitenden, das Berufstyp heißt. Hat hiermit jemand Erfahrung und könnte mir bitte helfen? Viele Grüße,Sabine 

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Getting Started
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