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Time Off & Attendance

Sharing all your questions and discussions on Time Off & Attendance, as well as the Calendar.

  • 516 Topics
  • 1,255 Replies
517 Topics
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Getting Started
HSK_000Getting Started
asked in Time Off & Attendance
Monthly accrual of holidays from hire date

Our company uses a custom holiday accrual policy that I’m not able to replicate in Personio. The key policy rules are:Employees accrue holiday on a monthly basis from hire date. Example: An employee hired on 1st February with 24 days per year will have accrued 2 days of holiday on the 1st of March There is no holiday year end-date where outstanding holidays are terminated, instead this is a rolling policy where the only limit is how many days you can accrue in total. This number is set to your annual allowance. Example: Employee with 24 holidays per year can accrue up to 24 days. If he has 24 accrued days and continues working without taking any paid leave, he will remain at 24 accrued holidays.Is there a way to reflect one or both of the above in Personio’s paid vacation policies? We could manage the max holidays manually if needed, it’s mainly the monthly accrual that we need reflected on the system. Many thanks

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H
Getting Started
C
Follower
Carly MurphyFollower
asked in Time Off & Attendance
Changing Working Pattern

Hi Everyone, I have a staff member who works a 28 hour week. She has a 5 week working pattern, e.g week 1, 28 hours over 4 days, week 2 28 hours over 5 days, week 3 28 hours over 5 days but different working hours per day than week 2. Currently I have her AL in hours calculated over 5 days, and her working pattern set up as 5 hours 35 mins per day. This is fine where she takes a full week’s leave - it deducts 28 hours from her balance. On the days, however, where she works a full day, e.g 9 to 5 (7 hours) and wants to take the afternoon off, e.g 2 to 5, she is unable to do do, as her working day is set up as 5 hours and 35 minutes., from 9 to 2.35. Is there any way to add a 5-week working schedule in the background? I can see there is the option to add 4 weeks for the schedule which I will try, and would help but can an additional week be added?  

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C
Follower
R
Getting Started
radarloveGetting Started
asked in Time Off & Attendance
Automatically change overtime in Flexi time

Hi all, Is there a way to change approved overtime automatically in flexi time?ThanksTom

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Moe
Community Admin
C
Follower
Customer123Follower
asked in Time Off & Attendance
An employee booking holiday problem

Hi everyone I’ve set up an employee on a different holiday policy as she’s on varied hours through the week.  So I’ve set it up as hours.  However, although everything else looks the same as any other employee she’s getting the attached when she tried to book holiday.  It says “sorry couldn’t retrieve your data” I must have done something wrong but no idea what!  Any ideas please?

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SabbuSchreiber
Communicator
R
Getting Started
radarloveGetting Started
asked in Time Off & Attendance
Report absence type not visible

Dear all, We have two absence time off type:On call (weekdays)On call (weekends)Both are used and aproved, but when creating the report for last month only “On call weekdays” is visible.Any idea?ThanksTom

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HRJoy
Communicator
J
Getting Started
JuditSosGetting Started
asked in Time Off & Attendance
Public holidays not shown

Hi, For a workplace, i did the public calendar set up. and i assigned this workplace to our employee. and i still dont see the public holidays in her calendar. what can be the problem? Who could help me?

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SabbuSchreiber
Communicator
berat can
Follower
berat canFollower
asked in Time Off & Attendance
Time tracking for working students

Hi again :)We've enabled the clock in/clock out profile for our working students in the time tracking system. However, they can still manually enter their time. We want working students to only use the clock in/clock out function, not manual entry. How can we disable the manual time entry option for them?Thanks in advance :) Berat 

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berat can
Follower
H
Getting Started
HoaNgGetting Started
asked in Time Off & Attendance
Home office policy setup

Hi everyone,I would like to set up the home office policy for the employees. The employees have 100 days/year for HO, which means 8 days/month. This number of days is applied monthly, and if the employees don’t use them, these days will be forfeited. However, Personio keeps adding on the unused HO days from previous months to the next month and cause confusion for the employees.Is it possible to have Personio allowed 8 days HO every month and not adding up days to the next month?Thank you & Good day

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H
Getting Started
R
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Rickf25Getting Started
asked in Time Off & Attendance
creating work tasks

How do I create tasks so that when employees enter time they can allocate it to a list of tasks

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SabbuSchreiber
Communicator
M
Follower
MvdSFollower
asked in Time Off & Attendance
0-hour day doesn't show on the team calendar, hot to fix this?

Hi all, When tracking one or more days as 0-hour days these don't show up as such on the team calendar. Colleagues are not able to see that this person was, is, or will be absent that/these day(s).I made sure that all corresponding work schedules’ settings are as suggested:"Calculate overtime" setting is set to daily Both "Track deficit hours" and "Deduct hours daily if no time is tracked" settings are active.Does anyone have a solution to this issue? Thanks!

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LegoMD
Communicator
T
Getting Started
TeemuGetting Started
asked in Time Off & Attendance
Creation of partial day sick leave which would fill the rest of the day with sick leave status?

Description of the need:When person gets sick during the day and needs to leave the work… It would be helpful to have a possibility to create work type which would be e.g. partial day sick leave (we had this in our old HR system) Selecting this would fill the current day up till your expected hours with this partial day sick leave.Example:I am expected to work 7,5 hours After working for 3 hours I feel sick and need to leave home to rest I mark at this point partial day sick leave  It would automatically fill up missing 4,5 hours with that work typeQuestion:Is there possibility to do such work type and if how in Personio? If there is not direct possibility to do such , what would be the closest solution? Thank you already beforehand

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HRJoy
Communicator
rstambolieva
Explorer
rstambolievaExplorer
asked in Time Off & Attendance
Absence types - assigned / unassigned

Dear Community, unfortunately I am back from my holiday to discover a change I really cannot comprehend.In order for people to have access to certain absence policies (like parental leave or unpaid leave and others) I now have to set up an accrual policy and assign it to the respective employees retroactively? I am really struggling to see why this is necessary and thus a needed change? Furthermore, when trying to assign such a policy in bulk I can only set up as starting date the 1st of January 2024 and not the hire date? But when I open each individual profile then I can set the hire date as the starting date (which would make the most sense, because all periods before 1st of January 2024 will be then changed/will disapper).I hope I am not the only one struggling with this and I am happy to hear any solutions around it! Thanks & BestRali 

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HRJoy
Communicator
O
Getting Started
Olga LysiakGetting Started
asked in Time Off & Attendance
Adding comment to Absence request

Hi!I would like to add the comment section field when employees request their absences. For example, if they request Educational leave, I want them to specify what training they take.Should I create a new Absence Policy or I can add this comment section to the existing one?How do I add this comments section for Absences?Thank you!

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rstambolieva
Explorer
D
Getting Started
Daniel_KRGetting Started
asked in Time Off & Attendance
Synchronizing Outlook "Absence Calendar" with Personio – Possible?

Hi everyone,We're currently reviewing how Personio interacts with Microsoft 365, specifically regarding the handling of employee absences. The existing setup works well: absences requested in Personio are properly synchronized with each employee's Outlook calendar.However, we’re exploring a slightly different workflow:Goal:Employees would enter their absence directly in their Outlook calendar by booking a shared resource calendar (e.g., “Absence Calendar”). This calendar would act as a central overview of all team absences.Question:Is there a way to have entries from this shared Outlook calendar automatically reflected as absences in Personio?From what we’ve tested and understood so far, Personio requires each absence to be manually submitted by the employee within Personio itself, and resource calendars cannot be used to generate absences.We’ve heard this may have worked differently in the past, so we’re curious: Has anyone successfully implemented a similar workflow? Are there any

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SabbuSchreiber
Communicator
S
Getting Started
SoniaGetting Started
asked in Time Off & Attendance
Monthly work schedule registration

Hello,We need to upload the generated PDF document of the time record monthly, as it's a legal requirement. Is there a way to upload the documents in bulk? We've tried saving them with Idemployee_name_firstname_category_date, but it doesn't work; it asks us to validate them one by one. Has anyone managed to do this? How?

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Moe
Community Admin
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Getting Started
NGT HRGetting Started
asked in Time Off & Attendance
Delete Sick Leave by the Employee

Hi, As the HR I’d like to receive a request for deletion on Sick Leave that has already been fully approved.  I’ve seen a later deletion by an employee without anyone’s approval.Thanks,Cynthia

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HRJoy
Communicator
C
Follower
Customer123Follower
asked in Time Off & Attendance
Neonatal

When is Personio going to be updated to include Neonatal Pay and Leave please for the UK?

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HRJoy
Communicator
M
Getting Started
MK1Getting Started
asked in Time Off & Attendance
Working hours for working student Germany

Hi there, The working hours concerns working student as they are paid hourly. A working student raised a question that when he enters a sick day or vacation in his Personio calendar, the tracked hours reduce and show up under Time Off. It is fine to show up the absence in Time Off but it should not reduce the tracked hours as this sick leave or vacation is a paid day.  Could you please let me know if there is something I should change in the calendar or it is set up by Personio this way? Kind regards,MK

411
SabbuSchreiber
Communicator
B
Getting Started
BoltWorksGetting Started
asked in Time Off & Attendance
Private projects

Hi, Can I create projects related to time tracking that are visible only to specific users? For example, if I want to create projects specifically for our IT team, is there a way to make them visible only in the IT team’s time tracking view?

241
SabbuSchreiber
Communicator
C
Follower
Carly MurphyFollower
asked in Time Off & Attendance
Unable to view 'Overtime' function under attendance/time tracking

Hi, I have an issue with not being able to view the overtime function for one of my staff members. I recently allocated a new AL policy to them, and the currently TOIL policy stands. Their manger also got a new AL policy but I can see their overtime function. What do I need to do here?   

341
SabbuSchreiber
Communicator
I
Getting Started
IngkafGetting Started
asked in Time Off & Attendance
Remove 'Request' option in absence type Remote Work

We have three Remote Work absence types: Working From Home, On training/At a conference, and Traveling. This is purely for others to know where people are during the week for planning purposes. However, when our co-workers want to register these absence types in their calendars, they get the options to either ‘Skip Approval’ or to ‘Request’ the absence. I’ve checked, but ‘Requesting’ does not send the request to the supervisor….it automatically approves it, as does ‘Skip Approve’, so actually the ‘Request’ button is a bit misleading. Is there a way to remove this? 

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People Person
Communicator
A
Getting Started
ashleyashleyashleyGetting Started
asked in Time Off & Attendance
Absence - only taking carryover days if less days have been taken

Hello, So we have a flexible holiday policy which is making it a nightmare for me to figure this out in Personio. On our contracts we have 25 days you can take but in reality people take 28-30 (And this is completely fine!). But what is happening now is that Personio is ‘deducting’ the extra days from the new year so if someone took 3 days more than 25, then now they have 24 hours less that they can take in the new year. Is there a way I can prompt that only if people take less than 25 days that it is carried over into the new year and not the surplus? Please let me know! 

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HRJoy
Communicator
H
Getting Started
HayalGetting Started
asked in Time Off & Attendance
Time Off – "Validity On" Restriction for Different Countries

Hi everyone,I’m facing a challenge with the "Validity On" section in Time Off, as it restricts us from configuring different leave policies for different countries. For example, in some countries, annual leave is calculated based on calendar days, while in others, it’s based on working days.Ideally, this setting should be moved from the "Type" field to the "Add New Accrual Policy" section to allow for better international policy management. Right now, users see numerous leave types that are irrelevant to their country (e.g., a user in Zambia might see leave types meant for Ukraine).Has anyone found a workaround for this, or is there an update planned to improve this functionality?Looking forward to your insights!

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K
Explorer
A
Explorer
AnnaCzarnikExplorer
asked in Time Off & Attendance
Approval Process for Holidays – HR Visibility

Dear Personio Community,I would like to ask if there is a possibility to set up an approval process for holiday requests that allows HR to have visibility over all requests, even if we are not directly part of the approval chain. The goal is to ensure that all requests are processed and accepted on time without necessarily adding an extra approval step for HR.Is there a way to configure this within Personio, such as through notifications, reports, or a dashboard view? Any insights or best practices would be greatly appreciated.Thanks,Anna

302
A
Explorer
LegoMD
Communicator
LegoMDCommunicator
asked in Time Off & Attendance
How to request 30-50% sick leave?

Hi @here, is there any improvement on how to register a period of sick leave on Personio absence calendar if the doctor’s cert states 30 or 50% per day for 2-3 weeks? It would be very useful to have a solution for that since it happens often that the employee receive that kind of certificate from the doctor. Thank you for the update in advance! Diana

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