Hi,
Contrary to what you described, I am not able to create a task via a reminder in an employee role in my Personio account.
I want to create a task based on the birthday of employees. 
Is this not available anymore? And if not, how can I create a task based on the birthday in Personio?

Thanks in advance

Caro

@Andrea @Lena This is not up to date anymore.

Hi @CarolineBM,

Thank you for making us aware of this. While the screenshot is not up-to-date and the name for the tasks has changed, the functionality for reminders stayed the same.

The difference between a task and a reminder used to be that one expires automatically after the notification was triggered, and for tasks, employees have to click on the task notification on their dashboard for it to disappear. 

Now, you still have the possibility to choose if a notification should disappear automatically or if it should be manually clicked by employees for it to disappear from the dashboard. The name “task” was changed to avoid confusion. If you want to add a note with a specific task for birthdays in a reminder, you can still do so by writing notes:

Please visit the help center articles linked on the article to see further details about this functionality.

Let me know if there is anything else I can clarify for you!

Best,

Andrea

@Andrea Of course, I tested it already. But we have more than one office manager. If one office manager clicks on the reminder so that the reminder disappears (and therefore the task can be considered as done), the other office manager still sees this reminder. This is because it’s a reminder, not a task.

Do you have a solution for that?

Hello @CarolineBM ,

Happy to take this over. I’m sharing this workaround here in order to be visible for the Community! 

1. Create your Reminder with no expiration and with the relevant Note such as “Send voucher”.
2. After you do so,  you can  create an Attribute call it for example  "Send voucher” depending on what the Task is, along with the attribute type date. 
    
   
    
   3. I suggest you to give Propose-All Access rights to the Office management to the section in which the New attribute is stored. Then create an Approval workflow by navigating to settings>Approval> Employee data change and first create an Employee filter. In my case I have added  "Send voucher" and defined the rule-> Employee roles>equals> Management, but you can select the office Managers or you can add Send voucher equals and add the date of today.4. After you do so you can navigate back to the main page of the Approval workflow>Employee data change and add the Ruleset by selecting Employee with roles and select the office managers once again. 

 We do this, in order for the Office Managers to go to the Employee's profile (birthday) and request a data change of the attribute "Send voucher" by adding a date when this was completed as soon as one of them did this, in this way the other Office Managers will be aware that the employee X already completed the task.

 
In the Reminder with no expiration created, you can add a note such as "As soon as you send the voucher, request a data change in the employee profile".

I understand that this is a lot of work from your end, however I hope this workaround will help you.

At the same time, I would like to inform you that I have already shared this feedback to our Product Team yesterday, since this is a current product limitation.

Thank you! 

Best,

Anna Lisa

Hey @Annlisa ,

Thanks for your answer and thanks for thinking about this workaround.

Unfortunately it is too time consuming for us.

Best, Caro

Hello Personio team, 

I tried to use this workaround, but in the employee change section, I can not add an employee filter. Can you confirm that the workaround is still up to date ? 

Thanks, 
Nathan