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- 74 Topics
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Use case: Workaround for "one on one" notes recording and tracking
Hi Community 👋 I initially shared this as a workaround to a fellow Personio Community member in a comment of an existing post and @Daniele suggested it might be more visible as an individual post in case others find it useful. So here it is :)The described steps below cover the topic on how to enter something like "Supervisor notes" for regular one on ones, additional comments etc. with custom access to all relevant stakeholders (supervisor, HR, employee etc) while also having the historical records for past enties via the "Custom reports" sharing option. 1. In employee profile we create a section for supervisor notes. This section can contain text boxes, date when the note is written, the name of the person who wrote it, etc. 2. Edit access to this section is given to the supervisor only for example, this should be customized through roles. For any others you feel are needed like HR or the employee you can assign view rights or, if you choose so, hide it completely. 3. Supervi
Specific profiles for external collaborators such as recruiting agencies or labor firms
Currently, in order to share information with an external collaborator you have to create a profile like any other employee and rescind their permissions. It would be very useful if these people had a different profile with basic information (email, name of the contact person, phone number, person within the organization with whom they are working directly...) in the documents section the collaboration agreement and a section for service costs instead of payroll. This would imply that they would not appear in the organization chart, or that the system would count them as one more employee in the total number of employees because it leads to confusion.
Best practice: End-of-Year To-DosF.A.Q.
Dear Community,The year is coming to an end and everyone is currently cleaning up their desk, whether live or digitally.In this post, we have summarized a few typical tasks and updates for the turn of the year, so that you can start the 2022 optimally and completely relaxed. Feel free to post your typical end-of-year to-dos with a short description below! :) The end-of-year overviewWe'll give you a few tips and tricks on how to easily pull year-end info from Personio via custom reports:Vacation balance – Create Vacation AccrualsIn Custom Reports, create a Point in Time report, select 31. December as the Custom Date, and add at least the "Vacation - Account Balance" table column. (If necessary also the e-mail, see below). This way you will receive the number of vacation days, which are not assigned up to 31.12. yet.If you have a rule that only a certain number of vacation days, e.g. 5, may be taken into the new year, you can adjust the account balances accordingly. To do this, export t
Gender diversity: Best practices in Recruitment and Employer brandingBlog Recruitment Female Talent Diversity Employer branding
IntroductionGender diversity is an important topic on today's HR agendas. A recent survey conducted by Glassdoor revealed that 76% of candidates consider diverse workforce a valuable component when they apply for a job. Furthermore, by diminishing biases in recruiting, companies have access to a bigger pool of talent, which ultimately would reduce the effects of the war of talent. The term “war for talent” – referring to the lack of skilled employees on the labor market – has become more and more prominent in Europe over the last couple of years. According to a McKinsey study from 1997, this war for talent would become not only a strategic business challenge but also a critical driver of corporate and financial performance. In the recession following the dot-com bubble, it was assumed that the war for talent would be over or at least recede – however, quite the contrary became reality. Because of the strengthening economy and the development of many former third-world countries, the wa
Is it in the future also possible to have another authenticator app that works for MFA/2FA for Personio?
Hi! My coworker is working with a new mobile phone. This means that we should also be able to install the MFA/2FA authenticator on this mobile phone. For Personio we've noticed it is a bit more difficult to get the authentication working on her new mobile phone. We also noticed that it is only possible to log in, in Personio, with the authenticator app of Google.Will it the future also be able to log in via the authentication app of Microsoft? And do you perhaps have a instruction how my collegue could have the log in of Personio in her authenticator app on her new mobile phone up and running again? For example, other applications where you need to log in with an authenticator app, you have a QR-code.
Top 3 Frequently Asked Questions - November EditionF.A.Q.
Dear Community,Time for another round of Frequently Asked Questions! The previous FAQ article was a special on the topic of people workflow automation. Now it's back to general topics that our colleagues in Service have discussed most with our customers. These are the top three questions from the past month - to read the answers, all you have to do is click on “Show Content”: Can I upload documents for multiple employees at once? Yes, you can! Under Imports, select file type Employee documents (Multiupload). Important for a successful upload is the name of the files, so that they can be assigned correctly. For documents to be assigned to the right employee profile automatically, including the document category and date, use one of the following formats for the document file name: Firstname_Lastname_Category_ddmmyyyy or Firstname_Lastname_Category_dd.mm.yyyy or Personalnummer_Firstname_Lastname_Category_ddmmyy or Personalnummer_Lastname_Category_dd.mm.yyyy or Personalnummer___Catego
Export Public Holiday Calendar
Dear Personio Support Team,Would be possible to export the calendar public holidays in pdf format (for example)?This option should be very useful because in Spain regulation (f.e.) is mandatory to public this calendar the first of January for employees and it is mandatory also this calendar is signed by the Company.Thank you!!
Best Practice: Freelancer Management
We hope you enjoyed your weekend and are ready to jump-start into the new week! We sat together with some of you, brainstorming and discussing possible solutions to a Freelancer Pool in Personio. Finally, we crafted a best practice for Freelancer Management and are delighted to share our concept with all of you! As employees represent the lifeblood of any company their management is of great importance. By following these six steps you can facilitate your processes and effectively manage your freelancer workforce in Personio. A step by step guide Step 1: Create a freelancer pool Your freelancer pool will be managed within the Recruiting module. Create a new category “Freelancer Pool” (Settings > Recruiting > Categories) as well as a new position “Freelancer Pool” (Recruiting > Positions > Create position) in order to store all freelancer profiles in one place. Step 2: Structure your freelancer pool Additional phases (Settings > Recruiting > Phases) will help you to
Introducing new admins to Personio
Hi! Since our Personio implementation period, three new team members have started in my team. Is it possible to schedule an introduction meeting to Personio for them? I can only help them so much and we they have a lot of questions and issues they would like answers to.Thanks in advance!Best,Emma
Best Practice: Matrix Company Structure in Personio
Have you also been faced with the following challenge? You have to map your matrix company structure in Personio so that every manager can access the relevant employee data of their project teams and groups independently? Let me show you a simple way how to display this in Personio: Step 1:Create all your needed projects and groups as new attributes in Settings > Employee Information as a list of options:Optional: You can also create a new section Projects in Settings > Employee Information for this: Step 2:Assign all employees and supervisors / project leaders to their corresponding projects and groups. Preferably use the employee data import or the mass editing function in the employee list via the action button: Step 3In Settings > Employee Roles, an individual role must now be created for all supervisors and/or project leaders. After that the respective employees (supervisors and project leaders) must be added to this employee role: Step 4:In this new created employee role
Top 3 Frequently Asked Questions to Personio Support - September 2021F.A.Q.
Dear Community,Are you curious to know what the Top 3 Questions asked by our customers to our Service Teams in the last month? We have collected them here, along with the detailed answers to each questions, with the help of our awesome team behind the Help Center.In order to view the answers, just click on “Show content” under each question. How do I upload multiple documents for multiple employees simultaneously? Here is how to perform a multiupload of employee documents directly to your employees' Personio accounts. In three steps, upload multiple documents to Personio simultaneously and assign them to employees and document categories. For documents to be assigned to the right employee profile automatically, including the document category and date, use one of the following formats for the document file name:Firstname_Lastname_Category_ddmmyyyy or Firstname_Lastname_Category_dd.mm.yyyy or Personalnummer_Firstname_Lastname_Category_ddmmyy or Personalnummer_Lastname_Category_dd.mm.y
Top 3 Frequently Asked Questions to Personio Support - August 2021Tutorial
Dear Community,Our goal is to support you in your daily work with Personio. For this reason, we have decided to publish a monthly series of tips & tricks.Are you curious to know what the Top 3 Questions asked by our customers to our Service Teams in the last month? We have collected them here, along with the detailed answers to each questions, with the help of our awesome team behind the Help Center.In order to view the answers, just click on “Show content” under each question. What's the Difference between the Contract End Date and the Termination of an Employment? Contract end date If an employee has a fixed-term employment contract, the Contract End Date can be noted under Employee profile > Personal info > HR information > Contract ends.Entering a future date as the Contract End Date is for your information and to enable the prorated leave entitlement calculation only, and does not initiate automatic employment termination in Personio on that date. The Contract End Da
Interactive tour for Supervisors & employees
There’s a lot of ressources regarding implementation process but none for the employees & supervisors that also have to use Personio.1- guide tour to create a profile - for employees2- guide tour to request time-off - for employees3- guide tour for time-off approval - for supervisors4- guide tour for recuitment - for supervisors
Best practices Personio calendar - share your experience!
Dear community, our goal is to simplify your HR processes. In order to do so we would like to learn more about your best practices regarding calendar access. Which access rights to the global caldendar do you grant the role All Employees? I’m looking forward to the discussion. Kind regards from Madrid, Maria Laura
Does anyone have set up a Guide for Personio for your employees?
In a few weeks, we will start to work with Personio in our company! For my employees, I would like to have a startup Guide, so that they will know what Personio is and how they will be working with Personio. I was wondering if anyone in this community already has a Guide for their employees. If so, could you perhaps share it?
Best Practices - Vote here to choose a Topic!
Dear community,Our goal is to simplify your HR processes. In order to do so we would like to hear your opinion!We are planning to prepare a set of best practices, but first we would like to know which of these topics you would be most interested in. The topic with the most votes will win! Make sure to cast your vote and comment if you have anything to add.
Best practices Personio Dashboard - share your experience!
Dear community, Our goal is to simplify your HR processes. In order to do so we would like to learn more about your best practices regarding company shortcuts in the dashboard. Which company shortcuts do you use in your Personio account?I’m looking forward to the discussion.Kind regards from Madrid, Maria Laura
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