Skip to main content

Performance & Development

Ask all your questions and start discussions about performance & development: such as feedbacks, the performance cycle, training & goals in this section

  • 188 Topics
  • 475 Replies
188 Topics
L
Getting Started
Lenka DzygovskaGetting Started
asked in Performance & Development
Performance and Development

Hi,  I am struggling with proper usage of Performance & Dev App.  Why some manager´s feedbacks are reported as “Discarded”? Can we go back to them or see them somewhere? (photo below) I would really need to function properly.[Photo removed by admin]  Why the employees do not see feedback from their supervisors in personio, instead can see only self-review, although Visibility on continuous feedback is set as “always shown” - bellow photo Thanks for this for now, Kind regards,Lenka Dzygovska WDL

03
Lucie B
Community Admin
N
NGT HR
posted in Performance & Development
How to extend the end date of a cycle after it has ended but the cycle is not yet closed?

I’m trying to add new Peer Feedback Requests but there’s an error message and I’m wondering if it’s because the step end date has already passed. I can’t change it although the cycle is not yet closed.

00
N
L
Communicator
lisaamorosoCommunicator
asked in Performance & Development
add a field to make comments under subgoals

In the Goals section, it is nice to have subgoals. Can you create the ability to add comments to subgoals as opposed to just the overall goal. This would be extremely helpful.

91
Lucie B
Community Admin
B
Getting Started
BoltWorksGetting Started
asked in Performance & Development
Onboarding plan

Hi, I’m creating an onboarding plan for our organization and I’m wondering how I could get the best out of Personio for this purpose. The ideal situation would be to add onboarding modules in Personio, which could then be marked as completed once they’re done. The Training section is otherwise quite good, but it only allows adding specific training days, not a general onboarding plan. This plan should be applicable to all new hires in general. Is the Onboarding template the only option for this? We are adding the material to SharePoint, so is the only option to add links in the relevant sections that direct to materials stored in our SharePoint? Or how have you utilized Personio for onboarding most effectively?

312
Moe
Community Admin
M
Getting Started
MollySGetting Started
asked in Performance & Development
All employees review top management

We would like all the employees to review the two Managing Directors, who are not their direct supervisors, but I can’t seem to set up a performance timeframe with this specification. The settings seem to default them to their specific supervisors. Can someone help or tell me if this is possible? Thanks!

372
Moe
Community Admin
H
Newbie
HR23Newbie
asked in Performance & Development
Performance Improvement Plan

Can we set up a performance Improvement Plan template setup in Personio which will be visible only to employee, manager and HR. what are the various features that can be included ?

203
Christoph S.
Community Moderator
A
Follower
AmandaMasukuFollower
asked in Performance & Development
Default Feedback Form

I’ve created a feedback form to be used my employees but when I go to give feedback to someone a default form appears and I can’t find it in the settings for me to delete it. I want the form i’ve created to be the only one availble: 

383
Sofia V.
Personio Employee
Thibaut from Swile
Explorer
Thibaut from SwileExplorer
asked in Performance & Development
Notification linked to Performance & Development cycles

Hello,Is it possible to give more details in the notifications for Performance & Dvpt cycles? By giving the name of the cycle in the notification for example?Today, there is only “Write a manager review for ...”: in our company, we manage different cycles at the same time (Perf. cycle, “Entretien pro”...): having the name of the cycle within the notification on the Homepage will bring more visibility to managers and employees.Thanks,Thibaut 

232
N
Communicator
M
Getting Started
marikuna6010Getting Started
asked in Performance & Development
Performance evaluation templates

Hello, we are setting up the performance templates now and I noticed that the description is not displayed on the survey once participants receive it, even though I edited it in both sections 

151
Silvan
Community Moderator
D
Follower
DianaRFollower
asked in Performance & Development
Surveys Frequency and Automation

Hi everyone,I’m looking to understand if it’s possible to automate the process of kicking off surveys based on specific dates. Specifically:Can surveys be automatically triggered to start and end based on a predefined start date and end date? Is there a way to set up a recurring automation so that surveys go out every 4 weeks without manual intervention?Any insights or guidance on how to set this up (if it’s possible) would be greatly appreciated!Thanks in advance!

263
ThoL
Personio Product Manager
Milan
Personio Product Manager
MilanPersonio Product Manager
posted in Performance & Development
Improvements to participant management in reviews

Thank you for all of your feedback regarding the cycle set up experience.  One thing we’ve heard is that managing participants can be complex and we can help make it easier. Based on your feedback, we’ve introduced several enhancements to streamline participant selection and management in performance cycles, including:✨ Smarter eligibility logic: By default, only active employees are eligible, keeping the list clean and focused. Need to include employees on leave? No problem - you can add them easily. Inactive and onboarding employees are excluded automatically.✨ Streamlined filtering: Start fresh with an empty participant list. Apply filters to include the right employees, or quickly add a handful of specific participants without needing to apply filters - perfect for those one-off cases.✨ Easier Add/Remove actions: Quickly adjust participants directly from the list.✨ Clear eligibility criteria: See participant eligibility criteria in read-only mode during live and scheduled cycles, e

350
Milan
Personio Product Manager
T
Getting Started
tonicairnsGetting Started
asked in Performance & Development
Reopen Performance Cycle - URGENT

Unfortunately our performance cycle closed one week earlier than expected (user error at our side) but we now urgently need it reopening for another week. There is nothing in the support information to help and this is time critical for our people, who are half way through submitting review feedback. How can we get this done before close of business today???

432
T
Getting Started
L
Communicator
lisaamorosoCommunicator
asked in Performance & Development
Remove a request for a peer review

Hi,Is it possible to remove a request for a review from your feedback section? One of our managers received a request for a peer review and she said it was irrelevant, but now she cannot remove it from her to do section. I looked and I also do not see a fix.Any suggestions?  

1278
Julia MT
Explorer
J
Getting Started
Jill1010Getting Started
asked in Performance & Development
Deleting requested feedback

Is there a way to delete requested feedback?Some of our managers requested the wrong feedback forms so I need to delete the old requests in order to send out new requests

302
Valentina S.
Personio Employee
L
Explorer
Larissa HorstExplorer
asked in Performance & Development
Make survey results including heatmap available for supervisors

Hi,we would like to make not only the survey list results available to the supervisor but also share the heatmap with him. Right now the heatmap is only available to supervisors of a team of supervisors. When I click on the report of supervisor who has only team members with no supervisor role and then click on “heatmap”, select “Segmented by: supervisors” - it shows “0” - please see picture below.Could you please make the score available at the supervisor reports? Thank you and all the best,Larissa  

243
ThoL
Personio Product Manager
H
Newbie
HRcoordinatorTECHNewbie
asked in Performance & Development
How to enable the Dynamic Cycle Builder feature

How do I enable the Dynamic Cycle Builder feature? which employee access rights do I need to grant for this feature to appear. Our Performance & Development page still has that banner that the new feature will be released on Nov 12, but nothing had changed when I logged in in the morning and tried to start making a new cycle according to the instructions in the tutorial video.

513
Valentina S.
Personio Employee
L
Getting Started
lonna2009Getting Started
asked in Performance & Development
All Performance cycles closed

Today, we found out that all our ongoing cycles were closed (not by us). Is there any reason why it happened, and is there any way to open them back?

1395
Zulema T
Personio Employee
M
Getting Started
miawahalaGetting Started
asked in Performance & Development
Reopening a closed performance feedback cycle, closed involuntarily

We had two active review cycles in Personio launched on 4th November. Today they suddenly appear closed without us doing anything. There seems to be a reoccurring issue at Personio currently with the launch of some new feature?  We urgently need someone at Personio to "reopen" the existing cycles.Fixing this bug is super time sensitive for us is that we have a very tight deadline with reviews coming up  on 18th November - people are extremely anxious about their bonus payments tied directly to this review cycle. It is imperative this is fixed asap in order for us not to churn as customers. I appreciate these things happen but I have had to contact Personio through personal contacts in order to make sure this gets addressed in the speed we need it. Writing here for other users to get visibility on the situation.Thank you

541
Fernanda T
Personio Employee
P
Getting Started
People_TimeGetting Started
posted in Performance & Development
Current Cycle Closed.... And Dynamic Cycle Isn't Showing....

We’re currently going through our EOY Reviews here with many employees having submitted it (which as we all now a struggle in itself to get folks to complete), and the review cycle just closed with no option to enable it. I understand there’s an update, but it’s not even showing up on our end… I’m pretty shocked that we’re paying for a service that didn’t automatically export these reviews OR have the new review cycle ready to go when the last one was disabled.

561
Fernanda T
Personio Employee
Milan
Personio Product Manager
MilanPersonio Product Manager
posted in Performance & Development
Upgrade and rollout of Performance Review Cycles

We’re thrilled to share that, as of yesterday, the rollout of Personio’s new Dynamic Cycle Builder is nearly complete! Now, 98% of customers can access and use the upgraded builder.As previously communicated, with this upgrade your open cycles have been closed. However, any draft or submitted reviews are still accessible for their authors via the feedback tab.Here’s how the new Dynamic Cycle Builder supports you to create more flexible Performance Review Cycles:Quick and Easy Setup: Set up a review cycle in a few clicks with an intuitive workflow. More Precise Participant Selection: Tailor groups with powerful filters to include exactly who you need. Ready for Changes: Dynamic updates let you respond to employees joining, leaving, or changing roles mid-cycle, while flexible settings let you edit live cycles when needed.We designed the Dynamic Cycle Builder in collaboration with many of you and hugely value this participation, and, we also thank you for your patience through the upgrade

490
Milan
Personio Product Manager
P
Getting Started
PavelSKGetting Started
asked in Performance & Development
Performance Cycles Without Due Date

Hi, after the recent update to the Performance area, I can't find an option to leave the due date unset for a cycle. This feature is especially useful for Probation Period cycles, which we conduct for all new employees, as we need no deadline (or a flexible deadline) rather than a fixed due date.Is there a way to leave this field blank or to input a null value?

463
Sofia V.
Personio Employee
A
Newbie
Ana CalconutNewbie
asked in Performance & Development
Training expiration

Hola!Quería saber si es posible en personio poner fecha de caducidad de formaciones realizadas y que te avise cuando la formación está cerca de vencerse por si hay que actualizarlo.En caso de que no se pueda, ¿se os ocurre alguna manera de registrar que esa formación hay que renovarla? Hello!I wanted to know if it is possible in personio to set an expiration date for training courses and to be notified when the training is about to expire in case it needs to be updated.In case it is not possible, can you think of a way to register that this training needs to be renewed?

211
Fernanda T
Personio Employee
J
Getting Started
JoW50Getting Started
asked in Performance & Development
How to view a self-review that wasn't submitted in an closed cycle

Morning,I have a team member who’s asking to be able to see his previous self-review form.  He didn’t submit it properly so it still says ‘in progress’.  The cycle was closed some time ago.  Is there a way that I can access that content for him? Kind Regards Jo

341
Valentina S.
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Performance & Development
goals

HiIs there any way to block employee powers to edit their goal progress once the performance evaluation cycle has been closed? I would like to secure the % of achievement so employees cannot modify the % of achievement after the achievement has been discussed with their managers I see that the possibility to edit % remains open forever and I think this is dangerous from a data accuracy perspective  thanks 

343
Zulema T
Personio Employee
J
Getting Started
JoW50Getting Started
asked in Performance & Development
Changing a Performance and Development cycle deadline after launch

Hi there,I’ve had a search and I can’t find an answer on it so just wanted to ask once you’ve set a performance review cycle live can you change the due date and the reminders?ThanksJo

463
Zulema T
Personio Employee
Terms & Conditions of the Personio Voyager Community