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Performance & Development

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

  • 197 Topics
  • 505 Replies
197 Topics
HRJoy
Communicator
HRJoyCommunicator
asked in Performance & Development
Outlook diary reminders

Hi - we have employees missing training sessions that they have been booked on to via Personio’s Training section, because the Outlook invites that they are automatically sent for the sessions do not have any reminder on them. So nothing pops up to remind the employee of the call, and they merrily carry on working!I have checked with an employee who had this happen yesterday, and they have confirmed that they can’t even add a reminder once the invite has been accepted and added to their diaryDoes anyone know if there is a way around this from a setup/settings/admin perspective? It seems like quite a big flaw in an otherwise sensible Training system. 

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HRJoy
Communicator
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Getting Started
IvanGetting Started
asked in Performance & Development
Technical Issue with Performance Feedback Cycle – Incorrect Review Display

I’ve encountered a technical issue with the performance feedback cycle I created for our Customer Success Team.After completing a test run and filling in all the feedback forms (peer review, self-assessment, manager review, etc.), I noticed that when I view feedback as the manager, the system displays incorrect reviews for team members. For example, when I check feedback for one employee, it sometimes shows the self-review or peer review of a different person. The issue seems inconsistent—sometimes clicking again helps, but often the logic is incorrect.

152
Milan
Personio Product Manager
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Getting Started
Aine DGetting Started
asked in Performance & Development
Redirecting a Manager Review

Hello! We are in the middle of our performance reviews. A few employees have had a supervisor change after the performance cycle was set up. Their Self-Review and Manager Review request has gone to their old manager. Is it possible to redirect them to the new/current manager? Many Thanks! Aine

345
Milan
Personio Product Manager
I
Getting Started
Ivana G.Getting Started
asked in Performance & Development
Assign specific feedback form when "Requesting Feedback"

Hi,for the end of probation feedback and we want supervisors to use the “Request Feedback” function to ask peers or other stakeholder to evaluate the new joiner.We have created a specific feedback form for probation feedback from peers.Is there a way to assign this form for completion when requesting the feedback or for the peers to select the specific form when completing the task?Thanks,Ivana

262
Milan
Personio Product Manager
S
Getting Started
SimonSayzGetting Started
asked in Performance & Development
How to set up a workflow for employee training requests and approvals?

Hi everyone!I’m looking to create a streamlined workflow in Personio for managing employee training requests. Ideally, the workflow would include: Employee submits a training request (through Personio or a form integration) Approval flow – involving the direct manager and HR Cost tracking – linking costs to the employee profile and budget overview Automatic update to the Personio Training tab upon approval Digital Training Cost Agreement – sent to the employee for e-signature once approved Would love to hear how others have approached this, especially around automation and integration for smooth processing. Any best practices or tips would be appreciated!

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SabbuSchreiber
Communicator
E
Getting Started
Emma LGetting Started
posted in Performance & Development
Bi-annual / Quarterly Performance Reviews Using Personio Cycles

Hello everyone,We're an NGO with around 65 employees and currently use Personio for our annual skills assessment reviews. We're now looking to integrate a quarterly review process and are exploring how best to set this up (different cycles, one cycle with everything,...).We’re curious to hear how other organizations are using Personio for bi-annual or quarterly reviews between employees and their managers.Any insights, best practices, or tips would be greatly appreciated - and we’d be happy to share our own experiences at the same time!Thanks in advance 😊

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L
Getting Started
N
Getting Started
NGT HRGetting Started
asked 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.

172
N
Getting Started
C
Getting Started
CBeGetting Started
asked in Performance & Development
Documents from Review cycle into Personal file

Hi all!We just finished and closed our Review cycle and I wanted to export the reviews to the employee documents section. We did the same last year and back in the days, it worked just fine with exporting them within the system but I can’t find the option to do so this year. Can anyone help with that?  PS: Support ticket is open but I did not get any feedback as of now to it.

442
Moe
Community Admin
Willemijn Leijs
Busy Bee
Willemijn LeijsBusy Bee
asked in Performance & Development
Performance & Development cycles are not being saved

Hi, since this weekend I get a lot of messages from colleagues that they cannot save their performance review. The auto save does not work and colleagues can also not send it. The cycle should be open until March 31. Can someone please help me quickly today? 😊

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Willemijn Leijs
Busy Bee
F
Getting Started
Freia MostertGetting Started
asked in Performance & Development
Performance setup

We have been using Personio since the beginning of this year and now want to get started with setting up the Performance module. We would like to get in touch with a company that already works with this Performance module and share their experiences with us in, for example, an online call.We are a fast-growing subsidy consultancy firm in the Netherlands that mainly employs (higher educated) consultants and currently have about 150 employees. We would like to get in touch with a company of a similar size and preferably in business services. Anybody interested? We gebruiken sinds het begin van dit jaar Personio en willen nu aan de slag gaan met het inrichten van de Performance module en het Functiehuis. We zouden graag in contact komen met een bedrijf dat al werkt met deze Performance module en hun ervaringen met ons willen delen in bijvoorbeeld een online call.Wij zijn een snel groeiende subsidieadviesbureau in Nederland waar met name (hoger opgeleide) consultants werken en hebben op di

472
F
Getting Started
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

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C
Personio Employee
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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.

151
Lucie B
Community Admin
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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?

902
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!

572
Moe
Community Admin
H
Follower
HR23Follower
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 ?

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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: 

513
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 

502
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 

181
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!

363
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

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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???

562
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?  

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Julia MT
Explorer
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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

472
Valentina S.
Personio Employee
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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  

313
ThoL
Personio Product Manager
H
Getting Started
HRcoordinatorTECHGetting Started
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.

563
Valentina S.
Personio Employee
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