Performance & Development

We're working on implementing the performance and goals modules and have some practical questions. Does anyone have the time and interest to help us with this in the short term by answering our questions from a practical perspective? Preferably in Dutch, but English is also an option. 

We just conducted 360s and self-reviews across 100 staff. This results in many individual documents that can be downloaded as individual PDFs.But how do we export them all - ideally as excel - so that they can be reviewed efficiently?many thanks

Hi everyone!In the Performance module, it is not possible to export the participants of a cycle. The error that appears is: Microsoft Excel. “We found a problem with the content of the cycle. Would you like us to try to recover as much of the content as possible? If you trust the source of this workbook, click Yes.”When clicking Yes, another Microsoft Excel message appears saying: “The file is corrupted and cannot be opened.Thank you in advance for your help.

In our company, we would like the HR department to have control over who evaluates whom in performance review cycles.Specifically, we would like HR to be able to manually assign subordinates to reviewers, rather than having these relationships automatically determined by the direct supervisor.Is there currently a way in Personio to let HR configure or override these reviewer–reviewee assignments manually?If not, is such a feature planned for future updates?

Is it possible for an admin to manually add a Manager Review on behalf of a manager who is unavailable to do so within the Performance Review cycle?

Hello Personio Community,I need help with a specific adjustment in our current performance review cycle, which is already in Live status.We have an employee (X) who currently reports to a new lead (Y), but Y only started in the manager role in October. For this review cycle, we would like X’s upward review to be directed to their previous manager (Z) instead of Y, since Z was their manager for most of the review period.The challenge is that the Reviewer selection setting (Automatic vs. Manual nomination) is now locked and cannot be edited. Could someone advise or assist with one of the following: Is it possible to manually reassign X’s upward review to Z in the current cycle? Alternatively, are there any recommended workarounds? For example, could we create a mini-cycle for Z with manual nomination enabled and assign X’s feedback there? Thank you in advance for any guidance!

Hi everyone,We’re  looking into our performance review cycle in Personio and want to make it as smooth as possible for managers and employees. Our current challenge is that managers often need to reference the employee’s self-review while simultaneously taking notes during the 1:1 discussion.Right now, the typical workaround is using a separate document (Word) for meeting notes, but we’d like to keep everything within Personio to simplify the workflow and ensure all data is centralized.We’re particularly interested in: How other companies structure their templates to allow managers to see the employee self-review and add notes (document set goals and agreements, as well as feedback) - in one view if possible. Best practices for capturing discussion points together with self-review questions versus in a separate discussion notes section. Any tips for keeping the process efficient

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

Hello all, I hope someone may be able to help me :) I recently scheduled a performance review cycle to launch on October 22nd (today) and it is still reflected as “Scheduled” and not “Live”. Have I missed a step? Employees have not received any notifications to start reviews. I can’t see anywhere that I may need to change settings. Please let me know! Thank you. 

Hallo Liebe Community, wir sind aktuell dabei den Personio Performance & Entwicklungsbereich aufzubauen. Dabei wollen wir die Personio Zeiträume für ein 360 Grad Feedback nutzen. D.h. es soll alle Feedbackformen (Fremdbeurteilung, Selbstbeurteilung, Peerbeurteilung und Beurteilung der Führungskraft) geben. Aktuell haben wir ein Problem mit den Peerbeurteilungen. Wir hatten gehofft, dass die Mitarbeiter die Peers, von denen er/sie eine Beurteilungen erhalten möchte, selber auswählen kann. Dies ist jedoch nicht möglich und kann aktuell nur durch Admins und HR Beauftrage passieren. Gibt es eine Einstellung, sodass der Mitarbeiter oder zumindest die Führungskraft die Peers wählen kann?  Der Zeitaufwand die Peers auszuwählen ist mit steigender Mitarbeiterzahl für HR einfach zu hoch und nicht abbildbar. Über Antworten freue ich mich sehr! Vielen Dank im Voraus! Liebe Grüße,Kira  

Hi community! :)We’re preparing for the upcoming performance cycle.After preparing the forms and doing some tests, I have the following questions:Upward review: for the test, we have set the following permissionsSharing settings: Shared with supervisors Confidentiality settings: Reviewers can decide Reviewer selection: Automatically (all direct reports)However, the review ended up being shared just with the manager’s supervisor. We’d like managers to see what their team members have to say about them (keeping the anonymity). Is this possible? Are we doing something wrong? Reviews release2.1. We know that it’s possible to delay the release of the Manager’s evaluation. Is it possible to do the same for self-review? It seems that this one is visible immediately after submission. We’d like to have both managers and team

Liebe Community, wir wollen im Unternehmen mit Feedback vom Mitarbeitenden an die Führungskraft starten. Dafür habe ich im Performance-Bereich einen Beurteilungszeitraum erstellt. In unserer Testphase bin ich nun darauf gekommen, dass wenn ich als Mitarbeitende*r meiner Führungskraft Feedback gebe, dies meine Führungskraft zwar nicht sieht aber die Führungskraft darüber (inkl. Namen von wem dieses Feedback ist). Dies finden wir aus Vertraulichkeits- und Anonymitätsgründen nicht gut und wollen wir in diesem Prozess nicht so. Sondern das Feedback sollte im ersten Schritt nur für HR sichtbar sein.Kennt jemand aus der Community das Problem und weiß, wie und ob ich das umstellen kann? Gerne auch die Personio Manager hier…Wie der Screenshot unten zeigt: ich Bereich “verwalten” bei “Performance” finde ich nur die unten angezeigte Auswahl. Sollte es nicht noch die Möglichkeit geben: "nur HR" auszuwählen?!Danke für euren Support.Liebe Grüße,

Hi everyone,We’re currently using the Performance Review feature in Personio for our annual appraisals. The process works well with two steps: Self-Review (completed by the appraisee) Manager Review (completed by the appraiser) However, we’ve noticed there’s no final step for the appraisee to acknowledge or confirm the manager’s comments once the review has been shared.We’d like the appraisee to be able to validate or sign off on the appraisal before it’s officially closed.Does anyone know if: It’s possible to add a third “Acknowledgement” step in the workflow? Or if there’s a recommended workaround (e.g. a confirmation field, comment box, or setting)? Thanks a lot for your help!Best,Maxime Theler

Hi there, Performance ratings are available, I activated and configured them but they do not show up in my manager form? Also according to the Personio chatbot I can add several of them in one form so I can assess our people on various themes and topics. Please assist. Jorg

Hi all!We’re setting up a performance cycle and for the 1st time we’re going to include an upward review to encourage open and honest feedback about our management team.Questions we have at the moment:Submission timestamps are visible to managers in anonymous upward reviews? If so, how the system prevent timing-based identification? A manager might correlate submission times with when they know specific team members were working or if the self-evaluation submission is done at the same time What other metadata safeguards are in place to protect reviewer anonymity?Anyone able to help here? Thanks in advance!!

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.

Hello,I am testing the performance tool right now to launch soon our first official review. While testing, I created a self-assessment, two peer-reviews and a manager feedback. Now I have 4 different review answers for one employee for one cycle. How can I combine all of these in one overview? Considering that one employee will have several peers filling in their review, there must be an option to show all feedbacks at once? Otherwise, where can the manager create an own overview with notes on the feedback to be shared?Thank youEileen

Hi all, We have a Development Report 2025 Review Cycle set up. Its status is active, but the colleagues who filled it out this year cannot access it any more. The filled out form simply does not appear in Review Cycles section.They say everything was okay last week.Do you have any suggestions? Thank you, Vesna

Hi,we are currently implementing job leveling and are missing a feature to level each pre-defined skill list belonging to one job family, which should be the base for the calculation of the overall level.Workaround is to create a document including all skills and levels.Do you know a better solution?Thanks and best regards,Larissa

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. 

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.

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

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!

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.

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? 😊