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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

  • 194 Topics
  • 493 Replies
194 Topics
A
Aine D
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

184
Moe
Community Admin
E
Newbie
Emma LNewbie
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 😊

342
A
Explorer
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.

132
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.

192
Moe
Community Admin
Willemijn Leijs
Explorer
Willemijn LeijsExplorer
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? 😊

345
Willemijn Leijs
Explorer
A
AndreasM
asked in Performance & Development
SEO Requirements for the Landing Pages

Right now, it’s still unclear to me how SEO requirements are being taken into account within the current setup, and I haven’t been able to find any relevant documentation. I have the following specific questions:How is duplicate content being handled if a job posting is published both on Personio and on our own domain? Is it possible to set a canonical tag on Personio pointing to our domain? Can we set the Personio page to noindex/follow? Is it correct that when embedding Personio via iFrame on our domain, the content is not indexed? Thanks in advance for any information you can provide!

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A
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

412
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

464
C
Personio Employee
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.

141
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?

652
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!

552
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 ?

293
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: 

453
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 

252
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 

161
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!

353
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???

522
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?  

1348
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

412
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  

253
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?

1435
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

631
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
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