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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

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183 Topics

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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 ?

153

3 days ago

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:

333

8 days ago

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

192

11 days ago

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

11 days ago

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!

173

17 days ago

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

330

22 days ago

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???

342

29 days ago

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?

1268

29 days ago

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

212

1 month ago

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

213

1 month ago

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.

483

1 month ago

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?

1365

1 month ago

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

481

1 month ago

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

1 month ago

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

370

1 month ago

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?

403

1 month ago

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?

161

2 months ago

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

321

3 months ago

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

273

3 months ago

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

433

4 months ago

Andreina OrtaGetting Started

asked in Performance & Development

Goals edition powers

4 months ago

LievazFollower

asked in Performance & Development

Link colleague's to an excisting "organization goal"

Hello,We have established an organizational goal that currently involves 40 colleagues. We have recently hired 10 new colleagues, and I would like to add them to the existing organizational goal. Could you please advise on how to do this?Thank you in advance.

102

4 months ago

Andreina OrtaGetting Started

asked in Performance & Development

Performance

Hi! Is it possible that manager and employee use the same performance evaluation template when the cycle is lauched following an order? E.G Employee receives the template and completes with self assesment Employee submits self assessment to manager Manager completes the template submited by the employee Manager and employee have a meeting to discuss and acknowledge on goals accomlishment capturing the final results and comments in the original performance templateI am just trying to adpt the tool to our performance philosophythanks!

303

4 months ago

Andreina OrtaGetting Started

asked in Performance & Development

GOALS AND PERFORMANCE templates

Hi Our performance process review is very simple: we measure ourselves against individual goals that were set at the start of the year. Can I just convert the goals into a performance evaluation template easily? Ideally we would want our employees to receive all the goals and once the performance review cycle is activated, they should received a form with teh very same goals and rate their own performance against those goals and then submit the form to their manager. I see many performance templates in the cycle but not a way to capture all the goals in the template and allow the employee to easily self evaluate thanks

231

4 months ago

sfatih

asked in Performance & Development

internal server error while saving review

Hi,I’m getting 500 error while saving review. can you please check?

891

5 months ago

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