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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
  • 492 Replies
194 Topics
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

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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?

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Sofia V.
Personio Employee
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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?

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Fernanda T
Personio Employee
J
Follower
JoW50Follower
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

351
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 

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Zulema T
Personio Employee
J
Follower
JoW50Follower
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

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Zulema T
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Performance & Development
Goals edition powers

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  Furthermore, I see employees can still edit the weights of the specific goals, I would like to block this capability and it only has to be a manager capability  thanks 

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Fernanda T
Personio Employee
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Follower
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.

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L
Follower
A
Getting Started
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!

383
I
Personio Employee
A
Getting Started
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 

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I
Personio Employee
S
sfatih
asked in Performance & Development
internal server error while saving review

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

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I
Personio Employee
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Communicator
Nathan JollyCommunicator
asked in Performance & Development
Extend and extract Status of a cycle

Dear Community,  I’ve created a cycle and added quite a large number of people in it. Now, when I’m going in the cycle to monitor the status of the different reviews, the window where all the employee are listed is very small and not user friendly. You can only see employee 2 by 2. Is it possible to extend this window ? Or reduce the menu above. Also, I wanted to share the status of this cycle with other people in my organisation. But unfortunately, if you want to export a cycle, you only have the option to export the ANSWERS, and not the overall status or table highlighted in red. How can I do that easily ? Thanks for your answer, Nathan

181
I
Personio Employee
J
Getting Started
JenqneyugNGetting Started
asked in Performance & Development
Shared Reviews remain after removal of Performance & Development?

Dear Community,I am curious if the shared and filed probationary period reviews from launched cycles will remain in the employees' documents after we have abolished Performance and Development in our system? Or will they also be deleted.Thank you all for your support! 😊Best regards,Nguyen

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I
Personio Employee
N
Communicator
Nathan JollyCommunicator
asked in Performance & Development
Modify the due date for a review cycle after it has been created

Hi team, I’ve created a cycle review for some employees and realized that I selected the wrong date when I launched the cycle. Is there a possibility to modify it in the cycle directly without having to restart from scratch ? Thank you, Nathan

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N
Communicator
M
Getting Started
marikuna6010Getting Started
asked in Performance & Development
Survey results deleted

Hello, we need urgent help. I tried to edit the survey to correct the reminder dates and now it shows me that it’s closed and all the results are gone. We need urgent help and tried to reach out to our AE and other employee, both of them are not available. I tried to call and submitter the form asking for help but no response!! Please help!

181
I
Personio Employee
M
Getting Started
Micaela LangoneGetting Started
asked in Performance & Development
Removing an employee from the peer review

Hi! i have some managers that by mistake assigned them self to the Peer review. This means that now they need to complete the Manager review and Peer review. I tried to remove the Peer review but i couldn't. Does anyone knows how to remove the feedback or to decline it? ThanksMica 

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Julia MT
Explorer
A
Getting Started
AgataGetting Started
asked in Performance & Development
Feedback notifications

I’m wondering if it might be possible to set up notifications for administrators when feedback within the P&D is given? We are using this functionality for managers to complete probation reviews and the HR department then issues an end of probation confirmation letter. Other than checking each staff member manually to see if their manager may have already submitted feedback, we don’t see any option to set notifications. There doesn’t appear to be such functionality within the workflows section either. If anyone knows how to resolve this, this would be really helpful!

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H
Communicator
A
Explorer
avmar99Explorer
asked in Performance & Development
P&D access rights for supervisor's supervisor

Is there a way to ensure that a supervisor’s supervisor(‘s supervisor in some cases with more than 2 levels of management) can view/access the feedback forms that are filled in by their team members as part of Manager Reviews? I’ve looked into it and I’m not there is a way, but thought I’d ask someone.In the ‘Access Rights’ settings when you create a custom access right for feedback notes, ‘Direct & indirect reports’ (which I take to mean anyone ‘below’ someone in the Org chart’ isn’t an option, but I think it could be a useful addition. I currently use ‘Department = Own’ in the custom access rights, but this doesn’t work for some cases in our company, as there are C-suite individuals who oversee multiple departments rather than just one. Hope this makes sense! If there are any solutions or workarounds then it’d be great to hear.

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I
Personio Employee
B
Communicator
barbara.werthmuellerCommunicator
asked in Performance & Development
Performance Management - change order of questions

Hi, it would be great if I could add a new question and select where to add it. At the moment I can only add new questions at the end which can be rather cumbersome. 

597
I
Personio Employee
N
Follower
Nicole MöhresFollower
asked in Performance & Development
New Performance & Development Area - Feedback from inactive users and performance documents

Dear Personio team,Last week the Performance & Development section was launched. We now have two questions as we can't find the information anymore:Feedback from inactive usersWe cannot see the feedback for inactive users. Is this intentional? This would be necessary for us as we would like to have a look at their feedback from time to time, especially when it comes to rehiring people.Performance DocumentsIn the past, we always attached pdf documents to each feedback. This is no longer possible. If you look at the old feedbacks, these documents are no longer attached. Luckily they are still in the documents folder, but this is not ideal for us. What is the planned solution?I look forward to your response.Best regards,Nicole

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H
Communicator
S
Getting Started
Sara de AlmeidaGetting Started
asked in Performance & Development
Anonymous peer review

Hello,We have a 360 feedback process that includes anonymous peer reviews. Neither employee nor supervisor have access to the names of the feedback providers.I understand that currently in Personio it’s possible to define the visibility of peer reviews to the employee, but not the supervisor (who always has access to the names of the feedback providers).Is there any plan to include visibility options for supervisors as well? If yes, is there any defined timeline for this to happen?Thank you

531
I
Personio Employee
A
Getting Started
aoneillGetting Started
asked in Performance & Development
Is it possible that a manager can see Goals of any employee under them even if it is not their direct report (i.e. a skip level down)?

I want to ensure that skip level managers are able to view goals for everyone below them in the org structure. This did seem to be an option 12 months ago, but is no longer available - is this the case?

351
I
Personio Employee
A
Follower
AnnVFollower
asked in Performance & Development
Turn off all Goals email notifications

We are planning to start using the Goals section from Per&Dev. How can we turn off the e-mail notifications about “new goal created”, “goal updated”, “new comment on your goal”.. as these will not be necessary?Having an overall setting for such notifications would be helpful, as everyone is getting too many emails anyway..

571
I
Personio Employee
E
Busy Bee
emmy.wolterinkBusy Bee
asked in Performance & Development
Goals - report

Hi,Is is possible to make an export/report or something simular of all Goals that employees put in the Performance/Goals section?We would like to use this in Team and Talent meetings. Thanks, Emmy

1184
A
Getting Started
P
Getting Started
PairedGetting Started
asked in Performance & Development
Feedback / Performance Review: How can I combine individual answers to one overview?

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

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I
Personio Employee
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