Performance & Development

161 Topics

annual evaluations

Hi, Is there any progress on the evaluation cycle? Is there a way to incorporate goals into an evaluation form? Can we link a self-evaluation with a manager evaluation so that the employees self-documented feedback can be seen and commented on by the manager?

4 months ago

AliceMBusy Bee

asked in Performance & Development

Can employees add an external training record that they haven't yet started?

I’m looking at the Training records.In the Add Course Record section, it seems possible to add the info only after the course has been completed, because the Completion Date can only be in the past. Is it possible to add an external course before it has been completed? I’d like to introduce this as a step after the course budget has been approved but before it is started (I think it is less likely that people will remember to go back and complete the record later on). Also, can anyone explain the Completion Date and Expiration dates? Completion date is mandatory and is in the past only. Expiration date isn’t mandatory and can be in the past or future. If the Completion Date field allowed a future date to be selected, my colleagues could put in their trainings before they start, at the point of approval, not afterwards which would be really helpful.

4 months ago

lisaamorosoCommunicator

asked in Performance & Development

sarah.arnoldGetting Started

asked in Performance & Development

Manager Review wurde versehentlich nicht geteilt und muss nun nachträglich geteilt werden. Wie?

Leider ist dem Vorgesetzten untergegangen die Box zu ticken um die Review mit dem Mitarbeiter zu teilen. Wie kann ich das von HR Admin Seite korrigieren? Danke The post has been translated by the moderator.Unfortunately, the manager forgot to tick the box to share the review with the employee. How can I correct this from the HR Admin side?Thank you

4 months ago

ChristinFollower

asked in Performance & Development

Signing goal agreement

Hi, we are currently setting up the process of creating goal agreements in Personio instead of using Excel files. I am wondering whether there is any option of signing the goal agreement once it is implemented in Personio? To me it seems like I can just enter goals, adjust the progress and link it to the bonus.Would be happy if someone could help or has any workarounds here. Thanks in advance. Best regards, Christin

5 months ago

Tamara CasasaCommunicator

asked in Performance & Development

How to Report on performance cycle?

Hello everyone - we are in the middle of the performance cycle and I need to pull reports, not only about completion rates (which I understand is the export file personio allows) I need to know how many times someone was nominated as a peer? and how many people have saved for later their self review. Has anyone cracked how to report on these things?

5 months ago

EgleBGetting Started

asked in Performance & Development

Personio: cancel feedback requests

One of my colleagues mistakenly requested the wrong people for feedback on his subordinate. How can we cancel these feedback requests?

5 months ago

ChristinaGetting Started

asked in Performance & Development

Peer review visibility

Hi, regarding visibility of the peer reviews: in the documentation it says that employees can choose if they want to share the peer feedback with the individual, though I have now cases that even though the feedback was not shared with them they can still see it. Is this a know issue or could I somehow change it? Thanks in advance!

5 months ago

FrankieFollower

asked in Performance & Development

Review to dos - cycle closed

How can you get rid of to dos for reviews after the cycle has been closed? And, generally, is there a way to decline a request of a review?

5 months ago

RaeGetting Started

asked in Performance & Development

Performance Feedbacks in one document

Hello everyone, We have the following requirements, to use the Performance cycles effiently:Separately, the employee and the supervisor receives a Yearly Performance- and Development sheet to fill out (as a preparation to the yearly meeting). Afterwards, the yearly meeting takes place and HR finalizes all decisions in one document, that will be uploaded to the performance tab.Up to now, the respective people can submit the feedback, but this results in a single document for each evaluation, which makes the workflow inefficient. How do you plan your yearly Performance Meeting and how can this be done efficiently through Personio?

5 months ago

Sara GerardFollower

asked in Performance & Development

I can't add a start date when setting up a review cycle

Hi there, When I set up a review cycle following the steps in this video https://learn.personio.com/masterclass-manage-performance-and-development-en/70491,In step 2 I can’t seem to choose a start date. Only the participants. Wondering if we need to be on a different plan to make this possible?Anyone else with this problem?

5 months ago

lisaamorosoCommunicator

asked in Performance & Development

transfer to a new manager - new manager being asked to complete a review that was already done

Hi,We have had some employees transfert o new managers recently. Subsequently the new manager was automatically requested to do a review cycle that had already been completed by the old manager...how do we turn this off?

6 months ago

helenagGetting Started

asked in Performance & Development

Teilnahmestatus bei Export von Schulungen

Gerne möchten wir die Schulungsübersicht für 2023 aus Personio exportieren und für unser Reporting nutzen. Leider ist uns dabei aufgefallen, dass der Teilnahmestatus in dem Report nicht berücksichtigt wird und somit alle Mitarbeitenden gelistet werden, die sich zu der Schulung angemeldet haben, allerdings nicht daran teilgenommen haben - aus diesem Grund ist der Report für uns leider unbrauchbar.Könnte der Export bitte so eingestellt werden, dass der Teilnahmestatus berücksichtigt wird, d.h. in dem Report nur zu sehen ist, welche Mitarbeitenden wirklich an dem Training teilgenommen haben?Vielen Dank! This post has been translated by the moderator.We would like to export the training overview for 2023 from Personio and use it for our reporting. Unfortunately, we have noticed that the participation status is not taken into account in the report and therefore all employees are listed who have registered for the training but have not attended - for this reason, the report is unfortunately

6 months ago

leoncarloGetting Started

asked in Performance & Development

Issue with performance & development form saving

Hi, in “Performance & development” settings, I try to create a new form for evaluation/feedback (peer2peer) purposes. unfortunately I can not save any edits, thus every editing gets lost. Does someone know this issue? in the screenshot I show the “save” button - it is not working. Do you know why I can not save the edits in the form? Thank you and best regardsLeon

7 months ago

BojanaCommunicator

asked in Performance & Development

Goals statuses editing

Hello,Is there a possibility to edit the Goals Status Names, i.e. to set our own statuses different from those already given in Personio?Thanks,Bojana

7 months ago

AliceMBusy Bee

asked in Performance & Development

Changing line manager - repeated notifications

Hi there, One of my colleagues has been flooded with notifications to complete performance reviews for Q2 and 3 for her direct reports. These are duplicates - she was not their line manager at these times and in many cases, the line manager at the time already filled them in correctly. I’ve gone into to the review forms and marked them as duplicates, to move them off her To Do list, but is there a way to stop this from happening? We usually leave review cycles open, to allow for late completion which seems to be contributing to the problem. How can I stop Personio sending all these notifications when the form has already been completed though? I have one person who changed manager twice this year and she has 2 forms completed by her manager for the same review period and now another one has been requested!

7 months ago

Milena SGetting Started

asked in Performance & Development

Performance Form & Objectives

Hi,I need to create a annual performance appraisal form that is directly link to the objective of the person in order to “grade” (with a scale) and add a “comment” for each goal. How can I link automatically objective of the person to the their evaluation in the form? This should look like this:thanks

7 months ago

luisaelenaabGetting Started

asked in Performance & Development

Customized filters for performance cycles.

I need to have two different types of performance evaluations, one for people leaders and one for individual contributors. When I’m configuring the evaluation cycle, can I add a filter that allows to separate those two?

7 months ago

IrynaGetting Started

asked in Performance & Development

Onboarding & Offboarding (Audit logs)

I am writing to inquire about the availability of audit logs pertaining to our onboarding and offboarding processes within the system.Could you kindly provide guidance on where we can access detailed information regarding any modifications made to the steps involved in these processes? Specifically, we are interested in obtaining data such as the date and time of alterations made to the onboarding steps marked as "completed."Furthermore, I am seeking clarification on the management of historical data (audit logs) in instances where process modifications are implemented. What procedures or mechanisms govern the handling of historical data when adjustments are made to the existing processes?Your assistance in clarifying these queries would be greatly appreciated as it is crucial for our record-keeping and compliance purposes.Thank you for your attention to this matter. I eagerly await your response.

8 months ago

lisaamorosoCommunicator

asked in Performance & Development

performance scores

Is it possible to create a tab within the employee’s profile (or somewhere) to records a history of the performance scores? For instance, I’d like to go back, and review scores my employee received over the course of the last few years without going into each review document. Can I perhaps change fields in the “hidden tab” of personal information that aren’t being utilized to record score for that years evaluation? Then when it is updated each year it could go to history? Or somewhere that you could run a report of the previous scores?

8 months ago

lisaamorosoCommunicator

posted in Performance & Development

export feedback/continuous feedback

It would be really nice to be able to export any and all feedback/continuous feedback given to an employee into their documents. It’s odd to me that you can export a review created in a cycle, but if you use the same review form in the feedback it cannot be exported.

8 months ago

VolvicCommunicator

asked in Performance & Development

Training - External training

Hi How is it best to record training employees complete external to the company? Do you set up an entirely new training course and session each time? I saw this topic but there wasn’t a clear solution - Thanks

8 months ago

morgan holtGetting Started

asked in Performance & Development

How to export multiple performance reviews

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

8 months ago

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