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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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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!

351

11 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?

8511

11 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?

421

11 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?

332

11 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?

291

1 year 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

433

1 year 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

281

1 year 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

241

1 year 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!

421

1 year 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

321

1 year 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?

101

1 year 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.

2161

1 year 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?

361

1 year 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.

271

1 year 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

984

1 year 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

1021

1 year ago

agathe_martinotDetective

asked in Performance & Development

Can performance data by enriched by other employee data in an export?

Hello!We conduct calibration by level of performance scores. I would like to know if performance scores gathered in a performance review cycle can be exported along with other employee data like their level, supervisor, departement, team, or any other custom fields.Thank you!

373

1 year ago

Julia MTExplorer

asked in Performance & Development

Wellbeing Survey (anonymous)

Hello! Is it possible to create an anonymous survey with the feedback feature? I would like to send to all employees a wellbeing survey which usually is anonymous. Thanks!

873

1 year ago

JennyFollower

asked in Performance & Development

Can't get into Performance update :-(

There was a performance update today which we all need as doing performance reviews currently, but no one can get into the call.

414

1 year ago

LindaCommunicator

asked in Performance & Development

Org changes and launched review cycles

We are launching a review cycle tomorrow but will see some organisational changes in the organisation which involve employees shifting to different supervisors over the coming weeks. If I launch the review cycle will it be affected by those future changes or does it remain as it is launched? It would make no sense to have new supervisors review employees. I need to understand how this works. Does the new supervisor get the information that he/she needs to do the review and do they then need to request a peer review?The obvious thing to do would be to wait until the changes are done but we need to get this launched to ensure the reviews are completed by mid December. Grateful for any input you can provide.Thanks all!Cheers, Linda 🍁

312

1 year ago

VolvicCommunicator

asked in Performance & Development

Training / Ongoing training with no set time and or date

Hi How are you adding training to Personio that doesn’t have an active time and date set? For example training that an employee can do in their own time. Thanks

254

1 year ago

VolvicCommunicator

asked in Performance & Development

Training / Trainer

Hi thereHow are you including the trainer in Personio training sessions? As they are not an employee they cannot access the system and in the calendar invites cannot see the attendee list. Thanks

302

1 year ago

VolvicCommunicator

asked in Performance & Development

Training Timezone

Hi I have set up training in Personio but the training times are set to the company timezone. When employees from other countries view the training sessions it is not clear that the training is not in their local time as they need to click into each session to see the timezone listed. I have checked the offices set up and their timezones are set correctly. How can employees see training times in their local time? Thanks

262

1 year ago

JeanExplorer

asked in Performance & Development

Can you modify a Template for Performance after creating the Cycle`?

Hi all,I just created my first Cycle for our Mid Year reviews 2023. One of the template’s question is not correctly phrased and I’d like to change that. I modified the template but it did not modify the form associated to the cycle. Is this normal? Is there a way to fix it please?Thank you,Jean

443

1 year ago

AnnaCzarnikExplorer

asked in Performance & Development

Scheduling Regular Feedback Cycles and Reminders in Personio

Hello Personio Community,I am reaching out to gain insights on how to effectively manage feedback cycles using Personio. Our organization is keen on ensuring that feedback is given promptly, and we are looking to automate this process as much as possible. Is there a feature in Personio that allows the scheduling of reminders for feedback cycles? We are particularly interested in setting up a system where reminders are automatically sent out every 6 months after the last feedback session. Additionally, can feedback cycles be scheduled to recur regularly, for instance, every 6 months, without having to manually set them up each time? Thank you in advance for your assistance and insights!Best regards,

862

1 year ago

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