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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

  • 167 Topics
  • 432 Replies
167 Topics
agathe_martinot
Detective
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!

3
I
Community Moderator
10 months ago
Julia MT
Explorer
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! 

3
Julia MT
Explorer
10 months ago
J
Follower
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.  

4
J
Follower
10 months ago
Linda
Communicator
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 🍁

2
Linda
Communicator
10 months ago
V
Communicator
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

4
V
Communicator
10 months ago
V
Communicator
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

2
V
Communicator
10 months ago
V
Communicator
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 

2
V
Communicator
10 months ago
J
Explorer
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

3
I
Community Moderator
11 months ago
A
Follower
AnnaCzarnikFollower
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,

2
A
Follower
11 months ago
S
Getting Started
Sanita KumarGetting Started
asked in Performance & Development
Feedback Templates

Hello everyone, we would like to know if it is possible to change the colors of the traffic light scale in the feedback template. We also noticed that a feedback provider unfortunately cannot use our preset templates when asked for feedback by an employee. Is there a solution for this?Thank you in advance!Best regards

1
I
Community Moderator
11 months ago
F
Getting Started
FabbGetting Started
asked in Performance & Development
Submitted Feedback Form is not shown in Manager profile

Hi team, we currently face the issue that a manager can’t access their team’s submitted feedback in Personio – even if it says it was shared with their manager and they are the manager according to Personio. Can you help us solve it? Thank you!

3
I
Community Moderator
11 months ago
A
Follower
AlexandraFollower
posted in Performance & Development
duration of performance goals

Hi all,we have been wondering about best practices regarding the performance review duration and the associated annual goals. We typically finalize the year-end performance reviews by March 31st of the following year and also agree on the goals for the rest of the year. However, we believe it would make sense that the annual goals are set form April 1st to March 31st of the next year. How do other companies do this?

1
Linda23
11 months ago
H
Getting Started
HRHPGetting Started
asked in Performance & Development
Sharing manager reviews in Personio

How can manager reviews be shared with the direct reports? It appears as “sharing allowed” but the direct report cannot see the review.

1
I
Community Moderator
11 months ago
A
Follower
AnnaCzarnikFollower
asked in Performance & Development
Uploading Previous Employee Responses to the Performance & Development Tab in Personio

Hello everyone,I have a question regarding uploading historical data into the Performance & Development tab in Personio. Before we had this tab, we conducted performance and development assessments through other means. Now, we would like to upload these previous responses into Personio to keep all information centralized.Is there a way to upload these historical responses directly into the Performance & Development tab without sending notifications to the employees? We want to avoid any confusion or concern that might arise if employees receive notifications about these past assessments.I appreciate any guidance or suggestions you might have on how to go about this. Thank you in advance!Remember to check the Personio documentation or contact their support for an official response. You can adjust the question to include any specific details or context as necessary.   

2
A
Follower
11 months ago
G
Getting Started
GerlandoGetting Started
asked in Performance & Development
Performance & Development via API

Hello, is there a plan to integrate the possibility of creating and managing training courses, sessions and enrolments via the API? Cheers,Oskar

2
G
Getting Started
11 months ago
Bojana
Communicator
BojanaCommunicator
posted in Performance & Development
Upwards review - manually added direct reports

Hello,Regarding the Performance Cycles, at this moment the settings allow adding the Peers from which we would like to receive feedback for the Employee. The Upwards are automatically added, with no option for manually adding people.This is not really according our actual structure, and it is making us trouble when creating cycles. We don’t want to change the current organizational structure on Personio just so we are able to receive appropriate Upward feedback.Could you please offer a solution or maybe think about making this available as it is for the Peers?Thanks.Bojana

5
Bojana
Communicator
1 year ago
S
Getting Started
seaweedpeopleGetting Started
asked in Performance & Development
Is anyone using the Performance Cycles for Quarterly/6 Monthly performance reviews?

Hi there! We’re looking into setting up performance cycles on Personio so we can have performance reviews all in one place. We’re hoping to have 2 different cycles: Quarterly & 6 Monthly. This would mean that employees and managers would get notification to fill out feedback every 3 months/6 months. From the playing around I’ve done so far it seems like we can set deadlines but the cycles do not automatically repeat after the deadline?

1
I
Community Moderator
1 year ago
G
Getting Started
GGAGetting Started
asked in Performance & Development
Personio Webinar link is Broken - The New Performance & Development Area

Hello, could you please fix it ?  The links is referring to a Zoom in the past.. Thanks,Greg

1
Annlisa
Community Moderator
1 year ago
L
Getting Started
LJUGetting Started
posted in Performance & Development
Performance Review Meetings - Tracking

Hello, we received details of a useful update taking place on 22 August, which will help us easily track performance meetings, something we had been wishing for for a long time! Great news.  BUT…We are told that only supervisors and cycle admins can set up review meetings.  Essentially for us this means only the most senior members of our organisation or HR . This is not manageable for us (we expect employees to set up their own review meetings).Firstly (for Personio): have we understood this correctly?If so: Does this impact anyone else? I imagine we cannot be the only organisation which expects this? If not: have you thought of any workarounds?I saw a webinar advertised for Thurs 17 Aug, which would presumably cover this but I cannot sign up (the link is out of date) - Personio can this be rectified please so we can join?thank you all in advance!    

1
I
Community Moderator
1 year ago
B
Getting Started
Bea22Getting Started
asked in Performance & Development
The Upward Review does not appear for my employees in the cycle or feedback tab

Hi all!I’ve launched an annual interview cycle with an upward feedback to fill up (I made up the form in the settings and saved it first) but it does not appear for my employees. They do see their forms and also the peer one but not the Upward one. I have no idea what’s the problem here...Any advice?Thanks a lot!!!

7
S
Explorer
1 year ago
A
Follower
AlexandraFollower
posted in Performance & Development
Performance progress Check-in

Hi everyone,we want to implement a performance progress check-in cycle via Personio 6 months after the annual performance review. I will launch this with a short list of questions to be prepared by both employee (self-assessment) and manager. Has anyone done this before and can you share the questions you have used for the discussion? I was thinking of the below questions, but would appreciate anybody else*s feedback or experience with this.What achievement are you most proud of since the last review and why? Looking back, what was a challenge and why? Are we on track to hit our goals? Why / Why not? What is getting in the way of hitting our goals? Do we need to revise our goals based on roadblocks? How can I help you hit these performance goals or shoot past them? How would you say your performance compares to the performance since the last review?Thanks in advance!Alexandra   

1
SalC
Busy Bee
1 year ago
L
Communicator
lisaamorosoCommunicator
asked in Performance & Development
continuous feedback

is there a way to download continuous feedback to the documents tab and have an employee sign it? I’d like to create and evaluation form but we require signatures...

1
I
Community Moderator
1 year ago
K
Follower
Karin van DijkFollower
asked in Performance & Development
Add comment to a goal or target separately

How can I put a comment to the target in the fields instead of only one comment possibility?

3
I
Community Moderator
1 year ago
J
Follower
JennyFollower
asked in Performance & Development
All my employees can edit & delete each others' Goals

Hi there,  I have tried and failed to secure our Goals permissions - even customising has no effect. Our Growth Manager doesn’t have any more solutions to offer.Is there a way to turn off the ability for employees (not just supervisors and/or admins, but literally every person in the company) to be able to edit & delete each others’ many Goals. Happy to send photos.  Thanks!-Jenny 

3
I
Community Moderator
1 year ago
C
Follower
CheicknaFollower
asked in Performance & Development
Perfromance - Goal notification - Comment section

Hello :) I was wondering if any settings were available to push notifications once a comment is posted in a Goal section. If not possible, it would be something, maybe, to look at.We have more than 40 employees to manage through the Goal module, and we think of using the comment sections for our monthly target information, instead of using classic ways (such as emails). And for now, it seems that the only way to know when someone left a comment in there, is to check ourselves.  Thank you in advance, Cheickna

2
C
Follower
1 year ago
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