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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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184 Topics

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VolvicCommunicator

asked in Performance & Development

Performance Cycle email

hi there, when kicking off a new performance cycle, everyone participating gets an email invitation with the following text. It’s time to fill out your self review. You’ll reflect on your growth and development, and submit the finished review to your manager. How can this be amended? Thanks!

492

1 year ago

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

753

1 year ago

TittaGetting Started

asked in Performance & Development

Creating and managing bonus payments

Hello, I have tried to test the bonus functionality. I have created a goal for Jan-March with three subgoals and marked them as Completed with achivement ratings. I have added a quartely bonus under Salary and marked that as (see the latter screen shot, validity date is 1.1.2023)How can I activate the bonus payment under Salary? The view indicated in the first screen shot does not appear to me. I would like to have a functionality where we can add bot individual and company goals to Personio, document the achivements to Personio and let it calculate the payment. Note please that we have different bonus categories, i.e. different maximum payout levels for employees. These should be taken into account. BR Titta

743

1 year ago

VolvicCommunicator

posted in Performance & Development

Performance Cycles - How are you doing it?

Hi Folks! We are creating our performance cycles on Personio and looking for some inspiration! If anyone has any insights, suggestions or recommendations from experience I’d love to hear about it :)Thank you 😍

922

1 year ago

bruchmDetective

asked in Performance & Development

downloads

Hi,I would like to be able to see and/or download some templates for employee feedback and review.Can you please tell me how I can get there?Many thanksMarc

324

1 year ago

VolvicCommunicator

asked in Performance & Development

Probation Feedback template

833

1 year ago

Vika.krislataGetting Started

asked in Performance & Development

Feedback delete

Some employees were not serious about writing feedback, they were in joking form, and now they need to be deleted. How do I do that?

682

1 year ago

Edda van der EndeCommunicator

asked in Performance & Development

Supervisors: gathering feedback (not visible for employees)

Hi,We would like to have the option for Supervisors to gather feedback for a feedback session with an employee. It would be important that the gathered feedback is NOT visible for the employee. The idea is for the Supervisor to summarize the feedback and discuss it with the employee. But as it is often peers who give the feedback, they don’t want their name to be visible nor the feedback as it was written.Is this currently possible in Personio?Edda/Finland

923

1 year ago

julie noosaGetting Started

asked in Performance & Development

link to performance notes

Good morningOur HR manager adds performance notes per employee and sends us (the management) the link on slack after she has finished but when using the link it doesn't find the note....Is it to do with access or something else? as all managers have the same rights as HR - please advise https://noosa.personio.de/performance/notes/49dfcfb6-8b52-4582-8f65-566c77c9e256

221

1 year ago

mpunchGetting Started

asked in Performance & Development

Performance data for terminated employees

It would be great if when terminating an employee there is an step to export all performance & development data to the employee record.At present if someone is seeking information on an employee e.g. reference data you need to locate the inactive employee, make them active, then find all of their past performance feedback (which can only be done by admin) and export them individually to their personnel file.

251

1 year ago

TittaGetting Started

asked in Performance & Development

Continuous Feedback

Hi, OK, thanks. It would have been nice to select the form by oneself when asking feedback, but obviously that is not possible. We ask feedback for several purposes, and I thought I would create a couple of templates to use when asking feedback. One more question: when I ask feedback from someone, it does not show as task on the Home page. Am I missing some setting here? Thanks again, BR Titta

351

1 year ago

TittaGetting Started

asked in Performance & Development

Feedback forms not visible to employees

Hello, how can I make the feedback templates visible to employees? I have created one under Performance and Development, but employees are not able to choose it. Thanks!

283

1 year ago

IsamenendezGetting Started

asked in Performance & Development

Criteria for Performance Review

Hi!I want to create a Performance Review Cycle without working students, nonetheless this category is not available to unselect, only if they are active or not, department, etc. Is it possible to add other criteria so that I dont have to take them out manually? Thank you Isabel

101

1 year ago

ChaitraGetting Started

asked in Performance & Development

Performance Development

HI,We are a financial company and performance appraisal is a huge part of HR process. While creating the appraisal form and templates we just have 5 options in Personio.We were looking forward from Personio for more advanced features which has auto scoring system at them end of the appraisal form where the managers can rate the employees performance from a scale of 1 to 5 and its auto counted at the end.

351

1 year ago

petraFollower

asked in Performance & Development

Personio 2022 Performance Reviews

Hello, can you please tell me how we can export self&manager appraisals into word or excel format? Thank you Petra

271

1 year ago

KellyJempsonFollower

asked in Performance & Development

Can you set notifications for line managers line managers when performance reviews have been published for them to then read them?

when people complete the performance cycle and at each stage of performance review or feedback I would like line managers and line manager managers to be notified that something has been published and they can now review it and ideally sign it off.

232

1 year ago

IamCFollower

asked in Performance & Development

Enable custom weights for employees/managers

hi,Is it only possible for the ADMIN to enable custom weights to subgoals?thanks!

182

1 year ago

IamCFollower

asked in Performance & Development

Time frame

hi Personio,Is it possible or will it be possible to add time frames to subgoals?I can't find the timelines of all goals anymore like it was before. Is it not available anymore?Is it possible to place the goals in chronological order?Thank you

121

1 year ago

Vika.krislataGetting Started

asked in Performance & Development

Start date of the review

We have a mid-month performance theme and it is important for us that the performance review process is not tied to the beginning of the year, but to the day the employee joins the company. How do you set this up?

1594

1 year ago

CathrinGetting Started

asked in Performance & Development

Automate Feedback Template to be sent

Hi,As the Performance tab has now changed, is there a way we can give access to employees to complete a feedback form regarding their onboarding (employee used to be able to do this under their performance tab) and send this via the automation function e.g. a link to the form?Thanks!Cathrin

471

1 year ago

FatemehaziziGetting Started

asked in Performance & Development

Training and development

Hi, i am wondering if anyone has actually built a training session and allowed the team member to sign themselves and complete the training via the system without anyone delivering it virtually? Is Personio offering similar options E-learning platforms so we can build training and team members can complete it all like a self service system without human interactions? thanks,Fatemeh

521

1 year ago

AliceMBusy Bee

asked in Performance & Development

Removing leavers from performance cycles

A manager just contacted me because she was asked to complete a performance review for someone who has now left. The employee was added to the cycle just before he left. I know I can remove the person from that performance cycle, but is there a better option? Can I set a filter to only send the reminder to the manager if the employee’s status is active, or similar? In some cases we have a performance cycle open for several weeks or even months so this can come up quite often and cause confusion/ frustration. thanks

221

1 year ago

Larissa HorstExplorer

asked in Performance & Development

Show attended trainings per employee

Hi personio, is there any way to see all booked trainings per employee? something like a training history for each employee?I guess this information is very valid for supervisors and the HR team.Best regards,Larissa

341

1 year ago

mpunchGetting Started

asked in Performance & Development

Performance Feedback - inactive users

Hi there, is it possible to retrieve past performance feedback for inactive users? I’m currently trying to locate data for a past employee and can only find feedback I directly gave to the employee rather than being able to find all feedback that was provided during their employment. As a HR representative, it is important that we have an overview of all feedback on an employees records to refer to e.g. references or re-hire checks, regardless of if the person that provided the feedback is active or inactive. Even with Admin access, I can’t seem to find one space where the employee information is saved. Separately, as feedback, it would be much more beneficial if performance data was attached to the actual profile of the individual rather than having to search through varying cycles to see if there is any information in them. As we embed the P&D cycles further, the more and more cycles we’ll need to check, which would appear to be quite time consuming.

341

1 year ago

andra.enacheExplorer

asked in Performance & Development

Supervisor can't see their employees review

Although employees have submitted their “supervisor review”, the supervisors are not currently able to see these reviews in their profile (In the performance tab). Why and how can I change this asap?Many thanks!

1085

1 year ago

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