Performance & Development

178 Topics

Customizing the course catalog. Remove "session" and include "COURSE" weblinks

For the "Performance & Development" function, under "TRAINING", there are 3 sub-categories:Course catalog Planned courses Training historyI just tested it out and realized that I need to create "sessions" for a training first before an employee can take a particular training. To be honest, I didn't expect this to be the layout.Is it possible to NOT have ongoing, active sessions there?But rather, I want to use that "TRAINING" area as a learning RESOURCE with a list of topics and external courses that people can browse through, click on a link to a particular course, and sign up if they so wish to.Would this be possible to do? Thank you for your help!

401

1 year ago

DebbieSNewbie

asked in Performance & Development

Anonymous feedback

Is it possible to provide anonymous feedback? We’d be interested in using this for upwards feedback

1141

1 year ago

andra.enacheExplorer

asked in Performance & Development

How can I make upward feedback anonymous?

I would like to know how to make it possible that the upward review is not necessarily visible to the supervisor, only if the employee has decided to make it visible to them (during a Review Cycle). I believe it currently constrains a lot employees from being honest in their review without feeling that a negative review may come against them.

1951

1 year ago

trishleeFollower

asked in Performance & Development

Writing a review for Course Catalog (under Performance & Development)

In the “Course Catalog”, would it be possible to leave reviews for courses that have been taken?This can help other employees to have a better understanding of what other colleagues like or didn’t like about a certain course.Thank you.

252

1 year ago

CEisnerGetting Started

asked in Performance & Development

Performance Modul

We use the performance module and did not know that it is also chargeable and has therefore now been switched off for non-users. What can we do to access the data stored there, which is important right now because of the bonus payments for 2022?---------------------------------Wir nutzen das Perfomance Modul und wussten nicht, dass es zusätzlich kostenpflichtig ist und daher jetzt für Nicht-User abgeschaltet wurde. Was können wir tun, um an die dort abgelegten Daten zu gelangen, die geanu jetzt wichtig sind wegen der Boni-Zahlungen für 2022.

1013

1 year ago

julie noosaGetting Started

asked in Performance & Development

Hr and Manager meetings

HiI have several issues regarding HR and Manager 1:1 meetingsHR MeetingsI want our HR to be able to write down notes of topics discussed with employee only visible to admins and managers of the employee (but not the employee itself), Add action items to the above so to folllow up next 1:1 meeting Add reminder for next meetings Have a report that admin, Hr and direct managers can see who was spoken to, when and who wasn’tManager MeetingsI want our managers to be able to do the above to in their 1:1 meetings but that the employee and supervisors can see Add action Items add reminder for regular 1:1 meetinghow do I go about the above - seems the forms and functions are limitedthanks

534

1 year ago

StephenFollower

asked in Performance & Development

Performance Reviews & Meeting Scheduling

Hello! I am currently looking at how a manager might be able to request an employee to complete a self-reflection style feedback prior to a 1:1 meeting. Clicking on > Schedule meeting it gives the option to attach Feedback.My hope is that the manager would always send the written feedback after the discussion/1:1. However, we would like employees to complete a self review prior to the 1:1 to help open up the discussion and create more collaboration. I don’t see an option to assign a feedback request. I loved the below example from the Personio guides: Side note: Don’t think it’s possible to add emojis, images or even descriptions to give employees examples of how they might answer questions on the form, all of which would be useful. However, back to the point: I don’t see a way of requesting a self-review/feedback without setting up a cycle. Added to that issue is, if your were to request it via a > cycle - you cannot attach cycle feedback to the meeting schedule request. Is

1423

1 year ago

suminairExplorer

asked in Performance & Development

Change of manager and manager reviews

Hi , I have a situation where an employee has had a change of supervisor (which was put into effect today ) However her previous supervisor who was doing a review (which was only saved not sent ) can now not see any of it . I also looked into this and changed the details to reflect her previous supervisor but still do not see any drafts. Is there some way to recover this information ?Any help around this is greatly appreciated ! Thanks Sumi

901

1 year ago

lisaamorosoCommunicator

asked in Performance & Development

Can a director view the goals of any employee under them even if it is not his "direct report"

Hi,We have a Director who wants to be able to view the performance and Goals of employees that report to his direct reports. (So essentially anyone that is under him in the reporting structure). Currently I only see a way to set someone up to see only “direct reports” or “all”. Even the custom fields don’t seem to help. Is their a way to grant access so that someone can see anyone under them, but not peers, and not anyone above them?

1097

1 year ago

MasonicGetting Started

asked in Performance & Development

Is it possible to extend deadlines in the Performance Review Cycles?

Does anyone know if you can extend a deadline (for self-review and/or manager reviews) in Personio, or does the system not allow for completion after the set deadline?If it’s the latter (not allowing extension to the set date), what is the best way to move forward to ensure those who missed the deadline can still submit their reviews/forms?Many thanks!

1782

1 year ago

Karin van DijkFollower

posted in Performance & Development

Performance tool; connect weight and rating for the bonus

Hi I would like to connect in the performance tool the goals including the weights to connect to the rating for the correct bonus amount? Any idea how I can do this?Thanks Karin

282

1 year ago

YvetteGetting Started

posted in Performance & Development

Registrate external training

Hi! How do you registrate an external training which is not organized by yourself/company?

884

1 year ago

CsillaGetting Started

asked in Performance & Development

Performance: different questions

We have 2 issues we would like to discuss with you.1. Currently we noticed that if we login as manager or supervisor, the person cannot view employees' Goals, ergo there is no ''view'' button option in the system that we can tick for the supervisor. In the past this View button was in the system.2. We also noticed that the supervisor / manager can edit the goals of their employees. These persons should not be able to edit the goals of their employees, so this needs to be changed.Could you please help us with both problems? Your soonest reply would be appreciated.Thank you and kind regards,Csilla Majoros

781

1 year ago

lisaamorosoCommunicator

asked in Performance & Development

Allow manager to see feedback for direct reports and indirect reports

471

1 year ago

AliceMBusy Bee

asked in Performance & Development

Turning off Goals, Training and Feedback in the new Performance & Development package

Hi there. We are rolling out a performance cycle this month but I would like to deactivate (or at least remove access) to the other performance options (goals, training and feedback) until later this year to avoid confusion. How do I do this?

654

1 year ago

marielle.van.wieringenCommunicator

posted in Performance & Development

Manage the discontinuation of the Performance tab

Hi all, Unfortunately Personio will discontinue with the Performance tab. This is quite a loss for the companies who used this (free) tab with features. Personio just says: we quit and you should fix the data yourself and if you want to make use of Performance features you need to pay for it. Personio provides information about a data export to save the data from the Performance tab but with this export you get a million of documents and they are all .csv document with a lot of computer language. And there is no manual on how to sort this.[This screenshot was removed, because it contained private data] So this means it’s quite difficult to save the company data from the Performance tab. It feels like Personio leaves us hanging and don’t provide a proper solution. I more and more get the feeling the basic product will be more and more basic and you need to pay for all the ‘extra’ features (which should be standard in my opinion). Any suggestions on how to manage this?

21215

1 year ago

MondayGetting Started

asked in Performance & Development

Performance documents

Will the feedback-documents stay in the performance-tab and not be moved into the new module?

1321

1 year ago

lisaamorosoCommunicator

asked in Performance & Development

access peer reviews for indirect reports

Does a Manager have the ability to access peer reviews for indirect reports?

636

1 year ago

MichaelfGetting Started

asked in Performance & Development

Personio Azure AD Ghost user

Hi All,I have a little issue, regarding Azure AD sync. We have a user xxxxx.xxxxx@tabellae.dk witch is created by Personio again and again when deleted in Azure AD, even though we have “corrected” the user to xx@tabellae.dk in Personio witch is what we use in our Azure AD.The problem is that we don´t see any traces of the user xxxxx.xxxxx@tabellae.dk in Personio anymore it has already been removed.How do I get rid of this sync error ?Best regards and marry christmas Michaelf

803

1 year ago

Kasey ShenExplorer

asked in Performance & Development

Enabling performance and development cycles for managers

Hi,I want to use Personio to conduct a manager and self review for different employees in different teams. and came up with the below problems:when I try to use performance cycles with attached review forms:How can a manager create a performance cycle for his team members, at the same time ONLY seeing his team members’ review results on the cycle page? I have to let the manager role get edit access in the performance and development tab so that managers can create the performance cycles themselves but, in the meantime, it means managers can also see the review results across teams, which we don’t want to. How can I fix that? so I am thinking maybe it will work this way: the manager creates a new performance meeting and attaches a review form that is created in personio, and in the meeting, the manager can fill the form with the employee and save it somewhere (which I am not sure if this can work). but then I can’t attach the form and I don’t know how to publish a form. can you please a

8410

1 year ago

DorotaDetective

asked in Performance & Development

Inactive employees appearing on the Performance and Development module

hellois there a reason that deactivated employees are appearing on the Performance & Development list for the line manager? it seems that line managers have on their lists employees who were marked as inactive, however when they go to P&D tab those who used to reporting to them are still on the list, even when they were deactivated and are not with the company anymorehow the lists can be “cleared” to show only active employees? thank you

813

1 year ago

manasi bhakadeGetting Started

asked in Performance & Development

How to divide Bonus % according to Goals? Do I need some more access right?

Hello there, I am testing performance management system currently with the help of many articles. So far, I could enter Goals and custom timelines. But I am unable to set the % of Bonus for myself. Am i missing something here? Can I allocate bonus % for other employees and not for myself? What should i do?

413

2 years ago

MleneroExplorer

asked in Performance & Development

Performance Managament - Change of manager

Hi everyone, During the performance review, is it possible to change the person to whom the review is sent to?I ask this because we have some employees who recently changed their managers, and we would like the previous manager (who was with them for most of the year) to complete the manager review for them. Thank you,

382

2 years ago

BojanaCommunicator

asked in Performance & Development

1:1 feedback meetings between HR and employees

Hi,I couldn’t manage to find more details on the 1:1 feedback meeting settings.The idea is this to be used from HR employees for regular meeting with employees for the general wellbeing and working issues. The input should be visible to HR team only (not with the supervisor or the employee). Also, is there a option for statistic report export, so we could check the general problems or strengths? Or at least report with all feedbacks for all employees in excel? Thank you.Bojana

1308

2 years ago

leendhooreGetting Started

asked in Performance & Development

Can we hide the section Performance & Development until full set up?

Dear, Is it possible to hide the full section of Performance & Development for all our employees, until fully set up?Unfortunately I couldn’t find it in the access rights…Many thanks for your help!

311

2 years ago

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