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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

  • 196 Topics
  • 494 Replies
196 Topics
W
Explorer
woutervanlindenExplorer
asked in Performance & Development
Printing feature

what are the printing features in Personio - e.g. when preparing for an annual review, a manager may want to print out the self-assessment or feedback from others (instead of having a laptop in front when meeting with the team member).Is there a user-friendly way for printing?

582
W
Explorer
M
Explorer
MleneroExplorer
asked in Performance & Development
Performance Review - proposal rights for goals

Hello! We are implementing the new Performance Review Module in our company. But we have faced the issue that employees can’t propose changes in their goals. It is either they have the full right to edit ot they can’t uplaod their goals.  Is there a way where we can give the employees the permission to add/edit goals but with the manager receiving a notification that something has been changed? Thank you.

762
daniel.boon
Personio Product Manager
Lena
Former Personio Employee
LenaFormer Community Moderator
published in Performance & Development
The Performance & Development package at a glance

Dear Community,Over the last few months you have heard again and again about innovations in the performance area. Some of you may have found it difficult to keep track of everything. We have summarized again what exactly has changed. 📌 Which features were already available, and are still included in your package?The Performance tab in the employee profile will be available to you until the end of this year. You can use it to fill out individual feedback forms, write performance comments, set up performance meetings, and set target bonuses. The administration of bonuses will be added to the performance package later this year, once they have been revised. Until the end of the year, the features will still be available without the additonal performance package. A solution will be provided to export the performance data prior to the transition. In any case, all those affected will be notified beforehand.  ➕ What has been added with the new packageSince April 2022, there is a new package

2180
Lena
Former Personio Employee
Y
Getting Started
YourAudienceGetting Started
asked in Performance & Development
Performance Cycles & uploading performance reviews

Hi there,  Just going through our implementation process, and i’m looking at setting up a performance cycle/form. We use a quite extensive Annual Review templates which we’d really like to keep using going forward with Personio, and ideally i’d like to upload the template (as an attachment) and send it out using the performance cycle for our employees to download, complete, and then upload when they have completed it. I wanted to check if something like this would be possible? 

1081
Marc
Former Personio Employee
L
Getting Started
LaureRoelandGetting Started
asked in Performance & Development
How to add other colleagues to your team goal?

Hi, In our HR team we have some goals that are shared by multiple colleagues, for example I have a goal regarding our company values that is being shared with another HR colleague. How can we link this together? I can indicate it’s a teamgoal, but I can not indicate who else is working on it? It would seem logical to me that you can indicate who is contributing when you create a new goal?

563
Marc
Former Personio Employee
P
Explorer
Pamela SawersExplorer
asked in Performance & Development
Linking the performance reviews to the employees

Good morning, I am looking to find out how I link the performance reviews we have created to our employees? Specific to cycle dates?  I can not see the performance option on my dashboard? 

694
P
Explorer
P
Explorer
Pamela SawersExplorer
asked in Performance & Development
Probation Reminders

Good morning,We are recieving notifications for probation reminders from a number of years ago? Is there any reason for this or a way to remove this feature. Has anyone else come across this problem? 

1324
P
Explorer
L
Follower
LakshmiFollower
asked in Performance & Development
Performance Goals : Who can input

Dear All, I can see that there is a lot of articles related to performance and have managed to read them through. But it is still a little unclear to me on who can set goals ? Is it only the supervisors  or can  employees also set their own goals.  Right now even though I have given access rights for Supervisiors to edit goals of their own reports , in the system the create goal option is not visible for the supervisors but only for Admin (i.e me) .  Am I missing something in the setting  ?   KRLakshmi 

442
L
Follower
SalC
Communicator
SalCCommunicator
asked in Performance & Development
Delete a performance cycle

Hi - can anyone tell me if it is possible to delete a performance cycle please?  I can see you can close an open cycle but I would like to remove it totally from the view. TIA fellow community peeps! Best wishes, Sally

782
Marc
Former Personio Employee
Katriina
Communicator
KatriinaCommunicator
asked in Performance & Development
Changes in Performance - what happens to the files stored there?

Hi all,Last week I received an email that Performance in Personio will be changed and it will be separately charged that raised a question in my head. So we have stored certain employee discussions as templates to performance. What happens to them? Where can those be stored in the future if we will not purchase performance module?Thank you! Kind regards,Katriina

433
Katriina
Communicator
A
Follower
aaron-mindstepFollower
asked in Performance & Development
Non-supervisor (still manager) performance review

Hi everyone, Wondering if someone can help! I’m trying to set up a performance review cycle. Specifically, it would be from a senior HR employee to a general employee. Since the HR employee isn’t listed as a supervisor, it won’t work as a ‘manager review’, and I don’t want dual sided feedback as in a ‘peer review’. Any suggestions? Basically, the senior HR employee acting as the supervisor just for the purpose of this review. Thank you for the help!

542
A
Follower
E
Busy Bee
emmy.wolterinkBusy Bee
asked in Performance & Development
Performance Management for Indirect Managers

The current situation:The visibility of published Performance feedback forms is limited to only the related employee, their direct line manager and account administrators, as these are seen as confidential information saved for the discussion between an employee and their direct manager. I would suggest to make this visible for indirect managers as well. In our company, managers who manage managers/supervisors support them in doing performance management withinin their team. It would be great if they would have access to their indirect reports as well. For example:                    Our Customer Service Manager has a team of 3 Teamleader (direct reports). Our teamleaders have teams  of +/- 8 Customer Service Agents (indirect reports). It would be great if our Customer Service Manager could access the performance review of the Customer Service Agents as well.

2844
Sanja
Communicator
L
Getting Started
LauramascheriGetting Started
asked in Performance & Development
Performance & Development

Good morning, From our Company’s Personio we cannot see the tab “ Performance & Development” but just the voice “Performance”. Can we set up a 360 Feedback that comprehends:The manager feedback The employee self reflection The peer review with the correct access rights?  Thanks Best, Laura

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Marc
Former Personio Employee
B
Communicator
barbara.werthmuellerCommunicator
asked in Performance & Development
Remove visibility of manager assessment for employees

Hi allIs there a way to remove the visibility of manager assessment for employees again in case a manager hits the ‘send evaluation’ button too early?I need to avoid the scenario that an employee gets insights before the assessment has been finalized. Many thanks and bestBarbara

471
Marc
Former Personio Employee
B
Communicator
barbara.werthmuellerCommunicator
asked in Performance & Development
Performance Review - Self assessment template

Happy New Year to allI do have a short question. I created a performance review self-assessment template and assigned it to a test employee. When proxying to this employee I cannot see a task in its dashboard. Only if I select the tab ‘Performance’ the open form shows up. Do I have a chance to trigger a notification or how does the employee in question learns about the open task?Many thanks for your help and bestBarbara

1376
B
Communicator
Edda van der Ende
Communicator
Edda van der EndeCommunicator
asked in Performance & Development
How to remove "Create a note" in Performance?

Hi,I have finally gotten many of our users to use Performance tab. But 90 % of them put their ready made text quickly to the first box as they just want to get it done quickly. As a result, the text goes in the box that is only visible to themselves. How can I remove this box, as it causes more trouble to us than benefits? We would only want to have our own questions visible.Edda

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Lena
Former Personio Employee
J
Follower
JulesFollower
asked in Performance & Development
Performance Tutorial

Hi! Is there an updated tutorial/article about the new Performance tab? I have been struggling with the goals since it changed. For example, someone wants to insert as a goal “English writing”, but someone else have too. The first person set it as a quantitive target, while the second person wants to create it as a qualitative one, but can’t, because there’s already an existing goal created with that name. Would it be possible to not save the goals? Meaning that you can only create a new goal, not choosing from previous ones. Also, I am not sure I am using it correctly. Should it be as following?Thanks a lot. 

1305
J
Follower
E
Getting Started
Eunjin ChoiGetting Started
posted in Performance & Development
team KPIs

Hi We want to have a Team KPIs set up visible according to the strategy. (for whole, or each department)One idea was to create a company account and make the ‘goals’ visible for everyone. But it doesn’t seem like a right solution.Is there any better way to do achieve it? 

592
Daniele
Community Admin
W
Explorer
woutervanlindenExplorer
asked in Performance & Development
Setting up performance appraisals / continuous feedback

where can I find useful information/a tutorial on how to start setting up performance appraisals and continuous feedback in Personio, starting from our own methodology?Many thanks !

1384
E
Follower
M
Getting Started
MaureenGetting Started
asked in Performance & Development
Evaluation

It would be really helpful to have the same way of evaluating our employees as we evaluate the candidates during recruitment. Possibility to scale as we do in recruiting. Then we could set up a 360 degrees evaluation with this. By asking employees to evaluate their colleagues.Thank you!

821
Daniele
Community Admin
Selina
Former Personio Employee
SelinaFormer Community Admin
posted in Performance & Development
Which performance tools are you using?

Hello dear Community!We’re currently working on the performance section in Personio and can share an update with you on this hopefully very soon. In the meantime, we are wondering which performance tools you use. Some of your customers are using Culture Amp - which is also an integration partner now - and some use Small Improvements. There are a lot more possibilities on the market and we would love to know how:Which tool are you using in your company?  How satisfied are you with it, overall?  How is the usability? We would be very happy to hear your thoughts! Best,Your Personio Community Team

2253
Valentin
Personio Product Expert
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