- - All you need for a great start
Groups
Events
Academy

Homepage
Product Hub

Product Hub

This one is for you, Personio Pros: share your software knowledge!

23 Topics

Newest Posts

Most replies Most views Newest ideas

AndyPersonio Employee

published in Product Spotlight

🆕 Introducing: Personio Monthly Update - OctoberPersonio Update

We’ve got an exciting new update format that we’ll be sharing with you regularly: The Personio Monthly Update. 🙌Your brilliant host, Dara, will be discussing the latest product features as well as giving you a behind-the-scenes look at what sets Personio apart. This monthly update will make sure you’re caught up on all things Personio and beyond. Along with highlighting product updates, we’ll also be discussing some current trends and challenges that HR pros are facing. 🔎 Time Stamps00:11 - Intro00:50 - Job architecture02:31 - Position Management03:34 - Approvals04:18 - Compensation Budget06:05 - Communication for budget approval Oh and, before I forget, if you have any questions, let us know and comment down below! We’ll do our best in answering your questions either here in the Community or in a future video! Stay tuned! 🚀

210

4 days ago

Anna-LucaCommunity Moderator

published in Integration Showroom

Meet our Partner TravelPerk ✈️

Dear Community,We’re excited to introduce our next partner:⭐️ Meet our partner TravelPerkTravelPerk is a leading travel management platform that helps companies plan and manage business trips efficiently. Whether it’s flights, trains, or hotel bookings, TravelPerk simplifies the entire process and provides transparent cost insights. The platform enables quick bookings and ensures your company’s travel policies are adhered to. TravelPerk is flexible, easy to use, and offers access to a wide range of travel providers.Integration with PersonioThe integration between TravelPerk and Personio allows for seamless synchronization of your employee data. As soon as new employees are added in Personio, they are automatically created in TravelPerk, making travel management more efficient. Any updates, including a potential last day of work, are also transferred from Personio to TravelPerk.Visit our Marketplace to learn more about the integration, and our Help Center for more information on activat

4 days ago

Personio Customer EventsPersonio Employee

published in Product Spotlight

📹 Recap “HR Hour: Analytics & Reporting” | Recording & Questions

Missed our last HR Hour or want to revisit the live demos and examples of our report builder at your own pace?No worries, we’ve got you covered! We’ve recorded everything for you 🎥In this exclusive online workshop, we took a deep dive into Personio’s report builder to help you make the most of your HR data. Here’s what you’ll discover:Access to all core HR data A comprehensive view of absence activities Tracking time with ease Insights into salary dataThese topics are waiting for you: 📊Learn how to use data to drive informed decisions, with:Pre-built templates for quick reports The ability to create custom reports from scratch Easy access for all relevant team members💻 Live demo: Watch how to use the report builder effectively and create a variety of reports tailored to your needs.🔮 What is coming next ? Get an exciting outlook on our upcoming roadmap items. ➡ Check out the recording We received lots of questions from those in attendance and while we were able to answer many of tho

300

7 days ago

Natalia NProduct Launch Manager

published in Product Spotlight

🎥 Recap & Recording: What’s New at Personio Q3What's New Webinar

Dear Voyagers,This month, we kicked off our very first quarterly event, “What’s New” for Q3! 🎉In this webinar, we presented some exciting updates across the Personio product that are launching this quarter.A big thank you to everyone who joined our live event! 🙌For everyone who would like to re-watch parts or who have missed the webinar, we do have a recording for you: Next to the recording you can find an overview of the product releases we discussed also in a written summary. Here’s what we covered in Q3:📊 People Analytics🔄 Workflow Automation📱 Mobile App Updates🏢 Job Architecture & Position Management🚀 Performance & Development🧑‍🤝‍🧑 Workforce Planning👥 Recruiting 💬 Q&A HighlightsWe had a lot of great questions during the webinar! 🗨️Here are a few that we didn’t get the chance to answer live:Q: How can we access Beta projects? Workforce planning is a hot topic for us right now!A: Reach out to your Growth Manager, and they’ll help get you started! 🚀Q: Can w

380

26 days ago

Anna-LucaCommunity Moderator

published in Integration Showroom

Title: Meet our Partner ZEP ⏱️

Dear Personio-Community, We are happy to present to you our second partner in the new Meet Our Partners format. As you already know, this format will regularly give you the chance to meet our integration partners, connect with other peers and share how you’re making use of the tool!ℹ️ When we’re speaking of “Integration Partner”, what does that actually mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace.Without further ado, let me introduce you to this month's partner. Meet Our Partner ZEP ZEP is a flexible and customizable software for efficient time tracking and project management. Whether on terminals, in the web browser or conveniently in the mobile app - ZEP can be used for pure working time tracking as well as time tracking, controlling and invoicing of complex project business in one holistic solution. With its modular structure, ZEP can be adapted to different requ

1 month ago

Anna-LucaCommunity Moderator

published in Integration Showroom

Meet our Partner ZMI 🔥

Dear Personio-Community, We are happy to present to you our second partner in the new Meet Our Partners format. As you already know, this format will regularly give you the chance to meet our integration partners, connect with other peers and share how you’re making use of the tool!But wait, when we’re speaking of “Integration Partner”, what does that actually mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace.Without further ado, let me introduce you to this month's partner: Meet Our Partner ZMI With ZMI, companies of all sizes and from all industries can track working times and order times anywhere and digitally. Whether via stationary terminals in the company, mobile terminals in a construction container or vehicle, online via web browser, or simply using the app on a smartphone or tablet: times, projects and activities can be documented in real time, so timesheets are a

2 months ago

Anna-LucaCommunity Moderator

published in Integration Showroom

Meet our Partner Pleo ⭐️

Dear Personio-Community, we are happy to announce and kick-off our new format Meet Our Partners. This will regularly give you the chance to meet our integration partners.But wait, what does integration partner mean? Those are software companies, which have additional functions to Personio and build an integration to our system. You can find them listed on our marketplace. Let’s start with our first partner.⭐️ Meet Our Partner Pleo! Founded in Denmark in 2015, Pleo is the leading all-in-one spending solution for small and medium-sized businesses in Europe, enabling superior finance team spend controls, robust approval flows, issuance of corporate cards, expense reporting, direct reimbursements and invoice payments in one platform. Integration with Personio:The integration enables companies to sync employee data from Personio to Pleo. This has the advantage of automatically onboarding new employees, to update existing employee information and to offboard employees if necessary. Check ou

520

3 months ago

Personio Customer EventsPersonio Employee

posted in Product Spotlight

Recap: Personio Product Update - April 2024

This post was originally posted on: 25.04.2024 by@Tamara.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Dear Voyager Community, Thank you for joining us for our most recent PPU. We hope you found it enjoyable and informative.For those of you who couldn't attend the PPU in April or wish to revisit the content, the recording is now available. 🎥This post contains all the relevant information. Our Agenda in April:Surveys:NPS scores Filtering & HeatmapsDocument management:Bulk document upload & E-Signatures E-Signature remindersWorkflow Automation 🎥 RecordingHere you can find the recording of our latest PPU: Questions from the PPU: Can one also upload a template that is not personalised? E.g. a policy? Yes, as long as it’s created as a template. In this case the variables and placeholder won’t be available. For bulk creation: If a supervisor needs to sign 20+ documents - can they bulk-sign those documen

4 months ago

Personio Customer EventsPersonio Employee

posted in Product Spotlight

Personio Product Update - January 2024

This post was originally posted on: 29.01.2024 by@Lisamerete.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Dear Voyager Community,we hope you had a great start to the new year of 2024. ✨Our second Personio Product Update took place on the 24th of January, if you were not able to attend, or you would like to listen to the information again, we have provided the recording for you here. 🎥 AgendaEmployee Management Scheduling employee changes in bulk Calendar view options Recruiting Recruiting home P&D Feature visibility Sections in form templates 🎥 Recording FeedbackWe're eager to hear your thoughts on the initial session. Your feedback is invaluable in helping us improve for the next time. Rest assured, our survey is brief, consisting of just 4 simple questions. Questions from the webinar Is it planned that changes can also be scheduled into the past / historically changed, in the same way?This is curre

160

4 months ago

Lina.JungPersonio Employee

posted in Product Spotlight

Personio Surveys: Uncover and Share Survey Insights Fast 📊

This post was originally posted on: 17.04.2024 by@Melissa.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,Exciting news coming your way: We are thrilled to announce the general availability of Personio Surveys!We know that for many of you, employee engagement is top of mind. We also know that prepping, running, and analysing engagement surveys takes a lot of effort and it can be challenging to maintain confidentiality. Some of the main challenges ⚡️ are: Working outside of your HR system to put together surveys is inefficient and costly. Analysing the survey feedback is tedious and delays insights and taking action. It can be difficult to craft the right survey questions that can lead to uncertain outcomes.This is where Personio Surveys comes into play - we want to help you make every employee engagement survey insightful, confidential, and efficient. 🚀 Exciting ✨benefits✨ of Personio Surveys Benefi

4 months ago

Lina.JungPersonio Employee

posted in Product Spotlight

📑 Bulk Document Creation: Unlocking document creation and signature requests at scale

This post was originally posted on: 05.03.2024 by@Eike.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,Have you ever struggled with creating documents and requesting for signatures across a large group of recipients at scale? Well, we’ve got some exciting news for you! 👇🏻 We understand that documents are an integral part of any HR process - especially for HR teams who are constantly creating & distributing documents, and requesting signatures. These processes are also essential to ensure organisation compliance. 🤓Which is why we’re now thrilled to announce the introduction of Bulk Document Creation - an easier way for you to create and distribute documents at scale with easy to use templates + the ability to request signatures across multiple recipients at once. ✨ Here is a look at some of the exciting functionality coming your way as part of Bulk Document Creation ⬇️ ❇️ You can now create mu

310

4 months ago

Lina.JungPersonio Employee

posted in Product Spotlight

Workflow Automation: Your co-pilot in managing repetitive workflows at scale! 🚀

This post was originally posted on: 22.01.2024 by@Eike.Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi Community,we have some exciting news for you! 🙌We’re thrilled to introduce Personio’s latest innovation to help you streamline your critical HR tasks - Workflow Automation! We understand that HR teams are constantly having to balance the need to stay on top of all of their administrative tasks while carving time out to focus on employee engagement strategies… ❗They have to keep track of fragmented, complex and manual processes across multiple tools like spreadsheets, calendars, emails, impromptu messages and more. And this can start becoming quite cumbersome - resulting in potential delays and inefficiencies. ❗This approach demands relentless follow-ups across online and offline channels, resulting in excessive time consumption, heightened error risks, and a greater likelihood of overlooking crucial details.❗

230

4 months ago

Lina.JungPersonio Employee

posted in Product Spotlight

🔔 Wait, what’s that? New Product Updates Heading Your Way! 🎊

This post was originally posted on: 12.01.2024 by@Linda23. Due to a restructuring, we have copied and reposted the post. Due to technical reasons the comments could not be moved. Hi community 👋🏻 👀 Notice something new in our Personio product? ⚙️ 👩🏻‍🔬 We're in the lab, mixin' up some cool product tweaks inspired by your feedback! While some of the information in our Community may be temporarily out of date, we will make sure you stay up-to-date with our latest product changes. 🧰✨ We've got some shiny new product updates coming your way soon. Get ready to be wowed and delighted—stay tuned! Hang tight for the grand reveal of our latest releases! Linda and the Voyager Community Team

210

4 months ago

Personio Customer EventsPersonio Employee

published in Product Spotlight

📹 Recap “HR Hour: Performance & Development” | Recording & QuestionsHR Hour

Dear Voyager Community, In this exclusive online workshop we explored the advantages and use of continuous feedback, got an understanding of Performance calibrations and learned how to design effective feedback cycles from 180° to 360° feedback. Here’s what you can expect: Dive into the Performance and Development module Learn how to run various cycles from standard to 360° feedback Navigate the settings in how to create forms and replicate the typical ratings in normal cycles View the analytics Personio provides Learn the value and benefits of continuous feedback 🎥 Check out our recording here: We received lots of questions from those in attendance. Here are the most relevant ones (click on show content below):Q: Can the forms be edited, while the cycle where it is used, is in progress?A: Once a performance cycle is launched, you are not able to edit the cycle details anymore, including the forms added to the cycle. You are still able to add and remove employees to and from the cy

480

5 months ago

Laura WeihrichPersonio Customer Event Manager

published in Product Spotlight

📹 Recap “HR Hour: Custom Workflow Builder Workshop” | Recording & QuestionsVideo

If you missed our last HR Hour or you want to watch the live examples and demos of our workflows at your own pace? - No problem, we’ve recorded everything for you!In this exclusive online workshop we took an in-depth look at our pre-set templates as well as customisation options to make your automations even more effective. These topics are waiting for you: 📝 Using Workflow templates - Learn about our existing workflows:Long-term absence reminder Role change notification Parental leave notification🎨 Go beyond pre-set templates - Learn how to create custom workflows from scratch:New employee notification e.g. employee moves from department to another Setting up expiring vacation days reminder📈 Workflow Activity Monitoring - Learn how to monitor and review all ongoing workflows:🔮 What is coming next ? Get an exciting outlook on our upcoming roadmap items. Check out our recording We received lots of questions from those in attendance and while we were able to answer many of those li

1250

7 months ago

Sarah WetherellFollower

asked in Learn & Share

Connecting with other Personio users

Good morning!I would like to connect with any super users of the system that are in a multi sited company with around 600 employees. I am new to the system and would love to share best practice if possible. Thanks all

201

1 year ago

Maria Laura AraucoPersonio Implementation Manager

posted in Learn & Share

Best Practice - Reminders

Dear community,As a result of our last poll, we want to share with all of you some best practices for reminders! In Personio, you can set up different kinds of reminders. You can set up reminders for specific employee roles, personal reminders, or reminders linked to a specific employee. Reminders for specific Employee Roles: You can add them for all Date type attributes via the employee roles. You can choose between a Reminder (automated expiration) or a Task (no expiration).Some examples of how you can use reminders for roles are: Reminder to All Employees role > Birthday of all employees every year on that day. Reminder to HR Manager role > Probation period end date of all employees 6 weeks before Reminder to HR Manager role > Hire date of all employees 1 week before Reminder to Supervisor Role > Next absence of employees directly reporting to me 1 day before. If you select the option Task (no expiration), the reminder is displayed on the dashboard until you

6656

1 year ago

AliceMBusy Bee

asked in Learn & Share

Best practice for using Personio across multiple countries

Hi there, We recently rolled out Personio in our HQ and are looking at options to use it in our country offices - 3500 staff across around 15 countries. Can anyone share their set-up or tips for managing across multiple locations? Areas I’m particularly interested in are:Do you have all countries managed in one Personio account or are they decentralised?If you manage through one, do the local HR teams modify the settings etc or is that all managed at your HQ?Have you managed to restrict access for your local HR users so they can’t accidentally modify the settings for everyone?! I’d really welcome advice here as I’m trying to visualise how it would all work. Would we be creating a monster if we had everyone in the one instance?!

1602

1 year ago

Lauren GilbertPersonio HR Manager

published in Learn & Share

📄 How Personio's own HR Team uses the Documents functionalityBest Practise

Dear Community,Have you ever wondered how Personio's HR team actually uses their own tool?I work in Personio's HR team and today I am going to explain to you how exactly we use the Documents section in Personio and how it supports our HR team, as it has become an essential part of our daily work. The administration of documentsWe have set up different categories to divide up the various documents in a meaningful way. This makes it easier for us and our employees to keep an overview and to quickly find all the necessary data.The biggest advantage of the document area in Personio for us is the elimination of unnecessary letters or e-mails. This means that we upload all employees' pay slips and social security certificates to their personal profile. This way, each employee can access all monthly and annual statements at any time. It also saves us costs and capacity, AND it's better for the environment - at least compared to printing and sending them by mail.You can learn more about Docume

4785

1 year ago

Lauren GilbertPersonio HR Manager

published in Learn & Share

⏰ Our approach to smart interview scheduling with CronofyBest Practice

Dear Community,Finding new talent for an open position can be quite time consuming and requires careful organization. Especially the timing of the interviews with your own preferences and those of the applicants aligned, often seems to be a challenge. 💡 For this, we found a suitable solution: At the beginning of 2022, we started implementing Cronofy in Personio, an intelligent planning platform to support the planning process for job interviews.Cronofy is a Personio integration that is directly accessible from the "Interview" tab in the candidate profile of our ATS. It is connected to the Google calendar, which allows our candidates to directly select a date and time for an interview. In advance, we as the Talent Acquisition Team at Personio can individually set specific working days and time slots that are most suitable for a first interview. So how does this work?As soon as we want to invite a candidate for a first interview, we navigate to the "Interview" tab in Personio and selec

1980

1 year ago

Lauren GilbertPersonio HR Manager

published in Learn & Share

🏷 This is how our Talent Acquisition Team uses "Tags"Best Practice

Dear Community,we all have one or the other Personio hack to make our workday a bit more efficient and organized. One of them is exactly what we use as a Talent Acquisition team: Tags! They are real lifesavers when it comes to organizing candidate profiles in a simple and clear way. But how exactly do you set Tags and what are their main purposes?How it works: Tags can be found at the top of every candidate profile in the Personio recruiting section. After clicking the "Add Tag" icon, a drop-down list with all available options will appear first. Now you can easily select the appropriate Tag for the candidate profile. After setting your Tags, you're probably wondering what it's for and what it will do for you. For us as a Talent Acquisition Team, setting Tags has 3 main benefits: 1. Highlight informationTags are always very visible, as they are located directly under a candidate's name and profile overview. This means no matter what section we're working in, whether it's the Interv

4580

1 year ago

Lauren GilbertPersonio HR Manager

published in Learn & Share

💾 How Personio's own HR team manages employee data in Personiobest practice

Dear Community, today I'm sharing with you another example of how we use our own tool at Personio.As an HR professional I know how hard it can be to manage all of the employee data that is needed for a company of any size, with the continuous need to track and update data for each employee. One of the benefits of using Personio as our HRIS tool is the easily accessible and accurate data storage it provides. As we grow as a company Personio’s functionality continues to benefit us in the form of accurate data storage. Having this all in one system makes my life a lot easier. In Personio, each employee profile can store over 200 different attributes of information about each employee.Here is an excerpt of the info we store in the employee profiles: 🎉 A few standard attributes like address, birthday, team, cost center, bank details, etc. 🛼 Also a public section with "personal" info about languages spoken, hobbies, holiday destinations, and favorite places in the cities where our office

1880

2 years ago

SanjaCommunicator

posted in Learn & Share

Use case: Workaround for "one on one" notes recording and tracking

Hi Community 👋 I initially shared this as a workaround to a fellow Personio Community member in a comment of an existing post and @Daniele suggested it might be more visible as an individual post in case others find it useful. So here it is :)The described steps below cover the topic on how to enter something like "Supervisor notes" for regular one on ones, additional comments etc. with custom access to all relevant stakeholders (supervisor, HR, employee etc) while also having the historical records for past enties via the "Custom reports" sharing option. 1. In employee profile we create a section for supervisor notes. This section can contain text boxes, date when the note is written, the name of the person who wrote it, etc. 2. Edit access to this section is given to the supervisor only for example, this should be customized through roles. For any others you feel are needed like HR or the employee you can assign view rights or, if you choose so, hide it completely. 3. Supervi

1431

2 years ago

Can't find what you're looking for?

Our Personio experts are happy to help you. Don't be shy!

Ask your question

Terms & Conditions of the Personio Voyager Community

Join the Personio Voyager Community!

If you are a Personio customer please use the same email address for registration as in your Personio account. By doing so we can help you faster if we might need to check something in your account. Do you already have an account? > Login

! Your public username cannot contain any personal information such as email or other private information! You can't change your username after registration.

Public Username *

Work E-mail address *

Is your company already a Personio customer?

(Private)