Product Updates

Dear Community,Have you ever wanted to give feedback to a colleague but did not know how to do it using Personio? If so, we have you covered! We have redesigned our Feedback section in the Performance & Development area to include a new brand feature: Continuous feedback. You can now: Send proactive feedback to any employee in the organization, at any time. Save drafts of your feedback to work on at a later stage. View and write all feedback in one place, including proactive feedback and feedback related to performance review cycles. Depending on your role and access rights, you can also view feedback received by your direct reports or by any employee in the organization.  Note This new feature is only available with the Performance & Development package. The current Feedback feature under the Performance tab of the employee profile will be discontinued in January 2023 for all users without the Performance & Development package.Sounds good? Head to Performance & Development > Feedback and find out more!Your Community team

Dear Community,If you are working in a German-based company, starting from next year, your employees will no longer be required to submit sickness certificates themselves. Instead, employers will be responsible for requesting them from the insurer, either through their payroll tool or through the ITSG sv.net website.In this update, we will give you some initial information on the electronic certificate of incapacity (eAU) in the context of Personio. More & detailed instructions will be shared in the Help Center in the future, as soon as the new feature is released. What is eAU and why does it matter?eAU stands for electronic certificate of incapacity for work (Elektronische Arbeitsunfähigkeitsbescheinigung). Until this point, Doctors have been giving sick employees some paper confirmations (Gelber Schein / Yellow slip), which employees are required to send to their employers.From Jan 1, 2023, for publicly insured employees, Doctors will be obliged to transmit sickness notifications digitally to the health insurances, and employers or their tax advisors will have to retrieve the eAUs directly from the health insurers. Employees will no longer be obliged to provide a yellow slip to their employer. How to talk to your employees about eAUIt’s important that your employees understand what to expect on January 1st regarding their sick certificates. Here are the key points they should understand: If they have public insurance, when they track a sick period in Personio, they no longer need to upload a certificate. Their doctor will have sent an electronic sick certificate to their insurer. However, for the first 3 months, we recommend that you tell your employees to still upload a physical certificate if they get one. The transition to eAU will likely not be completely smooth, and it is safer to have employees still upload physical certificates as a backup. If they have private insurance, nothing about the process will change for them. They will still get a physical note from their Doctor and should upload it to Personio. Child sick notes will still be done the same way, and they should not expect eAUs for those.​​​​​​ Many employee contracts include the obligation of employees to submit proof for their sickness. If you plan on changing this contract, do let employees know.For “mini-jobbers”: Ensure that any secondary insurer for your mini-jobbers is noted in any external payroll tool. Read more about managing eAUs and minijobbers here. How to access your employee’s eAUs Depending on which accounting system you use and whether you use the DATEV integration, for example, there will be different ways to access the sickness notifications in the future.Click on “Show Content” to read the step-by-step guide.1. Accessing eAUs yourself through sv.net or external payroll tool. An employee creates a request for a sick leave. If the employee is located in Germany and has public insurance, their Doctor has issued them an eAU that you need to retrieve.   Log in to sv.net or your payroll tool (DATEV, Sage, etc.) and create a request for an eAU for this employee. If your payroll tool is not able to request eAUs, you must use sv.net. Here is the tutorial for requesting eAUs in DATEV.   Alternatively, you can retrieve eAUs on a weekly or monthly basis, instead of adhoc: Create a custom report in Personio with sick periods days with certificate insurance type, and office. Export the custom report, and filter just for employees that have public insurance and are located in German offices. These are the ones for which you must request an eAU. Log in to sv.net or your payroll tool and create a request for the eAU for these employees.   After some time (anywhere between a few minutes and 2 weeks), you will receive an email from sv.net or your payroll tool once the eAU has been returned. If the eAU does not cover all the dates of the employee’s absence, you can request an additional eAU.   Download the eAU, upload it to the relevant absence period in Personio, and mark the document status as approved.   In order to check which periods are still missing an eAU, you can always create a custom report with 1) sick periods 2) days with certificate 3) insurance type and 4) office, to see which employees are eAU-qualified but don’t yet have a certificate.  2. Enabling your tax advisor to access eAUsThis applies to you if your tax advisor will be retrieving eAUs on your behalf. On a weekly or monthly basis, send your tax advisor a custom report with the following fields:    sick periods days with certificate insurance type, and office.   The tax advisor will request eAUs for the employees that have sick periods in that timeframe, and have public insurance and are based in Germany. They can do this either through the payroll tool or sv.net.   The eAUs will be returned in the payroll tool. Your tax advisor can then forward you the eAU to upload it to Personio, or directly upload it to the absence period if they have access to Personio.   In order to check to see for which periods you are still missing an eAU, you can always create a custom report with 1) sick periods 2) days with certificate 3) insurance type and 4) office, to see which employees are eAU-qualified but don’t yet have a certificate.   Coming soon: Automated eAU retrieval with the DATEV IntegrationOur Product Team is building a new feature that will automatically retrieve and store eAUs for you, with no manual work required. As of now this will not be ready on January 1st, but at some point in Q1 2023.The Automated eAU retrieval feature will be available for customers with DATEV Integration add-on. Check if you have this in your Salary & Payroll settings. If you have a tab for DATEV, you have the Integration. If you would like to purchase the DATEV Integration add-on to access this feature, talk to your Growth Manager. Click on “Show Content” to read the step-by-step guide.If your company has the DATEV Integration add-on, managing eAUs will be automated and seamless. When an employee tracks a sick period, Personio will automatically determine if they are eau-eligible, and if so, request an eAU from the insurance companies.   When an eAU comes back from the insurer, Personio will add it to the relevant absence period, and notify both the employee and the approver.   If there is no eAU, Personio will notify the employee and approver. At any point you can check on an absence period to see the status of the eAU.   Your tax advisor will also be able to directly view eAUs in the DATEV Interface, without having to make any requests.   If they are not eAU-eligible (they have private insurance, or are located outside of Germany), they will be asked to upload a physical certificate as normal. FYI: What you can see is a Prototype. The final design is subject to change. The absence settings of "Sickness" usually do not have to be adjusted in Personio due to this change.Here, everything remains the same. :)  We hope this information is of help. If you have any questions, let us know in the comments! :)Best Regards, Daniele

Dear Community,We are happy to announce that we have redesigned our Goals feature and moved it entirely under the Performance & Development area. This update allows you to manage employee performance in one place.Depending on your role and access rights, you can: View, create and edit goals for yourself, your reports, or for everyone in your organization. Comment on goals and update their progress. Export goal-related data with our Custom Reports feature. Additional features, such as goal-based bonuses, will be available soon.Do you want to know more? Check out our new article Manage Goals in the Performance & Development area, or head to Performance & Development > Goals!Note: This feature is available only with the Performance & Development package. The current Goals functionality under the Performance tab in the Employee profile will be discontinued at the end of 2022.Cheers from Munich,Your Community Team

Dear Community,A couple of months ago, we announced the start of the beta test for the new Custom Reports API. After some successful testing, this long-awaited feature is now available for all customers!You can now create more advanced analytics and reporting through the new API for Custom Reports.Depending on the endpoint, the new Custom Reports API allows you to: retrieve a list of all existing custom reports in your Personio account; retrieve a list of all existing report table columns; and  retrieve data of a particular custom report in JSON format. As an example, you will be able to easily retrieve historical employee data, and to retrieve the number of overtime hours your employees worked in a specific month.Navigate to Settings > Integrations > API credentials to generate new API credentials for Custom Reports. You can find further information as well as technical tutorials in our Developer Hub.Note: the Custom Reports API is available with the Professional and Enterprise plan.Cheers from Munich,Your Personio Community

Dear Community,Your Custom Report Configuration screen has changed!The pop-up window is now split into a three-step window, so you can better personalize the elements you need when creating customized reports.Take a look at our articles Create custom reports and Best Practice: Custom Reports to learn more about it. We’re looking forward to hearing any feedback from you!Your Community team.

Dear Community,Have you ever thought how great it would be if employees could choose and manage their own learning paths within Personio and keep track of their own courses and sessions? We have you covered! In our redesigned Training section in the Performance & Development area, you can now enable employees to play a more active role in their own development.These are the new functionalities available under Performance & Development > Training: Administrators and employees with edit rights for the Training section can now open training sessions to self enrollment, allowing employees to sign up autonomously. If necessary, they can also limit the session's capacity. In the Course catalog tab, employees can view all available sessions, choose the one they want to join and sign up with a click. For better tracking, employees can see all their upcoming sessions in the Planned courses tab, where they can also cancel their attendance if needed. Past sessions are listed under the Training history tab. We are very excited about these improvements, and we hope you are too!Best regards,Your Community Team

Dear Community,We have added the functionality to export fixed salaries in addition to master data via the integration with DATEV Lohn und Gehalt. The new feature allows you to: Configure the export of fixed salaries with either global or custom mapping under Settings > Salary & Payroll > DATEV Lohn und Gehalt integration. Use a custom attribute for custom mapping to define which Salary Type ID is transferred for the respective attribute value. Create and transfer the DATEV export, including fixed salaries that have been set up. Example of the setup menu:Find out more in our article on exporting fixed salaries with the DATEV integration in our Help Center.Cheers from Munich,Your Community Team

Dear Community,Managing your one-time compensations has just become much easier! We have added a new functionality to our settings, enabling administrators and employees with access to the Account configuration for Payroll to create and manage their one-time compensations in one place. Here’s what you can now do under Settings > Payroll > Additional Compensation: View all one-time compensations in your account in one place. Create new one-time compensations with the Payout Frequency "One Time". Edit, and delete one-time compensations directly in the settings.  Please note that any changes made to the one-time compensations will be reflected retroactively in the employee history and impact the historical and future payments.Find out more about this new functionality in our article Create and Manage One-Time Compensations.Cheers from Munich,Your Personio Community

Dear Community,Do you manage many employee roles in Personio, and often find yourself having to manually adjust the custom access rights for each of them?Don’t worry, you no longer need to do that.We have improved the custom filter functionality in the Access rights area of Personio, making it possible to copy custom filter rulesets across different Access rights sections within the same employee role.You can do so by navigating to the Set custom view rights for… window (Settings > People > Employee roles > Access rights > [Any section] > Custom).The new functionality is as follows: When creating a new filter, you can copy the ruleset from any existing custom filter within the same employee role. You can do so by clicking the new Copy from existing button. You can still apply further adjustments if necessary, and save the new filter with one click. You can reset your work in progress on a custom filter by clicking the new Reset button. You can discard unsaved changes and restore the filter to the most recently saved configuration at any time. We hope this feature will help you manage your custom filters with more ease. Check it out and let us know what you think!Your Community Team

Dear Community,The way that you manage employee requests is about to be revolutionized – Personio Conversations is here 🥳!We know that it can be difficult for your busy internal service teams to keep on top of employee requests. It can also be frustrating for employees when they cannot access the support they need, when they need it. The solution? 👉🏼 An effective workplace ticketing system! Conversations is a one-stop shop that provides your internal service teams with a centralized place to manage requests and deliver a positive employee experience.With Conversations, you can do the following:➡️ Manage employee requests in one central place, ensuring a quick and efficient resolution process.➡️ Allow employees to submit requests using the communication channels that they are most familiar with (Slack, Microsoft Teams, and email), helping to improve employee satisfaction.➡️ Access a range of communication features, including forms, internal notes, approvals, and saved replies, allowing you to save time in replying to requests.➡️ Utilize projects and outreach functionalities, enabling you to collaborate effectively with internal and external stakeholders.Please refer to our Help Center article for more information.Best regards,Your Personio Community TeamConversations is available as an additional package for customers on all Personio plans. To learn more, speak to your Growth Manager.

Dear Community,We want to make it as easy as possible for you to find and activate the right integrations directly in our Marketplace. That is why we have redesigned our Marketplace, making it easier to search for and select integrations, as well as find all relevant information in one place. These are the new functionalities:  Search for integrations by Collection (e.g. By Personio or New Integrations) or Category (e.g. Candidate Sourcing or Office Management). Alternatively, use the search bar. Find all relevant information about the integration and its setup in the redesigned details drawer in the tabs Overview, Setup & permissions, About [integration] and Pricing.  Go to the Marketplace now to see the new design, or find out more in our Help Center.Cheers from Munich,Your Community Team

Dear Community,Have you ever checked a Performance Review Cycle and wished there was a quick way to know how things were proceeding? If so, we have exciting news for you! We have improved our Performance Review Cycle details page to make it more readable and to offer you a clear overview on the progress of a cycle: New widgets provide a summary of the progress made in the review cycle: they show the number and percentage of completed reviews in total, and separately for each type of review. You can also see the reviews that have not been assigned yet. You can now filter participants by supervisor, department, office, position, type of employment and start date. This allows you to easily monitor the status of the reviews by filtering information as needed. Do you want to know more? Then head to Performance & Development > Cycles and click on the name of any cycle to discover these new features. Let us know what you think!Your Community Team

Dear Community:To date, Personio allowed to record deficit hours automatically for days with time tracked. An example of this would be a day in which an employee tracks 4 hours instead of the 8 hours they are supposed to work according to their work schedule. However, it was not possible yet to record deficit hours automatically for days with no time tracked at all.But that changes now!We have upgraded our deficit hours tracking functionality so that you can automatically record deficit hours not only for days with time tracked, but also for days with no time tracked. The improved functionality consists of: The Track automatic deficit hours for days with no time tracked option available through Settings > Attendance > Working Hours > Overtime & Deficit Hours. The Update work schedule window available through Attendance > [Any work schedule] > Save Work Schedule). This new window allows you to activate the Track automatic deficit hours for days with no time tracked option on a duplicate work schedule to avoid modifying past data. When active, a deficit hour entry will be automatically generated for every workday in which the employee is supposed to track time but does not. The message No time tracked will appear in every workday in the employee's attendance calendar.  The overtime hours will be automatically recalculated based on the registered deficit hours. You will find more information in the article Set Up Overtime.Your Community team.

Dear Community,We have built a Chrome Extension for LinkedIn to support you with your active sourcing efforts. Our Personio Active Sourcing Extension can be installed in your Chrome browser. It enables you to automatically transfer data and documents from candidates, who you actively sourced on LinkedIn, into Personio. You can avoid errors and save time when creating an application with a candidate profile in Personio. Take a look at the article in our Help Center to check out these new functionalities and let us know about questions or feedback. We are always interested in hearing your thoughts!Would you like to get an insight into how product development works at Personio? Then take a look at the video in the following article. Your Community Team

Dear Community,The attribute scheduling feature in Personio has been revamped and extended! You can now schedule multiple attribute changes at once, which allows you to edit multiple attributes and  have them changed in the same date.Take a look at the article in our Help Center to learn more about this new functionality, and let us know about any questions or feedback. We are always interested in hearing your thoughts!Your Community Team

Dear Community ☀️: We would like to introduce you to our newest feature in Personio: the Find Answers section! This new feature will help you find the most relevant answers to questions regarding all Personio topics, so you receive the best possible support experience.The advantages for you:The Most Timely Experience 🕐: No waiting on the line or for an email. Always available, for every Personio use The Most Complete Experience 🥳: 500+ Help Center Articles, 4300+ Community Posts, 30+ Videos und 70 in-app tours The Most Secure Experience 🚨: Login-based for the highest level of data security. Role-based with Account Owners/Contract Owners able to contact Customer Support/Customer Growth. Available in different languages🇪🇺: all tools are available in English, Spanish, Dutch, German, French and Italian.This is how Find Answers looks like in your account:To get support via the Find Answers section, go to Help > Support and Updates > Find Answers. An expandable widget will open in which you can choose from a range of options, such as:I need help with the product I need help with my subscription I need help with the implementation (if applicable) I need help with data/security I need help with my contractAfter you choose an option, you will be shown further suggestions that you can click through until you find exactly what you’re looking for.If you can’t find the answer to your question, Account Owners and Contract Owners can click on Get support from the team. You will then be forwarded to a contact form that will be received by the most relevant team to help you with your query.☝🏻 Note that the service phone numbers and the email address support@personio.de will be removed in the future. Only Account Owners and Contract Owners will be able to contact our Customer Support and Customer Growth teams via a form in the Find Answers section.In the following Help Center articles, you can find further details about this release: The Find Answers Section FAQ about the Find Answers Section What are Account Owners and Contract Owners in Personio? Our hope is that our new offering will save you time, increase the quality of your experience, ensure your data is secure and help you get the maximum value out of Personio 🌟.At the same time, this new contact flow allows us to offer you more exchange and better content within the community ⚡️! We encourage you to ask any question or start any discussion that helps you out in your role within HR. The community is always there for you 🎉.Ultimately, the new experience will support us in fulfilling our promise to you:To give HR teams time to focus on what really matters: People 🤝!We wish you lots of fun with the new contact flow.Cheers from Munich, Your Community Team 😊

Dear Community,Have you ever thought that it would be handy to manage performance review cycles and trainings without having to take on the Administrator role? We thought the same, and this is why it is now possible to grant access rights to the Performance & Development area to employees who are not Administrators in Personio.How do you do it? Simply go to the new Performance & Development section in our Access rights area.To grant the following access rights, navigate to Settings > People > Employee Roles, click on the Access Rights tab and scroll down to Performance & Development: Under Performance, you can define access to the Cycles section in the Performance & Development area, to allow employees to create and manage performance review cycles.Note: The Administrator role is still necessary to create feedback form templates. Under Training, you can define access to the Training section in the Performance & Development area, allowing employees to create and manage training courses and sessions. Sounds interesting? Find out more about our Access Rights area.We hope you like this new feature as much as we do. Check it out and let us know what you think.Cheers from MunichYour Community Team

Dear Community,We have introduced some new placeholders for your recruiting email templates. So if you have the Productivity Plus Add-on and are using email templates to send interview details to your candidates, you will be excited to hear that we have added three new placeholders. {{interview_weekday}} to add the scheduled weekday of the interview. {{interview_participants}} to add the first and last names of the interviewers. {{interview_participants_with_title}} to add the first and last names of the interviewers, as well as their respective job titles. For more information on creating email templates, take a look at our article Create Email Templates in the Help Center.Happy interview scheduling!Your Community Team

Dear Community,We have great news for everyone using the DATEV integration with LODAS for their monthly payroll process. As of now, you can transfer several types of fixed salaries with the DATEV export. Here are the new functionalities: Configure the transfer of fixed salaries with custom mapping of the DATEV Salary Type ID. Use a custom attribute to define which DATEV Salary Type ID is transferred for the respective attribute value. The DATEV Fixed Salary ID remains the same for all DATEV Salary Type IDs. Create and transfer the DATEV export, including fixed salaries that have been set up. Here is an example of a possible setup: For further information on transferring fixed salaries, have a look at our article Export of Fixed Salaries With the DATEV LODAS Integration.Cheers from Munich,Your Community Team

Dear Community,We have heard your feedback, and we are excited to announce a new feature for our recruiting section: from now on, your candidate evaluations will be saved automatically. Once you start working on an evaluation, Personio saves it automatically as draft. If you like, you can close your draft at any time via the new button Close and save, and come back to it whenever you want. Evaluations remain in draft status until you send them. Personio saves your progress automatically every time you make a change, whether to ratings or text, and a tick icon next to the text field confirms that your progress is safe. Personio stores the evaluations in your browser. This means that even if you accidentally close your browser tab, you can still retrieve your evaluation. We hope you are as excited as we are about this improvement!Check out this new functionality and let us know your thoughts. We are always happy to hear from you!Your Community Team

Dear Community,In the German Personio Community, we got asked to add the possibility to convert overtime into additional PTO (paid time off) hours.You told us that it would be very useful to cover specific cases, such as when an employee purposely works overtime on a day so that the day after they can book a one-hour absence to go to a doctor’s appointment.Well, we have listened! Now you can convert overtime into absence entitlement for absences tracked in hours!In the employee’s Attendance tab, go to Overtime & Deficit Hours > More details > Convert overtime to comp time to select the amount of overtime, by which factor, and which absence type it should be converted into.Employees will then be able to see the adjusted absence entitlement under the relevant absence tracked in hours in Employee profile > Absence. They will also be able to request that absence as usual.You will find more information in the article Manage Absences Tracked in HoursYour Community team.

Dear Community, We have replaced the Personio Settings menu with a new Settings homepage. The new Settings homepage gives you a clear overview of the different product areas. This allows you to access the settings for different product areas from one central point. In addition, this update allows for more space on configuration pages. These are the changes:  Under Settings, you can now view and access the settings for each Personio product area on one central page: Organization, People, Work, Hours and Absences, Recruiting, Workflows, Integrations, Payroll, Performance, and Support. The settings category Organization & People is now split into the two separate categories Organization and People. Click on the relevant configuration area listed under each settings category to quickly navigate to the corresponding configuration page. Click Back to Settings on any configuration page to return to the Settings homepage. Here’s what our new Settings homepage looks like:Cheers from Munich, Your Community Team

Dear Community,If you have integrated your company calendar with Personio, we have great news for you. When scheduling interviews, we understand that it can be tough to find a date and time that works for everyone. We worked on creating a feature that would simplify this process and make scheduling interviews faster and more efficient. As a result, we are very excited to bring you Smart Interview Scheduling.How does it work?You will first need to configure your calendar availability for interviews in your Personal Settings. Once this is done, and you schedule a new interview, you can select the option Setup scheduler link to set a range of dates within which the candidate can choose from. You can then email the candidate and insert the scheduler link. Once the candidate chooses a slot, a confirmation email is sent to all participants and the interview is scheduled in Personio.What are the benefits? By configuring your availability in your Personal Settings, you can make sure candidates can only select from your available dates and times. You will save time when scheduling interviews and avoid having to go back and forth between the different participants’ availability. We all know how difficult it can be to interview for a new job while you are working all day at an office. This feature allows candidates more flexibility with choosing their own interview slot. For more information on this new feature, take a look at our Help Center article Smart Interview Scheduling.Your Community Team

Dear community,To provide you with the best support experience and the highest level of data protection in your Personio account, we have moved from our previous setup of employees authorized for support and instructions to Account Owners and Contract Owners.What has changed?We have transitioned your employees authorized for GDPR-related instructions into Account Owners. As of today, only Account Owners and Contract Owners can contact Personio. Everyone else can still access our self-service materials, such as our Help Center, webinars, videos, and interactive tours, and receive peer-to-peer support via the Personio Community.What are Account Owners and Contract Owners?Account Owners can contact our Customer Support team for account-related requests while Contract Owners are in contact with our Growth team for all subscription-related matters. Both roles are also authorized to issue instructions in accordance with the EU GDPR.To learn more about the responsibilities of Account Owners and Contract Owners and how to assign them, read our Help Center article.This changes for the Personio CommunityPlease remember, as always, not to share private or business data publicly in the community. In cases where we need more confidential data to solve your question or need to look into your Personio account, we ask you to contact the Account Owner or Contract Owner of your Personio account. This person will then have to contact our Support-Team, as we are not allowed to access the respective Personio accounts. A moderator will never ask you to post your private information publicly.Best regardsMarc

Dear Community,this week we are celebrating the 100th integration on the Personio Marketplace! We’ve partnered with 100 of your favourite apps, including Microsoft Teams, Slack, Zapier, Culture Amp and WorkMotion. Together they build a powerful HR ecosystem that lets you design your HR processes while saving your teams a tremendous amount of time and manual effort.The integrations available on the Personio Marketplace cover all relevant HR processes, including areas such as collaboration, identity and access management, travel expenses, and time tracking. How Do Personio’s Integrations Work?Watch our quick explainer video below to find out about how our integrations help HR teams with their daily work:The Personio integrations ecosystem allows different tools to automatically communicate with each other, enabling HR teams to tackle people processes across departments. The automated data transfer between systems also ensures that all employee data is always up-to-date whilst reducing manual sources of error.And that’s only the beginning! The Personio Marketplace is constantly expanding with new software integrations and automated workflows.  » Explore our Integrations now Best,Your Personio Community Team