Product Updates

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

Dear Community, To support refugees from Ukraine and you as HR professionals and recruiters, Personio has established a connection to two new job boards that are specialized in the promotion of positions that are open to refugees.The two job boards have a mission to connect employers and refugees from Ukraine who are seeking employment. Job Aid for Ukrainian Refugees UAtalentsWith the integration with Personio are you able to use the multiposting feature to promote jobs on these job boards and specifically target refugees from Ukraine.Requirements for job postings for refugees: The position is ideally open specifically for refugees. It should be legally possible for a refugee to work in this position. The position's description needs to be written either in English, Ukrainian, or Russian.For more information regarding employing Ukrainian refugees, have a look at the FAQ page of the Job Aid for Ukrainian Refugees website and the More Resources section below.💡 Tip: Remote opportunities as well as positions that only require English skills are currently the most relevant for refugees who are seeking employment..Learn how to share your job postings on these job boards here in our Help Center article: Multiposting on job boards for refugees.We are looking forward to your experiences and hope that this new possibility will help you to cope with the new job market situation. Best,Your Personio Community Team

Dear Community,Did you know that Personio now offers comprehensive performance management and training management functionalities in one dedicated Performance & Development area?You can now: Set up automated performance cycles and monitor progress in the Performance & Development area. Create and trigger automated performance review cycles across your company or within specific teams using the Performance Review Cycle Builder. You can more efficiently carry out performance review cycle management tasks, including: Tracking the status of all the performance review cycles created Adding and removing employees from an ongoing review cycle Updating a review cycle participant’s supervisor Closing a review cycle Deleting draft and launched review cycles You can also deliver an improved employee experience with 360° feedback that is consolidated in the Performance & Development area, enabling employees and supervisors to create and send feedback and reviews, and easily keep track of due dates.Finally, you can easily complete training administration management tasks, including adding, editing, tracking, and deleting training courses and training sessions, using the training management functionalities under the Training tab in the Performance & Development area.For more information, see The Performance & Development Area in Personio.Greetings from Munich,Your Personio Community-Team

Hello, dear community 👋There is news from the product team at Personio: On 08.03. we released our new feature Training Management 🥳 Of course, we are incredibly proud of this and would like to tell you a little bit about the new features.What are the features of Training Management in Personio?You can create training courses and associated sessions. 🪑 Participants can be added to the sessions. 👥 After the sessions are completed, you can track whether participants attended or did not attend. ⏰How can the new functions support you?HR managers can record employee participation in training sessions in a centralized tool. It provides an overview of training initiatives in a structured format. Information can be stored in aggregated form to make processes more scalable and reduce HR managers' administrative work.As you can see, the new training management can already help you enormously and offers some possibilities. However, the question is ...What other functions are planned?Send invitations - All participants will receive an email including iCal link for upcoming training sessions and can add them to their calendars. Reflect the status of the invitation in Personio - The next step is to reflect the status of the invitations in Personio, i.e. whether the participants have accepted or declined.But the year 2022 is still long and we need YOUR input!What other features would you like to see in Training Management? How can we extend the features?We are looking forward to your comments 🎉 .Best regards,Astrid and the Employee Training Team

Dear CommunityWe have heard your feedback and will give you the possibility to delete already launched review cycles. We are currently testing the feature internally and will make it available to you soon. Already now you can remove employees from a review cycle and delete all reviews associated with the person regardless of the status of the review.I hope you are as excited as we are about this improvement!What improvement do you think should come next? Share your thoughts in a comment or submit them as a new idea!Best,Valentin & the Product Team 

Dear Community,The employee list, which can be accessed by clicking on the review cycle, provides Personio admins and supervisors with an overview of the status of the respective reviews. Personio admins also have the ability to add or remove employees from the performance cycle, as well as duplicate or close the performance cycle.In the coming weeks we plan to add more to this view, what features and improvements would you like to see on that page?Share your thoughts as a comment or submit them as a new idea!Best,Valentin & the Product Team

Dear Community,our Performance & Development Area receives further improvements!With the Performance Cycle Builder, upward reviews can now be added to create a 360° Feedback. Reviews, after they have been sent, can now also be downloaded and exported.We have also adjusted the viewing and editing rights.Self reviews, peer reviews and upward reviews can no longer be edited after they have been sent. Manager reviews can still be edited after they have been sent, as long as the review cycle is not closed. After the review cycle is closed, no more reviews can be edited. Reviews that have not been sent can no longer be viewed or edited.Lastly, we have adjusted copy and terms in the product to make Personio even more easy to understand.You will get more information about our performance and development area in the next days and weeks. Have you already noticed and tried the new features and changes?We are looking forward to your feedback!Best,Valentin

Dear Community,Last month, we released error messages for DATEV attribute validations in the employee profile. These validations ensure you can catch any format errors before approving the payroll and sending data to DATEV via the DATEV Lohnimportdatenservice. Now we are following up on this release with new and improved validations to ensure a smooth data flow from Personio to DATEV LODAS or Lohn und Gehalt.These are the new and updated attribute validations: New cross-field validations for attributes such as Original entry date, Entry date (current employment period) and Exit date (current employment period).  New validations for the attributes IBAN (Maximum 42 characters, Starts with a valid country code according to ISO-3166-1), Tax identification number (Exactly 11 digits, plausibility check of entries) and Social security number (Exactly 12 digits, plausibility check of entries). For more information and a detailed list which includes attributes and validation rules, visit our Help Center article Validations of Attribute Values for the Data Transfer with DATEV. Cheers from Munich,Your Personio Community

Dear Community,It is now possible to add a peer review to a performance cycle using the Performance Cycle Builder, which together with the manager review and the self review, provides for a more comprehensive performance review cycle.Personio administrators and supervisors can now nominate employees to participate in a peer review after the launch of a performance cycle. Peers who have been nominated to provide peer reviews receive an email notification, and write and publish their reviews under the new Evaluations tab.For more information, see Add a Peer Review to a Performance Cycle.The following new functions are also now available for managing performance cycles: Add and remove participants from launched Performance cycles, helping to ensure smoother performance cycle management. Newly added cycle participants receive an email notification when they are added to a cycle and review forms are automatically assigned to them. Supervisor changes for participants in an ongoing cycle are reflected in that cycle, ensuring a smooth transition. To learn more, see How to Manage a Performance CycleGreetings from Munich,Your Personio Community-Team

Dear Community,Correctly formatted attribute values are crucial for the successful transfer of your HR master data with the DATEV Lohnimportdatenservice. To help you keep an eye on your data in the future and identify format errors before you approve payroll, format errors are now flagged in the employee profile.Example or error messages based on the three attributes first name, last name and position with exceeded number of characters:Here are the new functions: Format errors for DATEV attributes will be displayed to all employees with editing rights to the corresponding section the attributes are located in.  The error message provides details on format specifications so that you can correct the errors immediately. In addition to the error message in the payroll table, this allows you to identify and correct format errors before you complete payroll accounting. For more information, visit our Help Center article Validations of Attribute Values for the Data Transfer with DATEV.Cheers from Munich,Your Community Team

Dear Community,At Personio, one of our main Operating Principles is #SeekToImprove: we are constantly listening to feedback with the goal to improve ourselves, our company, and our product. Our Ideation Area allows you to connect with other users and share your feedback about our software with us, so you can help us develop a product that is even more tailored to your needs.To keep you up to date on what ideas are even being planned or implemented, and what happens to the most popular ideas (with the most upvotes) - we regularly publish an "Ideation Update".  It's been six months since we published the first Ideation Update, so now it's time for the second one.  What happened since the launch of the Ideation Area in April ‘21?💡 165 ideas posted by community members 👍 320 upvotes given by community members 🚧 5 new ideas planned to be released 🚀 3 ideas releasedThose numbers are impressive and we are very thankful for all of your input. 💙Our Product Team has read every single idea and is constantly evaluating which one can be implemented. Our roadmap for the future is packed with new features and improvements. Each one of them undergoes a rigorous journey that last several months: the process roughly consists of discovery, research, planning, developing, and rigorous testing to make sure that everything works perfectly. That’s why we cannot release every single idea that you share, however we try to develop as many as possible and/or to give you an update about the most popular ones (based on your upvotes). ☑️We have updated as many ideas as we could. You can now see whether an idea is parked, planned*, released or still open for discussion. You can find a detailed list of the meaning of each status here. *In light of the Ideation Update we have added a new status (“Planned”) indicating that this idea is currently being researched and developed by our Product Team. Which new ideas have been released and which ones are planned? Released Ideas These ideas were submitted by @Hien_Teuchert, @Jordan_McCullough, and @petra. Congratulations! New Planned Ideas  These ideas were submitted by @Nick, @Katriina, @Krista, @Sanja, and @Selina.  Top 6 Ideas (with the most upvotes)We would like to pay special attention to the ideas that were most upvoted by the community. Here is a list, including the new status and the reason why we have set this status.To view the chart, just click on “Show content” below. Idea & Submitter Status Comment from our Product Team Automatic Reminder for pending signatures@Nadja Parked In the last half year, we established a new team specifically dedicated to our Document functionality. They are currently doing the “background work” - things that are crucial, but do not result in new features yet. For example, they are very busy with planning and evaluating the functionalities and improvements that can be made in the future. There are many things to consider, such as technical feasibility, work that involves matching system requirements, design, testing, etc. At this point in time, we still can’t know which Document Management features will be exactly, so I am setting the status of this idea as “parked” to notify you that this feature is currently not on the roadmap. 360 degree feedback culture   @Dide Planned We will add peer reviews in Q1 to the Performance Cycle Builder. Upward feedback is planned as well. However, it's not planned yet to have peer review requests outside the Performance Cycle Builder.   Development of the Personio Dashboard @Selina Planned I terms of global experiences, we are currently focused on rolling out a completely redesigned navigation experience for you (stay tuned for a release in early 2022). The dashboard remains a focus area and we will investigate which improvements we can make in the coming year. Manager's delegation during an absence   @Katriina Parked Our Product Team let us know that they will start a Discovery process for this feature this year. Since it this process has not begun yet, there are currently no details regarding how the feature could look like or if/when it can be released. So we will park it for now, but will keep you posted in case we have any news! Interface for document upload (e.g. payslips)   @Friedrich Parked Our Product Team has taken a close look at this idea and they have informed us that it is currently not possible to release this feature. Document generation for multiple employees simultaneously  @Sanja Planned This feature has been taken into account by our Product Team, and they have started a Discovery process - meaning that they are exploring a few ways on how to implement this feature. However, we cannot say for sure how this will look like, and when it’s possible to implement. We will of course keep you posted.     Why were some ideas set on “parked”?Due to the mass of ideas, our own plans, and the overall demand from customers, we cannot consider every single idea in our planning. This status simply means that this idea will not be developed for the time being. However, all ideas that have been given the status "parked" will continue to be considered by us and may be rolled out again if our planning allows it. Anyway, you can still give your input on all ideas and continue to upvote. What’s next? The users who had particularly popular ideas, or submitted ideas that were implemented by our Product Team have won some special badges. (What are Badges?)We will publish another Ideation Update this year in order to keep you posted about the development of your ideas. So keep on submitting your ideas, vote for the ones that interest you, and start a conversation with us and fellow community members. » Vote for open ideasThank you for helping us make our product even better- keep it up! 😊💙Best,The Personio Community Team 

Dear Community,Attracting talents and ensuring that your positions reach a wide range of possible candidates can be a daunting task. To help with this challenge, you can use our new Position Auto-Posting Feature to select a variety of international job boards. All of your published positions will automatically be posted for free! The following job boards are currently part of this initiative: LinkedIn, Indeed, Monster, Adzuna, Joblift, Jobrapido, Jooble, Talent.com, and Recruit.net.What are the benefits? Spend less time posting positions manually on different job boards. Reach a bigger audience for your positions and easily attract talent in international markets. Easy to set up and no additional costs. Where can you activate this?Just go to Settings > RECRUITING > Recruiting > Promotion and select the job boards that you want to activate for auto-posting. Once activated, all published positions will automatically be posted.And because we at Personio really like efficiency, we have also introduced two more functionalities in the Promotion Settings tab to save your time and that of your candidates.What else is new? You can now attach your position postings on LinkedIn to your LinkedIn company profile. Just insert your LinkedIn Company ID in the Job boards settings. You can also activate one-click applications for all Indeed postings (auto-postings and multi-postings) with Indeed-Apply. Candidates can then apply to a position on Indeed directly with their Indeed resume. For more information on these exciting new features, see Position Auto-Posting and Indeed-Apply.Your Community Team

Dear Community,We are excited to finally release the long-awaited videoconferencing feature for interview creation in Personio. Through integrations with Zoom, MS Teams, Google Meet, and GoToMeeting, you can now create videoconferencing links for interviews directly in Personio while scheduling a new interview.How does it work?Before you can use this feature, you need to have an established company calendar integration with Personio via Cronofy and set up the integrations with the videoconferencing providers. Once you are an authenticated user, you can go into a candidate profile in the Recruiting section, schedule a new interview, and select your videoconferencing tool from the Interview method. A link to the video call will be created which will be stored in the interview tab of the candidate profile, and will be sent in the interview invitation to the interviewers.What are the benefits? You will no longer need to schedule video interviews outside of Personio and copy and paste videoconferencing links manually in interview invitations. This will streamline your interview management process and consolidate the entire task, together with related information, in the candidate profile in Personio. Avoid errors and save time during the scheduling of interviews.  For more information on this new feature, take a look at our Help Center article on Videoconferencing for Interviews.Best regards,Your Community Team

Dear Community,We know that searching for a specific piece of information within an employee profile can sometimes be a bit time-consuming.That is why we have redesigned the employee’s profile header to include a summary of the employee’s most important data: Position, Department, Team, Office, Supervisor, Hire date and Tenure.This allows you to quickly locate the employee’s key information without having to scroll through their Personal info tab. In addition to that, we have relocated the Manage account option (previously showing as a key icon in the top-right corner) and it now appears when clicking on the three dots icon.Take a look at these updates by going into any employee’s profile.Greetings from Munich,Your Personio Community Team

Dear Community,Have you ever handled custom reports in Personio, and wished that you could share a single report without giving access to the whole Custom reports section through access rights? We got you.You can now share an individual custom report with only a few clicks and directly from the report itself, so that employees can only see that specific custom report.The new functionality includes: A new button (Reports > Custom Reports > [Any report] > Sharing options) within each custom report that allows you to open the sharing window. A new Sharing options window that allows you to search for the employees you want to share the custom report with. It also allows you to remove their access at any time. The header of each custom report will now change to reflect that the custom report is being shared. This information will also appear in the custom reports overview. Only administrators can share custom reports via the Sharing options window and see the employees a report has been shared with. You will find more information on this new feature in our article How to Give your Employees Access to Custom Reports.Greetings from Munich,Your Personio Community Team

Dear Community,We have good news for those of you who need to track their absences in hours to comply with the local or company standards!We have improved our absence management functionality, and it now allows you to track employee absences either in hours or in days, depending on your business needs.Absence tracking in hours allows you to easily track partial-day absences, such as a two-hour absence for a medical appointment.However, it also allows you to track full-day and multi-day absences, such as an eight-hour paid vacation absence. This enables you to track all your absences in hours if needed, and to know at any given time how many hours of paid vacation an employee has left for the year.The update includes the following new options: Create absence types tracked in hours through the settings, by selecting Hours as the unit of time. Set access rights for the absence types tracked in hours, so that employees can request and approve them. Create one or more accrual policies for the absence types tracked in hours, and assign them to the employees. Create custom reports that include absences types tracked in hours. Import absence types tracked in hours in bulk. Check out our Help Center article Manage absences tracked in hours for more information on the topic.

Dear Community,We have released our new Global Task Management feature. With Global Task Management, all tasks and notifications display in a centrally located Inbox. This allows all users, from administrators to employees, to access and work through their notifications and tasks from anywhere in Personio.The Inbox as seen by an administrator:With this release, the following functionalities will become available: Employees can access their tasks and notifications from every area in Personio via the new Inbox. Notifications, for example reminders for birthdays, will be relocated to the Inbox and will no longer be displayed in the section My tasks on the Dashboard. The widget My tasks on the Dashboard has been renamed Tasks. Users can now exclusively access their tasks, for example approval requests, from the Tasks widget. The display of tasks for onboarding/offboarding processes has been revised. For more information about Global Task Management and the Inbox, visit our article Global Task Management in the Help Center.Greetings from Munich,Your Personio Community-Team

Dear Community,Take a look at our new Performance & development section in Personio! The features offered in this section will be part of the new Performance package plan. You can test it for free until the end of March 2022.In this new section, you can find our new Performance Cycle Builder. This allows you to create, manage and keep track of your performance cycles within Personio. The following functionalities are available: Create and launch new cycles using the creation wizard Get an overview of all your draft, in progress and closed cycles via the Cycles overview list Keep track of the status of all reviews on the cycle details page Duplicate your cycles to easily create new cycles based on existing settings  Sneak-peek of the Performance Cycle Builder For more information, have a look at our Help Center article on how to create and manage Performance cycles.

Dear Community,We are continuously working on improving your user experience. This is why we have restructured the Personio Settings menu to clearly highlight our People Workflows and to allow you to quickly navigate between the different menu categories.  These are the implemented updates:  We have clustered and ordered the existing menu items under these new categories for an improved experience: Organization and People, Recruiting, Workflows, Integrations, Work Hours and Absences, Payroll, Performance, and Support.  You can now find Approvals and On-/Offboarding under the category Workflows. These updates are visible to all employees with access rights to the settings menu, which impacts predominantly Administrators and Recruiting, and Payroll roles.Cheers from Munich,Your Personio Community-Team

Automate your people workflows and keep track of them with these new functionalities:Keep track of your workflows for approvals, on-/offboarding, and signatures in the Workflow Hub and the Workflow Dashboard widget. Manage your identity & access workflows with our new integrations with Microsoft Azure AD and Okta and your absence request workflows with MS Teams and Slack. For more information about automating your People Workflows in Personio, the Workflow Hub, and the new integrations, see our People Workflow Automation overview page.Please Note:The widgets that you can access in the Workflow Hub and the Workflow Dashboard will vary depending on your Personio package and add-ons. To set up and use the new integrations, you need the Enterprise package.  

Dear Community,If you use the Recruiting tool in Personio, you may have noticed some slight changes this week. That's because the Interview Tab and the Message Tab got a fresh new design!Here's what’s changed: Message Tab Redesign We have made the following User Interface improvements: Better difference between comments and messages. Direct error message in case an email cannot be delivered. Clearer indication that a scheduled message will be sent later. Furthermore, there are some new functionalities: Possibility to delete an inbound message. Virus check for all outgoing messages.   Interview Tab Redesign Our Personio interview scheduling functionality allows you to check the interviewers’ availability through a calendar integration, and schedule candidate interviews directly within Personio.As this feature has been around for some time already, our Product Team has decided to improve the user interface and make it more intuitive. To save you clicks and create a clearer picture of the candidate’s interview status, more details and the evaluations of each interview are now displayed directly in the overview. We also created an option to see a daily view in the calendar of the Find a slot in the calendar functionality to improve the view of busy calendars.New functionalities are also planned here for the coming months: by popular request, we will give you the possibility to schedule video calls via Zoom or MS Teams directly within the Interview tab! Afterwards, we will develop a new workflow to directly send interview invites to candidates.Redesigning the Interview tab has only been the first step in our vision to improve your daily recruiting processes. Stay tuned for more updates!Best,Your Personio Team 

Dear Community,The Performance tab keeps on improving and bringing you new functionalities. Here is a recap of what’s new and what we improved, for an always better experience.🚀 NEW: To help you easily share feedback with an employee, you can now use the Export function. In the Performance tab of an employee, enter any feedback form and click on the Export button. There, you can download as a PDF or export the feedback directly in the employee’s Documents tab in just a few seconds.  🌟 IMPROVED: Employees receiving feedback and their supervisor are now receiving an email notification when new feedback is published. This way, you can easily track your employees’ performance and never miss important information. For more details on the functionalities, have a look at our article on Performance feedback. Performance comments are now performance notes! Add and read performance notes directly in the Performance tab of each employee. Those notes are only be visible to supervisors and HR team members. For more information, check our Help Center article on Performance Notes. Go ahead and try it out!Greetings,Your Personio Community Team

Dear Community,Are you using integrations with Personio? Then this one is for you! We have worked on simplifying your experience while drastically improve the security of your data. From now on, you can: Generate separate API credentials for each new integration you set up with the Marketplace. When requesting new credentials, the previous ones will no longer be deactivated. No need to store the credentials on your computer, you can easily access the list of all your credentials directly in Settings > API credentials If you want to pause the information exchange between Personio and the integration, simply toggle it off. When you want to re-enable the integration, just toggle it back on!    For more information, have a look at our help center article on to generate and manage new API credentials.