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How to setup Workflow for managers to raise a Role Requests and Approval Process

  • February 25, 2025
  • 5 replies
  • 78 views

Would it be possible to create a workflow where managers can raise a request for a specific role/position? This workflow would need to follow an approval process before reaching the recruitment team to initiate the hiring process.

Let me know your thoughts.

Best answer by Nathan Jolly

Hello everyone, 

 

Currently it does not exist in Personio. 
It really something that we need to have in the workflow section. 
 

I created a workaround workflow with the Approval, but it’s not great at all in terms of UX. 
I created a section, in their Personal profile, only accessible to Managers. They have propose rights, and when the change occurs, it triggers the custom Approval workflows and ask for HR and Finance ( in our case) to approve the change. 

The experience is quite poor, and we had to select an external tool to make it better. 

It really something that would be a game changer for many users, as you’ve seen in the previous thread ! 

Hope we will have some good news soon ;) 

Nathan

5 replies

Moe
Community Admin
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  • Community Admin
  • March 4, 2025

Hi ​@HR23 !

Tagging ​@Nick here for visibility as he might be able to help!


Moe
Community Admin
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  • Community Admin
  • March 12, 2025

@MvdS this question might be a good chance to get your first Best Answer 👀

Also tagging some other knowledgeable community members for input:

@tb_hr ​@TopTalentSeeker 


HRJoy
Helping Hand
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  • Helping Hand
  • March 12, 2025

@Moe  - is this something that the new Workforce Planning module will help with? Or upcoming updates to the Recruitment module?


Moe
Community Admin
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  • Community Admin
  • March 13, 2025

@HR23 I’ve done some digging and it sounds like what you’re referencing is job requisitions before actually posting a role. I found this post with an update from 4 months ago and it doesn’t look like we have this feature yet. However, I’d recommend using the Give Feedback option to suggest it.


Forum|alt.badge.img+10
  • Communicator
  • Answer
  • March 13, 2025

Hello everyone, 

 

Currently it does not exist in Personio. 
It really something that we need to have in the workflow section. 
 

I created a workaround workflow with the Approval, but it’s not great at all in terms of UX. 
I created a section, in their Personal profile, only accessible to Managers. They have propose rights, and when the change occurs, it triggers the custom Approval workflows and ask for HR and Finance ( in our case) to approve the change. 

The experience is quite poor, and we had to select an external tool to make it better. 

It really something that would be a game changer for many users, as you’ve seen in the previous thread ! 

Hope we will have some good news soon ;) 

Nathan