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Marion Badin-LatourGetting Started

asked in Reports

Reports organization

Hello everyone,I'm wondering how I can organise and sort all the different reports we create. I'd like to create a folder and archive the reports by theme, for example ‘headcount’ or ‘salaries’ and so on. Do you think this is feasible somewhere?Many thanks in advance for your help, My Best

Circus2012Getting Started

asked in Reports

How can I get an annual salary report?

My finance director has asked for a list of annual salaries for our employees which seems like a fairly basic request but I cannot see how to do this. I can’t use in the monthly salary and multiply by 12 as we have in month changes so this would not be accurate. Please could someone point me in the right direction? I can’t believe the system can’t do this as it is a basic requirement :-(

asked in Reports

Training Report

Dear Community, Is it possible to pull out the training report for the employees for each year, as of now i can download the report but we are not able to segregate it year wise?

JulesRGetting Started

asked in Reports

Not able to pull children informations through custom report

I need to get an extraction from Personio with all the children data per employee (number of children, name, gender, date of birth etc) but I can’t find it ion the reports column and moreover the “children” column is false as employees don’t have the right number of children in the report even if correctly reported in Personio. Is there a solution to get all of this data ? Thank you.

asked in Reports

Recruitment KPIs - Key Reports missing

Hi, how do i create kpi’s missing in the report page? I see for example time to hire and time to offer but some basic KPIs such as:Time to fill: Probation period pass % Offer acceptance %Are completely missing.Anyone sorted it out?

IsisFollower

asked in Reports

Reports- Changes

Hey Personio Community,I want to report employee attribute changes and new starters through the custom reports function, similar to the payroll tab function. However, I can't change the attributes in payroll because they are being used for a different purpose.In my search, I found that you can do this with the historical data setup. The problem is that the new starters are not highlighted (and also dont appear, even if their status is onboarding), and I also cannot sort the data by hiring dates. For example, I am only interested in the new starters and the changes of the next month. I tried a lot of different things.Maybe someone here has a idea, I haven’t thought about.Thank you in advance.

LegoMDDetective

asked in Reports

Annual leave balance report

Dear Community, I have a question regarding annual leave balance reports, can you please help me and confirm that my understanding is correct!:Created a custom report for annual leave balance - I selected: Point in time report type and then Last day of this year as date. + Aadded the following column: Paid annual leave - BalanceCreated a custom report for annual leave balance - I selected: Timeframe report type and then this year as date + added the following column: Paid annual leave - Balance at end of timeframe Do I understand correctly that this is the same? Thanks a lot for responses!!!!Bests, LegoMD

Kasey ShenExplorer

asked in Reports

whistleblowing function

Hello,could you please advise how can we activate the whistleblowing function in personio?Regards,kasey

ItaGetting Started

asked in Reports

FTE

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :)

ItaGetting Started

asked in Reports

FTE report

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :)

Vincent MaurasGetting Started

asked in Reports

Reports in Personio

Hello Community,I have been struggling with the reports in Personio for a while and I would need some help to understand a few things about this topic. Disqualified applicationsIn this report, I noticed a category named “not disqualified”. I would like to understand what this category exactly means, since there are already two other categories (Withdrawn and rejected).Applications and Application FunnelI also noticed a difference between the report Applications and Application Funnel. From my experience, I do not have the same figures in the two reports in the category “New Application”. Does anyone know where this difference could come from ? For instance in April, the report Applications gives me 128 applications whereas the report Application Funnel gives me 176 applications. Many thanks in advance to everyone, Best rgeards,Vincent

olivia.herbertGetting Started

asked in Reports

Annual Salary Report

Hi, I need to pull a report for all employees and their ANNUAL salaries. I can’t find this anywhere and when creating a custom report and clicking ‘salary’, I only get the monthly amount, does anyone know how I can do this please? It should be really straightforward !!

LaurajGetting Started

asked in Reports

Time in stage data

Hi, is there a way to get a report or extract data on how many days a candidate has spent in each stage of the hiring process (not only the current one)? Thanks!

jo spencerGetting Started

asked in Reports

People cost alongside headcount report

Hi, Is it possible to have a People Cost (as in salary total cost annually) alongside the headcount report, or does someone know how to do this?Thanks,Jo

BugreportsFollower

posted in Reports

Overtime is calculated incorrectly

Dear personio team,I have noticed an error in the calculation of overtime.Before I entered my times for yesterday's working day, my overtime account was correctly calculated as -8h, as 8h of my working day was missing. The result was then -5h56.I then entered my working hours, but I only worked 6h57 yesterday, so I didn't work a full 8h. However, my overtime account was offset with +8h and now shows a plus of 2h04, although it should only be 1h01.This means that more overtime is displayed than I actually have.I hope you can fix this error with the next update so that I don't have to calculate the overtime manually.Kind regardsChristopher Henschel, M.Sc.

Kasey ShenExplorer

asked in Reports

Information security check form

Hello,To ensure our full compliance with ISO27001:2022 regualtions, specifically – SoA 5.19 information security in supplier relationship, and SoA 5.22 monitoring, review and change management of supplier services. We are reaching out to you as our main supplier.We kindly request your cooperation in completing a check form regarding house of control’s performance of information security. It will be appreciate if you could provide other related documents like incident response plan, business continuity management, security policy, etc.Could you please answer these questions and return them to us before 8th March 2024?Thanks,Kasey (REEN Performance Manager)

magarpolGetting Started

asked in Reports

Downloading Employees sheet every month automatically

Hi all,I need to set up an automation with the following:Generate and Download the Employees .csv every month automatically (let´s say every first of the month) Actualize Active Directory with that .csv with a PowerShell script, monthly as well.The second point I already did it, but obviously the most necessary one is the first one. Where can I find how to do that?ThanksMauro

ChristinFollower

asked in Reports

Bonusrückstellungen

Hallo, wenn es die Exporte künftig nicht mehr gibt - wie kann ich dann bei individuellen Berichten Vergütungsbestandteile erfassen? Ich möchte gern den Zielbonus abbilden. Vielen Dank vorab & viele Grüße,Christin This post has been translated by the moderator.Hello, If exports no longer exist in future, how can I record remuneration components in individual reports? I would like to map the target bonus. Many thanks in advance & best regards,

LouP.Getting Started

asked in Reports

How do I create an open Jobs report?

Hello Community, Our Management regularly want to see recruitment reports from personio, for instance on open req (Jobs). The idea is to present : Job, dept, Manager, and have a brief pipeline overview.I have been looking for a while but have been struggling with the recruitment reports as they are now and the custom report function does not allow to create recruitment reports since the variable “jobs” does not seem to be possible. I tried through applications, but you cannot filter with published Thank you in advance!

Agne IgnotieneFollower

asked in Reports

Department name change - how does it affect reports and historical data?

Hi, I would like to know how does department name change affect the reports and historical data. Does it preserve the old department name before the change date and change only on the day when we make the change or all the date in the history gets the new name? Also, if the name change gets recorded on the specific date, does it show in the employee history as a sperate record?

bruchmDetective

asked in Reports

custom reports

Can I automatically send custom reports by Email.I have created a few reports that we would like to share at the end of each months with certain users by email.Is that possible?

LindaCommunicator

asked in Reports

Custom Report not loading

I have created a custom report to show the employee salaries as per 31.12.2022. The report is not loading inspite various attempts and I am getting the following message:Does anyone have an idea how I can fix this?Thanks!Have a good day,Linda

TimBusy Bee

asked in Reports

Privacy & Data retention compliance: How to (automatically) remove data after expiration of retention period

Hi there, According to European and Dutch legislation we can’t store personnel information and files forever. E.g. according to Dutch laws, we are not allowed to keep the employment contracts and sick leave registration longer than 2 years after termination of the contract. For other documents (e.g. copy passport) the retention periods are 5 or 7 years.A few questions about this topic:Is there a way in which Personio supports removing these documents and data automatically after the expiration of the retention period? If not, what would be the best way to remove data without it being too time consuming? Is there a way to remove data without it affecting the historical data (e.g. for FTE reporting)?I hope you can help me out. Thanks!

TimBusy Bee

asked in Reports

Removing or deactivating old Departments and Teams

Hi there, We have changed our organizational structure and changed/created new departments and teams. We want keep the old departments and teams to keep the historical data and correct reporting. However, we don’t want them to be visible anymore in the drop down list for teams.We have now, labeled them as (DO NOT USE) teams, but this is note a scalable way of working. As shown in the print screen below. Does anyone have an idea or solution on how to fix this?

SkekuBusy Bee

asked in Reports

Custom Report with Data Updates

Hello. Is there a way to create a custom report in Personio that is continuously updated and shows specifically changes in team and department?Thanks!

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