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Here you can ask all your questions and discussions around reports, such as company data exports, standard reports, custom reports and exports.

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92 Topics

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

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!

delleighExplorer

posted in Reports

Salary Changes - Reason

Hi,I’ve just set up this report and want to know if there is a way to add a reason for any salary changes that can then be reported on.Not sure if I’ve missed something as I cannot see a way to add any notes to the changes, aside from the notes on the employee profile itself.ThanksLeigh-Ann

k.kotowskaGetting Started

asked in Reports

Custom report with leftover holiday hours

Hello,As the year is coming to an end, we are doing some admin in the background. One thing we need to look at is the leftover holiday hours of our employees and notify their managers that some of their employees are not taking enough leave throughout the year. As I tried to create a custom report to see the outstanding holiday hours for our employees, it came up with very weird numbers. What I see it does is sometimes it takes the “carryover from previous periods” field, or the “entitlement”, instead of the “hours left” field. How can this be fixed?Any help would be great.

GauravGetting Started

asked in Reports

Original start date not able to pulled using Personio API

Dears, We pull the personio data into our data warehouse using personio API . Recently HR team has created a field ‘Original start date’ ( added the attachment for the reference ) onto some of employees profile and we would like to fetch this field using personio API . We are not able to see this field - can someone please guide us where we can fetch this field using API or we are missing something here ? Your response is truly appreciated

MariaGamiumGetting Started

asked in Reports

Creating Recruitment Reports

Hello,I'm reaching out to express my frustration with the limitations I've encountered in Personio. I've been attempting to generate reports or access statistics on candidate rejection reasons within our hiring pipeline for analysis, but unfortunately, I've hit a roadblock. Could you please clarify if it's even possible to perform this essential task within Personio, and if so, provide detailed instructions?Frankly, I find it perplexing that a tool like Personio lacks user-friendliness, and the absence of a customer support team only adds to the frustration. This is in stark contrast to my experience with Team Tailor, where their tool is exceptionally user-friendly, and their support team is always available to assist.I appreciate your prompt attention to this matter and hope for a resolution that enhances the usability of Personio for our team.Thank you.

Julia MTExplorer

asked in Reports

Filter signatures - data documents signed

Hello!I would like to keep track on a document that I sent for signature to all employees. However, when I go to the dashboard, there are no filters for the document type, or date, etc… only “sender” which is always me for all the rest of documents, and the “status” which is pending but I have lots of other documents still pending to e-sign. Therefore, it’s a lot of manual work to get data of how many employees signed the documents, how many are still pending, etc…. Is it possible to get some data about the documents that are signed vs. pending, and other similar?Thanks

nunomeirelesGetting Started

asked in Reports

Position Open date report

Hey everyone. Internally we have been working in some Recruitment data, but I can’t find a report/customization way to extract from personio the position name and the date it was opened. Any help? Thank you!

NataliaGetting Started

asked in Reports

Cost-center history and changes

We have recently started using Cost Centers in Personio, and I'm curious if it's feasible to apply them retroactively, altering them for past periods, and/or if there's an option to make changes effective from a specific date when people switch departments.

lindseywrableGetting Started

asked in Reports

Creating a list of managers

Hello! I am having trouble trying to create a report with just managers. Can someone offer some direction here? Thanks so much!

mmerkxGetting Started

asked in Reports

How can I export a file in a pdf-format and not in the standard csv/excel format.

Kevin GExplorer

asked in Reports

Deletion of old compensation elements

Hello, We have deleted some compensation types, but they are still visible in the list of a custom report. How can we delete them from the selection list of attributes?Thank you.Kind regards,Kevin

EmiliaGetting Started

asked in Reports

Bericht unverplanter Resturlaub

Dear Personio Team,How is it possible to generate an individual report in which I can see how many unplanned remaining days of leave my active employees still have on the key date xy in 2023?In my opinion, with the current individual reports I can only see how many remaining days of leave (planned + unplanned with the filter: "Balance at end of timeframe") the respective employee has.How can I also display only the employees active at time xy in this report, so that the employees who have already left at the beginning of the year, for example, do not appear in the report?Can you please help me here?Thank you very much!Original post translated by the moderator. Liebes Personio-Team,wie ist es möglich, einen individuellen Bericht zu erzeugen, in welchem ich einsehen kann, wie viele unverplante Resturlaubstage meine aktiven Mitarbeiter zum Stichtag xy in 2023 noch haben?Mit den aktuellen individuellen Reports kann ich meines Erachtens nur sehen, wie viele Resturlaubstage (verplant + unve

monicasn17Follower

asked in Reports

Absence Period Report

We need a report looking into the upcoming 6 months that will shows us the requested paid vacation days with the specific time period. At the moment, any report will just give us the total amount of days requested in a given period but not the specific days or a breakdown of the days taken by week or month. The closest we could get was via the Export where the periods are indeed available, but this then only shows the current month and it’s not possible to do it forward looking. Do you have any solutions on how this could be addressed as we need the future requests split by week for our staff planning? Thank you!

Ruben ChocoFollower

asked in Reports

Employee not showing up in system reports

One of our employees does not show up in the system reports.I have checked to see if any relevant information was missing in his profile, but I saw that the essential information such as start date, status set to active.The only reason I can think of is that he was formerly employed by us and now is now employed by us again on the same profile and this somehow messes up something on the back-end of the system, but I cant wrap my head around it. Is anyone else familiar with this issue or has any idea how this might be resolved?

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