Reports

TianaFollower

Hello,Is there a chance I can upload the report that shows all employees with stated worked hours day by day within 1 month? I need it for the purpose of checking if there were employees working for more than certain number of hours on any of the days of the month.Thank you!

543

2 years ago

alexandraserraGetting Started

asked in Reports

Salary Report not accounting for changes in department / positions

Hi Everyone, We are new in Personio and I need to use the reporting tool to do some analysis for the finance team. Basically what I need is the salary report which gives me the fixed salary by department and by month which is the report that is already set up in Personio, however Im encountering one issue: the report doesn't account for changes in departments / positions. For example, i have employee X that was in the Sales department in August 22 but got changed to Marketing in September 22 so if I run the report now it will show the salary of employee X in Marketing on August 22 and prior months which is inaccurate because that employee was in Sales at that point in time.Any thoughts on how to solve this? Maybe there is a filter I need to include in the report? I find this kind of annoying as the report is currently inaccurate….

521

2 years ago

lisaamorosoCommunicator

asked in Reports

automatic reports

Is it possible for personio to automatically generate a specific report and automatically send it to a specific employee? For instance if the finance manager needs a headcount report each month, but we do not want that person to have access to reporting, can we arrange it so that a report is automatically generated on the 1st of each month and sent to that person?

3302

2 years ago

Ruben ChocoFollower

asked in Reports

Reporting hours, target working hours

Hi,We would like to generate reports for our supervisors where they can have a simple and clear overview of everyones’ effective working hours. Unfortunately, whenever I try and create the reports, it seems that the absences are not correctly deducted from the effective target working hours. I'm not sure if the picture below is clearly visible, but a number of things are unclear to me, The picture illustrates the month of February, Where working fulltime results in 160 working hoursWhen looking at the FTE and the contractual target working hours, You can see that for ‘Maja’ it still says 160 working hours contractual, eventhough she is only 0,9 FT. (Sanne has started midway during February so ignore her) ‘Lysanne’ has 24 hours of absence, which is correctly processed in the effective target working hours, However, she is the only employee where this seems to effect the Effective target working hours. It would really help us out if someone might be able to help me get the data processed

1273

2 years ago

SybrenGetting Started

asked in Reports

Probation in reports

I would like to make a custom report for the upcoming days of probation end, but the old probation period end dates showes also up. Is there a way that only the future ends of the probation periods show up?

411

2 years ago

Ana PonsGetting Started

asked in Reports

Wrong information in reports (Urgente - INFORMES CON DATOS ERRONEOS)

We are having issues with the data in reports. The data shown is incorrect, although we didn’t make any changes.The moderator translated the post. See original message below:Constantemente dan errores los datos de los informes cuando actualizas, sin haber introducido cambios.

401

2 years ago

CelineDFollower

asked in Reports

Future absences report

Hello,I’m looking for a report that mamangers can run about planned absences with dates. I found how to run report about number of days but not with dates.For example: bigining of March, they want to run a report about planned leave for their team for the whole month with dates for each team members.Do you know how to do it?Many thanks in advance for your help.

1069

2 years ago

AleWeLearnGetting Started

asked in Reports

How to download Interview number report

We would like to run a monthly report that tells us the number of interviews carried out, with the possibility of filtering by person, by department, by position or categoryHas anyone done it yet?A.

482

2 years ago

StephenFollower

asked in Reports

System Reporting - Self-exclusion

Hi, Wondering if anyone has come across this or can offer advice. I’ve given some team members access to system reporting, for example headcount. When they check the headcount, they themselves are not reflecting in the numbers. They will see for example 100, whereas, I see 101. Any ideas? Warm regards,Stephen

261

2 years ago

N.BoedeckerGetting Started

asked in Reports

Absence days report incorrect

Absence days report does not match absence days entered and shown in calendar

551

2 years ago

lisaamorosoCommunicator

asked in Reports

Expired password reporting

Hi, Is there a way to run a report on who may have expired passwords in Personio?

181

2 years ago

Kasey ShenExplorer

asked in Reports

Open tasks history tracking

Hi, Is it possible for HR manager to track the number of tasks every manager received during a period, as well as the closed and still open tasks number?Regards,Kasey

451

2 years ago

Fabienne_lawpilotsGetting Started

asked in Reports

People Analytics: How can I display Management- und Age information? #reporting

Dear Community, I am trying to create a report that can tell me about various People Analytics metrics.However, I am already failing miserably on the following factors:Employee is a manager (y/n will do here) AgeHave you guys found any workarounds to display this?Thanks a lot and greetingsFabienneMessage has been translated by the moderator. See original post below:Liebe Community, ich versuche gerade mühsam einen Report zu erstellen, der mir zu verschiedenen People Analytics Metriken Auskunft geben kann.Ich scheitere jedoch bereits kläglich an folgenden Faktoren:Mitarbeiter ist Manager (j/n reicht hier) AlterHabt ihr Workarounds gefunden, dies darzustellen?Vielen Dank und VGFabienne

724

2 years ago

AliceMBusy Bee

asked in Reports

Does the Last Login info include last attempted logins too?

Hi there, I’ve been using the Last Login report as we just rolled out in head office this week and I want to see who has successfully accessed the system. One person appears on the Last Login report as having logged in on Tuesday but has since reached out to me saying that he hasn’t been able to login and needs help with his MFA setup. I need to know if the report includes attempted logins or just successful ones.

821

2 years ago

Rukmani MahapatraGetting Started

asked in Reports

Report for Break hours by employee per month

Hi all, I am trying to extract a report from Personio to illustrate all break hours taken by per employee per month. Is this possible ? Could some one help please ?

722

2 years ago

CarinaFollower

asked in Reports

Leaver Report - how to add type of termination to it?

Hi, Is there a way to add the attribute “Termination type” to a report? I would need to distribute this in a leaver report I need to create. Until now I have not been able to find a way to include that. Thank you for sharing best practice for this matter. RegardsCarina

1171

2 years ago

CarinaFollower

asked in Reports

FTE Report - employee not reflected after coming back from parental leave

Hi, An employee is currently on parental leave and not reflected in the FTE report, that´s fine. He is coming back in two month and his profile is already updated (status “active” & date), but he is not reflected in the FTE report for the respective month is an active employee and should count again as 1 FTE. Did someone of you were facing the same issue already? Thank you for any supportCarina

linndalFollower

Hi,I have three questions related to pull reports from Personio.Source - can we do a custom source and then download a report? For example, add a headhunting company as a source and later download a report and see how many candidates were hired and sourced from these headhunters? Offer Acceptance – we would like to pull a report on how many accept and decline our offer, is this possible? Hiring speed- can we see how fast candidates move from phase to phase and not only from application to acceptance? For example, we would like to have to possibility to compare departments and how fast they are with reviewing candidates etc. Thank you!Best,Linn

4291

2 years ago

CryptoprincessGetting Started

asked in Reports

Report for employees on parental leave

Hello community, I couldn’t find anything on how to create a report that lists all employees who are currently on parental leave. Does someone know how to solve this? Thanks & bestJasmin

732

2 years ago

ArneFollower

asked in Reports

Time Accounts at a specific date as custom report

For our accounting we need the hours on the time accounts of every employee at the last of the month. There is no field to add this information in custom reports. Can you help me?

847

2 years ago

AmbeRRR_PCFollower

asked in Reports

Historical Custom Reports: Trouble Entering Dates

Hi,Does anyone else have troubles entering dates in calendar/date field in custom reports? Specifically, for the report type - Historical Data.My teammates and I have had a lot of trouble entering the custom dates for a wider range of time beyond the suggested Dynamic Date options. As shown in my screenshot - we wanted the historical data for the period from 2018 to 2022 which we only were able to enter after many many attempts with no real structure or reason other than luck and patience. Attempts:When I click into the calendar box it does not allow me to select a date so far apart because it has this tendency to require all the days in between to be highlighted. So when 01.01.2018 is selected the end date is automatically readjusted to a shorter range (1 month) When I click on the actual date box to type in the date manually. The box keeps closing with the press of any key. Eventually this is the only way to get the specific dates we want. But must make many attempts to enter one n

742

2 years ago

CDTDSGetting Started

asked in Reports

Hi, aside from the last login function on the employee lists, has anyone been able to find a way to see who logged in over a time period e.g. a week?Thanks!

5921

2 years ago

gulshanbangeraGetting Started

asked in Reports

Internal moves from Intern/Working Student/Contractor to Full time employee tracking

Hi All,I have a question, or you can share the best practice that you follow in your organisation to keep track of the following:I would like to know how you keep track of the employees who moved from Intern/working students or third-party contractors to full-time positions. This might help keep track of transfers or for reporting purposes.Regards,Gulshan Bangera

671

2 years ago

SONIAROCABusy Bee

asked in Reports

External collaborators at Personio

Is there any way for external collaborators not to be counted in the headcount that appears on the admin dashboard and in the reports?We work with some collaborators who have access to Personio to do some tasks but they are NOT employees and they always appear as such even though their profile specifies that they are external collaborators and have a limited role permission. As they are counted as employees the data in the reports are not accurate.

1512

2 years ago

gulshanbangeraGetting Started

asked in Reports

Export salary data with currency symbol

Hi All,I am trying to pull a salary report for all the employees required for the finance team. I would like to know if there is any way I can pull the report where I get the salary details along with the currency symbol.?

981

2 years ago

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