Support Area

Is it possible for an admin to manually add a Manager Review on behalf of a manager who is unavailable to do so within the Performance Review cycle?

Hello Personio Team,I have a question regarding the Tags feature in Personio Recruiting.Currently, when filtering candidates using multiple tags (for example: “German” and “Cloud”), the system shows all candidates who have at least one of these tags — which means it works as an OR condition.However, we would like to narrow the results to only those candidates who have all selected tags (in this example, candidates tagged with both German and Cloud).Could you please confirm if there’s any option or planned feature that allows filtering candidates by multiple tags using an AND condition instead of OR?If not, is there a workaround (for example through saved searches, reports, or API filters) that could help achieve this?Thank you in advance for your help!Best regards,Anna 

In our company, we would like the HR department to have control over who evaluates whom in performance review cycles.Specifically, we would like HR to be able to manually assign subordinates to reviewers, rather than having these relationships automatically determined by the direct supervisor.Is there currently a way in Personio to let HR configure or override these reviewer–reviewee assignments manually?If not, is such a feature planned for future updates?

Hi all,How can I avoid people to send open application emails using our personio email address. This creates unasisgned emails in our recruitment tab. How can we “block” this?

Hi everyone,I’m experiencing an issue with the Notification Reminder for employee anniversaries. I haven’t set up a reminder for the 3-year anniversary for new team members. However, I received a reminder for their 3-year work anniversary on their actual onboarding date.Has anyone encountered this issue or found a solution? I’d really appreciate your help.Thank you very much! 

Hi,We’d like to set up a workflow which notifies the manager that they need to ask their employee for a doctors notice when the employees sick leave have exceeded 7 consecutive days. The issues we are having is that when people add sick leave for monday-friday and not over the weekends, it does not register as consecutive days even when the sickleave continues for weeks. We currently have set up a workflow for “consecutive time off exceeds a limit working days only (sick days only)” but is has not been working. Should we instead use the one that is not working days only? How have you set up working workflows that notifies you when consecutive working days exceeds a limit?Best,Josefin

Hi I want to add a Workflow where on a custome date attribute a notification is sent. Is this not possible?Thanks and BR

Unable to find the option Create custom integration  in Marketplace > Connected IntegrationsPlease let me know if the access to custom integrations is disabled in trial period and will be available if I purchase.

Hi there. How do you deal with Personio if you have two pay cycles - weekly and monthly. We’ve been told that currently weekly payroll is not available and if you want to have different cycles you need to create another entity which we do not want. Based on that we can’t use Payroll module at all at moment. Any suggestions? Thanks :) 

We need to sync our department hierarchy information in Entra. However, it appears that only the assigned ‘department’ attribute can be synced, but not the fully department hierarchy. Is there a way to export this information, e.g.:Human Resources > HR Business Partner > HR Business Partner - FinanceEmployee Org DataAlso there is also an attribute in Entra that could capture ‘cost center’ and ‘division’ but isn’t an available target for mapping:employeeOrgData resource type - Microsoft Graph v1.0 | Microsoft LearnWill it be possible to export this information via the Entra integration at some point?

Hello, just wanted to check if there is an update from your side regarding user provisioning with Entra ID?We need only option that uses PATCH API calls, which means updating the user’s info in Entra ID after the change has been made in Personio.We have another workflow (outside of Personio) that handles user creation and deletion in Entra ID so to avoid errors and issues within the system, we would like to have the option to simply disable POST and DELETE API calls to EntraID.

Hi,We have developed an integration app that uses Personio for authentication. Previously, we were able to obtain the Client ID and Client Secret from Settings > API Credentials. However, this section is no longer visible in our Personio account.Currently, we only see an option labeled "Recruiting API Key" under Settings > Integrations > API Credentials. I also reviewed the Personio API documentation, but there seems to be a mismatch between the documentation and the current interface.I have attached a screenshot for your reference. Could you please advise on how we can now obtain the Client ID and Client Secret?Thank you for your assistance. 

I am trying to use the API to automate canccelation of meetings if a coworker is absent.Since we operate in germany, we need to be very sensitive with data and i am not allowed to use/see the absence type of my coworkers.Is there a way to get access to the absences api without seeing the absence type?

Is it still not possible to get notified as the sender of documents? I am a People Manager and I regularly send out contracts and other agreements for signatures. I don’t get notified when they are signed, nor when they are declined. Especially when its declined, this is a problem as I don’t see the note as to why it is declined, only the people who signed it do. Is there a function for this? 

Hello Personio Community,I need help with a specific adjustment in our current performance review cycle, which is already in Live status.We have an employee (X) who currently reports to a new lead (Y), but Y only started in the manager role in October. For this review cycle, we would like X’s upward review to be directed to their previous manager (Z) instead of Y, since Z was their manager for most of the review period.The challenge is that the Reviewer selection setting (Automatic vs. Manual nomination) is now locked and cannot be edited. Could someone advise or assist with one of the following: Is it possible to manually reassign X’s upward review to Z in the current cycle? Alternatively, are there any recommended workarounds? For example, could we create a mini-cycle for Z with manual nomination enabled and assign X’s feedback there? Thank you in advance for any guidance!

Older Reports have a manual force refresh button.Where can I find this for the new Report style that Personio makes us use? It is so frustrating to build a new report, see there are some updates required - want to be able to share it with Manager/Leadership only to see that it takes upwards of 24/48hrs for the data to refresh!If I’m missing seeing the force refresh button please can someone let me know!As the top contributors to the community hoping one of you might have the answer to the benefit of the rest of us!​@HRJoy / ​@SabbuSchreiber / ​@Nathan Jolly / ​@People Person / ​@LegoMD / ​@SalC / ​@Vida ​@CelinaP / ​@Natalia N / ​@International Support Team / ​

I’ve created a custom role to give admin access but only at a team level - I want the person with that role to only have access to their own team’s data (by using the filter ‘Custom IF Team = Own’ against all the permissions). However when I log in as that person they can still see all the other team’s data.  Can anyone suggest what I’ve got wrong?

Hello everyone,I need your help: For several days now, the absence calendar has not been displaying completely on my (administrator) dashboard. I can view all events, but only for “department” or “immediate environment.”Previously, I could see the absences for the entire company in the dashboard without having to go to the “team calendar.” Does anyone have a solution?Thanks in advance,Tülin

I wonder if you can help me to find a solution to an issue we are having with staff being able to request holiday over their allocated entitlement.example last year we have someone take 3.5 days more than the absence setting should allow, they were allocated 15 days and were able to take 18.5. Is there a box I’m not ticking or is this a serious fail in the system?Is our only fail safe the line manager (approver) surely it should flag to say you don’t have allowance for this or atleast tell the manager they dont. Please help

Hi, Within my company I am setting up / dry-running Personio Conversations for our HR Department to use in a later stage on production.After creating teams, setting up SLAs, I am trying to create requests through the pre-configured e-mail integration, using the team's e-mail address.(as described in the documentation: https://support.personio.de/hc/en-us/articles/7094238960925-Submit-a-request-using-Personio-Conversations).Unfortunately, upon e-mailing from a personal work account, I am not retrieving a new request in the Requests dashboard in Personio Conversations.Maybe there is something I have missed in the initial configuration, although I cannot find it. Manually creating a request within Personio Conversations works as expected. Let me know what else I can try, thank you.DZ

 Hello - we would like to cancel our Personio subscription before it renews in June of this year.  How can we do this? We want to keep using it until the end of June (period that we paid for it). 

Hi everyone,We’re  looking into our performance review cycle in Personio and want to make it as smooth as possible for managers and employees. Our current challenge is that managers often need to reference the employee’s self-review while simultaneously taking notes during the 1:1 discussion.Right now, the typical workaround is using a separate document (Word) for meeting notes, but we’d like to keep everything within Personio to simplify the workflow and ensure all data is centralized.We’re particularly interested in: How other companies structure their templates to allow managers to see the employee self-review and add notes (document set goals and agreements, as well as feedback) - in one view if possible. Best practices for capturing discussion points together with self-review questions versus in a separate discussion notes section. Any tips for keeping the process efficient, especially for managers who run multiple reviews in a short time frame. Any examples, screenshots, or w

Why don't employees who have the status ‘Leave’ appear in the org chart? It is visible for Admins or Supervisors in their report line, but not for all to see. Now it seems like the position and employee is gone.

Hello! We are in the middle of our performance reviews. A few employees have had a supervisor change after the performance cycle was set up. Their Self-Review and Manager Review request has gone to their old manager. Is it possible to redirect them to the new/current manager? Many Thanks! Aine