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An area for our customers: Ask your questions about our tool, help other users and exchange with them about Personio.

1951 Topics

bardenGetting Started

asked in Reports

Duplicate report

Is it possible to duplicate an existing report that was created using the new report builder?

asked in Performance & Development

Bi-annual / Quarterly Performance Reviews Using Personio Cycles

Hello everyone,We're an NGO with around 65 employees and currently use Personio for our annual skills assessment reviews. We're now looking to integrate a quarterly review process and are exploring how best to set this up (different cycles, one cycle with everything,...).We’re curious to hear how other organizations are using Personio for bi-annual or quarterly reviews between employees and their managers.Any insights, best practices, or tips would be greatly appreciated - and we’d be happy to share our own experiences at the same time!Thanks in advance 😊

vstranskaGetting Started

asked in Reports

How can you share reports such as Headcount/FTE with others inside the tool?

Hi everyone,as of the transition to new Analytics, we are facing a major pain point - crucial reports for HR/Finance controlling have been discontinued (legacy system Headcount/FTE reports). When I create the report which was in our small organization regularly used by 10+ employees, I cannot find the way to share it with the others that have relevant access rights to view this type of employee data. Has anyone figured this out?If those 10+ employees have to each create the same report for the same purpose, that is a major loss of time. And even worse, if the same needs to be done by the HR team that works on the same topics and needs the same reports.Thanks in advance for any ideas!

asked in Employee Data & Documents

Rejected working hours – comment not visible to employee?

Hi everyone,I've noticed something odd in our workflow and wanted to ask if others have experienced the same:When a manager (in our case, me and a colleague) rejects an employee's recorded working hours and adds a comment in Personio, the employee seems unable to see the comment. They only see that the time entry was rejected – but not the reason or the comment left by the manager.Additionally, it looks like the comment isn't saved anywhere visible for future reference – neither for the manager nor for the employee.Has anyone else experienced this? Is this expected behavior or is there a setting we might be missing?Thanks in advance!

nopersonalinformation

asked in Employee Data & Documents

API question: Can I retrieve future changes to employees via API?

Hi,I need to retrieve changes made for employees with an effective date in the future via API.I can’t find any information on this on the API documentation?Can someone assist me on this please?

MudderstadtFollower

asked in Salary & Payroll

Payroll without being an Admin

Dear Community and Personio,We’re using Personio for the payroll since summer last year. The finance team which is not part of the People & Culture team runs the payroll in-house. We now added additional apps like Performance and Development and Surveys and start using those in December.The Finance Team who does the payroll in-house MUST not have access right to those new apps (performance & surveys) but is not able to run the payroll without admin rights. Did any of you found a way to setup the employee role “payroll” in a way to allow them to run all steps in the payroll process? If now - dear Personio product and dev team, please prioritize this topic. Especially, development talks are something personal and trust is needed to share honest feedback. It’s essential to limit the number of people who have access to their thoughts!Thanks you all!

Willemijn LeijsExplorer

asked in Recruiting

Recruiting page bug?

Hi, Is any one experiencing problems with the Recruitment page? We just lost all the candidates in the pipeline of all the vacancies that are outstanding. Does anyone know if there is a bug?Cheers, Willemijn

RovinaNewbie

asked in Integrations & Workflows

Personio webhook not working for Greenhouse

Hello Voyager Community,I want to connect Personio with Greenhouse.Use case: When a new employee is hired in greenhouse, I want it to automatically create a new employee in Personio and the employee data to be transferred from Greenhouse to the Personio employee profile. I’ve tried the set up of the webhook as they recommened, however, it does not work. My webhook logs in Greenhouse show that the request has been delivered successfully, but no new employee has been created in Personio. If anyone has the answer to this, please let me know!

asked in Employee Roles & Approvals

Workflow: Time tracking Approval

Dear Community,I’m experiencing issues with time tracking approvals since the process was moved to workflows. Unfortunately, the approval settings didn’t migrate automatically, so I had to create the workflow manually.I followed the setup exactly as described in this guide: 🔗 Set up attendance approvals in AutomationsHowever, the system is still showing violations for the team manager. I’ve double-checked the work schedule and the employee’s time entries — everything seems to comply with our internal policy.What’s also confusing is that when I click on the alerts, it doesn’t show me what kind of violations or issues they are. So I’m not sure what exactly needs to be fixed.Is there something I might be missing? Any help would be greatly appreciated!Best regards,Yildiz

E.St.Getting Started

asked in Other Topics

View Setting - Dark Mode

Is it possible to implement a Dark Mode for the User?

NGT HRGetting Started

asked in Performance & Development

How to extend the end date of a cycle after it has ended but the cycle is not yet closed?

I’m trying to add new Peer Feedback Requests but there’s an error message and I’m wondering if it’s because the step end date has already passed. I can’t change it although the cycle is not yet closed.

Edda van der EndeCommunicator

asked in Reports

Upcoming terminations and new hires in one view?

Hi,How can I see with one view whose contracts are ending within the next 2 months and simultaneously who are joining in the next 2 months?Is there a report I can use for this?Edda

Recruiting TeamGetting Started

asked in Reports

Recruiting Tracking

German belowWe are using the recruiting tool via Personio and would like to know if it is possible to obtain a more detailed overview in the tracking section.Unfortunately, the recruiting report section does not provide all the information relevant to our recruiting process.Specifically, we are interested in accessing the following metrics:Job ad reach (How often was the ad displayed?) Job ad views (How many people viewed the ad?) Conversion rate (Ratio of page views to actual applications) Bounce rate (How many visitors leave the page without submitting an application?)____________________Wir nutzen das Recruiting-Tool über Personio und möchten gerne wissen, ob es möglich ist, eine detailliertere Übersicht im Tracking-Bereich zu erhalten. In der Recruiting-Bericht-Sektion finde ich hierzu leider nicht alle Informationen, die für unser Recruiting relevant sind.Konkret interessiert uns, ob wir folgende Metriken einsehen können:Reichweite der Stellenanzeige (Wie oft wurde sie ausgespielt

fmasonGetting Started

asked in Integrations & Workflows

links in emails not operational

since the upgrade the notification emails containing a link to the relevant place in the site are not working, they are not clickable - anyone else screaming at their screen?

developyourskillsFollower

asked in Reports

Amount of interviews per interviewer

Hi, Is it possible to make a report of the amount of interviews per interviewer? We would like to gain more insights on the amount of interviews every colleague has. Thanks!

M_MGetting Started

asked in Reports

How can I find the progress for an specific stage in all my recruitment processes?

In previous versions, it was possible to collect information related to the different stages in all the recruitment processes registered. Currently it only allows to view it for each position, is there an option to obtain global and aggregate information?

VilmaKGetting Started

asked in Other Topics

UK public holiday calendar 2025 - two days missing

Hello, We just noticed the 2025 public holiday calendar for UK is incorrect. 21st April and 25th August are missing. Please could we have those days added so we do not need to create a new list just for those days?Many thanks,Vilma

IngkafGetting Started

asked in Attendances & Absences

Remove 'Request' option in absence type Remote Work

We have three Remote Work absence types: Working From Home, On training/At a conference, and Traveling. This is purely for others to know where people are during the week for planning purposes. However, when our co-workers want to register these absence types in their calendars, they get the options to either ‘Skip Approval’ or to ‘Request’ the absence. I’ve checked, but ‘Requesting’ does not send the request to the supervisor….it automatically approves it, as does ‘Skip Approve’, so actually the ‘Request’ button is a bit misleading. Is there a way to remove this?

IngkafGetting Started

asked in Salary & Payroll

Four eye principle - salary approvals

We want to make sure any changes to salary and one-time compensations are entered correctly, and so would like to create a way for the changes to go through some kind of approval workflow before it’s fully updated in an employee profile. How it would work is that one person enters the new salary or the one-time compensation and another would double check it and approve. The closest I’ve come to this is making a new attribute in the employee profile that would go through a ‘propose’ cycle first, but this seems rather tedious. Is there any way for this to work within the Salary section?Thanks for any suggestions!

ashleyashleyashleyGetting Started

asked in Attendances & Absences

Absence - only taking carryover days if less days have been taken

Hello, So we have a flexible holiday policy which is making it a nightmare for me to figure this out in Personio. On our contracts we have 25 days you can take but in reality people take 28-30 (And this is completely fine!). But what is happening now is that Personio is ‘deducting’ the extra days from the new year so if someone took 3 days more than 25, then now they have 24 hours less that they can take in the new year. Is there a way I can prompt that only if people take less than 25 days that it is carried over into the new year and not the surplus? Please let me know!

professional in HRGetting Started

asked in Other Topics

How to change data retention setting for Speculative application

Hi Community,For all the job positions, the data of applicants is deleted after 180 days however for speculative/spontaneous application I would like to retain the data for 1 year. Is there a possibility to do such changes? And how?

Customer123Getting Started

asked in Other Topics

Is Personio Down?

Hi None of our staff can access Personio - is it down at the moment please? Thanks

HayalGetting Started

asked in Attendances & Absences

Time Off – "Validity On" Restriction for Different Countries

Hi everyone,I’m facing a challenge with the "Validity On" section in Time Off, as it restricts us from configuring different leave policies for different countries. For example, in some countries, annual leave is calculated based on calendar days, while in others, it’s based on working days.Ideally, this setting should be moved from the "Type" field to the "Add New Accrual Policy" section to allow for better international policy management. Right now, users see numerous leave types that are irrelevant to their country (e.g., a user in Zambia might see leave types meant for Ukraine).Has anyone found a workaround for this, or is there an update planned to improve this functionality?Looking forward to your insights!

Karl EnriqueGetting Started

asked in Integrations & Workflows

Slack Integration is inactive. When we try to reconnect/reactivate, its not working

Hey there.Would anyone be able to help and assist regarding slack and personio integration? Our integration with slack is showing inactive status and not working when trying to reactivate. We used to receive daily updates in slack on who are on leave/absence and employees celebrating anniversaries and new joiners but now, its not showing in slack anymore. Can anyone help?Thanks heaps.

Sarah ShoveGetting Started

asked in Reports

Visibility of new reports (created with new templates)

Hi Community,I just created a few new reports with the help of the new templates (like e. g. Headcount or FTE) to replace our Legacy System Reports. The reports show as Saved Reports (I am an admin) and with me as an author. However, the other Personio admins from our company can’t see these reports. How can I make them visible for them as well? And how can I grant other employee groups access?Thank you for your help!Best regardsSarah

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