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j3llybeansGetting Started

asked in Employee Data & Documents

Picking up future changes in Document templates

When we annual salary increases we upload and confirm these in advance of the effective date.When i create a template and use the field {{fix_salary}} it only picks up the current salary, and i can’t find any option to select the future effective one.I would also like the document to auto insert the date it was effective from. Are either of these things possible? i’m new to Personio and am hoping i’ve just missed something!

linndalGetting Started

asked in Recruiting

From Candidate to Employee

Hi Personio Community, I was wondering what information from a candidates profile is saved once we decide to hire that person and they become a employee. We always save the Resume and the Evaluation feedback from candidates that we hire. Would that information still be attached to the new employee profile? if yes, where can we find it? If no its not saved, I know we can save the resume easily but you cant download the evaluation from as a pdf or save it either. Could you please advice on how we can save the evaluation form in the best way? Thanks! Linndal

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

AnnemiekeGetting Started

asked in Other Topics

We are paying for Productivity Plus, but it is not activated?

Can you please check our agreements made with Naomi, and make sure we can use the e-signature feature?

bruchmExplorer

asked in Other Topics

Starting page

Dear all, it seems that when logging onto the account we get straight to the personal page and not the starting page. Is there some setting to get to the starting page instead?Would make more sense I guess as this is where my tasks are and after all it is called “starting page”ThanksMarc

VolvicGetting Started

asked in Employee Data & Documents

Job History

Hi there, We are new to the platform and are currently storing historical job information in the notes section of each employee profile as there doesn’t seem to be a way to upload historical career progression information. Is anyone else doing it differently? I’m sure there’s something I’ve not thought of! Also when an employee moves role eg is promoted, change in career path, performance issues etc how are you recording the reason for the change? I dont see how this can be done at the moment. Thank you!

viestursGetting Started

asked in Integrations & Workflows

Show absence in MS Teams/Outlook before it starts

Hello,Is it possible to show absences in MS Office apps, like MS Teams some days ago before they actually start?Got the Personio/Teams integration but it only shows the current data.ThanksViesturs

CarolineBMFollower

asked in Employee Data & Documents

Schedule change in the time zone of the respective office location

Hello Personio Community 🌞Background: We are using Personio for entities in different time zones.Issue: When I schedule a change in an employee profile, I can only select a date in my time zone.Request: I would like to schedule the change in the time zone which is stored in the office which is entered in the employee profile. Specific example: The change from the private to the new company email address is scheduled at midnight in the time zone GMT+1 just before the first day of work. Our IT department is sending out (not via Personio → via Okta) the credentials for setting up the computer at 11.45 pm in the time zone of the respective new hire to the email address which is stored in Personio. If the new hire is in the GMT+1 time zone, the email is sent to his/her private email account which is the goal. But i.e. for US new hires the email is already sent to the company email account to which they don’t have access and which access is explained in the email they don’t have access to.I

rmartiGetting Started

asked in Attendances & Absences

Time Tracking (disable backfilling time)

Dear Personio CommunityWe are currently implementing Personio for our company. We do have a wide population of employees that need to track their time for compliance reasons.In our current system they have a button they can use to log-in and out when coming and leaving. If they forget to press the button only HR can go in and change the arrival or leave time.We just learnt, that the “Button” version only exists on the mobile version of Personio. We do not provide our employees with mobile phone so using the mobile version isn’t an option for us.Although we know, if you want you can always trick the system. We will need to somehow limit the option of the employees to backfill their time. The time tracking with just entering your arrival time and leave time with half-hour steps will not work for us.So here my questions:Can we change the drop-down to show 5min steps? Can we look the time tracking, that you can’t enter anything in the past? (So if I get into the office at 9am, the drop-dow

CathyPersonio Product Expert

posted in Product Testing, Research & Interviews

Tracking Change History across Personio

Hi All, My name is Cathy and I am a Product Expert here at Personio.Our Product team are currently looking to introduce a way of tracking change history across our Platform. This tracking would cover the occurrence of a change event - when something is created, updated or deleted - the time at which this event occurred, the responsible user or service, the impacted entity/attribute/user/company etc. The context behind this change would also be provided.For example, would you like to be able to see who deleted an employee profile and the time and date at which it was deleted?From our Community users, we want to understand what are the most important change events that you would like to see tracked in Personio?We would also like to understand your reason for searching change events and which of the below timeframes would you expect to use most:Changes made in the past month Changes made between 1-6 months Changes made between 7-12 months Changes made more than 1 year in the pastThank you

MelissaCommunity Admin

published in Other Topics

🐣 Ready, search, Easter!Game

Dear Community,Spring is right around the corner! 🌸☀️Flowers are starting to blossom and the first warm rays of sunshine allow us to stock up our vitamin D levels. The winter blues is slowly disappearing and Easter is getting closer and closer. To help you get in the mood for Easter, we have thought of a little surprise for you!🐣 Community Easter huntWhat's the best way to kick off the Easter season? Exactly, the classic way with a fun Easter egg hunt. You don't always need a garden or physical location to hide the Easter eggs. We'll add a digital touch to it and play with you here in the Personio Community. 👀 Here’s how to play:Within this post, one picture will appear within the "Show content" spoiler button on three different days, including today. Count the Easter eggs, as often as you see them in the respective picture. Write your guess for each picture in the comments. The pictures will be published on the days mentioned below. Get excited, because every participant will re

TittaGetting Started

asked in Salary & Payroll

General increase to salaries

Hello!For the first time I am uploading a general increase to salaries. I would like to confirm how to make sure that historical salary data is not disappering when uploading the new salaries. Can you please advise what should be taken into consideration in the import phase. I do not need to issue any letters or documents to employees, just to upload the new salaries. Thank you! BR Titta

suminairFollower

asked in Attendances & Absences

Public holidays - part timers

Hi all , A question to all of you about the application of public holidays with part-time employees (under 40 hours ) : Scenario : If X works 32 hours a week (Mon- Thurs ) and a public holiday falls on Friday , do you all compensate for the hours this person misses as having a public holiday (since he will miss taking any public holiday that falls on Fridays ) (refer : https://www.rtlnieuws.nl/economie/artikel/5346961/parttimers-compensatie-gemiste-feestdagen-college-rechten-mens)Is this something that anyone has effectively implemented within Personio by prorating the hours when a public holiday falls outside of their regular working hours ? Or how is this being done ? All input is appreciated 🙏Thanks all !Sumi

Linda MerrettFollower

asked in Attendances & Absences

Flexible shift work - schedule

(Deutsch unten)Dear CommunityA client of ours has doctors who are on a very flexible working schedule. They have a fixed amount of hours per week (e.g. 36), but can work various times and with no fixed days. For example one week 3x12 hours, next week 4x6 + 1x12 hours. How do I best create this in Personio?For now I created a model called Fixed Employment 36 hours per week and distributed the working hours evenly over the week (with 05hrs 8 min/day) and selected that minus hours should not be counted on a daily basis.Does anyone else have experience with a similar case and can share how you have displayed it in Personio?Thank you!Linda DeutschLiebe Community, Ein Kunde von uns hat Ärzte, die sehr flexible Arbeitszeiten haben. Sie haben eine feste Anzahl von Stunden pro Woche (z.B. 36), können aber zu verschiedenen Zeiten und an verschiedenen Tagen arbeiten. Zum Beispiel eine Woche 3x12 Stunden, nächste Woche 4x6 + 1x12 Stunden. Wie kann ich das am besten in Personio erstellen?Momentan h

AnnemiekeGetting Started

asked in Employee Data & Documents

Invitation email address - advice

Do you advise to invite Employees on their personal email address for their login?-> Is it possible to only have the personal email address as Login and to have a Work email to receive tasks / Performance or anything else happening in Personio?Thanks in advance!!!

DideFollower

asked in Other Topics

Where are my past topics?

Talking about this community, where can I find my previous topics?When I hit my profile it shows 9 topics, when I go to the page it’s empty

asked in Salary & Payroll

Attendance based "bonus" payments (e.g. meal vouchers)

Hi, is there an option how I can set an attendance based extra payment (separate to the main salary)?Let's assume that instead of handing out meal vouchers, every employee is entitled to a payment of 3€ per attendance day. So, if an employee was 5 days on vacations, and had 15 working days, they are entitled to 15x3€ in addition to their main salary.How can I make this work? Thanks!

KenntnisreichGetting Started

asked in Employee Data & Documents

Check offener Dokumente

Hallo zusammen,wir haben folgende Herausforderung und sind für eine Lösungsidee sehr dankbar:Unsere neuen Mitarbeiter müssen zum Start diverse Dokumente in Personio hochladen/hinterlegen und wir suchen eine Funktion/Bericht welcher wir automatisch entnehmen können, was bei jedem Mitarbeiter noch fehlt. Praktisch eine immer wiederkehrende Erinnerung (für uns und den Mitarbeiter) Wir freuen uns sehr auf Ihre/eure ErfahrungswerteLG Kerstin

LKAFollower

asked in Other Topics

Live demo request

Hi I am an HR Director that has recently joined my company. I am looking for a thorough demo of personio so that I can understand all capabilities thorough - I am currently not getting the answers that I need from the posts. Can anyone help? Thanks

VolvicGetting Started

asked in Recruiting

Position Metadata

Hi there, I’m wondering what “position metadata” are used for? Many of the required fields are irrelevant to our company and it seems inefficient to have to fill these in for each new role. I understand that at present they can’t be amended or removed, so what is their purpose? Thanks

bruchmExplorer

asked in Attendances & Absences

Doctors sick note / certificate - different process for public and private insurance

Dear all, In Germany the sick notes are not handed to the patient since 01.01.23 anymore (if you are under a Statutory or public health insurance)But for privately insured people the certificates are still handed to the patient.Can I discriminate between public and prtivately insured employees in Personio and make it mandatory for the privately insured people to upload a docotrs certificate after the 3rd day of sickness but for public insured employees it will not be mandatory.Any idea how this can be addressed? This will be a problem I am sure for all employers.

KlaudiaGetting Started

asked in Recruiting

Verification of employees data and signature

Hi everybody!My team would like to validate employees data ( e.g when new joiners give us their Name, Social security number etc.) and make them sign it so we are sure they are truthful with their information.Is there any way the can insert their data in personio and sign it ( or in their profile and we store it as PDF and insert a signature filed?) how do you validate the data of your employees in your organisations? Thanks a lot !

mpunchGetting Started

asked in Integrations & Workflows

Offboarding Groups - non employees

Hi Community, is it possible to add an email contact not associated with an individual employee to a group as part of offboarding? For example, we have a team with a shared inbox, rather than have an offboarding step (email notification) go to a group of individual employees, it would be more suitable if the offboarding step (email notification) went to a shared inbox to track for ticketing purposes of that dept.

Maria Laura AraucoPersonio Implementation Manager

posted in Employee Roles & Approvals

Best Practice - Reminders

Dear community,As a result of our last poll, we want to share with all of you some best practices for reminders! In Personio, you can set up different kinds of reminders. You can set up reminders for specific employee roles, personal reminders, or reminders linked to a specific employee. Reminders for specific Employee Roles: You can add them for all Date type attributes via the employee roles. You can choose between a Reminder (automated expiration) or a Task (no expiration).Some examples of how you can use reminders for roles are: Reminder to All Employees role > Birthday of all employees every year on that day. Reminder to HR Manager role > Probation period end date of all employees 6 weeks before Reminder to HR Manager role > Hire date of all employees 1 week before Reminder to Supervisor Role > Next absence of employees directly reporting to me 1 day before. If you select the option Task (no expiration), the reminder is displayed on the dashboard until you

AlexandraFollower

asked in Performance & Development

Visibility of previous year's assessments

Hello,are assessments still visible, once cycles are closed and in the next year, even when they have not been exported to the employee’s documents section?Thanks for your feedback in advance!Alexandra

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