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Hello Community! 👋I'm Catherine, a Product Marketer here at Personio, and I'm currently exploring one of the most talked-about topics in recruiting right now: AI-assisted candidate screening.We're working on an initiative to help recruiters screen candidates faster, while keeping humans firmly in control of every hiring decision. Before we go further, I'd love to hear directly from you:1. When it comes to screening candidates, where does the real pain lie? Is it the sheer volume of applications to get through? Inconsistency in how candidates are evaluated? Time pressure squeezing out the thoughtful review you'd like to do? Or something else entirely?2. How do you think about the balance between speed and human judgment in your hiring process? Are you open to AI flagging or summarising candidates for you, as long as the final call stays with your team? Or does the idea of AI involvement in screening feel like a step too far right now?

Hey you great people, 🌱 Which processes can be modeled as true workflows (with status logic)? How can reminders be designed as part of a status-based process rather than as isolated messages?The current use of workflows in Personio is – at least for us – primarily limited to reminder logic and manual follow-ups for individual processes. This creates several structural challenges in terms of transparency, automation, and scalability.In recurring processes - e.g., probation period reviews or document uploads such as enrollment certificates –, automated reminders (for probation period endings even three!) are sent to responsible stakeholders. However, tracking completion still requires manual effort (collecting all submitted tickets for passing their probation period via Jira ticketing system) or reporting. For example, in probation reminders we currently need to include a link to our ticketing system so that stakeholders kno

Hi, ich möchte dem Marketing die Individualisierung unseres Personio Start Bildschirmes einzeln vergeben. Dies ist leider nicht möglich und geht nur über die Admin-Fungktion: 

Hello hello!I was wondering if anyone has best practices to share about employees who are working part-time during parental leave in Germany (Teilzeit in Elternzeit). Currently, we do not reflect the parental leave absence in Personio in these cases, nor in Status, nor under Time Off. We technically treat the employee as if they were a regular part-time worker (adjust working hours in profile and work schedule under Attendance). Does everyone else do the same?What I’m thinking could be done: create a separate Time off type (and policy ofc) that measures the absence in hours and not days. Keep the employee as a full-time worker, and book X hours for every working day with said Time off type to reflect both the worked and absent time. The salary I would then have to pro-rate manually still. I’m not so sold on this idea, as it sounds like a lot of effort for nothing. Does anyone have other ways of reflecting this in an employee’s profile?Thanks in advance for any h

Hallo liebe Community,wir stecken gerade im Umzug von HRworks zu Personio und ich brauche mal eure Schwarmintelligenz (und vielleicht ein bisschen moralische Unterstützung).Ich versuche gerade, unsere historischen Anwesenheiten zu migrieren, stehe aber ehrlich gesagt etwas ratlos vor den Export-Dateien aus HRworks. Das Format scheint so gar nicht mit dem Import-Template von Personio zusammenzuspielen.Da wir viele Mitarbeitende haben, ist "Abtippen" keine Option. Daher meine Frage: Wie habt ihr das gemacht? Gab es einen bestimmten Trick beim Export aus HRworks, um die Daten "sauberer" zu bekommen? Habt ihr eine Formel oder ein Tool genutzt, um die HRworks-Daten in das Personio-Format zu übersetzen? Oder habt ihr am Ende nur die Salden übernommen und auf die detaillierten Einzelbuchungen verzichtet? Ich bin für jeden Tipp, Workaround oder auch nur einen Schubs in die richtige Richtung dankbar, da

Hello Personio Support,We have a question regarding the monthly payroll notification, specifically the message “Review payroll information for [month/year]”. Is it possible to customize or adapt this notification, for example by adding an additional note? More specifically:Can the content of this notification be customized? Is it possible to add or maintain a recurring note or checklist linked to this payroll reminder?Thank you for letting us know what is possible, or whether there are alternative options within Personio to achieve this.Kind regards,

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 ​

Hi!Are you from Finland using Personio? I would like to catch up on few topics.

Hi!How have you build your full performance year process in Personio?Do you use several cycles or just one?How have you combined goals setting and Personio cycles+templates information together?I’ve been planning to make one cycle with end of year discussion and career development discussion together. 

Hi Community! 👋I am trying to earn the Talent Attractor badge and have completed all the required sections:✅ Attract top talent✅ AI-enhanced HR: Craft recruiting content with AI✅ Transform HR practices for the modern workplaceHowever, I am stuck on Step 2 and tried participating in the job description discussion thread. I posted the activity however, when I visit the thread (The Art of Writing a Compelling Job Description), the reply function appears to be either locked or frozen as it is over a year old and no longer accepts new comments.Could anyone help me with the following:1. Is there an alternative active thread where I can complete this step?2. Could a moderator/admin please advise on how to proceed?Looking for a little guidance as I really enjoyed this course and am keen to complete the badge requirement 😊Thank you in advance!

Hi everyone,Quick question for the community.Is it possible to enable a notification to members of the hiring team when they are added to a job in Personio?Ideally, when someone is added to the hiring team (e.g. as Hiring Manager, Panel Member or another role), they would automatically receive a notification letting them know they’ve been added and directing them to the role.At the moment, it looks like hiring team members don’t receive any alert when they’re added, which means we need to notify people manually.Has anyone found a way to configure this through notifications, workflows, or automations in Personio? Or is this something that isn’t currently supported?Thanks in advance for any insights!Stephen

Dear Community,I am currently setting up our onboarding workflows in Personio and would like to ask whether it is possible to automatically request digital signatures from new hires during their first days as part of the onboarding process.At the moment, my workflow looks like this: I create a task in the onboarding checklist asking new employees to sign company policies. After that, I manually generate the documents from templates and send the signature request to the employee. I am wondering if there is a way to automate this process so that the documents are generated and sent for digital signature automatically once the employee reaches a specific onboarding step or on their start date.Has anyone implemented a similar automated workflow, or is this currently only possible with manual document creation and signature requests?Thank you in advance for your help!

Hi All, We are looking to use Personio to log individuals working from days so we know if people are in the office or at home. I have recently created the working from home absence type so we can import everyone working from home days into everyone’s calendars. The problem I am having is that when I try and import, I cant find any options where I can do bulk import for a reaccuring day. If this is not possible, are there any other ways of showing working from home in Personio? Can anyone help? Thank you,Leah  

Hi Personio Community! We're a growing company (~250 employees) and we're currently restructuring how we handle time-off approval workflows. As we've scaled, our current setup has become a bit messy, and I'd love to hear how others have approached this.Our challenge:Some employees report to a team lead AND a project manager, and we're unsure who should be the approver.We want managers to see their team's absence calendar before approving, to avoid too many overlapping absences.For longer absences (5+ days), we'd like to add a second-level approval (e.g., department head).My questions: How have you set up multi-level approval flows in Personio? Any tips or pitfalls? Do you use any custom rules to differentiate approval steps based on the length of absence?How do you handle approval for employees with dual reporting lines? Are there any integrations or workarounds you've found helpful alon

This is honestly unacceptable. I’ve been trying to cancel my subscription for over a month now. I opened one ticket, then another, then a third — I requested suspension and full termination, and I’ve received absolutely no response or action from your side. No answers. No updates. No help. At this point, it feels like they’re just ignoring customers while continuing to charge them, which is not okay. Any ideas how to get them on phone? 

Hey, everyone!I have a question about automating birthday celebration processes. We have a draft birthday celebration email, and we only change the name in the email before sending it to the relevant employee.I remember that in Personio, we could select a date relative to the birthday and send an email to the employee. However, I cannot find it when I try to look for it.Do you know of any other solutions? Is there a way to automate birthday celebrations via Personio?Best,Berat 

Dear Community,Does anyone happen to know how long the audit trail for a signed document is available in the system on the overview page for electronic signatures?Many thanks for your replies :-)Bests, Lego MD

Hi all,We are currently setting up a new annual leave policy in Personio and I’m wondering if anyone else has a similar vacation set up and have managed to get that working in Personio. Some background on our set up; Vacation year; 1st of April - 31st of March. Vacation allowance: 30 days per year. You start accruing vacation days on the day you join and these become available for you to use on the following April 1st. Since you are entitled to 30 days of vacation the days you use before you have accrued them or before the accrued days are available to you are considered “advance vacation” which we register has a debt you have towards the company and you get no extra vacation pay during those days, just your normal salary (i.e. handled differently in payroll). When the new vacation year starts you get your accrued days, and the difference between your allowance of 30 days and your accrued days are filled up with the right to take advance vacation days.  

Question Regarding Employee Salary Calculation for FebruaryDear Personio Community,I hope you are doing well.I have a question regarding one of our employees’ salaries. The employee started working at our company on February 1st (the contract begins on February 1st, and salary payment starts on February 2nd). This means the employee worked the full month of February.However, the salary displayed in the system shows only €3,600 instead of the agreed €4,000.Could you please explain why this discrepancy has occurred?Thank you very much for your support. 

Hallo zusammen,wir bereiten aktuell den Wechsel von HR Works zu Personio vor. Ein wichtiger Punkt für meine Präsentation ist die Abbildung unserer Arbeitsmittel-Verwaltung.In HR Works (siehe Screenshot) nutzen wir aktuell folgende Funktionen: Detaillierte Erfassung: Büromanagement legt Assets mit Modell- und Seriennummern an. Interaktive Bestätigung: Mitarbeiter müssen den Empfang direkt im System per Checkbox bestätigen. Rückgabeprozess: Die Rückgabe wird dokumentiert und ist im Verlauf nachvollziehbar. Meine Fragen an euch: Struktur: Wie bildet ihr verschiedene Kategorien (Hardware, Schlüssel, Firmenausweise) im Personio-Inventar am besten ab, um die Übersichtlichkeit zu behalten? Mitarbeiter-Bestätigung: In Personio gibt es im Inventar-Modul standardmäßig k

Hi,We’re currently updating some of our processes to make use of the documents signing function within Personio.I can’t currently see any way of sending a bulk of letters (that have been created in Personio) for signature before sharing with the employee. I can tick the box to share with the employee, but this seems to be shared ahead of the signature being completed, slightly backwards in my opinion.Has anyone found a way to be able to do this?Thanks,Lucy

I submitted a support ticket to cancel our subscription more than 10 days ago and again 24h ago and still no answer.  Is it normal this is taking so long? Is impossible to get in contact with anyone.  It’s quite urgent.

Dear Personio Tech Support,I have been trying to import attendance data for two days, and while the import works correctly for “work” and “break” entries - including parent projects - sub‑projects are not imported at all. There is no error during the mapping step, but after the import, all project fields remain empty whenever a sub‑project is involved.Goal / ContextUntil March, we use our own Excel timesheet templates. From April 1st we will switch fully to Personio time tracking. For reporting purposes, we want to import all attendance data for January - March 2026 for all employees. We built a Python script to populate your attendance v2 import template. The test import (January 2026 for one employee) worked except for entries containing sub‑projects.Observed behaviorWork and break entries are imported correctly, including parent projects (when no sub-project is involved).

Hi Personio Community 👋I’m curious how you’re handling contract creation/management and e-signatures with Personio.We’ve been testing Personio contract templates, but the editing options feel quite limited. On top of that, our plan includes only a limited number of e-signatures, so in some cases we still need to fall back to external tools (e.g., Word/PDF workflows) to get contracts out efficiently.How are you doing this in your setup? Are you managing contracts end-to-end in Personio (templates + signing)? Or are you using a separate tool for contract management and/or e-signatures? If you’re using a separate tool: Which provider did you choose (contract tool and/or e-signature)? How are you handling the integration with Personio in practice (native integration, Zapier/Make, API, manual steps)? Any lessons learn

Hi community,We are testing the API integration and are looking for some help in order to retrieve more attributes.Main thing what we cannot seem to find is:IBAN Employee ID AddressIs there anyone here who is willing to give some guidance? Would be very grateful. Thank you, Ralph