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

2005 Topics
H
Getting Started
HoaNgGetting Started
asked in Time Off & Attendance
Home office policy setup

Hi everyone,I would like to set up the home office policy for the employees. The employees have 100 days/year for HO, which means 8 days/month. This number of days is applied monthly, and if the employees don’t use them, these days will be forfeited. However, Personio keeps adding on the unused HO days from previous months to the next month and cause confusion for the employees.Is it possible to have Personio allowed 8 days HO every month and not adding up days to the next month?Thank you & Good day

152
H
Getting Started
F
Getting Started
Fructus MeranGetting Started
asked in Other Topics
Direct link to SSO login

Hello,Since the switch to the new design, the direct link to the SSO login no longer works. Until now, we have directed our employees via a shortcut in our intranet to https://xyz.app.personio.com/oauth/authorize, allowing them to log in directly via SSO without any detours.Now, this no longer works, and users are redirected to a page where they have to click on the SSO login button again. This is inconvenient both for the users and for our IT helpdesk, which now has to explain the process to nearly every second user.Is there a new direct link we can use? Unfortunately, the link behind the new button is not visible or identifiable.Thank you!

145
SabbuSchreiber
Communicator
M
Getting Started
MrNeedHelpGetting Started
asked in Integrations & Workflows
Locked out because of Azure SSO missconfig

Dear All,I had to change the Azure Secret for our SSO and did a miss take with the Secret ID and the Application ID and now nobody can sign in anymore and we dont have the Option to sign in with any other Accounts because it only shows the SSO option. Please need help.Thanks 

81
F
Getting Started
SabbuSchreiber
Communicator
SabbuSchreiberCommunicator
asked in Reports
Overtime Report with Balance

Hi all, I’m having some struggles with the overtime reports. Is there a way to have a monthly report showing the overtime/deficit hours for the month AND the overtime balance at the end of the month?I can only do either or but not both together - or I’m just not seeing it. :-)Thanks in advance!

244
H
Communicator
N
Getting Started
NidhalGetting Started
asked in Reports
Why can't I retrieve custom reports (Report Builder) via API

Hi all, I'm trying to retrieve custom reports created using Report Builder via API, but it seems only Classic Builder reports are accessible—any idea why?

263
SabbuSchreiber
Communicator
L
Getting Started
LaisGetting Started
asked in Recruiting
Salary details -confidential

Hi Community,  I need some help: is there a way to add salary expectation from candidates on Personio in a field that is seen ONLY by admins? I’ve been trying to find it but could not figure out myself, and this would be really helpful to have. 

284
Moe
Community Admin
I
Getting Started
Ivana G.Getting Started
asked in Performance & Development
Assign specific feedback form when "Requesting Feedback"

Hi,for the end of probation feedback and we want supervisors to use the “Request Feedback” function to ask peers or other stakeholder to evaluate the new joiner.We have created a specific feedback form for probation feedback from peers.Is there a way to assign this form for completion when requesting the feedback or for the peers to select the specific form when completing the task?Thanks,Ivana

212
Milan
Personio Product Manager
E
Follower
evehrydayFollower
asked in Integrations & Workflows
create separate custom integration per legal entity

Hi community.  we have a client with multiple legal entities.  We need to integrate with three of those.   we asked the client to create 3 custom integrations - so one per entity.   but we still get all employees from all entities.  Does anyone know if the client on personio side can restrict to a specific legal entity per custom integration?  thanks in advance for your help.  ralph from eveHRyday. 

244
SabbuSchreiber
Communicator
P
Getting Started
PaulferdinandGetting Started
asked in Other Topics
Bug: “About the Role” Missing & “About You” Duplicated on Career Page

Hello Personio Support,We’ve encountered a template issue on our career page: our “About the Role” section is present in the editor and active modules but never appears in the preview or live site. At the same time, the “About You” section renders twice even though only one module is enabled. We’ve verified module settings, field mappings, and tested plain text inputs—all to no avail. This looks like a Personio-side error. Could you please investigate and advise on a fix?Thank you,Paul 

173
SabbuSchreiber
Communicator
A
Follower
AgataFollower
asked in Employee Roles & Approvals
Access to individual attributes

When I assign permission levels in ‘Employee Roles’ is there any way to provide access to specific attributes within the various sections, or is it all or nothing within that section? I can see that there is a ‘Custom’ section, but this seem to only allow to exclude attributes of a specific value. 

193
SabbuSchreiber
Communicator
E
Getting Started
evgeniiGetting Started
asked in Integrations & Workflows
Send API about new employee

Hi!Is it possible to send API request when new user get created?What i wan t to do is to run power automate workflow after new employee createdThank you

6854
P
Getting Started
S
Getting Started
stef.fGetting Started
asked in Other Topics
Role Reminders?

I can’t set role reminders anymore even though I had this option several weeks back. I was able to select the reminder type (eg. birthday) and generate an ical link.The existing documentation is incorrect! https://support.personio.de/hc/en-us/articles/360000038385-Create-reminders#:~:text=Go%20to%20Settings%20%3E%20People%20%3E%20Employee,Click%20Add%20role%20reminder.What is the way to set reminders now? 

265
SabbuSchreiber
Communicator
R
Getting Started
Rickf25Getting Started
asked in Time Off & Attendance
creating work tasks

How do I create tasks so that when employees enter time they can allocate it to a list of tasks

235
SabbuSchreiber
Communicator
N
Getting Started
Nik20Getting Started
asked in Integrations & Workflows
Triggering Esignature through API/Automation

Hello everyone!Currently i am trying to set up an automated API based process for our company, and a big hurdle i currently face is triggering the signature request for an employee when a specific document is uploaded into personio.I tried using the update document metadata endpoint under v2, but it only allows us to edit name, date, and add a comment.Has anyone figured out a workaround, or know something that i might be missing?Help is really appreciated! Thanks 🌞

201
SabbuSchreiber
Communicator
S
Getting Started
SimonSayzGetting Started
asked in Performance & Development
How to set up a workflow for employee training requests and approvals?

Hi everyone!I’m looking to create a streamlined workflow in Personio for managing employee training requests. Ideally, the workflow would include: Employee submits a training request (through Personio or a form integration) Approval flow – involving the direct manager and HR Cost tracking – linking costs to the employee profile and budget overview Automatic update to the Personio Training tab upon approval Digital Training Cost Agreement – sent to the employee for e-signature once approved Would love to hear how others have approached this, especially around automation and integration for smooth processing. Any best practices or tips would be appreciated!

192
SabbuSchreiber
Communicator
A
Busy Bee
andra.enacheBusy Bee
asked in Other Topics
Employee referrals widget not showing on Homepage

Hi! I’m not sure if anyone else encountered the same issue. I enabled the Employee Referrals features and approved it on my homepage to show as a widget. However it’s not visible, neither for me or for my employees. Can anyone support? Many thanks!

315
Moe
Community Admin
H
Getting Started
HRMPGetting Started
asked in Recruiting
Create application missing

Hi, I cannot “create an application” as as the button does not exist any more. It has existed in the past. Does anyone know why or where it is? Thanks.

306
H
Getting Started
V
Getting Started
vanilaGetting Started
asked in Integrations & Workflows
Workflow other companies

Hey all, the company I work for has to sign NDA every now and then and for that my CEO wants to create a workflow. Is there a way to create one where all the people inside of the company I work for sign the document and then said document gets forwarded to the other company automatically?  

412
People Person
Communicator
M
Getting Started
mgyrsGetting Started
asked in Employee Roles & Approvals
Secondary supervisors & access to cycles

Hello Community, I have a question so burning, I decided to sign up and raise it here, hopefully I can reach someone who has the same/similar concerns and we can brainstorm for a solution, as I am running out of ideas for workarounds. We have quite some teams with two equal supervisors, and we differentiate between them as:“Supervisor” - the main system attributeand “Co-Supervisor” - for this field, we, until now, used an open text field just to enter the name, but now, with the secondary supervisor function, I’m more than excited to give Co-Supervisors a better user experience.As I was setting up the access rights, aka an Employee Role, for the newly added Co-Supervisor field, I quickly realised the accesses under Performance & Development cannot be granted based on the reporting line / “dotted line”. My options thus are, if I understand well:Option 1: do not grant access here, and rely on the default setting: every supervisor gets access to their direct reports’ assigned cycles O

464
M
Getting Started
E
Getting Started
Emma LGetting Started
posted 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 😊

463
L
Getting Started
V
Getting Started
vanilaGetting Started
asked in Integrations & Workflows
Requesting e signatures of other companies

Hey all, I know it isn’t possible to select people working outside of the company to sign the document. But is there a way to create a workflow where all the parties involved in the company I work for sign the Document and then gets forwarded to the other company? Or are there any other solutions?

102
SabbuSchreiber
Communicator
E
Getting Started
evgenija.damcevskaGetting Started
asked in Salary & Payroll
One Time Compensation Change - Valid from & until

Hi All, For months now I have been using the Import section to import a Recurring Compensation (French Lunch Vouchers) and as the amount changes every month I use to import this every month with the Valid from and until dates. Now I can see that the recurring compensation doesn't allow me to put in a Valid Until date. As seen in the picture below, there is no field for Valid Until and also I cannot edit the From-Until section on the bottom. When I go to add the amount for June, it adds the amount from May and June as it does not have a field for me to end the May compensation. Does anyone know how to fix this? Thank you 

131
SabbuSchreiber
Communicator
Edda van der Ende
Communicator
Edda van der EndeCommunicator
asked in Recruiting
Notification to recruitment team when candidate moves to new stage

Hi,Is it possible to get notifications (via email) to recruitment team when a candidate moves to a new stage? This is just so that they would be up to date about what is going on in the recruitment.Edda

348
Edda van der Ende
Communicator
M
Follower
MvdSFollower
asked in Time Off & Attendance
0-hour day doesn't show on the team calendar, hot to fix this?

Hi all, When tracking one or more days as 0-hour days these don't show up as such on the team calendar. Colleagues are not able to see that this person was, is, or will be absent that/these day(s).I made sure that all corresponding work schedules’ settings are as suggested:"Calculate overtime" setting is set to daily Both "Track deficit hours" and "Deduct hours daily if no time is tracked" settings are active.Does anyone have a solution to this issue? Thanks!

354
LegoMD
Communicator
K
Explorer
kterhaarExplorer
asked in Other Topics
No birthday notifications in the new Personio environment

Hi, With the new look and feel the celebration widget does not show any upcoming birthdays.What is the problem? KRKees

267
K
Explorer
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