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EQ_CPFollower

asked in Employee Data & Documents

Table view for documents update

Dear Community,Does anyone know when the promised table view for document will be launched / is it already active in your profiles? According to Personio, it was supposed to be in April:https://support.personio.de/hc/en-us/articles/25628975141149-Improvements-Document, but we can not see it yet.If you have it, can you share some experiences with it - is the signature status for documents now visible to more roles than only the Admin role?Thanks a lot for your input and have a lovely afternoon :)Moni

HRHappinessFollower

asked in Learn & Share (Best Practices)

On/Offboarding Checklist - Record Keeping

I’d be interested to know how other people store the record of the onboarding and offboarding checklists. We would like to have this as a record to refer back to, should it be required, however we haven’t discovered a workable way of doing this so far.Also if you replace an onboarding checklist with a position change checklist we would still want a record of the original.Would love to hear if anyone else finds this difficult or if you have found any work arounds!Thanks 😊

LegoMDCommunicator

asked in Other Topics

Announcements widget

Hi Everyone, do you maybe know as of when we can use the Announcements widget? Thanks a lot for the update and bests,Diana

rstambolievaExplorer

asked in Time Off & Attendance

Absence types - assigned / unassigned

Dear Community, unfortunately I am back from my holiday to discover a change I really cannot comprehend.In order for people to have access to certain absence policies (like parental leave or unpaid leave and others) I now have to set up an accrual policy and assign it to the respective employees retroactively? I am really struggling to see why this is necessary and thus a needed change? Furthermore, when trying to assign such a policy in bulk I can only set up as starting date the 1st of January 2024 and not the hire date? But when I open each individual profile then I can set the hire date as the starting date (which would make the most sense, because all periods before 1st of January 2024 will be then changed/will disapper).I hope I am not the only one struggling with this and I am happy to hear any solutions around it! Thanks & BestRali

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

asked in Other Topics

How to get payslips from a bankrupt company

I worked for a company which has gone bankrupt. I need my payslips so that I can get unemployment.I can log into personio, and I can see my payslips listed, but I can’t download them. I get an insufficient rights error.Asking for help from the bot ends up at a point where it tells me to contact my personio administrators. However, the company is bankrupt, and they are gone.Is there any way to get someone at personio to help me?

michelapGetting Started

asked in Salary & Payroll

Notification regarding A1 requests

Hi everybody, I have a question regarding the Compliance section in the Personio Payroll. I noticed that we don’t receive any notification when a request of an A1 application gets approved or rejected. Do you know if it is possible to set it up somehow and get notified about the outcome? Thank you in advance!

Jasmin HättenschwilerGetting Started

asked in Integrations & Workflows

5,10,15 work anniversary reminders

Hi all, I was wondering how to enter the reminders for work anniversaries correctly so that the leap years are taken into account correctly? (leap day in February) Do you have any advice? Thank you and best regards,Jasmin

asked in Other Topics

Personio not loading

Hi all,For the past few weeks, we've been experiencing severe issues with the Personio platform. It frequently freezes, and in many cases, pages remain completely blank (see attached screenshot), making the tool essentially unusable.We’ve tested this across multiple browsers, including Google Chrome and Safari, with the same result.Do you have any idea what might be causing this issue?P.S. – If any Personio support staff are present here: we've already reported this several times through official channels but have yet to receive a response.Thank you,Raphael

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

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!

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?

LidiaRFollower

asked in Reports

Status Condition in a Report

Hi!When creating a report, with the classical builder, is there an option to select in the Set Up Conditions, both Active and Onboarding employees?When I select them, like the picture below, and click save, there is no data showing up in the report. I would like to have both types of employees, not that one excludes the other. Thanks a lot!

RubenTGetting Started

posted in Learn & Share (Best Practices)

Automated candidate screening

Hi all,Has anyone implemented (successfully) the automated candidate screening feature?Can you share some tips and tricks?I tested this in another ATS and switched it off because some of the profiles that were deemed non-matching were interesting upon review by a recruiter.Thanks,Ruben

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?

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?

Petr KratkyNewbie

asked in Other Topics

Persisting a custom view of absences calendar

Hello,I would like to persist a custom view in the absences calendar. Can I e.g. get permalink for absences calendar for specific set of employees I manually selected?Alternatively can I filter Absences calendar by custom field we have in our Personio instance?

andra.enacheExplorer

posted in Learn & Share (Best Practices)

How to best use Automations?

Hi all,I’m trying to find out how to better use the Automations feature on Personio and I’m curious how other HR Leaders do it. If you do, would you mind sharing which tasks more exactly do you use automations for?Many thanks in advance!

asked in Performance & Development

Redirecting a Manager Review

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

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!

Olga LysiakGetting Started

asked in Time Off & Attendance

Adding comment to Absence request

Hi!I would like to add the comment section field when employees request their absences. For example, if they request Educational leave, I want them to specify what training they take.Should I create a new Absence Policy or I can add this comment section to the existing one?How do I add this comments section for Absences?Thank you!

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

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.

asked in Time Off & Attendance

Synchronizing Outlook "Absence Calendar" with Personio – Possible?

Hi everyone,We're currently reviewing how Personio interacts with Microsoft 365, specifically regarding the handling of employee absences. The existing setup works well: absences requested in Personio are properly synchronized with each employee's Outlook calendar.However, we’re exploring a slightly different workflow:Goal:Employees would enter their absence directly in their Outlook calendar by booking a shared resource calendar (e.g., “Absence Calendar”). This calendar would act as a central overview of all team absences.Question:Is there a way to have entries from this shared Outlook calendar automatically reflected as absences in Personio?From what we’ve tested and understood so far, Personio requires each absence to be manually submitted by the employee within Personio itself, and resource calendars cannot be used to generate absences.We’ve heard this may have worked differently in the past, so we’re curious: Has anyone successfully implemented a similar workflow? Are there any

VolvicCommunicator

asked in Recruiting

External Recruiting Parnters

Hi folks 👋We are beginning to work with external recruiting partners for some of our open vacancies. How are you in the Personio community enabling this? I’ve seen a few options - either create a profile on Personio for an external person to log into or have them use fake email addresses to upload via a tracking link. Neither of which are appropriate as option A gives the external recruiter “all employee” access rights , and would then show on headcount (I hope I am incorrect) and option B is unprofessional at best. Thanks so much

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