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1822 Topics

AnnaCzarnikExplorer

asked in Employee Roles & Approvals

Configuring Manager Access in Personio: Viewing Assigned Team Members and Managing Calendars

Hi Personio Community,I need assistance setting up access rights for a manager in Personio. Here's the situation: Team Visibility: I would like the manager to see all employees in the system but have additional visibility over employees specifically assigned to their team. How can I configure this in Personio? Access Rights: What specific access rights should I assign to this "Team Manager" role to ensure they can view and manage the absence and attendance calendars of their assigned team members? Any detailed guidance or tips from your experience would be greatly appreciated!Thanks in advance!Anna

asked in Attendances & Absences

Synchronization of absences via the endpoint /company/time-offs

Dear Sir or Madam,We import absences from Personio into our system and use the endpoint /company/time-offs. We have noticed that this endpoint only returns the absences that are completely within the requested time period. Unfortunately, absences that only overlap part of the requested period are not returned.This poses a problem for us with period-based synchronization, as we are not always able to import all relevant absences from Personio.A concrete example:An absence lasts from 30.12.2023 to 10.01.2024. If we query absences for the period 01.01.2024 to 31.12.2024, this absence is not returned even though it overlaps part of the requested period.We would be pleased if you could suggest a solution to this problem. For example, is there a way to retrieve absences that overlap the requested period via the current endpoint or another endpoint? [translated using translation software by admin]Sehr geehrte Damen und Herren,wir importieren Abwesenheiten aus Personio in unser System und nutz

pareekNewbie

asked in Integrations & Workflows

How long does the 'List Employees' API take to reflect changes made on the dashboard?

I terminated an employee and set their termination date to the previous day, making this change at 12:30 PM. Since then, I’ve been using the updated_since filter to fetch the updated employee list every 15 minutes. However, even though I terminated the employee at 12:30 PM, the API still returns this employee as updated at 1:15 PM. This doesn't seem correct because no further changes were made after 12:30 PM, so there shouldn’t be any new updates for this employee.Could you clarify why this is happening? if it takes time then how much time will it take to reflect.

asked in Other Topics

Deleting notification in bulk

Hello :)) We haven't started using Personio live yet. While testing the Performance module, we created some test goals for all employees. Everyone has received notifications about these test goals. Although we have deleted the goals from the system, the test goal notifications still remain visible for everyone. Is there a way to bulk delete these notifications? Thank you in advance for your support.

asked in Recruiting

Urgent: Video conferencing not available

Since last week we are unable to schedule interviews using video conferencing. We set up the integration with Microsoft Teams literally 4 weeks ago, and things have been working fine since then, but now suddenly we cannot schedule any video calls with Personio. I have followed the help articles and:(i) Connected Cronofy(ii) Made sure to ask my IT Director to set up MS Teams as described in the Personio help articles(iii) Made sure that I had full admin privileges on Personio(iv) Made sure that Microsoft Teams is connected, and that all employees calendars are synced I really hope someone is able to help out soon, as we are at a standstill with interviews. Best regards,Reza

EQ_CPGetting Started

asked in Employee Roles & Approvals

Multiple supervisors and calendar access rights

Dear Community, we have a Team that has two Supervisors, one of them disciplinary and one of them functional. For now, the disciplinary one is submitted as “Supervisor” for the Team in Personio. The functional one can not see the vacation and other leaves of their reports and we’re trying to find a workaround to change that. We’re aware that it is currently not possible to assign two Supervisors to one person, is there any other way we can give the functional supervisor access to only their reports? We thought about using an attribute, but we don’t really want to introduce one only for this use case. Do you have any best practices or similiar cases and how do you treat them? Thanks for your input and best!

mac21Getting Started

asked in Attendances & Absences

Old appearance for "attendance" possible?

Hello @all,is it possible to restore the old appearance of the “attendance” page?The calendar view was WAY more clear than this new timesheet view.I do not work 8-5, I split my work time in 2 or more periods and with the calender view I could comprehend/retrace the weekly/monthly work time better.When I worked from 8-12 and from 16-18 (4pm - 6pm) I could see that directly.Now I need to expand every day i want to check seperately. and when you have multiple periods per day, the page gets quite long and you have to scroll a lot.The old calender view showed all days (and therefore all worked time periods) at once.I gave feedback to personio about this “new” feature (the german personio changed the view this morning) but I guess they won’t even reply to my feedback.

a_meduolisGetting Started

asked in Attendances & Absences

Including substitute's name in absence email reminders for the supervisor

Hi all! Do you know whether there is a possibility to include substitute’s name in the email reminders for the direct supervisor, whenever the absence of an employee is approaching? Thanks a lot!

Olena Hadzhylova

asked in Recruiting

Personio Recruiting: same email in agency applications

Hello community!I’m reaching out to ask about your experience with applications from your recruitment partners via Personio.Our agencies are using tracking links to submit their candidates and we agreed they would use their own emails to receive application updates and to email them from Personio.We had a case when our recruiter used her same email for 2 applications, so the system made them linked and automatically duplicated name for the other candidates, though these were completely different profiles and different tracking links.I wonder if there’s any chance for agencies to use one email for their applications and avoid duplication or does it have to be a new email for each candidate?

thanksforhelpingGetting Started

asked in Attendances & Absences

Absence Request : "Not present" (yellow) - mandatory dropdown

Hi community,Our employee who works 36 hours per week (but in 4 days instead of 5, meaning 9hours per day) would like to add the “Not present" (yellow) absence note for Fridays. Since the new update a “type of absence” is required, however in my opinion non of the options fit. What do you think?Can I I change the mandatory drop-down to non mandatory in my Admin Settings? Any input is appreciated. Thanks!

asked in Integrations & Workflows

Training Attendance via API

Hi, Is there a way to set employee attendance to training sessions via the API? If not, is there a plan to extend the API capabilities to allow this? Best, Tanja

ViktorijaDGetting Started

asked in Attendances & Absences

Holiday dates reflected retroactively

I am entering the dates for the holidays for 2025 and some of the public holidays do not have a fixed dates. However, any changes that I make for 2025 are reflected to the dates in 2024. Can someone help me with this issue? Thank you!

HR23Newbie

asked in Performance & Development

Performance Improvement Plan

Can we set up a performance Improvement Plan template setup in Personio which will be visible only to employee, manager and HR. what are the various features that can be included ?

Sabine Müller-RommingerGetting Started

asked in Employee Data & Documents

Importing time recording fails - no occupation type set

Hi,We would like to import our employees into the Shiftbase time recording system via an interface. However, the import fails because no job type is supposedly set in Personio.In Personio, I cannot find a field in the employee that is called Occupation type. Does anyone have experience with this and could please help me?Best regards,SabineHi,wir möchten unsere Mitarbeiter via Schnittstelle in das Zeiterfassungssystem Shiftbase importieren. Der Import schlägt jedoch fehl, da angeblich in Personio kein Berufstyp eingestellt ist.In Personio finde ich kein Feld im Mitarbeitenden, das Berufstyp heißt. Hat hiermit jemand Erfahrung und könnte mir bitte helfen? Viele Grüße,Sabine

Stefan H.Getting Started

asked in Attendances & Absences

Time Tracking Reminder for Employees (for those who have not tracked time)

Hi Community,we currently do not have an approval process for tracked time (and do not plan to introduce it), but occasionally employees forget to track their time.I was looking for a solution to send reminders after a specific period (e.g., after two days or every Friday) to ensure employees remember to track their time. However, to avoid bothering everyone—especially those who already track their time consistently—my question is:Is it possible to send reminders only to employees who have forgotten to track their time, rather than sending them to everyone?Best regards,Stefan

LaurajGetting Started

asked in Recruiting

Applications tab

Hi, I’m experiencing a problem with the applications tab. When I go to Job → Applications it shows me the normal pipeline view: As soon as I click on a candidate to review their profile, the view changes to all applications (rejected and active) for all jobs:I then have to filter the job and go to the right stage to review another candidate. I now have to do this for each application. Is this a product update or a system bug and is there a workaround or way to fix this? Thanks!

dilae35Getting Started

asked in Employee Data & Documents

Workflow for Deutschlandticket Discount

We would like to offer a 20€ discount on the Deutschlandticket for our employees. To implement this, we need a flag in the Personio profile to signal to our bookkeeping team that an employee has the Deutschlandticket and should receive the discount via their salary.I’ve created a workflow that reminds employees to upload their receipts and then notifies bookkeeping to include the discount in the pay slip. However, the email I wrote to be sent as part of this workflow was not sent properly—it only showed "Upload the document" instead of the full message I drafted.Additionally, I’d like to include a clickable link in the reminder email that directs employees straight to the document-uploading section in Personio.Could someone assist me with these issues as soon as possible?Thank you in advance!

AnnVFollower

asked in Employee Data & Documents

Bulk Document Import id employee witih Email address

Hi, I am trying to find the easiest way to bulk import documents to multiple employees at the same time.Email address seems to work as an identifier, but then the category part is not recognized. I have tried with one _ and three consecutive ones ___ What could be the solution to this?Not all our employees have an EmployeeID and some have multible first/last names which make the identification with names very tricky. Thanks for help!

AmandaMasukuFollower

asked in Recruiting

E-signature date placeholder

Hi, Is anyone able to help with the below? I’ve managed to add out contract as a template but I’m encoutering an issue when it comes it to the date placeholder for signature. When sending it out a contract we send it to the manager to sign before sending it to candidate to sign. the issue is when a manager signs and dates it (let’s say they date is 03/12/2024) and then the candidate signs, it still shows the original date that the manager signed it instead of updating it for whatever date the candidate signed it even if it’s days later?

AmandaMasukuFollower

asked in Performance & Development

Default Feedback Form

I’ve created a feedback form to be used my employees but when I go to give feedback to someone a default form appears and I can’t find it in the settings for me to delete it. I want the form i’ve created to be the only one availble:

Vincent MaurasGetting Started

asked in Recruiting

This message could not be sent

Hello dear community, For a few days now I have been having problems sending emails from Personio. Everything seems to work perfectly when I send an email to a candidate and I am told that the email will be sent. However, after a few minutes the email is not delivered and I see the following error message:This message could not be sent.reason: An unexpected error occurred while processing the e-mail. Please try again later or contact support if the problem persists. When this happens, I do not receive any notifications. As a result, candidates miss important emails and I do not know about it unless I check it myself. Has anyone faced this problem and has a solution? Thank you for your answers and have a nice day!😊

dz.tsNewbie

asked in Integrations & Workflows

Integration to the System Report: FTE

Hello Personio Community,We’re seeking advice on exporting historical FTE data from Personio for use in our reporting processes. From what we’ve gathered, there seem to be three potential approaches:Integration – Provides real-time data, but we need monthly historical values. API Calls – Grants access to custom reports for FTE, but replicating this report is complex and doesn’t always deliver reliable or accurate results. System Report for FTE – This works perfectly for us, and we are very happy with its accuracy. However, the only way to access it is through manual export, which isn’t a maintainable enterprise solution.We would greatly appreciate your insights on how to achieve our goal or how other companies have tackled this challenge.We’re open to considering paid solutions if necessary.What would you suggest?Thank you in advance for your support!

dilae35Getting Started

asked in Employee Data & Documents

Deutschlandticket discount via salary

We would like to give some discount on the Deutschlandticket for our employees (20€). For this we need a way to set a flag in Personio-Profile which signals our bookkeeping, that this person has the Deutschlandticket and gets the discount via salary. For this, we will need a way for employees to upload a proof document each month into Personio and for us to set a flag in each profile. Could you help me with this?

marikuna6010Getting Started

asked in Attendances & Absences

Expiring holidays import

I just did test to import expiring paid holiday in personio and I noticed that the total number of holidays didn’t change. example: person had 9.5 days left and I imported 10 days of paid holidays as “Expiring”- in “Adjustment date” I set 12.10.2023 since it was last years holidays and in “ Expiration date” 10.01.2025 - and the total number of paid leaves - 9.5 stayed same - even though the import was successful. Should it be like that?

nam.kGetting Started

asked in Employee Roles & Approvals

Consolidated reminders for the month

Hello, Is there a way to consolidate all the reminders (eg. hire date) of the month or a week into a single reminder/email notification instead of sending out individual email notifications?Thanks, Nameeta

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