Support Area

Dear our community, My company is using Docusign for e-signatures and we’d like to integrate Docusign with Personio. I’ve searched and seen that we can use Zapier for ingration process. However, I am not sure about its efficiency. Do we have any other ways to ingrate them together. Hope to hear back from you. Thank you very much!

Hi everyone,I hope you’re doing well.I have a question regarding the time-tracking approval workflow in Personio.I am a Superuser, and I noticed that my own working hours do not go through the approval workflow — they are automatically approved without any validation step.For all other employees, the workflow works correctly and hours must be approved by their supervisor.However, as a Superuser, my entries skip the approval step entirely.My question is:Is there a way to configure Personio so that my own time entries also follow the approval workflow and must be approved by my supervisor, without removing my Superuser role?Thank you very much and have a nice day. :)Karbi

New to the community and tool- we are preparing for the full roll out and from a user perspective, after meeting the role requirements (hours allotted and days working per week), I continued to receive this error after clicking submit. None of the buttons were grayed out and I was able to select the submit button but this failed message persisted. Has anyone else received this issue? 

Hey Community, We need your support. Currently, we have to repeatedly generate a report so that our employees can see how many overtime hours they have put into a project. Why is it not possible in the personal overtime view to filter by projects or comments?The details in the view are always empty, even though we always enter a project and a comment. We hope there is a workaround. Thank you so much!

We're working on implementing the performance and goals modules and have some practical questions. Does anyone have the time and interest to help us with this in the short term by answering our questions from a practical perspective? Preferably in Dutch, but English is also an option. 

Hello everyone,I need your help: For several days now, the absence calendar has not been displaying completely on my (administrator) dashboard. I can view all events, but only for “department” or “immediate environment.”Previously, I could see the absences for the entire company in the dashboard without having to go to the “team calendar.” Does anyone have a solution?Thanks in advance,Tülin

Why don't employees who have the status ‘Leave’ appear in the org chart? It is visible for Admins or Supervisors in their report line, but not for all to see. Now it seems like the position and employee is gone.

Is it possible to set up an approval workflow specifically for candidate offers? For example, after a candidate has been chosen for a position, can we trigger an approval process (e.g., to CEO) for the proposed salary, conditions and start date before sending the offer?Thanks!

We recruit in India, where we receive a high number of applications which makes the CV screening process very laborious. Is there an integration with Personio with an AI tool that will automatically parse the CV and reject if certain conditions are not met?Eg, role requires fluent Hindi.Application comes in → AI parses CV, does not find ‘Hindi’ → Candidate automatically rejected and sent email (with a delay so not rejected immediately)

Hi ,In Settings → Time Off → Time Off Types → Time Off Policies, I can see the number of assigned employees, but I cannot find an option to view which employees are specifically assigned to a given policy, nor to remove someone directly from that view.Is there a way to: List all employees assigned to a specific time-off policy, and Unassign/remove an employee from that policy without going into each individual profile? Thank you in advance!Anna

Hi I want to add a Workflow where on a custome date attribute a notification is sent. Is this not possible?Thanks and BR

Hi, I noticed a change in Personio when it comes to “planned vacation days”. Before, the remaining balance showed the actual amount of working days left. Now it has changed. See image below.This has been confusing to employees as for them it looks like this:Employees are used to having the exact amount vacation days left on their page. In the case above, the employee thinks they have 6 days left when they actually only have 1.Does anyone know if there is a setting I can adjust myself so that all the approved vacations in the future are deducted from the amount? This is the way it was before.Thank you!I will also tag ​@Moe for additi

We just conducted 360s and self-reviews across 100 staff. This results in many individual documents that can be downloaded as individual PDFs.But how do we export them all - ideally as excel - so that they can be reviewed efficiently?many thanks

Hi everyone!In the Performance module, it is not possible to export the participants of a cycle. The error that appears is: Microsoft Excel. “We found a problem with the content of the cycle. Would you like us to try to recover as much of the content as possible? If you trust the source of this workbook, click Yes.”When clicking Yes, another Microsoft Excel message appears saying: “The file is corrupted and cannot be opened.Thank you in advance for your help.

Hi,I got back from vacation and found our Personio instance has been removed “This is not a valid hostname.” presumably because our trial ran out and nobody purchased the full version in time.I tried reaching support via multiple forms, so far no answer, so I am trying here as well.Is it possible that they restore the instance so we can add payment details and purchase it?Otherwise we’d need to re-add everyone and that would be hours of work.

Hi all,How can I avoid people to send open application emails using our personio email address. This creates unasisgned emails in our recruitment tab. How can we “block” this?

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 ​

I’m stuck trying to troubleshoot the Directory sync integration, and the the logs/monitoring feature provides no real insight of succesful sync. The monitoring section simply says “Success” and under the “Message” section: “Update usecase completed successful” Although this seems to be incorrect since the attribute sync is not updating.  I would also be interested to know if the integration handles custom attributes that are created within google workspace. I can see any type of synchronisation of available attributes before listing them, so I assume not?  

Hello team, before aproaching HR and suggest them the changes that are needed to be done, i would like to ask the community so i can have a better step by step to show to HR. I dont have admin rights in perosnio, so i dont know the settings in there. My team and I will need to have the section Onboarding/Offboarding in our Personio profile. So we can see who is onboarded and offboarded, get emails/notified for these so we can prepare everything needed for these cases. Is it supposed to be a custom role that can be assgined to us, so we can see the Onboarding/Offboarding section ? How to set this up ?Thank you in advance 

Hi ya'll, Hoping you guys could help me out!I was wondering if there is the option to create an Excel (or table) to show the acces rights per role, based on the Something like an authorisation matrix. Would be great if this could be automated in stead of making the tables manually in Excel. Let me know :) 

Good morning everyone,I am currently working on the onboarding process and have a question regarding the welcome email sent to all employees.Currently, if we have one new hire, a single email is sent to welcome and introduce them to the team. If we have two new hires, two separate emails are sent.Would it be possible to combine these into a single email that includes the first names of both new hires?Looking forward to your feedback!Best regards,Nhi 

Hello,we need to create a management report  where one of the key KPIs is Time to Fill — that is, the time elapsed between when a job posting is published and when it is closed. For this we need access to the job posting publication date data. How can we get this?

In our company, we would like the HR department to have control over who evaluates whom in performance review cycles.Specifically, we would like HR to be able to manually assign subordinates to reviewers, rather than having these relationships automatically determined by the direct supervisor.Is there currently a way in Personio to let HR configure or override these reviewer–reviewee assignments manually?If not, is such a feature planned for future updates?

Is it possible for an admin to manually add a Manager Review on behalf of a manager who is unavailable to do so within the Performance Review cycle?