Support Area

Hi! It looks like the API doesn’t support returning when an employee is on leave. For example if an employee goes on leave and has 0 salary for that period, the API will only return the employment from before they went on leave with the salary they had before as well. Is this expected? If so could you submit a ticket to address this in the future with the API? Thanks!

282

6 months ago

DavitGetting Started

asked in Time Off & Attendance

Make projects mandatory for time tracking

Hi,this post is exactly about the same topic as here: Is it possible to set the project mandatory for time tracking? | Personio Voyager Community. The links there don't work. Is it still not possible to set project mandatory for time tracking? It causes a lot of problems when it should be something simple to implement and give users the option to make projects mandatory for time tracking. Best regards,Davit

271

6 months ago

amouthGetting Started

asked in Integrations & Workflows

Absence notification on Slack

We have employees who are currently on unpaid leave for the month and at their discretion we would like to exclude their absence from being shown on the ‘daily absence’ channel - is there a way that this can be done, without deleting their absence on Personio?

2035

6 months ago

EgleBGetting Started

asked in Employee Data & Documents

How to add a task to any existing employee?

Hi, We added a few questions to employee information area that we want answers for from all the existing employees. The existing employees are not going through onboarding phase, therefore, the tasks triggered by the onboarding flow is not the option here. Is there any other way how could we assign a task for all employees to update the new questions in the employee information area?

443

6 months ago

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!

493

6 months ago

LarryGetting Started

asked in Employee Data & Documents

How do I change who an employee reports to in the org chart?

I want to change the manager who an employee reports to in the org chart. How do I do this?

562

6 months ago

lisaamorosoCommunicator

asked in Recruiting

Job requisitions - Approval process

Hi, I am curious if anyone uses job requisitions for position approval prior to actually creating a position, and if so is there a way to set up that initial approval in personio?

18210

6 months ago

FairrFollower

asked in Employee Roles & Approvals

How admin roles are recommend? Or is there a maximum of admin roles?

I would like to know if there is a maximum of Admin roles or what the recommendation is.We have 3 admins at the moment and are planning to add one more. Thank you, T

532

6 months ago

LHAGetting Started

asked in Time Off & Attendance

Attendance - restricting start or finish times

HI, is it possible to set a restriction on ‘cant start work before xx’ and ‘cant work after xx’ in attendances - or to set a flag/automation that alerts a Manager if someone clocks attendance before/after the permitted time? We have ‘permitted working hours’ of between 7am & 7pm’ but within that people work flexible hours, so we currently have attendance just set as ‘x hours per day’ depending on the persons contract (part time/full time/compressed hours) but we would like to be able to either prevent clockings in attendance outwith those hours or set it up so that any clockings outwith those hours would require manager approval

461

6 months ago

AgataGetting Started

asked in Time Off & Attendance

How to stop the system requesting sick certs for historic leave

We have recently uploaded onto Personio staff sick leave records dating back four years. This is because our sick leave entitlement is over a four year rolling period. We have only been using Personio since March this year and previously we managed leave differently. We don’t want to have to upload old sick leave certs for the staff, but they have been getting notifications that multiple certificates are missing, and we are being inundated with questions about this. How can I stop the system from requesting sick certs for years prior?

423

6 months ago

TradelingpeopleGetting Started

asked in Employee Data & Documents

Onboarding - how to get newjoiner info onto Personio

We starting to automate our onboarding, are we able to send the new joiner a link for personio before they join so they can directly upload their details to personio. At the moment we are sending out an excel form for them to fill out and we manually upload it on to personio. Thanks for your help.

3666

6 months ago

LV_LolaGetting Started

asked in Employee Data & Documents

Ask employees to complete and upload a document

We require all employees to complete a declaration of interest form annually. Currently this is done via Word / Excel but I would like to automate it on Personio. The process would ideally be something like this:All employees are notified that they need to complete their annual declaration of interests They are prompted to complete the key information fields (date, name of organisation, details of potential conflict) This information is then stored on their profile (either as an employee attribute or a document?) We can then run a report to see who has / hasn’t done itI know something similar can be done during onboarding in terms of asking employees to complete sections of their profile directly but I was wondering whether there was a workaround outside of onboarding?

642

6 months ago

RinaGetting Started

asked in Time Off & Attendance

pro-rated issue for FTE change

Hello! I am not sure if I did something wrong here, so please be patient. I noticed earlier this year that the part timers have lesser holiday hours that what they should have gotten, and it seems that the system pro-rated their holiday hours on an already pro-rated value (On the absence page, all the accrual polices are set to pro rate - Based on weekly working days). I have to turn off the “Absence entitlement proration based on working days” and then they have the correct holiday hours again. My problem was solved then. But now, I have an employee who changed FTE from 0,4 to 1,0 and then back to 0,4 again, and I have to create a new working schedule for him, but now I am unable to turn the “Absence entitlement proration based on working days” option - I can only choose a number from 4-7 days. How can I fix this without manually adjusting his holidays for this year? I am trying to not adjust it manually as I want to make sure all other part timers won't face the same issue again. Tha

201

6 months ago

Ana CalconutNewbie

asked in Performance & Development

Training expiration

Hola!Quería saber si es posible en personio poner fecha de caducidad de formaciones realizadas y que te avise cuando la formación está cerca de vencerse por si hay que actualizarlo.En caso de que no se pueda, ¿se os ocurre alguna manera de registrar que esa formación hay que renovarla? Hello!I wanted to know if it is possible in personio to set an expiration date for training courses and to be notified when the training is about to expire in case it needs to be updated.In case it is not possible, can you think of a way to register that this training needs to be renewed?

241

6 months ago

curiousmindGetting Started

asked in Other Topics

Customizing Job Listings in Personio

Hi everyone,I'm looking for advice on customizing the job listings in Personio. Specifically, I would like to adjust the following elements:Job Category: How can I change the font size and color? Job Title: Is there a way to style the job title for better visibility? Job Description: How can I format the description to clearly indicate if a position is permanent, part-time, or full-time?Additionally, given that we don't have many job postings at the moment, I was wondering if it's possible to remove the search bar entirely since it seems redundant.Any guidance or tips would be greatly appreciated!Thank you!

281

6 months ago

Katharina BuhrkeFollower

asked in Other Topics

Receive all emails in Personio with hr@companyname.com

Hey community, I want to receive all emails from candidates within Personio. Currently, the 1. automated email is sent out automatically, but from there, I receive all emails in my Gmail account instead of still in Personio. This is bad because I need all emails in the same place as the candidate and also my colleagues should be able to read all emails. I appreciate any hint how to solve this. Thanks in advance, Katharina

433

6 months ago

MPapasGetting Started

asked in Employee Data & Documents

Instead of preferred name, the legal name is shown

Hi fellow users, A while ago we got introduced in the Preferred Name option as an attribute of the personal data. Although when I am in the profile of each employee, the Preferred name is shown, when I am searching for the in the search bar I see the Legal Name, and in a parenthesis the Preferred name. Did anyone manage to change this, and search only by Preferred name? Thanks in advance!

651

6 months ago

yasmin.panahiGetting Started

asked in Employee Data & Documents

How can new hires upload their documents in Personio before their start?

Hello, Apologies if I missed this somewhere but the only relevant threads I could find on this topic were from 2 years ago. We, like many others, are looking to automate our onboarding process and eliminate the need to receive new hire information via e-mail, Excel sheet, etc. In short:How can we invite new hires to upload their information into Personio before their start (and the acquisition of their work e-mail address)? Please bear in mind that we have SSO enabled and, as far as I have seen, this eliminates the option to have new hires upload info prior to having their work e-mail. I'm hoping I'm wrong and that there’s a way around this so I look forward to your answers. Thanks in advance! Best, Yasmin

683

6 months ago

JonahMFGetting Started

asked in Other Topics

Birthday in App

Hi,is it possible to include Birthdays in the Calender of the Phone App?

841

6 months ago

JosiGetting Started

asked in Time Off & Attendance

Select type Special leave

Hi Community,To the Absence type I created TOIL was recently a drop-down menu added but only for supervisors. We never had this before can anybody tell me how to deactivate this drop-down menu?

242

6 months ago

darkocompagnoniNewbie

posted in Integrations & Workflows

API - Cannot retrieve absence entitlement

Hello, I am trying to get data relative to employee's absence entitlement (aka the days of paid holiday they can take each year). According to this post on the German Help Center, these data are available on the Custom Report API.On September 6th, I created a trial account to investigate the custom report structure. I created a custom report and included the entitlement column. As you can see from the JSON screenshot below, the absence_2829148:entilement (as well as balance) field/column appeared in the response.Yesterday I asked our Personio admin to generate a custom report, so that I could call it via the API. The entitlement column isn't showing at all: Screenshot taken on Sep 23, 2024Today, I tried creating another trial account to recreate what I did on September 6th. I don't see the entitlement column anymore. Has anything changed in the meantime? How can I find, and retrieve via API, the absence entitlement data for each employee? I see that these data are used in the UI (to sh

485

6 months ago

Olga LysiakGetting Started

asked in Integrations & Workflows

Choosing departments for Workflow Reminders

Hi!I want to set a workflow with the reminders and select as recipients specific departments/teams. However, I can only choose employee roles as groups.How can I change the setting to departments/teams? Or is choosing employee roles as groups the only possible option?Thank you!

Recruiting: Salutation

Hello,I would like to write the salutation according to first name, last name, or gender as follows:Very honored Mr. Müller, very honored Ms. Müller.For one of our applicants (Mr. V. T.), despite this formula:||Very honored Mr.|Very honored Ms.|Hello {{first_name}}|Hello {{first_name}}|| {{last_name}},it resulted in:“Hello V. T.,”but it should have been “Very honored Mr. T.,”Could you also provide me with an English version? Hallo,ich würde gern die Anrede je nach Vor- beziehungsweise Nachname beziehungswelsche Geschlecht so schreibenSehr geehrter Herr Müller, sehr geehrte Frau Müller.Bei einem Bewerber von uns (Herr V. T.) ist es trotz dieser Formel:||Sehr geehrter Herr|Sehr geehrte Frau|Hallo {{first_name}}|Hallo {{first_name}}|| {{last_name}}, so.“Hallo V. T.,”rauskommen soll aber “Sehr geehrter Herr T.,”Könnt ihr mir auch gleich eine englische Variante mit anbieten?

331

6 months ago

blindzeroGetting Started

posted in Integrations & Workflows

Synchronizing mobile work to Exchange Online?

Hi there,we have Microsoft 365 Exchange sync activated for some absence types.However, it seems that there is no way to use this for absence types other than e.g. sick leave or payed leave as it always synchronizes absences as “Show as ‘Out of Office’”. This type shows people as completely unavailable which is not correct for mobile work. Here “Show as ‘Working Elsewhere’” would apply.It would be really good to have this visible in Outlook, so colleagues can see easily if somebody is not onsite and maybe the meeting needs some other kind of scheduling.Do we miss something here? Because that should be some kind of basic function for calendard sync?

173

6 months ago

Greta SandorGetting Started

posted in Employee Data & Documents

Personio Phone app- each others phone number

Hello!Our colleagues can’t see each other’s phone number from Personio mobile app. I set the permissions/access rights to access each other's private profiles, but they can't see it. Have you experienced it? Thanks,

375

6 months ago

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