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

2055 Topics
J
Getting Started
Jenny.GaekelGetting Started
asked in Recruiting
Reason: Failed to mail applicant message 71703604

Dear Community,Is anyone experiencing: This message couldn’t be sent.Reason: Failed to mail applicant message 71703604 with error: GuzzleHttp\Exception\ServerException Thank you. 

231
Zulema T
Personio Employee
T
Getting Started
tonicairnsGetting Started
asked in Performance & Development
Reopen Performance Cycle - URGENT

Unfortunately our performance cycle closed one week earlier than expected (user error at our side) but we now urgently need it reopening for another week. There is nothing in the support information to help and this is time critical for our people, who are half way through submitting review feedback. How can we get this done before close of business today???

572
T
Getting Started
J
Getting Started
Jonas WeigtGetting Started
asked in Time Off & Attendance
Is it possible to set the project mandatory for time tracking?

Hi everybody, Thank you very much for your help. Is it possible that tha “project” field in time tracking is mandatory?I want to have that my employees must enter a project when they track time.Is this possibly? We had the situation (multiple time) that somebody forgot to set the project.We dont use  Kind regards, Jonas

1555
E
Personio Employee
L
Communicator
lisaamorosoCommunicator
asked in Performance & Development
Remove a request for a peer review

Hi,Is it possible to remove a request for a review from your feedback section? One of our managers received a request for a peer review and she said it was irrelevant, but now she cannot remove it from her to do section. I looked and I also do not see a fix.Any suggestions?  

1408
Julia MT
Explorer
E
Getting Started
Elmar.EbelGetting Started
asked in Other Topics
Certificate problem

I know we did something wrong with the certificate. to edit the adminsite, i need to login, but the login with out sso is not possible. What can i do, is there any other/alternative option to login?the whole company is not able to login… so the topic has hiiiiiiigh prio!

402
E
Getting Started
N
Getting Started
Nora_NGetting Started
asked in Time Off & Attendance
Entrance App - Set up a shared time tracking device

Hi, how can our employees get the QR code or PIN in the Personio app?Pulling the QR & PIN list and distributing it is all well and good, but do employees then have to manually save this somewhere on their phones, or is there a way to store it directly in the Personio app? Printing out a QR code and always carrying a piece of paper or saving it somewhere on the phone doesn’t seem practical to me.Thank you!

1122
E
Personio Employee
J
Getting Started
Jill1010Getting Started
asked in Performance & Development
Deleting requested feedback

Is there a way to delete requested feedback?Some of our managers requested the wrong feedback forms so I need to delete the old requests in order to send out new requests

482
Valentina S.
Personio Employee
V
Getting Started
VeronikaGetting Started
asked in Time Off & Attendance
Retrieve public holidays into outlook

Hi Community,we are wondering whether there is a solution to display public holidays as absence in Outlook? Our employees are distributed across different regions in Germany and Europe, so being able to see whether someone is off due to a public holiday would make collaboration a lot easier. Thank you! 

953
Valentina S.
Personio Employee
FriederikeThies
Busy Bee
FriederikeThiesBusy Bee
asked in Recruiting
Export of Company Data without new withdrawal reasons/rejections reasons

Hey, we used the company export function and found that crucial information from applications is missing: the export contains in the applications.csv the disqualification_reason_id but no actual transformation for what it stands we also checked the other CSVs in case there is maybe a mapping table but such a thing does not exist. Can you please tell me where I can get the mapping and/or when this will be fixed in the export function? 

544
Valentina S.
Personio Employee
L
Explorer
Larissa HorstExplorer
asked in Performance & Development
Make survey results including heatmap available for supervisors

Hi,we would like to make not only the survey list results available to the supervisor but also share the heatmap with him. Right now the heatmap is only available to supervisors of a team of supervisors. When I click on the report of supervisor who has only team members with no supervisor role and then click on “heatmap”, select “Segmented by: supervisors” - it shows “0” - please see picture below.Could you please make the score available at the supervisor reports? Thank you and all the best,Larissa  

313
ThoL
Personio Product Manager
H
Getting Started
HRcoordinatorTECHGetting Started
asked in Performance & Development
How to enable the Dynamic Cycle Builder feature

How do I enable the Dynamic Cycle Builder feature? which employee access rights do I need to grant for this feature to appear. Our Performance & Development page still has that banner that the new feature will be released on Nov 12, but nothing had changed when I logged in in the morning and tried to start making a new cycle according to the instructions in the tutorial video.

563
Valentina S.
Personio Employee
L
Explorer
Lucv3lExplorer
asked in Other Topics
Personio conversations - delete requests and visibility on the homepage?

Hey all! I have 2 questions regarding Personio Conversations:1. Is there a way for us as HR to delete Personio Conversations requests in the conversations module? As far as I can see we can only put them on resolved, but since our hr mailbox is linked to conversations we also get a lot of irrelevant mails and spam.2. Is there a way to add Personio Conversations to the homepage or regular employees? As of now they can only request/ask things via mail and slack, that works great! But I want to give the employees the ability to also ask questions via the homepage of personio + let them see their tickets and the status of their tickets, is that an option? If not I would love to see that added in the future!Luc

441
Valentina S.
Personio Employee
A
Explorer
avmar99Explorer
asked in Integrations & Workflows
Absences on Slack - 'visit Personio for a complete list'

Hi!  Since October 3rd, I’ve noticed that the full list of Absences on a particular day isn’t pulling through on Slack - it says ‘and others; visit Personio for a complete list’. This wasn’t the case before (it used to show the full list) but as it doesn’t allow people to efficiently see who is / isn’t working on a particular day (one of the major reasons for choosing this integration), it’s causing quite a few problems. Is there a setting that I can change to stop this happening and see the full list on Slack again?   Thanks! 

1244
Valentina S.
Personio Employee
L
Getting Started
LStGetting Started
asked in Integrations & Workflows
Update email via API

Hi everyone,Currently, I am trying to automate the employee onboarding with Google Workspace. The envisaged process looks like the people department creates the Personio user with the private email address of the new employee. Then the automation creates the account in Google Workspace, uses the private email address to send the initial password to it. Afterward, the Personio email filed is updated with the company email address.Unfortunately, it seems like this is not feasible with the current version of the API, as the email field is not patchable.Is there any workaround for the process to work like envisaged?Are there any plans to make the email filed patchable?Thanks and best regards,Lars

2127
Valentina S.
Personio Employee
People Person
Communicator
People PersonCommunicator
posted in Personio Tips & Best Practices
Absence workflows – where to start

When we were building our Personio system, absence workflows were certainly an interesting part of the process. We had 4 entities, 3 with their own project/ resourcing offices and each with their own process and reasons behind it. Here are my top tips for making those absence workflows as easy as possible!  Know your processes I spent time getting to know each entity's process but also the reasons behind their process. In some, the project office had to go first to ensure that there were no projects planned for that time. In others, the head of department needed to go first to ensure there were no scheduling conflicts and in some others, they only needed supervisor approval (if only they were all that simple!).  Once you truly know the process and the reasons behind it, you’ll have the best understanding of how to start building.   Consider using automations We have a few types of leave that affect pay (unpaid, maternity, AWOL), and at first when building our system we had payroll as a

741
Moe
Community Admin
L
Follower
LSPBFollower
asked in Integrations & Workflows
Visa expiration workflow

I would like to create a workflow, actually three workflows, which are all reminders for us, the HR team, to be aware of the expiration date of the working permit of our employees. I tried to create the workflow myself, but It doesn't trigger. I was wondering if I could get some help in figuring out the correct configuration for the workflow.  Thanks in advance for the help! Kind regards,Lorenzo. 

13711
Tamara_Bijelic
Getting Started
M
Getting Started
Max78Getting Started
posted in Integrations & Workflows
Creating Application with Wordpress

Hi, I am trying to create a contact form for application in wordpress. Unfortunately it does not work. I could embed the form via iframe, but I don't like that. Is there perhaps someone who has already implemented this and can help me?Best regards,Max 

914
L
Getting Started
S
Getting Started
SunsetGetting Started
asked in Employee Data & Documents
Terminating Employee - Absence Entitlement

Hello, Does anyone know how the figure for ‘Paid holidays’ is calculated when terminating an employee: In this instance, the employee leaving would have taken 15 days paid holidays as of termination date (this is recorded in their absence calendar), but for some reason Personio has pulled 17.5 days. Am I correct in assuming that this is in error and I need to manually adjust? I need to make sure that the employee has the correct leave recorded so that they are also paid the correct leave in lieu (as they should have a few days leave left over).  Thanks!

571
People Person
Communicator
L
Getting Started
lonna2009Getting Started
asked in Performance & Development
All Performance cycles closed

Today, we found out that all our ongoing cycles were closed (not by us). Is there any reason why it happened, and is there any way to open them back?

1495
Zulema T
Personio Employee
M
Getting Started
miawahalaGetting Started
asked in Performance & Development
Reopening a closed performance feedback cycle, closed involuntarily

We had two active review cycles in Personio launched on 4th November. Today they suddenly appear closed without us doing anything. There seems to be a reoccurring issue at Personio currently with the launch of some new feature?  We urgently need someone at Personio to "reopen" the existing cycles.Fixing this bug is super time sensitive for us is that we have a very tight deadline with reviews coming up  on 18th November - people are extremely anxious about their bonus payments tied directly to this review cycle. It is imperative this is fixed asap in order for us not to churn as customers. I appreciate these things happen but I have had to contact Personio through personal contacts in order to make sure this gets addressed in the speed we need it. Writing here for other users to get visibility on the situation.Thank you

641
Fernanda T
Personio Employee
P
Getting Started
People_TimeGetting Started
posted in Performance & Development
Current Cycle Closed.... And Dynamic Cycle Isn't Showing....

We’re currently going through our EOY Reviews here with many employees having submitted it (which as we all now a struggle in itself to get folks to complete), and the review cycle just closed with no option to enable it. I understand there’s an update, but it’s not even showing up on our end… I’m pretty shocked that we’re paying for a service that didn’t automatically export these reviews OR have the new review cycle ready to go when the last one was disabled.

561
Fernanda T
Personio Employee
Milan
Personio Product Manager
MilanPersonio Product Manager
posted in Performance & Development
Upgrade and rollout of Performance Review Cycles

We’re thrilled to share that, as of yesterday, the rollout of Personio’s new Dynamic Cycle Builder is nearly complete! Now, 98% of customers can access and use the upgraded builder.As previously communicated, with this upgrade your open cycles have been closed. However, any draft or submitted reviews are still accessible for their authors via the feedback tab.Here’s how the new Dynamic Cycle Builder supports you to create more flexible Performance Review Cycles:Quick and Easy Setup: Set up a review cycle in a few clicks with an intuitive workflow. More Precise Participant Selection: Tailor groups with powerful filters to include exactly who you need. Ready for Changes: Dynamic updates let you respond to employees joining, leaving, or changing roles mid-cycle, while flexible settings let you edit live cycles when needed.We designed the Dynamic Cycle Builder in collaboration with many of you and hugely value this participation, and, we also thank you for your patience through the upgrade

540
Milan
Personio Product Manager
V
Getting Started
vanilaGetting Started
asked in Employee Data & Documents
E-signatures before integration into the company-system

Hey all,I marked the post as a question but this topic may also be debatable depending on the answers. So the company I work for has automated contracts for new employees, wanting to use the E-Signature feature. But the employees cannot sign the contract digitally with or without the account. They have to be integrated into the system for them to be able to even sign anything digitally. Are there any ways around this problem or maybe even a solution? 

342
Moe
Community Admin
JamesMoranSSC
Getting Started
JamesMoranSSCGetting Started
posted in Other Topics
Negative Changes to Personio

We’ve recently had a UI update on Personio.But with it have come a number of function changes that have made on-boarding much worse.Starting with the removal of drag and drop to upload documents into onboarding.Over the course of 1 person onboarding for us, we drag and drop upwards of 80 documents (references, emails, id docs, etc) Now, in order to save an email to an onboarding we have to drag and drop it into our web-browser, which will trigger it to download and save to our downloads folder. We then have to click on the Browse button, then go to downloads, then the file.So what was a simple drag, drop, done - is now a drag, drop, click 4 buttons, done.Adding an extra 10-15 seconds per document.x80 documents x10+ people a month = 2-3 HOURS!!! of added time Then there is also the removal of the “Mark to Complete” button when you’ve uploaded everything necessary.Previously we would complete uploads and click one button to mark complete.Now you have to go back, click the traffic light,

823
Valentina S.
Personio Employee
P
Explorer
pareekExplorer
asked in Employee Data & Documents
Question Regarding Date Format Support in Personio Get employee API and Dashboard

Hello,I noticed that the Personio system currently supports only a single date format on the dashboard (DD/MM/YYYY), while the API returns dates in the YYYY-MM-DD format. Does Personio only allow a single date format for date-type attributes, or is there a way to assign multiple formats?Could someone from the Personio team confirm if there are any plans to support multiple date formats in both the API and dashboard, or if there might be a workaround available?"Thank you for any clarification!

803
Zulema T
Personio Employee
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