Support Area

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

1608 Topics

M
Follower
miraFollower
posted in Employee Data & Documents

Skills/ skill levels in employee profile

We would like have people’s skills and skill levels in Personio. It would also be important that you can use search to find people with that specific skill.  We work in IT and we have lot of developers with different set of knowledge of different programming languages - and of course the skill level of each language varies. What would make our lives much easier is that we could have this information in Personio, so whenever we need to know if someone in our company knows language X, we could search it and have a list of all people with this skill. Then we could check among these people what their skill level (from 1-5) is.  I’ve tried to think a way to add this information to Personio but haven’t figured this one out yet. At the moment we have just added new attribute of “programming languages” to the employee profile and added the languages as tags. This is not the best solution, as it does not tell what the skill level is for that specific language - then we still need to find this p

3
M
Follower
5 months ago
F
Follower
Fani DelliouFollower
asked in Attendances & Absences

Public Holidays are not working properly

Hello, I have created a custom public holidays calendar for New Zealand which I assigned to our NZ office and moved the relevant people from the Australian office to the NZ one. However, now although 2023 shows the NZ public holidays in the calendar, for 2024 it shows both AU and NZ holidays. Do you know why? When I tried this with other offices it didn’t happen. Only with NZ and AU. 

3
I
Community Moderator
5 months ago
L
Follower
LakshmiFollower
asked in Integrations & Workflows

Custom workflow - history

Dear All, I have set up custom workflow for employee equipment requests.  However once the task is finished, is it possible to see the requests and approval in the employee history or the approvers history ? Seems like I am currently unable to find the same.  KRLakshmi

3
I
Community Moderator
5 months ago
P
Getting Started
PattyGetting Started
asked in Attendances & Absences

Restrictions on Adding and Editing Time Entries

The company I work for is looking for a way to track hours that once approved cannot be edited. Is this possible in Personio? Also, is there a report in Personio that shows an employees hours worked, when their hours were approved and who the hours were approved by?

1
I
Community Moderator
5 months ago
A
Getting Started
AjayGetting Started
asked in Integrations & Workflows

azure ad sso asking admin permission

hi,we are trying to integrate SSO with azure AD but during login it asks for admin consent for user we just want basic SSO, keep basic login and nothing else, how can we achieve this?

2
A
Getting Started
5 months ago
L
Getting Started
LuisaGetting Started
asked in Attendances & Absences

How my employee can use the carryover days before the days from the next year.

How to take days from carryover and that this is registered when requesting abscenses?Looks like Personio does  not differentiate between "old" and "new" vacation budget. An employee is asking how to take first the carryover days for holidays starting at the begining of the year.For example:  I just asked for 2 days off beginning of January 2024 and it is deducted from my 2024 budget, but I want to take "old" vacation first, as this will expire end of March, how can I do this? 

1
I
Community Moderator
5 months ago
F
Follower
Fani DelliouFollower
asked in Attendances & Absences

Moving Holidays

How can I create a holiday calendar with moving holidays?

1
I
Community Moderator
5 months ago
M
Getting Started
Milena SGetting Started
asked in Performance & Development

Performance Form & Objectives

Hi,I need to create a annual performance appraisal form that is directly link to the objective of the person in order to “grade” (with a scale) and add a “comment” for each goal. How can I link automatically objective of the person to the their evaluation in the form? This should look like this:thanks 

1
I
Community Moderator
5 months ago
C
Getting Started
Cathrin.KlingenmeierGetting Started
asked in Integrations & Workflows

DATEV-Integration: Stammdatenübertragung JA, Gehaltsabwicklung NEIN

Liebe Personio-Community,wir werden bald die DATEV-Integration vornehmen. Unser Hauptanliegen ist die Übermittlung der Personal-Stammdaten an das Steuerbüro. Außerdem wollen wir auch die Gehaltsabrechnungs-Dokumente der Mitarbeitenden in Personio je Person zur Verfügung stellen und die Möglichkeit eAus abzurufen.Den Prozess der Gehaltsabrechnung an sich (also Übertragung von Gehältern) wollen wir nicht nutzen - dieser Prozess soll komplett bei unserem Steuerbüro bleiben. Was müssen wir in Personio einstellen oder deaktivieren, dass dieser Prozess sicher nicht angestoßen wird? Ich würde mich sehr über Rückmeldungen freuen, wenn jemand die DATEV-Integration bereits nutzt, die Gehaltsabrechnung selbst aber noch über das Steuerbüro laufen lässt. Zusatzinfo: Wir nutzen DATEV Lohn&Gehalt Liebe GrüßeCathrinDear Personio Community,We will soon be carrying out the DATEV integration. Our main concern is the transfer of personnel master data to the tax office. We also want to make the payroll

1
I
Community Moderator
5 months ago
H
Follower
help_neededFollower
posted in Attendances & Absences

Rounding up vacation balance

Hi, Are there now options for choosing the option of rounding down or up the vacation balance and how we can set it up?

1
I
Community Moderator
5 months ago
V
Getting Started
Vera VogelbruchGetting Started
asked in Integrations & Workflows

API

Wir wollen "API-Zugriffsdaten für ein benutzerdefinierte Integrationen generieren" und es fehlt im Menüpunkt "API-Zugriffsdaten" der entsprechende Button "Neue Anmeldedaten generieren".We want to "Generate API access data for a customised integration" and the corresponding "Generate new login data" button is missing in the "API access data" menu item. 

1
I
Community Moderator
5 months ago
D
Getting Started
dgiGetting Started
asked in Integrations & Workflows

Emails Conversations

Hello everyone,I have a question:Is it possible to encrypt mails for Conversations? Our implementation partner says no. Is that the case? That wouldn't be cool in terms of data protection. Does anyone have experience with this? Can anyone help?Thanks in advanceDomenico

1
I
Community Moderator
5 months ago
A
Getting Started
AndresMGetting Started
asked in Employee Data & Documents

Country missing in country list

Hello all, I am setting up an employee who is from Mauritius. In the pull down I can only find Mauritania, which is not the same country. Has anyone ran into the same issue and how did you deal with it? Thank you!

1
I
Community Moderator
5 months ago
I
Getting Started
IrynaGetting Started
asked in Employee Roles & Approvals

Assistance Needed: Hiding Forms Tab for Employees

Dear Community,I'm reaching out to seek some guidance regarding a specific issue I'm facing in our workplace environment.We are currently in the process of refining access permissions and interfaces for our employees. Specifically, we are looking to hide the "Forms" tab from the view of all employees within our system. To provide further context and assist in offering suggestions or guidance, I have attached a screenshot highlighting the "Forms" tab that we aim to hide from the view of our employees.Thank you in advance for your time and support. Your contributions will undoubtedly help us enhance our internal systems and improve user experiences for our employees.Looking forward to your expert advice and recommendations.Best regards,Iryna

1
I
Community Moderator
5 months ago
L
Getting Started
luisaelenaabGetting Started
asked in Performance & Development

Customized filters for performance cycles.

I need to have two different types of performance evaluations, one for people leaders and one for individual contributors. When I’m configuring the evaluation cycle, can I add a filter that allows to separate those two?

1
I
Community Moderator
5 months ago
I
Getting Started
ilanasokolovskiGetting Started
asked in Attendances & Absences

Importing time tracking with associated projects

Hello, wondering if anyone know if it’s possible to import time tracking data with allocated projects?For context, looking to move our time tracking processes to Personio but wanted to check if it’s possible to import some of our existing time tracking data so we can do it in bulk.I see we can import attendance data but I don’t see a column for projects.https://support.personio.de/hc/en-us/articles/360001981757-Set-Up-and-Use-Project-Based-Time-Trackinghttps://support.personio.de/hc/en-us/articles/211488709-Importing-Historical-Attendances

1
I
Community Moderator
5 months ago
N
Getting Started
Niklas PlitGetting Started
asked in Integrations & Workflows

Issue with Language Parameter in iFrame Embedded Job Links

Hello Personio Community,I am encountering a challenge with embedding the Personio job page within an iFrame on my website. I have set the iFrame to load the job page in English.However, I've run into an issue where the links to individual job postings within the iFrame are incorrectly formatted. For example, a job link is being generated in such a way that the language parameter is appended incorrectly. This results in the job page not displaying in English as intended, but reverting to the default language, German.This issue only occurs when accessing the Personio landing page through an iFrame. When visiting the page directly without an iFrame, the links are correctly formatted, and the language settings work as expected.Has anyone else experienced this issue? I would appreciate any insights or solutions on how to ensure that the job links within the iFrame retain the correct language parameter and display the content in the specified language (in this case, English).Thank you in ad

1
I
Community Moderator
5 months ago
M
Communicator
marielle.van.wieringenCommunicator
asked in Integrations & Workflows

When will the custom workflow section be released?

Quick question: when will the custom workflow section be released?

12
M
Communicator
5 months ago
T
Getting Started
Toni_KGetting Started
asked in Attendances & Absences

Supervisors - Reminder pending annual leave request

Hi,  Is it possible to send a reminder to a line manager that an annual leave request is pending their approval. They obviously get the initial email saying it’s been requested, but as our managers aren’t logging on each day they’re forgetting. I was looking for a way to remind them through the system without having to screenshot and chase managers via email.  Thanks,  Toni

1
I
Community Moderator
5 months ago
C
Getting Started
cb3Getting Started
asked in Recruiting

Interviewers not receiving interview confirmation email

Hi thereWe are using the interview scheduling function to schedule interviews with candidates. The issue we have though when candidates reply (to confirm) is that the hiring manager is not receiving the email, rather it is going to the main company email account.Nothing has landed in the spam folder.Does anyone have a fix for this so that interviewers also receive the email confirmation?Thanks in advance,Chris 

2
C
Getting Started
5 months ago
P
Newbie
pietropelikanNewbie
asked in Employee Data & Documents

French Contracts

Hello, I have a question regarding contracts. Do you have French contracts available already?What I mean is, do you have contract templates that are in line with French law and suitable for hiring people in France? For example my company is following the Syntec agreement, is there a way to have these contracts template available in Personio?It's important for us that we choose a solution that also enables us to manage the contract and legal side seamlessly, like staying up to date with specific requirements by the law and so on. Thanks a lot!

1
I
Community Moderator
5 months ago
Linda
Communicator
LindaCommunicator
asked in Reports

Custom Report not loading

I have created a custom report    to show the employee salaries as per 31.12.2022. The report is not loading inspite various attempts and I am getting the following message:Does anyone have an idea how I can fix this?Thanks!Have a good day,Linda

1
I
Community Moderator
5 months ago
S
Getting Started
smakaruk1Getting Started
asked in Other Topics

Unable to send pre-onboarding email to new joiner

Hi there,I have set up a number of emails to be sent to a new joiner and for some reason have an alert appearing when the onboarding template is assigned to the new joiner. The emails should be sent to a new joiners personal email, and do not require them to login to Personio to complete any of the steps. It’s more an informative email, asking them to take a few actions (separate from Personio). The email should be sent 90 days before their hire date (or when the template is assigned).I’ve attached a screenshot of what this looks like and the message when I hover over the alert is: Please review the recipient field to ensure your emails will be successfully delivered. The recipient field is “employee”. If anyone could help, I would very much appreciate it!Many thanks,Sally

1
I
Community Moderator
5 months ago
Linda Merrett
Explorer
Linda MerrettExplorer
asked in Attendances & Absences

Workaround for approval

Hi Dear Community,For those of you who use time tracking with approval - I'm curious to see how you have solved the notifications to the manager about approving the times?If notifications are on, they get one email per time entry, meaning at least one notification per day. This is way too much for our managers who already get emails frequently. At the moment the solution is to email them once/month to remind them to approve the hours for their employees, but this is of course manual work.Anyone who has a recommendation for a more automated workaround?Linda

10
Andrea
5 months ago
T
Busy Bee
TimBusy Bee
asked in Reports

Privacy & Data retention compliance: How to (automatically) remove data after expiration of retention period

Hi there,  According to European and Dutch legislation we can’t store personnel information and files forever. E.g. according to Dutch laws, we are not allowed to keep the employment contracts and sick leave registration longer than 2 years after termination of the contract. For other documents (e.g. copy passport) the retention periods are 5 or 7 years.A few questions about this topic:Is there a way in which Personio supports removing these documents and data automatically after the expiration of the retention period? If not, what would be the best way to remove data without it being too time consuming? Is there a way to remove data without it affecting the historical data (e.g. for FTE reporting)?I hope you can help me out. Thanks!

2
T
Busy Bee
5 months ago
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