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

1943 Topics
Y
Getting Started
YGIGetting Started
posted in Employee Data & Documents
Tables

Hi - currently the platform works with fields and recently we got access to the Audit Log; History does give certain information but mixes all HR changes in one place. Are you planning to introduce tables for each field where historical data can stack and managers can see previous changes per field without going to the History tab? Tables will enable all modules and reports as historical data will be visible and will allow for better workforce planning and compensation management. Thank you, YGI

152
Y
Getting Started
V
Getting Started
vanilaGetting Started
asked in Attendances & Absences
E-Signatures during absences

So, I’ve got a question. When requesting a e-signature you get to choose who is signing the document even if you wrote @@CEO@@. What happens when for example the CEO is on vacation or on sick leave and they can’t sign the document? Does Personio recognise the CEO’s position and request the e-Signature from the person who is in charge during the absence of the CEO? Thank you in advance.

201
Zulema T
Personio Employee
P
peteKeks4
asked in Employee Data & Documents
Own birthday is not displayed in the calendar

Hello. I noticed that my birthday doesn't appear on the calendar whiles others do appear. I can't find any settings that can change the visibility of the birthday. My birthday is entered in the personal information. Does the calendar only show the birthdays of other company members and own one is hidden for oneself? I’m talking about the calendar in the middle of the dashboard. Thanks.

251
Fernanda T
Personio Employee
J
Follower
JoW50Follower
asked in Performance & Development
Changing a Performance and Development cycle deadline after launch

Hi there, I’ve had a search and I can’t find an answer on it so just wanted to ask once you’ve set a performance review cycle live can you change the due date and the reminders? Thanks Jo

503
Zulema T
Personio Employee
O
Getting Started
olivia.herbertGetting Started
asked in Reports
Annual Salary Report

Hi, I need to pull a report for all employees and their ANNUAL salaries. I can’t find this anywhere and when creating a custom report and clicking ‘salary’, I only get the monthly amount, does anyone know how I can do this please? It should be really straightforward !!

2505
Zulema T
Personio Employee
K
Newbie
KoalaNewbie
asked in Reports
Reports: Change colours in bars, graphs etc.

I was wondering if we could personalize the reports in terms of different colors for bars, graphs etc or change the fonts

61
Zulema T
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Performance & Development
Goals edition powers

Hi Is there any way to block employee powers to edit their goal progress once the performance evaluation cycle has been closed? I would like to secure the % of achievement so employees cannot modify the % of achievement after the achievement has been discussed with their managers I see that the possibility to edit % remains open forever and I think this is dangerous from a data accuracy perspective Furthermore, I see employees can still edit the weights of the specific goals, I would like to block this capability and it only has to be a manager capability thanks

91
Fernanda T
Personio Employee
P
Getting Started
pafischeGetting Started
asked in Employee Data & Documents
Is there a way to search for the content of a specific document?

At my workplace there is a number of employees who have a huge number of documents in their personal files, which makes it hard to quickly find a specific document. Is there a way to do a full-text/content search, so the program filters out and finds words within the document itself? Or is the only option to search for the document titles?

81
Zulema T
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Employee Data & Documents
Onboarding: embedding Personio surveys in an onboarding step

Hi I want to create a onboarding effectiveness survey with Personio survey tool to check onboarding effectiveness with new joiners. How can I embed a link to such survey in an Onboarding email step? Is there anyway to embed a calendar or link to make sure that the manager schedules a meeting with the new joiner when required during the onboarding process?

673
Steve
Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Other Topics
Onboarding

Hi all How can I embed a Training step within and Onboarding step? For example: I would like employees to enroll in a training posted in Personio, as part of their onboarding journey, but I cant find the way to embed the training invitation in the Onboarding step thanks

464
N
Communicator
J
Getting Started
Jenny.GaekelGetting Started
asked in Other Topics
Electronic Signature

Dear team, At the moment, only one person is able to sign a document. When will it be possible for two or more people to sign the document? This is a paid feature and it is not optimal. Thank you in advance.

391
N
Communicator
L
LotteMa
asked in Integrations & Workflows
Attachment Mail

In the workflow of employee onboarding, there is a step with an email. In that, we want to add our handbook. This file is about 70 pages. A few weeks ago it was possible to send this handbook along with the mail, but now Personio indicates that the file is too large. What can we do about this?

321
Sofia V.
Personio Employee
C
Follower
Circus2012Follower
asked in Employee Data & Documents
File type bin

Help, I have uploaded some emails to the documents tab and it’s showing as bin as the file type and can’t be opened. Word and PDF’s are fine. Is there something I have missed:

252
Sofia V.
Personio Employee
J
Getting Started
johanna.simonGetting Started
asked in Salary & Payroll
Retroactive Salary Corrections / Manual Salary Adjustments

Hi there, I have three questions about salaries corrections/adjustments: We are in Germany and have the DATEV<>Personio integration. One of our employees has negotiated a retroactive salary increase starting from May. We agreed to pay him the differences of each month with this month’s payroll. I have edited his base salary since May in his profile, but how can I make the differences for each month to appear in the export for this month’s payroll? And if this is not possible, how can I make manual corrections? Another situation we have is an employee going on an unpaid leave. As far as I understand, the unpaid leave category in “Abscences” does not have any effect on the salaries. So how can I decrease the salary for this employee during this unpaid leave? Lastly, we have an employee who started working on 22nd of July. His base salary is 6667€ and he worked for 10 days in that month. Therefore, his gross salary should be 2150,65€ (6667/31 = 215,06 * 10 = 2150,64€), but Personio has ca

311
Zulema T
Personio Employee
L
Getting Started
Lauren BallochGetting Started
asked in Attendances & Absences
Annual Leave requests for next year

Hi, I am new to using personio and an employee has said that when they are requesting leave for next year, it’s coming off this years allowance. How do we amend this so that the deduction isn’t taken off this years allowance? Many thanks, Lauren

511
Zulema T
Personio Employee
H
Communicator
HRJoyCommunicator
asked in Attendances & Absences
Rolling 12 month absence totals

We have various types of absence that are limited to a certain number of days over a rolling 12 month period - for example, we offer five paid days off for ‘Time Off For Dependants’. Currently, it’s not possible to create a policy that creates this allowance, as the policies work on a set time period (ie calendar year), rather than working on a rolling basis. When Supervisors are receiving requests for these types of absences, they currently have to manually look in to the detail of how many hours/days the employees has already taken over the last 12 months before they can approve the absence - or, more likely, they just approve the absence without checking! Is this possible in the current system, or should this be added to the Ideation board?

261
Zulema T
Personio Employee
A
Getting Started
AngelikaGetting Started
asked in Employee Data & Documents
Absence

Hallo Zusammen, wie behandelt ihr die Jahres-Urlaubs-Planung eurer Teams - gibt es eine Möglichkeit diese als "Planung" in Personio einzupflegen? Danke für eure Hilte ​​​​​​Hello everyone, how do you handle the annual holiday planning of your teams - is there a way to enter this as ‘planning’ in Personio? Thanks for your help

132
Sofia V.
Personio Employee
A
Getting Started
A-Toha-LauGetting Started
asked in Recruiting
Personio Previous Job Postings not fully visible

Hi Community and Personio team, We are having problems visualizing the details of previous postings for a Position we’re hiring for. When we follow the steps of “Select the Promotion tab and Under My postings, you can click on a posting to see more details” the window is very small and we cannot see the information about previous postings from earlier in the year (you cannot scroll down in the window or maximize it). Not sure if this is a bug, or limited for as specific reason, but it poses an obstacle to get data to support some of our reportings, if you have any ideas of a solution to visualize all the previous postings without it being affected the the “Job Board Details” format, please let me know.

111
Steve
Personio Employee
O
Getting Started
OliviaGetting Started
posted in Recruiting
Hiring request

Hi everyone, We would like to manage the job approval process in Personio. Unfortunately, right now this is still an email process. We would prefer a workflow in which the template for the hiring request is integrated and the hiring manager and HR can approve within Personio. The approved job would then be the basis for the job advertisement. How do you handle the job approval process in your company? Do you have a smart workaround for the hiring request that you can share? Many thanks, Olivia

372
Steve
Personio Employee
K
Explorer
Kasey ShenExplorer
asked in Attendances & Absences
Working schedule adjustment - overtime&deficit hours record

Hi, I changed one employee's working schedule from 100% to 80% per day on 6th August. He has access to his attendance sheet and tracks his working hours there every day. After adjusting his working schedule, I checked his overtime balance and found no items recorded for August, despite him tracking his working hours up until now. Could you please advise why this is happening and how to fix it? Regards, Kasey/ HR

202
K
Explorer
I
Getting Started
IvanGetting Started
asked in Integrations & Workflows
Slack Status

Hello How can we change Slack Status for absences, now it looks really scary as it is a red cross. Is it possible to change Slack Status image?

511
Steve
Personio Employee
M
Getting Started
meching123Getting Started
asked in Attendances & Absences
Overbooking one day with vacation and worktime

Hello there I do encounter this behavior when using the Personio UI in my Browser. I will try to explain myself in a detailed manner: As I am a lazy person, I do fill out my Personio Attendence only once a month. Therefore I go to the Personio UI in my Webbrowser and got to attendence. Then I select the first day of the month to add my worktime and breaktime and press "Save". Now the first day has a proper entry and shows three dots on top of the container. Clicking on these 3 dots give two options: 1. Copy Hours 2. Delete Day. If I press on Copy Hours I can copy the first day of the month to the entire month without the need of typing my worktime manually everyday. Now this is what I have been doing for quite some time without running into any issues. But then one day I decided to take vacation after I already "autofilled" the month. So the day I wanted to take vacation on was already booked with worktime and my vacation time was also booked on the same day. Personio allows to take va

522
SabbuSchreiber
Explorer
K
Explorer
kterhaarExplorer
asked in Employee Data & Documents
Changes in employee Personal info

Hi, When employees change data in their personal info I only see the request in Personio but I do not receive an email notification. Is that how it works or is it a setting? Thanks for your reaction KR Kees

668
I
Personio Employee
Willemijn Leijs
Explorer
Willemijn LeijsExplorer
asked in Salary & Payroll
New payroll redesign

I just saw the new redesign of the payroll section, however I cannot view any of my other entities. I can now only see our headquarters and cannot find the button to change to the other entities and approve those payrolls anymore. Does someone know where the button went? :)

281
I
Personio Employee
C
CorinaHawkins
asked in Attendances & Absences
How do you set up different working locations / public holidays?

Hey there We are starting to employ global employees and want to select their country location to then populate public holidays for that location. Does anyone know how to do this within Personio?

1811
I
Personio Employee

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