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

1962 Topics
H
Getting Started
hkl112277Getting Started
asked in Time Off & Attendance
Working Students Germany - Work Schedule Question

Hello,There is a related topic to our problem: We have the same problem with the working time for working students in their non-lecture periods (usually 2-3 months a year): normally they work 20 hours/week, during non-lecture periods 40 hours/week (working as a full-time). The suggestion in respective topic is perfect, in which HR manually changes the work schedule after 2 months of full-time schedule back to 20 hours/week. However, I wonder whether there is a workaround that can automatically switch their work schedule rather than switching it manually after their ending of non-lecture period.Looking forward to any reply soon =)

221
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Personio Employee
V
Getting Started
vanilaGetting Started
asked in Employee Data & Documents
ESignature Notifications

Hi all,I’ve got three questions.When sending out documents for other people to sign I’d like to get notified when everyone who’s required to sign has signed, preferably over email.Also when deciding on the order of who signs first is there a feature where you can allow two people to sign at the same time and then the third person only gets the document after both have signed. I know you can choose a A then B then C but is there a way for the order to be A and B then C? Last but not least is there a way to configure how the documents are automatically named when you create them with the Personio Document template tool?Sorry if my questions aren’t that comprehendible.Many thanks in advance!Cheers

361
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Personio Employee
C
Getting Started
CloeGetting Started
asked in Time Off & Attendance
Holiday entitlement

 Hallo,mir ist aufgefallen, wenn die Mitarbeiter die Überstunden als Überstundenabbau nehmen, dass dieser 0,5 Tag (6 Stunden) z.B als extra Urlaubstag angezeigt wird und unter bei “Verfügbarer Kontostand“ angezeigt wird- obwohl dieser Überstundenabbau schon längt passierte. Ich habe jetzt nicht mehr ein Beispiel. Hoffe, jemand könnte mir da weiterhelfen. Danke!​​​​​Hello,I have noticed that when employees take the overtime as overtime reduction, this 0.5 day (6 hours) is displayed as an extra day of holiday, for example, and is displayed under "Available account balance" - although this overtime reduction has already happened for a long time. I no longer have an example. I hope someone could help me. Thank you!

332
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Personio Employee
I
Getting Started
IlaydaGetting Started
asked in Employee Data & Documents
Attachment management for contract offers

 Hi liebes Personio Team und liebe Community, Ich habe eine Frage bezüglich der Verwaltung von Anhängen bei Vertragsangeboten. In unserer aktuellen Praxis möchten wir einen Vertrag als Template versenden und dabei einen Anhang hinzufügen, der sich für jede Person ändern kann. Da es sich bei dem Anhang um eine Tabelle handelt, können wir diesen nicht direkt in das Template einfügen.Unser Ziel ist es, ein Dokument zusammen mit einem variablen Anhang zu versenden. Allerdings habe ich festgestellt, dass bei der Erstellung eines Angebots für einen Bewerber der Anhang ebenso wie beim Vertrag aus den Templates (Drop-Down) ausgewählt werden muss.Wenn ich mein Angebot als E-Mail-Anhang sende und dabei ein zusätzliches Dokument hinzufüge, wird dieser Anhang in Personio nicht angezeigt.Es geht uns darum, ein Dokument, das sich regelmäßig ändert und aufgrund komplexer Berechnungen nicht als Template erstellt werden kann, irgendwie zusammen mit dem Vertrag zu versenden.Könnt ihr mir bitte mitteilen

322
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Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Performance & Development
Performance

Hi! Is it possible that manager and employee use the same performance evaluation template when the cycle is lauched following an order? E.G Employee receives the template and completes with self assesment Employee submits self assessment to manager Manager completes the template submited by the employee Manager and employee have a meeting to discuss and acknowledge on goals accomlishment capturing the final results and comments in the original performance templateI am just trying to adpt the tool to our performance philosophythanks!

383
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Personio Employee
F
Follower
FairrFollower
asked in Time Off & Attendance
Maternity leave and Maternity cover

Hi community, I would like to reflect in the org chart when a person is going on maternity leave and some one else cover the position. I would like both to be in the org chart, but I can’t see how. What everyone else does? or long sickness. They are still employees so they should be in the org chart, but all the reports should be changed to the new person. Thank you  

771
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Personio Employee
W
Getting Started
WorkingAWBGetting Started
asked in Time Off & Attendance
Working Students Germany - Vacation Day Accrual Question

We have four working students in Germany. They all work 3 days a week and based on their 12 month contract receive four weeks of vacation  - so they get 12 days of vacation. But for about 2 months of their working year, they switch to a 5-day week (during the non-lecture periods). We would like to recognize these extra days and give them the correct amount of vacation, which will likely be more than just 12 days because their average work days per week would actually be more than 3. Is there any way for Personio to account for this, or do we just have to give them 12 days of vacation?

6954
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Personio Employee
H
Getting Started
hhberndGetting Started
asked in Other Topics
Add your personal calendar to Google Calender

Hello everyone,I am relatively new to Personio.I'm looking for a way to integrate my personal calendar with Google Calendar.So far, I can see the absences of all my colleagues in Google Calendar. But I only want to see my shifts.When I select ‘My calendar’ (screenshot) when subscribing, Google doesn't show me anything.Is there a trick for this?Many thanks for your help,Bernd

2121
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Personio Employee
K
Explorer
Kasey ShenExplorer
asked in Time Off & Attendance
time tracking/ clock in and out

Hi,I can see the clock in and out function is available at personio. I have a few questions regarding how to use it:when I go to settings - attendance - tracking profiles, I can see two types of profiles: clock in/out, and manual tracking. what is the difference between them? I only grand six people with time tracking permission by go to settings - employee roles - attendance data, and tick view and propose. The rest of the employees doesn’t need time track permission, so I tick nothing in attendance data. However, when I go to settings - attendance - tracking profiles, I can see all employees are assigned with clock in/out (default). Why? Therefore, I tried to remove the unnecessary clock in/ out assignments in my question 2. So I go to employee list and select these employees, and click on actions - where i can only find the options ‘ edit time tracking profile’ but no option for delete from time tracking profile. So my question is how to unassign them from clock in/out profile? Can

1031
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Personio Employee
M
Monotree
asked in Integrations & Workflows
Support with API needed

Hi, we are currently creating a personalized integration for a client that uses Personio. We are trying to export employee information, but have the following issue: https://api.personio.de/v1/company/employees?limit=10&offset=0&attributes[]=%3Fattributes%5B%5D%3Dfirst_name%26attributes%5B%5D%3Dlast_name%26attributes%5B%5D%3DemailShould provide us with first_name, last_name and email on all users according to your documentation (https://developer.personio.de/reference/get_company-employees), but it does not.Users does not have any properties except an identifier on them in the returned data, even though first_name and last_name has been specified as a required field:  Please advice. Thank you.

551
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Personio Employee
L
Getting Started
LaurajGetting Started
asked in Recruiting
Google meet link different for candidate and interviewer

Hi,A candidate received a different google meet link than the interviewer - how is that possible and how to avoid this in the future? It’s a very bad experience and waste of time on both sides.Thanks!

221
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Personio Employee
O
Getting Started
Olga LysiakGetting Started
asked in Integrations & Workflows
Personio Conversations: resolved ticket keeps coming back

I have a problem with Personio Conversation:the ticket was assigned to me based on the activity and later - resolved by me. Right after that, this ticket appeared as a new ticket request with “Re:” Every time I assign this ticket to myself again or press “resolved” it keeps coming back as a new request.So I have like 20 same requests now...Does anyone know what is the problem here and how to resolve it?Screenshot is attached. Thank you in advance!  

211
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Personio Employee
M
Getting Started
Marion Badin-LatourGetting Started
asked in Reports
Reports organization

Hello everyone,I'm wondering how I can organise and sort all the different reports we create. I'd like to create a folder and archive the reports by theme, for example ‘headcount’ or ‘salaries’ and so on. Do you think this is feasible somewhere?Many thanks in advance for your help, My Best 

241
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Personio Employee
D
Daria.P
asked in Time Off & Attendance
Schedule change did not work

Good afternoon, I have changed the working schedule of a colleague using the Change schedule button under Employee work schedule tab. Although the change has been accepted by the system, it does not show in his schedule view. The working day must start at 08:00 but in the calendar 08:30 is shown. Please kindly assist in this issue. Have a nice day!

131
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Personio Employee
L
Getting Started
LryanGetting Started
asked in Recruiting
Personio Career Page

Hi, I am new to Personio and have just set up our career page. I have published a job only for our employees (not externally). How do you set up a notification to let them know a job has been published?  Thanks 

351
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Personio Employee
P
peoplePlanner
asked in Integrations & Workflows
API - Base salary not retunred during onboarding status

Hello,I have realized that the fixed salary data point is not returned in the Personio API when using the endpoint https://api.personio.de/v1/company/employees/{employee_id} and the employee’s status is in onboarding. The salaries are already stored and visible in Personio UI, so this is not a database issue. Once the status changes to active, the salary gets accesible as expected.Are there any specific reasons why this is the case? We require the salary information already during the onboarding stage.Thanks in advance

161
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Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Performance & Development
GOALS AND PERFORMANCE templates

Hi Our performance process review is very simple: we measure ourselves against individual goals that were set at the start of the year. Can I just convert the goals into a performance evaluation template easily? Ideally we would want our employees to receive all the goals and once the performance review cycle is activated, they should received a form with teh very same goals and rate their own performance against those goals and then submit the form to their manager.  I see many performance templates in the cycle but not a way to capture all the goals in the template and allow the employee to easily self evaluate thanks 

391
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Personio Employee
C
Follower
Circus2012Follower
asked in Reports
How can I get an annual salary report?

My finance director has asked for a list of annual salaries for our employees which seems like a fairly basic request but I cannot see how to do this. I can’t use in the monthly salary and multiply by 12 as we have in month changes so this would not be accurate. Please could someone point me in the right direction? I can’t believe the system can’t do this as it is a basic requirement :-(

701
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Personio Employee
A
Explorer
avmar99Explorer
asked in Employee Roles & Approvals
Limited custom reports access

Hi, we have someone in our company who needs access to the ‘reports’ function for certain areas of their job (allergens, absences, etc.), but they shouldn’t be allowed to see other people’s salaries. Is there any way for specific reports to be hidden from general ‘reports’ view, or for limited access to the reports tab?

351
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Personio Employee
A
Getting Started
Andreina OrtaGetting Started
asked in Integrations & Workflows
Integration with training platforms

Hi! is Personio integrated with trianing digital platforms such as Gamelearn Impulsa el crecimiento de tu empresa con videojuegos (game-learn.com) 

171
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Personio Employee
Fragen
Getting Started
FragenGetting Started
asked in Recruiting
Emphasise attribute in bold in job description?

 Liebe Community,  die Stellenbeschreibungen sind in Attribute aufgeteilt, mit denen man seine Stellenbeschreibung aufteilen kann nach Qualifikation etc.Schade finde ich, dass man die Attribute nicht bold setzen kann, damit sie mehr auffallen und sich von dem restlichen Text abheben. Oder ist dies evtl. doch möglich? Merci & GrüßeNico Dear Community,  The job descriptions are divided into attributes, which you can use to categorise your job description according to qualifications etc.I find it a pity that the attributes cannot be set in bold so that they stand out more and stand out from the rest of the text. Or is this possible after all? Merci & regardsNico

122
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Personio Employee
S
Getting Started
SteffyHRGetting Started
asked in Employee Data & Documents
Paid vacation balance placeholder in template letter

HelloI would like to add a placeholder in template letters for Paid vacation balance but am unable to figure out the right way to “write” it. I have tried all sorts of {{Paid vacation_Balance}} variants but it doesn’t work. Please could you help me out? Thank you,Stephanie 

423
S
Getting Started
I
Getting Started
IhaveaquestionGetting Started
asked in Other Topics
Onboarding employees using active employee count

We are in the process of migrating our hiring plan to Personio but have encountered some difficulties. Specifically, we would like to import data to create profiles for future roles in the onboarding phase. However, when attempting to import this data via Excel, we receive an error message indicating that we would exceed our employee limit and need to upgrade our subscription plan to add more active employees.Since we are not trying to add active employees, but only to create dummy profiles for future roles labeled with the onboarding status, we believe this restriction should not apply. How can we resolve this issue so that we can proceed with our hiring plan?Thank you for your help

303
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Personio Employee
D
Getting Started
Daniela O.Getting Started
asked in Time Off & Attendance
2nd approver doesn't receive email notification

Hi,We have created a special approval process for certain types of absence. The process only applies to certain employees, so an employee filter is also set. In the first step, the manager must approve the absence and in the 2nd step, a specific role x. The process itself works, but the 2nd approver (employee in role x) does not receive an email notification. The approval request only appears in the inbox in Personio. I have checked the personal settings and the e-mail notification is activated. What can be the reasons why the 1st approver receives an email in addition to the inbox notification and the 2nd does not? Thanks for your help :)

191
I
Personio Employee
H
Getting Started
henning.breeGetting Started
asked in Integrations & Workflows
Entra Integration per business unit

Hi,we have an enterprise subscription and maintain Personio from a holding perspective for our business units. All those business units are independent registered businesses and most important for this case, their own Azure tenant.I would now like to synchronize to the correct Azure tenant during on- and off-boarding. How can I achieve this?Best,Henning

825
I
Personio Employee
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