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wendytheunenGetting Started

asked in Attendances & Absences

Upload vacation entitlements 2024

Hi, I would like to upload the vacation entitlements for 2024, people would like to book vacation in 2024 and we need this for our planning. How can I do this?

SteffyHRGetting Started

asked in Attendances & Absences

Showing weekly days off in calendar

Hello allWe were wondering if there was a way for part-time employee’s weekly days off to show in the calendar? For example when someone has Fridays off (according to their work schedule) it would appear in grey, same as a weekend day. This would allow a better overview of who is working on which day of the week.On the same topic we were wondering if a weekly day off can be changed without having to modify their work schedule? For example if an employee has Fridays off on principle but exceptionally takes a Monday instead of a Friday off there is no way of seeing this in the calendar, or is there?Thank you in advance for your help!

AninaGetting Started

asked in Recruiting

Remove vacancy from website

Our vacancies in Personio are automatically linked to our website. Now a vacancy has been filled and archived, but it is still on the website. How can I remove it there?Thanks in advance for your help.

AnnemiekeFollower

asked in Employee Data & Documents

Why can I not have more people to sign a document? We have Productivity Plus AND Unlimited signatures in our Subscription.....

Hi, We have been struggling to create our Signature documents in which our Director signes a contract and an employee. Now only 1 person can sign. Our Subscription is:Productivity Plus Unlimited signatures for your contractHelp us out please :)

GregGetting Started

asked in Other Topics

Referals on Personio

Hello everyone, I wanted to ask what is the easy way to create an application/add referrals through Personio? Should that be connected to the career page or just tackling this with some functionality from Personio?In the company where I work, we are currently using a separate email to receive referrals from the employees, but we would like to use Personio to do it. Could someone help?

Kevin GExplorer

asked in Other Topics

How can we disable automatic notifications by e-mail when a Personio Conversations request is created or updated?

How can we disable automatic notifications by e-mail when a Personio Conversations request is created or updated?

Kasey ShenExplorer

asked in Attendances & Absences

Sick leave registration on Personio absence calendar

Hi, how to register a period of sick leave on Personio absence calendar but the doctor’s cert states 50% per day for two weeks?thanks, Kasey

bruchmDetective

asked in Attendances & Absences

Home Office

Hello, is there a way to mark home office days in your time sheets or elsewhere in Personio?We do not want people to have to request an absence type Home office but we do want to see when people are in the office or in the Home office.Hence when entering their daily times could we make it visible that an employee is working from home.And/or if they have fixed weekly home office days (ie. every Tuesday and Wednesday) can this be shown somehow to be visible for all other employees or at least the manager?Thanks Marc

naima_alcantaraExplorer

asked in Employee Roles & Approvals

Reminders

How can I create automatic reminders for different roles if I don’t see the option in employees roles?

Jesuino Vieira FilhoGetting Started

asked in Other Topics

Time tracking: bug report and suggestion for enhancement

Dear Team at Personio, I am writing to bring attention to an issue I've encountered while using the personio app on a daily basis, and I also have a suggestion for an improvement of the browser version. Bug: whenever I reopen the app after tracking several hours of work (such as pausing or stopping the tracking), it prompts me to log in again using my username and password. This experience is quite frustrating. Furthermore, even after logging in, all the previously tracked time is lost. In essence, the app fails to save the recorded working hours as expected. Enhancement: it would be highly beneficial to extend the time tracking feature to the browser interface as well. Currently, only the personio app supports time tracking, while the browser interface only allows the addition of pre-defined hours. I appreciate your attention,Best regards.

tomblakeExplorer

asked in Employee Data & Documents

Creating documents for multiple employees at once with placeholder fields

We would like to create documents for various employees. For example, for salary increases we have a generic document, but will have mail merge fields that might be different for each employee (salaries for instance). It is simple enough to create a template for this exact purpose but then (unless I’m mistaken) you have to upload the document into each employees profile one at a time, inputting the data manually.It would be great if this could be uploaded (and then with the ability to edit) and then documents created.Currently our HR Director does a mail merge with Excel and Word so using templates and doing each employee individually is going to slow down the process.

Sarah WetherellFollower

asked in Integrations & Workflows

Connectors to Netsuite

Our finance systems are changing to Netsuite and we are also just about to launch Personio in the UK (Its in other locations). To ensure Personio is the single source of truth we need to integrate with Netsuite for payroll purposes. Can this be done?

JHBEMCommunicator

asked in Integrations & Workflows

Personio Conversations Integration with Google Chat

As Personio has integrations with Google CalendarIs there work for Google Chat integration with Personio Conversations?We don’t use any Microsoft products and we don’t use Slack.

ÄnnSo_inbutterGetting Started

asked in Integrations & Workflows

How to implement slack direct messages to employees, who passed their probation period?

Dear community, we would like to send automised slack messages (as direct slack messages) to those, who successfully completed their probation period. Personio is already integrated to our slack workspace. Any ideas or simular workflows, which might help?

TimBusy Bee

asked in Employee Roles & Approvals

Reminder for work permit - reminder disappears

Hi there, I tried to make a reminder for the end date of a work permit. I want to make sure that every individual employee receives a notification 4 weeks before the end date of their work permit. I have two questions: Does this look like the right set-up? Only the employee should receive this notification of his/her own expiring work permit. Not from everyone else’s. Since all employees have visibility access to only their own ‘work permit end date’ attribute, I figured this should work. After setting the reminder, it disappeared a few days later. Can anyone help me out and tell me what I am doing wrong?I set is as follows: Thanks! Cheers,Tim

Fatima SakhawatGetting Started

asked in Recruiting

Adding Customized Candidate Screening Questions

Hi! As I could not find the answer to my question, I am posting it here. I would like to know how I can add custom questions for all applicants for my jobs. I would like to add a mandatory question (with the option to attach files) where my job applicants can share their project portfolios with me. Could someone please guide me where I can find it? Thanks a ton! Kind Regards, Fatima

sanbykasiaGetting Started

asked in Attendances & Absences

Paid Vacation - View and Request

Guten Tag,ich arbeite seit dem 1.6. bei meinem Arbeitgeber und seit 1.8. mit noch mehr Stunden - nun ist es so, dass ich weder meine Anzahl an RestUrlaubstagen in meinem Personiokonto sehe - noch kann ich selber bezahlten Urlaub nehmen.Ich kann noch nicht Mal den Button „Bezahlten Urlaub“ anklicken, da es den nicht gibt. Alle anderen Arten von Abwesenheiten sind vorhanden.Ich habe auch schon meinen Arbeitgeber gefragt, der weiß aber nicht wo der Fehler liegt. Kann mir bitte jemand helfen? 😩Good day,I have been working for my employer since 1.6. and since 1.8. with even more hours - now it is the case that I neither see my number of remaining holiday days in my Personio account - nor can I take paid holiday myself.I can't even click the "Paid leave" button because it doesn't exist. All other types of absences are there.I have already asked my employer, but he does not know where the error lies. Can someone please help me? 😩

naima_alcantaraExplorer

asked in Employee Roles & Approvals

Holidays

Why my employees can accept their own holidays? How can I change it?

INDGetting Started

asked in Attendances & Absences

Employee absence calendar

Dear Personio community,Could you please assist me in understanding why I am unable to view the employee absence calendar?The employee's absence is only visible for a few seconds before I receive an error message saying "Something went wrong. Please try again later." How can we fix it?

AnnVFollower

asked in Integrations & Workflows

Office address synced with Azure/Entra AD to user profile

Dear community, We would love to sync the related office addresses to user profiles in Azure/Entra AD. Would there be a solution in which we don’t have to add address attributes to the user profiles in Personio? Could the integration take the addresses for each offices from Personio Settings → Offices?How are you syncing the office adresses per profile?

mmerkxGetting Started

asked in Reports

PDF format

How can I export a file in a pdf-format and not in the standard csv/excel format.

MariaGamiumGetting Started

asked in Recruiting

Internal candidates promotion

Hello,I need assistance with an issue in Personio related to updating roles for internal candidates. I recently filled a role with an internal candidate who was previously hired as a Sr Backend Engineer and has now transitioned to an Engineering Manager role. When I tried to update his profile and move him to the "hired" stage for the new role, I encountered a challenge. Since he already had an offer for his initial role, Personio won't let me generate a new one for his current role. As a result, the position is showing as "open" rather than "filled".Could you guide me on how to resolve this so the position correctly displays as "closed"? Is duplicating the candidate's profile the recommended approach or is there a better solution?Thank you for your help!Best regards, Maria

michelapGetting Started

asked in Recruiting

Posting a job only on the website

Hi Community,I just started recruiting with Personio, and I noticed that I am not able to post a job only on our company website, without promoting it to all the dashboards. Is there a possibility to do that, or a workaround for this? Thank you in advance for the help!

seaweedpeopleGetting Started

asked in Performance & Development

Is anyone using the Performance Cycles for Quarterly/6 Monthly performance reviews?

Hi there! We’re looking into setting up performance cycles on Personio so we can have performance reviews all in one place. We’re hoping to have 2 different cycles: Quarterly & 6 Monthly. This would mean that employees and managers would get notification to fill out feedback every 3 months/6 months. From the playing around I’ve done so far it seems like we can set deadlines but the cycles do not automatically repeat after the deadline?

GiulioNewbie

asked in Salary & Payroll

Sales Compensation Plan - Best practices

Hello everyone, This is my first post, so I hope to it in the correct section 😅I propose this topic because I think that salary is a difficult and important topic for Company and Employees and is important to be updated regarding the best practices. How is the remuneration plan composed for the Sales TL who has to organise and support the team, but also generate his own sales? We currently use 3 factors: - Fixed salary;- Variable : The idea is that the variable compensates for the reduced time you can spend on sales yourself.Commissions: based on sales; Do you have others way to define the compensation for this kind of Role? Do you any suggestions or tips?

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