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

2057 Topics
F
Getting Started
fvdkGetting Started
asked in Recruiting
Candidate Experience Survey

Hi everyone!We'd like to send a survey to every candidate after the recruitment process or after rejection.Is there a way to do it automatically through Personio?Thank you! :)

231
R
Community Moderator
D
Getting Started
Dani SGetting Started
asked in Recruiting
How to track candidates from LinkedIN, using job wrapping option

Dear allwe use job wrapping to get all our open positions visible on LinkedIn as well.Candidates who find our opening on LinkedIn are re-directed to our career page and can apply.I would like to see how many candidates “purely” apply via our career page, and how many find the position on LinkedIn and then apply. Is there a way to track it? Until now, all our tries have not worked.Thank you and kind regardsDaniela

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D
Getting Started
U
Getting Started
User081525Getting Started
asked in Recruiting
Recruitment: Posting of job vacancies

Hello everyone,Unfortunately, posting jobs is not working for us. For example, when I try to enter my LinkedIn ID, I get the error message “Something went wrong.”I have already checked the usual sources of error (company information, location, etc.).Do you have any ideas what the problem might be?Thank you. Hallo zusammen,  bei uns funktioniert das Posting von Stellen leider nicht. Wenn ich z.B. die LinkedIn ID eingeben möchte, erhalte ich die Fehlermeldung “Es ist etwas schiefgelaufen” Die üblichen Fehlerquellen (Firmeninformationen, Standort, etc.) habe ich bereits geprüft.  Habt ihr noch Ideen woran es liegen kann?  Danke  

81
Lucie B
Community Admin
V
Getting Started
Vincent HolthuizenGetting Started
asked in Recruiting
Can't send from an Custom mail adress

It doesn’t matter if I use Personio email service or Microsoft Integration.I don't get an email from de custom email adress, but from the “-lobs@m.personio.com” adress I already  deleted the custom mail adress and I switch from MS integration to Personio email service and reverse, but it doens’t help. The Custom email adresses are an user mailbox with an license.What can I do?

190
V
Getting Started
Ana_Cycle0
Getting Started
Ana_Cycle0Getting Started
asked in Reports
Reports in Personio

Hello everybody, We are struggling creating reports in Personio, does somebody have the right answer?  New hires (not from recruiting module): How to report new hires quarterly without the system aggregating data month by month? For example, we have one new joiner in January, two in February and 0 in March. March will show as 3 new joiners, because it accummulates from previous months.  Leavers: how is the turnover rate calculated in Personio and why is it represented as a - % Growth , as growth does not only depend on leavers. We can’t represent it quartlery as it is also accumulating data. Anybody an idea on how to properly report leavers data quartlery?  Thank you!Ana 

521
HRJoy
Communicator
M
Getting Started
MarinaSGetting Started
asked in Integrations & Workflows
Workflows within Recruiting

Hi, Id like to set up workflows within the recruiting section like:when someone comments on an application, the recruiter is automatically notified new application came in is there anything like that yet? Within the workflow section, I cant create anything in regards to recruiting. Thanks for your help!

294
SabbuSchreiber
Communicator
andra.enache
Busy Bee
andra.enacheBusy Bee
posted in Personio Tips & Best Practices
Newbie to Personio Document Templates

Hi all,I want to start implementing the Personio Document Templates and I was wondering if anyone has any useful templates that you could share! Many thanks 

345
SabbuSchreiber
Communicator
X
Follower
xuserFollower
asked in Integrations & Workflows
issue with Okta sso

Hi all, I’ve successfully set up SSO integration between Personio and Okta. However, when users request the Personio app via Okta, they’re redirected to the SSO login page and asked to select the login method manually, instead of being signed in directly. This issue started recently, right after our token credentials were renewed. We hadn’t faced it before. For clarification, please see the attached screenshot. Appreciate your support.CheersSam 

447
Steffi M.
Community Moderator
D
Getting Started
DelphineeGetting Started
asked in Employee Data & Documents
Accessing Termination Information

Hello everyone,Is there an alternative way to access termination information in an employee’s profile, other than clicking the three dots in the Terminate Employment section at the top right corner or generating a report?Thank you for your support !

382
D
Getting Started
S
Follower
stef.fFollower
asked in Employee Data & Documents
Changing working hours from specific date

Hello, We have working students who would like to work 40 hours during the semester break, after the semester break is over they would resume working 20 hours. How do I set this up in Personio? It looks like setting up the change from a certain date is now hidden behind a paywall. Is that correct? Is there a workaround? Thank you! 

1195
SabbuSchreiber
Communicator
H
Explorer
HRHappinessExplorer
asked in Integrations & Workflows
Training tool - invitations with default 'do not remind me'

Hi, When I send out invitations through the training module the calendar invites in outlook have the reminder defaulted to ‘do not remind me’, this can be amended within the invite once accepted, but it seems like an oversight. It has caused us issues with employees missing calls because they haven’t had the reminder from Outlook due to the default settings.Any chance this could be updated? I have submitted it as feedback, but wanted to see if this is already something that’s been flagged.Thanks,Lucy

486
H
Explorer
J
Getting Started
johanna.simonGetting Started
asked in Reports
Can't create remaining vacation days report with new Personio

Hi, for a financial audit we need to report remaining vacation days as of 31.12.24.Before with the classic builder I was able to create this report without any problems, I just selected names of employees, vacation days entitlement, planned, taken, carried over, and the final amount at the end of period. I am not able to to this since the Personio update. Can anyone help please? is there a way of reverting my profile to the old version so I can use the classic builder? 

759
HRJoy
Communicator
B
Getting Started
Blanca Vilar PemánGetting Started
asked in Integrations & Workflows
How to Disable Automatic Notification for End of Probation Period

Hello, I would like to know how to disable or remove the automatic notification that is sent to managers when an employee’s probation period is about to end. Currently, there is an automatic message that I’m unable to delete. I have checked both, Workflows and Employee Roles sections, but I couldn’t find where it is set up. I want to create a new one instead.Thank you in advance for your assistance. Best regards,Blanca

744
HRJoy
Communicator
HRJoy
Communicator
HRJoyCommunicator
asked in Performance & Development
Outlook diary reminders

Hi - we have employees missing training sessions that they have been booked on to via Personio’s Training section, because the Outlook invites that they are automatically sent for the sessions do not have any reminder on them. So nothing pops up to remind the employee of the call, and they merrily carry on working!I have checked with an employee who had this happen yesterday, and they have confirmed that they can’t even add a reminder once the invite has been accepted and added to their diaryDoes anyone know if there is a way around this from a setup/settings/admin perspective? It seems like quite a big flaw in an otherwise sensible Training system. 

604
HRJoy
Communicator
L
Getting Started
Lisa WillemsGetting Started
asked in Employee Data & Documents
How long does Personio retain data that has been deleted by the employer?

Hi everyone,I have a question regarding data retention in Personio:How long is personal data (e.g. attributes in the employee profile) retained in the system after it has been deleted by the employer?I’m particularly interested in whether any temporary storage still occurs after deletion – for example, in backups – and if so, for how long and for what purpose (e.g. recovery options or legal compliance).Thanks in advance for your support!Best regards,Lisa

473
L
Getting Started
C
Follower
Carly MurphyFollower
asked in Time Off & Attendance
Changing Working Pattern

Hi Everyone, I have a staff member who works a 28 hour week. She has a 5 week working pattern, e.g week 1, 28 hours over 4 days, week 2 28 hours over 5 days, week 3 28 hours over 5 days but different working hours per day than week 2. Currently I have her AL in hours calculated over 5 days, and her working pattern set up as 5 hours 35 mins per day. This is fine where she takes a full week’s leave - it deducts 28 hours from her balance. On the days, however, where she works a full day, e.g 9 to 5 (7 hours) and wants to take the afternoon off, e.g 2 to 5, she is unable to do do, as her working day is set up as 5 hours and 35 minutes., from 9 to 2.35. Is there any way to add a 5-week working schedule in the background? I can see there is the option to add 4 weeks for the schedule which I will try, and would help but can an additional week be added?  

805
C
Follower
N
Getting Started
niklas.pGetting Started
asked in Employee Data & Documents
Best Practice for Creating Applicants with CV Upload from External Software via Zapier

Hi,I am looking for the smartest way to automatically create new applicants in Personio from external software (e.g. from a custom job portal) using Zapier. My goal is to upload their CV directly to their Personio profile.Currently, I receive the CV as a Base64-encoded string from the external software. I have tried decoding this to binary and passing it to Personio via the API (through Zapier), but I keep running into errors and the file does not upload successfully.Has anyone successfully implemented this workflow?What is the recommended method for converting and uploading files (such as CVs) to Personio via Zapier? Should the file be sent as a Base64 string, binary, or some other format? Are there any specific requirements or examples for the file object structure that Personio expects?Any advice, best practices, or code snippets would be greatly appreciated!

631
Moe
Community Admin
R
Getting Started
Ritva EloGetting Started
asked in Recruiting
A bug in Recruiting?

Our CEO has both Recruiting and Admin roles in Personio. Still he is not able to view any of the recruitment candidates’ details in Recruiting. When he clicks a candidate name, he gets an empty screen without any error messages. When other people in our company with the same Recruiting role click a candidate name, we can view the candidate details.  This looks like a bug. Is it, and how can it be fixed?  

1181
Lucie B
Community Admin
J
Explorer
JeanExplorer
asked in Other Topics
Why is it impossible to talk to an account manager?

Hello,I have tried several ways to talk to an account manager and no one is replying. Please get someone to answer to me. It’s crazy that it’s almost impossibe to get in touch with your account manager in no time. You need to improve your access points to your accounts managers.Thank you,Jean

433
Moe
Community Admin
C
Follower
Customer123Follower
asked in Time Off & Attendance
An employee booking holiday problem

Hi everyone I’ve set up an employee on a different holiday policy as she’s on varied hours through the week.  So I’ve set it up as hours.  However, although everything else looks the same as any other employee she’s getting the attached when she tried to book holiday.  It says “sorry couldn’t retrieve your data” I must have done something wrong but no idea what!  Any ideas please?

432
SabbuSchreiber
Communicator
K
Getting Started
KelliGetting Started
asked in Other Topics
Onboarding / Offboarding checklists - completing multiple tasks at once

Is there a way to mark numerous tasks in an onboarding / offboarding checklist as “complete” at the same time? Ie, can we select multiple tasks at once rather than needing to select each separate task and then choose “complete”? Thank you 

321
SabbuSchreiber
Communicator
N
Getting Started
NidhalGetting Started
asked in Reports
Why can't I retrieve custom reports (Report Builder) via API

Hi all, I'm trying to retrieve custom reports created using Report Builder via API, but it seems only Classic Builder reports are accessible—any idea why?

955
HRJoy
Communicator
berat can
Follower
berat canFollower
asked in Integrations & Workflows
Workflow for celebrating Birthdays

Hey, everyone!I have a question about automating birthday celebration processes. We have a draft birthday celebration email, and we only change the name in the email before sending it to the relevant employee.I remember that in Personio, we could select a date relative to the birthday and send an email to the employee. However, I cannot find it when I try to look for it.Do you know of any other solutions? Is there a way to automate birthday celebrations via Personio?Best,Berat 

684
HRJoy
Communicator
B
Getting Started
BoltWorksGetting Started
asked in Recruiting
Recruiting tool in Personio

Hi, just checking through here. We use the recruitment tool in Personio. Can the candidate see what I write in the ‘Evaluation’ or ‘Comments’ sections?” :)

431
SabbuSchreiber
Communicator
S
Getting Started
SalewaGetting Started
asked in Employee Data & Documents
Automatic status change

At what exact time during the 1st day will the employee become active? And is this time then UTC or UTC +2 (during German summertime). We are using Personio as source for our integration towards multiple systems and want to have a view of when the profile comes live (active) and how this impacts our integrations. Systems include Leapsome and 360 Learning.

453
Moe
Community Admin
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