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

1953 Topics

TomasGetting Started

asked in Time Off & Attendance

Paid vacation allowance by age OR parental status

Hello,I wanted to inquire about setting up paid vacation allowances for our company in certain countries. We have specific labour laws that require us to base paid vacation allowances on the age and parental status of employees. Our goal is to have all employees in the country receive 23 days of paid vacation. However, employees who are 33 years old or older or are parents/caregivers of a child should receive 25 days of paid vacation. It is essential that this is set up in the same absence type as the vacation balances are included in the information displayed on employees' payslips.I was wondering if there's any way to automate this process in Personio so that the balances can be updated automatically, rather than having to be manually adjusted for each individual employee.Thank you for your help.Best regards,Tomas

MarleneFollower

asked in Time Off & Attendance

Time recording / overtime for part-time employees

Liebe Community, wir haben eine Teilzeit-Mitarbeiterin, welche prinzipiell fixe Arbeitstage hat (Mo + Di jeweils 8 Stunden und Fr 4 Stunden), es jedoch auch dazukommen kann bzw. sie die Möglichkeit hat, an den “abwesenden Tagen” zu arbeiten. Bsp1: Sie muss Uni-bedingt am Montag 4 Stunden früher aufhören und möchte diese dann am Mittwoch nacharbeiten.Wie müssen wir hier das Arbeitszeitmodell aufsetzen, damit Überstunden richtig gezählt werden? Überstunden täglich oder wöchentlich berechnen? Minusstunden täglich erfassen? Die Variante, die Arbeitszeit auf alle Tage gleichmäßig aufzuteilen, hatten wir bereits versucht, ist jedoch wegen Feiertagen keine Option für uns. Bsp2: kommende Woche ist Montag ein Feiertag (Montag = fixer Tag an dem sie arbeitet). Würden wir hier mit der gleichmäßig-verteilten-Variante (4h/Tag) vorgehen, müsste sie in dieser Woche an einem anderen Tag 4 Stunden zusätzlich arbeiten, damit hier richtig mitgezählt wird. Ich hoffe, ich konnte unser Problem/Situation deu

employee101_2Getting Started

asked in Employee Data & Documents

Employee History Report

Hi, How do you extract a report with the salary, job title and reporting line history of all employees? Thanks,

employee101_2Getting Started

asked in Employee Data & Documents

URGENT - Extract Used Leave Balance on Personio

Hi, Is there any possibility to extract the used leave data from Personio? Thanks,

Sara de AlmeidaGetting Started

asked in Performance & Development

Anonymous peer review

Hello,We have a 360 feedback process that includes anonymous peer reviews. Neither employee nor supervisor have access to the names of the feedback providers.I understand that currently in Personio it’s possible to define the visibility of peer reviews to the employee, but not the supervisor (who always has access to the names of the feedback providers).Is there any plan to include visibility options for supervisors as well? If yes, is there any defined timeline for this to happen?Thank you

CVCFollower

asked in Employee Data & Documents

Onboarding Permissions for Information Security Manager

I have a bit of a complicated one and can’t work out how to do it. New to Personio so bear with me. I am setting up Onboarding and adding the steps we need. One step is that the new supervisor needs to indicate what software and access the new starter needs. I have created an onboarding step with a checklist.Our Information security manager then needs to approve this, but without seeing the rest of the onboarding.How can I set it so that he can JUST SEE one step that has been completed by someone else?I tried to set up an email step that sent out the information that had been filled out straight to him, but the only onboarding attributes I could select were free text boxes for some reason, and not checkboxes. So this route did not work either!

LotteGetting Started

asked in Employee Data & Documents

Naming convention for personnel documents

Hi, we are currently working on the implementation of Personio. I am trying to find out how we can set a naming convention for documents to be uploaded into the employees' files. We want to make sure that all employees use the same naming for their documents. Thanks for any support!

LievazFollower

asked in Integrations & Workflows

How to set a workflow Automation BY QUARTER?

How to set a workflow Automation per QUARTER?and not per week / month / year

jan_wagenerGetting Started

asked in Employee Data & Documents

Automatically send out reminders

Is there a way to automatically send out reminders to employee’s who have not completed an onboarding step? Specifically who have not filled in their data like IBAN?

CloudRebelsGetting Started

asked in Recruiting

SMTP Auth issue

Hello :)We have a setup where a custom Email is used for recruiting and it worked fine for some time, but since about a week ago it doesn’t anymore. Looking through the error message it states that the SMTP Authentication is not working. I’ve checked the help article for this an have gone through every step to make sure all the requirements are fulfilled.Things I’ve done include:-Turning off 2FA-Setting a new password for the user-Setting up an App password for authentication-Making sure that SMTP Auth is activated in M365 for this account-Checked all SMTP settings in PersonioUnfortunately every test fails and comes back with the same error message:Failed to authenticate on SMTP server with username "jobs@contoso.com" using the following authenticators: "LOGIN", "XOAUTH2". Authenticator "LOGIN" returned "Expected response code "235" but got code "535", with message "535 5.7.139 Authentication unsuccessful, user is locked by your organization's security defaults policy. Contact your adm

Lucv3lExplorer

asked in Time Off & Attendance

Showing leave balance in hours & days

Hey, We are launching Personio on monday but the difference we have with our system that we use right now is that the leave balances show in both days and hours. It would be nice to have this option in Personio too for multiple purposes. I don’t think this is possible atm? Luc

aoneillGetting Started

asked in Performance & Development

Is it possible that a manager can see Goals of any employee under them even if it is not their direct report (i.e. a skip level down)?

I want to ensure that skip level managers are able to view goals for everyone below them in the org structure. This did seem to be an option 12 months ago, but is no longer available - is this the case?

Merel SluiGetting Started

posted in Other Topics

Medewerkers kunnen geen vakantieverlof aanvragen in app / iemand tips of die hier struggelt? / Employees cannot request holiday leave in app - tips anyone?

Hoi allemaal! Wij gaan deze week van start met Personio. Nu komen wij er alleen achter dat medewerkers geen vakantieverlof kunnen aanvragen in de app. Iemand de hier ook mee struggelt? Of iemand tips over hoe we dit wel kunnen fixen? Nu vervalt heel die functie van die app eigenlijk, althans voor onze medewerkers wel. Want die zullen het alleen gebruiken voor aanvragen verlof. Hoor het graag! Hi everybody! We are starting with Personio this week. Now we discovered that employees cannot request holiday leave in the app. Anyone else struggling with this? Or does anyone have any tips on how we can fix this? Now the entire function of the app doesn't make sense at all, at least for our employees. Because they will only use it for applications for holiday leave.Hope to hear from you! :)

evgeniiGetting Started

asked in Integrations & Workflows

Send API about new employee

Hi!Is it possible to send API request when new user get created?What i wan t to do is to run power automate workflow after new employee createdThank you

CVCFollower

asked in Employee Data & Documents

Insert Address into Document

Hi - New to Personio and struggling to insert a candidate’s address into a template letter - does not seem to pick it up if I use {{address}}; can anyone help?

HRJoyCommunicator

asked in Integrations & Workflows

Company Events Calendar

Hi,If we create a company ‘Events’ calendar in Microsoft 365, is it currently possible to integrate that calendar with Personio, so that the events appear on the Calendar in Personio?For example, the Outlook calendar would show things like monthly payday date, whole-company in-person meetings, online employee webinars etc. It would be great if people could see those kind of events on the Absences calendar when they are looking to book annual leave (or any other kind of absence).I have searched both Help and Community and can’t work out if that is currently possible or not!Thanks

CVCFollower

asked in Employee Data & Documents

Freetext placeholder for Employee to fill in

Hi - new to Personio and can’t find the answer to this…. we have a number of document templates that require an employee to fill in an option checkbox or sometimes a free text field and then sign. I can’t work out how to do this.

suminairExplorer

asked in Salary & Payroll

Salary increments

Hi all , I am trying to create a report to show the salary increment over a period of time for all employees based on department. Has anyone tried this ? Or have any ideas on how best we can implement this using Reports ? Thanks in advance ! Sumi

SvetlanaFollower

asked in Employee Roles & Approvals

On- and Off-boarding access rights

Hey dear community, I’ve tried to look for an answer, but haven’t found any. Our use case is the following: We would like to give a new employee access to Personio, so that they are able to upload all necessary documents and fill out their profile. However, giving them access to Personio before the start date allows them to see all the employees and org chart with names and other data and we would like to avoid it before the start date. I was trying to limit access rights for “All employees” role, however it didn’t work out. The new started can still click on the “Employee” tab and see everybody in the organisation. The same with off-boarding. Is there a way to change it? Thank you in advance!Svetlana

PAMuñozGetting Started

asked in Employee Data & Documents

sincronizar app y pc - aviso cuando se firma un documento

Buenas tardes, Sería muy importante para nosotros que estas 2 ideas se hicieran efectivas en Personio:Sincronizar la app con el pc sobre todo al fichar, que empiece a contar el tiempo simultáneamente en el móvil y en el pc Que cuando se suba un documento y se solicite la firma nos llegue un aviso cuando el documento se firma, subimos mucha documentación y no podemos estar entrando cada vez para ver si están firmados los documentos. Que el aviso le llegue a quien ha subido el documento cuando el trabajador/es lo firme/n.Gracias.Saludos.

mariaabGetting Started

asked in Integrations & Workflows

Work from home update in Slack

Hi, In our daily update on who’s out today you see who is sick, on leave, vacation and so on. But there’s no way to have another column with who’s working from home? Is it possible to have that in some way, and not just by the status on Slack? Best,

Jose RFollower

asked in Integrations & Workflows

Birthday Slack Integration

Hi everyone !Is there a way to receive ONLY birthday updates in a separate channel on slack, instead of receiving OOO updates and anniversary updates as well?

LegoMDBusy Bee

asked in Employee Roles & Approvals

Assign approval right during absence

Dear CommunityIs it possible for a supervisor to re-assign the absence, time-sheets approval rights on his own during his absence? Thank you for your response in advance!!!Bests, Diana

LegoMDBusy Bee

asked in Recruiting

Number of applications// Personio vs LinkedIn

Dear Community,do you maybe know… :-)I would be curious to find out what is the explanation for having a higher amount of applicants showing on the job ad promoted via LinkedIn compared to the applications actually coming in via Personio ( for example: on LinkedIn, I can see 48 applications for job X and in Personio, I only see 30 applications for job X)? Could it be because not everyone who clicks on the Apply button on LinkedIn completes the application form on Personio Career Page? Thanks so much for sharing your experiences in this regard!!!!Bests, Diana

Alex_M_at_EMSGetting Started

asked in Time Off & Attendance

trouble trying to sync my personal vacation days out of Personio to my private calendar on Google

Hey there, community; I’m experiencing unexpected behaviour trying to get my vacation days synced out of Personio into my personal Google calendar. Syncing or rather clearing calendar data for external retrieval does work. It’s just that when I only pick “My Calendar” nothing gets shared out; if I picked “paid vacation”, however, I’m getting all staffers days off. :/ So I’m guessing my actual question is : what do I have to do (different) to get this accomplished? Thank you very much for your help. Best - Alex / EMS

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