Support Area

1582 Topics

sinduriGetting Started

New Field Attribute in Attendance.

Hi,We need to add a new field in Attendance time tracking that is not a project/comment. How do we add a new field which is not a project or a comment? Our use case is we have different offices and we would like the employees to add the office they are working from on that specific day. The office location is flexible and the employee would work from different offices each day based on their preference. I could not find a setting to add a new field for Attendance.Please let us know as soon as possible as we want the employees to mark the right location.

9 months ago

brambarGetting Started

asked in Performance & Development

ErikaHPersonio Product Expert

published in Product Testing, Research & Interviews

Beta Test: Restriction of Adding & Editing Time Entries

Hi everyone!My name is Erika Harvey, and I am a Product Expert for the Attendance & Time Tracking product in Personio.We are planning on launching a Beta Test for our new functionality Restriction of Adding & Editing Time Entries.This functionality will allow you to set rules in the Working Schedule to;Restrict adding time entries in the past Disable adding time entries to the future calendar days. Disable editing time entries AFTER they were approved. We are looking for Beta Testers to trial this functionality and share their feedback on this new feature before officially releasing it to all of our customers. If you would like to participate, please sign up through our Beta Test page here. For more information on the feature, please see the Helpcentre article for the Beta Test herePlease be aware of the following conditions for participation:Participants must be account owners and admins. Participants must be signed up to our beta test program → click here to sign up.You will

520

9 months ago

tomblakeExplorer

asked in Recruiting

Personio Job Boards and Tracking Links/Channels

I’m a little confused as to the relationship between tracking links/channels and job boards (autoposting). I’m also confused about tracking links in general. I have set autoposting on job board to all job boards. If a job application comes from a job board then how does it track this in tracking links? Will it be specific to the job board, even though there isn’t a channel for each job board? What is the point of adding tracking links to each position rather than choose a tracking link when an application comes in from all those than are in the channel list? For instance, if we set up with external recruiters that they are to send applications directly to Personio, do we not have to add this recruiter as a tracking link to this position? And if we have a tracking category called email, then would this be automatically tracked? and therfore why would we have a tracking link called email? If emails are received outside of Perosnio and we add them manually I’m assuming we then add the c

9 months ago

tomblakeExplorer

asked in Employee Data & Documents

Company Wide Documents

If we have a staff handbook or other documents that we might want to share with the whole company, but won’t be specifically related to an individual, how might we go about this?In a previous HR platform you could add documents that the whole company could access, such as PDFs, which were located on the employees home screen.

9 months ago

sabrina.refurbedExplorer

asked in Attendances & Absences

disable attendance for some employees

Hi,Isn’t it possible to fully disable/hide the attendance tab for some employees? I just created a new employee role and wanted to disable the attendance for them, but this is not possible to disable own attendance. Can anyone help?

9 months ago

TempranocpGetting Started

asked in Attendances & Absences

Meeting

I’d like to have a meeting to try to solve some problems and doubts with our Personio platform.

9 months ago

MarianaTGetting Started

asked in Attendances & Absences

Limiting carryover to a number of days

Hi everyone,I was actually quite sure that last year it was possible to not only limit the carryover vacation days to a date when they expired, but it was also possible to limit the amount of days to carry over. I can’t find this functionality anymore. I also read through some threads where people referred to limiting the number of days Am I mistaken?If there is no option to do so, this would mean to adjust all allowances beginning of the new year. Correct?Thanks for your help!

9 months ago

GuelerBFollower

asked in Recruiting

Personal Settings: Email Notification for new comments and applications are missing

Hi, my recruitingteam don’t get notification for new comments, applications. What we have done: I added colleagues to special position in module Recruiting, so they can see the applications as the “recruitingteam”.I definde the role “hiring manager” and set up all “notifications” for the role “hiring manager” and checked every box for all kind of notifications. So I now checked under personal “seeting / notifications” there is noch checkbox for “get notification for new comments or new applications”. So the colleagues cant get notifications via email. Why? What is it what we forgot to check? See for all settings document attached. Thanks for helping

9 months ago

LeandroAlfaDocsGetting Started

asked in Salary & Payroll

Two Subcomanies: Datev used only for one

Hallo Personio Users! I run two subcompanies on Personio, but only one has DATEV.Every month, on time, I get an email asking me to fix "payroll settings for datev integration" for the company that does not have datev. I need to make sure that this email doesn't come again.It seems I cannot unsubscribe from the email, which bores both me and the boss (as contract owner).Does anyone have same situation?Thanks

9 months ago

tomblakeExplorer

asked in Integrations & Workflows

Microsoft Teams only posting on work days

HiIs this the correct way this function is meant to work? Are we able to change to 7 days a week for birthdays and anniversaries?

9 months ago

kaylachuchiGetting Started

asked in Attendances & Absences

Absence update

Hello Team,We have noticed an update on the absence/vacation portion of the employees but it kind of complicates now our absence data since previously we have modified it to the current behavior of the absences. First, when you SET BALANCE - you wont be able to see the comment when you set balance, before the update, it is showing, the only time when you cant see the comment is if you do the MASS UPLOAD of the balances, but now it is not showing the comment even if we do the MANUAL SETting of balance. Next is The ENTITLEMENT - for example, when you need to override the given entitlement of the new hire, it is not showing the one originally given even if the effective date is the same date. see below example: The entitlement is still showing as 15 days? please advise, previously thats not how it works. Next is thecarryover from previous periods, before, we can just zero out the most recent year to correct. Now we need to zero out all previous years since the carryover is now adding

9 months ago

Edda van der EndeCommunicator

asked in Recruiting

Changing the visibility of past candidates for the interviewers

Hi,We would need to limit the visibility regarding past candidates for the interviewers. I.e. when the candidate is either hired or rejected, the interviewers should not see the candidate information anymore.How do we do this technically? We do not want to remove the interviewers from the process in order to see as admins/HR who the candidate met during the process.//Edda, Finland

9 months ago

Sarah WetherellFollower

asked in Attendances & Absences

Attendance approvals

Hi,I am trying to switch on the attendance tracking for one of our regions and set approvals. For each person, their attendance should be approved by their manager. When i go into “set approvals” it appears that i cant select “supervisor” as the approval goes to all that have that particular role assigned. How do i get it to go to THEIR supervisor and not all. This impacts around 200 employees and their respective supervisors. Thanks!

9 months ago

DauHerkertGetting Started

asked in Integrations & Workflows

Offboardings of inactive people are not shown in Workflow Hub

We realized that the offboarding tasks for employees that were set to inactive after their last day of work are not visible in the Workflow Hub anymore, despite the tasks being still open and visible in the Dashboard. Is that intended and how can we make them visible again in the Workflow Hub?

9 months ago

GuelerBFollower

asked in Other Topics

Entering another invoice recipient (Company) in Personio

Hallo, wir würden gerne Rechnungen für Stellenanzeigen, die wir über Personio gebucht haben den unterschiedlichen Firmen zuordnen mit denen wir verbunden sind.Ist das überhaupt möglich bei Personio? Danke euchHello,We would like to allocate invoices for job ads that we have booked via Personio to the different companies we are associated with.Is this even possible with Personio? Thank you

9 months ago

LKAExplorer

asked in Attendances & Absences

Holiday accural

HiOur new joiner holiday accrual is lower than it should be - this is relevant for employees that have joined mid-way through the year. We have a 30 day policy, commencing from 01 Jan. E.g. 1) employee started 11.04.2023, yet she is only entitled to 20 days. (Full-time worker, 5 days per week). E.g. 2) employee started 27.02.2023, yet entitlement is 25 days. (Full-time worker, 5 days per week). Neither of these are the full entitlement, can you please explain how this has been calculated? Our policy is 30 days, daily leave policy (i.e. not monthly). There is no reason as to why this isnt correct as far as we understand.

9 months ago

viktoria_quanticaGetting Started

asked in Attendances & Absences

Absence types assignment issues

Dear Team,I would need your support related to the absence types. I created 2 new absence types for our company, which are actually practically not absences, but we would need them in our calendar for transparency. These are office absences in our 2 locations: Berlin Office and Barcelona Office. I created the absence categories, but colleagues cannot request it as an option. I tried to go via the "Assign people" function, but then when I go into the Employee list and go to Actions --> Change accrual policy - and I select the relevant absence type (e.g. here Barcelon Office), I can only click on "Unassign all accrual policies". How can I assign these new absence types to the employees? Or is the number of absence types limited to 14 altogether, and the problem is that we exceeded it? Thanks a lot in advance,Viktoria

9 months ago

ArtGetting Started

asked in Employee Data & Documents

New employee personal data form

Hello everyone!Part of our company onboarding process is that every new team member has to provide some essential data. We send word document file for a new employee to fulfil it. This data is entered then into Personio manually. To ease this process we would like to have this form available online on the Personio system. The email with this form is sent to a private email of a new employee and entered data is automatically saved in the profile.How to create such a form in Personio?And which options can you suggest to achieve such a result?Thank you! 🤗

9 months ago

MaCamilaGetting Started

asked in Reports

Performance Data export after quitting "Performance" attribute

Hello There,We have given up the performance attribute and I wanted to know if any of you have done it too, if so, have you been able to access the information that was stored there? I tried to do a back up but I couldn’t manage to do it completely

9 months ago

kmartensGetting Started

asked in Employee Roles & Approvals

How can I already activate one account when we're not live yet?

I would like to get one of the admins up and running with Personio. How can I activate her account?

9 months ago

ViktorGetting Started

asked in Integrations & Workflows

Rate Limit

Hello. I'm working on implementing Personio in a Shopify shop (with API). And was wordering, if it was possible to do something with the rate limit of 60 requests per minute. Could you advise me on that?

9 months ago

emrekesiciGetting Started

asked in Other Topics

Turning Off Notifications For Inactive Employees

Hello dear community, I hope everyone’s doing good! I have been wondering about turning notifications of any kind for inactive employees. Is there a way in Personio where I can turn the notifications and emails the employees (both active and inactive) off in Personio? Many thanks!!

9 months ago

Page 23 / 64

Can't find what you're looking for?

Join the Personio Voyager Community!

Welcome to the Personio Voyager Community!

Scanning file for viruses.

This file cannot be downloaded