Support Area

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

1579 Topics

Q
Getting Started
QuestionAskerGetting Started
asked in Reports

Reports for people managers

Hi there,I think this should be a regular question but I do not see an option to do this:When I want to create and share custom reports with people managers, I want them to be able to see only the data that they have viewing rights for. How does that work in Personio? So far I only see the option to share a report but the report contains data from all employees. Too abstract? Example:all people managers should get a monthly report on sick leave of their team I created a custom sick leave report and shared with all people managers problem: all people managers can view all data → data protection wise not possibe (of course I tested before and caught that error before I shared the data with everyone) The only fix for this would be to create a report for each team for each people manager (roughly 30 reports, very manual and prone to errors)→ Question: How can I create custom reports where people only have viewing access to the data that they have viewing rights to in Personio? In my exampl

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Community Moderator
10 months ago
V
Communicator
VolvicCommunicator
asked in Performance & Development

Performance Cycle email

hi there, when kicking off a new performance cycle, everyone participating gets an email invitation with the following text.  It’s time to fill out your self review. You’ll reflect on your growth and development, and submit the finished review to your manager. How can this be amended? Thanks!

2
V
Communicator
10 months ago
P
Getting Started
PienGetting Started
asked in Attendances & Absences

Set location per day

Hi all,At my company we have multiple locations from which our employees can work. Since we wanna calculate out carbon emission, we need to know who works where on what day. Now we can only track this by using 'projects’ in attendance, but we would rather keep this for projecttracking. So now my questions is, if there is any possibility to add an option for location to the attendance tracking per day?Thanks in advance!

1
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Community Moderator
10 months ago
A
Getting Started
Andreia OliveiraGetting Started
asked in Integrations & Workflows

Notification Profile changes

Hi all,Is is possible to set up notifications to appear whenever there’s a change in an employee profile?For example whenever we enter a termination date in an employee profile, to have a notification email sent to an offboarding group.This is outside, of course, of offboarding templates and such.

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Community Moderator
10 months ago
L
Explorer
LKAExplorer
asked in Employee Roles & Approvals

Employee sickness certificate - unable to see

HiI have a notification from an employee stating his sickness certificate is in the system.   I can click into my own name but i cant seem to see where it has been uploaded or how to approve it at all?thanks 

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Community Moderator
10 months ago
D
Getting Started
DeezDayzGetting Started
asked in Integrations & Workflows

Microsoft Azure AD authentication failure

Hi,I have been following the set-up guide here on how to integrate the IAM tool Azure AD with Personio.Personio is not functioning properly and keeps failing to authenticate the Tenant ID from Azure AD.I keep getting the message "Only Global Administrator admin are able to configure this integration" despite being a global admin and accepting the permission request (see screenshot). What is causing this failure?

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Explorer
10 months ago
M
Getting Started
madifabGetting Started
asked in Employee Roles & Approvals

Email

HiI need to change the company email address where the notifications/leave approvals are sent to. Where can I do that? Thanks

3
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Community Moderator
10 months ago
T
Getting Started
TittaGetting Started
asked in Performance & Development

Creating and managing bonus payments

Hello, I have tried to test the bonus functionality. I have created a goal for Jan-March with three subgoals and marked them as Completed with achivement ratings.  I have added a quartely bonus under Salary and marked that as (see the latter screen shot, validity date is 1.1.2023)How can I activate the bonus payment under Salary? The view indicated in the first screen shot does not appear to me.  I would like to have a functionality where we can​​​​​​ add bot individual and company goals to Personio, document the achivements to Personio and let it calculate the payment. Note please that we have different bonus categories, i.e. different maximum payout levels for employees. These should be taken into account.  BR Titta

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Community Moderator
10 months ago
D
Getting Started
davidstemdoGetting Started
asked in Attendances & Absences

I need to end the workday log automatically if it reaches the maximum defined per workday

We have a working day of x hours, and we use that data to calculate the budget that we pass on to the client (we use the number of hours worked multiplied by the price per hour). The problem is that several of our workers forget to stop the stopwatch. What we need is a way that if the worker reaches the maximum hours stipulated it automatically stops. 

1
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Community Moderator
10 months ago
G
Getting Started
GuyGetting Started
asked in Integrations & Workflows

Emloyee API - updated_since

Hi,I am using the updated_since attribute in the Employees endpoint to search for user that were last updated (in the past hour and also 15 minutes).Is it possible to return the updated time? That is if I curlcurl --request GET \ --url 'https://api.personio.de/v1/company/employees?limit=10&offset=0&updated_since=2022-12-24T08%3A15%3A30' \ --header 'accept: application/json' \ --header 'authorization: Bearer <token>' The output doesn’t return a field that has the “updated_at” or “updated_since” value. Do I have to make a different call to get that?If not, could I request it be returned please 🙂

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G
Getting Started
10 months ago
H
Follower
help_neededFollower
asked in Attendances & Absences

Absence policy - how does it work for internal transfers

Hi all, I would really appreciate your help on this:Last year we had some employees transferred to other departments and that’s where the trouble with the vacation policy begins. At the beginning of the year every employee gets the policy of 25 vacation days assigned, everyone except these particular employees.They didn’t get even the pro rata vacation days if we consider the transfer date.Is anyone able to explain to me how the calculation of vacation days goes?Has anyone had the same issue as I have?

3
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Community Moderator
10 months ago
J
Getting Started
JamieRichardsonGetting Started
posted in Integrations & Workflows

What is the callback URI for Personio in a Bookmark App in Okta?

I’ve now setup the OAuth connection between Okta and Personio which works as expected. But it would be nice to have a tile in Okta for Personio, from what I understand IDP isn’t supported but SP is. Therefore, I would like to make use of the Bookmark app function in Okta but I need the URL for authenticating, I’m guessing it’s something like mycompany.okta.com/oauth/callback or something like that, but every combination I’ve tried doesn’t work and there’s no documentation about it.Has anyone successfully set this up and can help me with the correct URI please?

1
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Community Moderator
10 months ago
M
Follower
MHechtFollower
asked in Recruiting

Report / Info about anonymized data

Hello community!Our company is using Personio since February and I started using the recruiting functions since March. I’ve set the automatic anonymization of candidate date to 90 days after rejection / withdrawal.Now I wonder, do we receive any notification or reports on when and how many profiles were anonymized?Best,Matthias

1
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Community Moderator
10 months ago
T
Getting Started
T uxiGetting Started
asked in Integrations & Workflows

Azure AD Sync Password

Hello there,we are currently investigating the changing of workflows and what new work will be there for us in the IT.I am currently looking into the topic of the AAD Synchronisation.Personio is synching the info we got in the AAD with the information already present on personio, but does it sync the password too, or do the users have to create a new password? 

4
T
Getting Started
10 months ago
T
Getting Started
TearsOfTheSunGetting Started
asked in Other Topics

Restrict Personio API Access to Department

Hello community!Currently I am managing a team of 11 developers in a company which employs 64 people.My company recently migrated our time tracking software from TimeTac to Personio.I am keen to automate time reporting using the Personio API as part our internal KPI reporting.However, my company has informed me that the Personio API is not able to restrict usage of the API to a specific department. This means, if I as development team lead were to gain access to the API, I would have access to everyones personal data in the entire company.Is this really the case? Or, to phrase another way,Is it possible that I as a department lead, am able to use the Personio API to access data and generate reports ONLY for the members of my department?Thank you very much! 

3
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Community Moderator
10 months ago
L
Explorer
LKAExplorer
asked in Integrations & Workflows

Onboarding workflow - unable to assign tasks

HiI am editing our onboarding workflow to include an additional step for our compliance manager. I am only able to add a step in for the two names below (or employee or manager - neither of which are applicable). I can see how to add a step in, but how do I assign it to an additional person that isnt on the drop down list? Thanks   

1
I
Community Moderator
10 months ago
S
Getting Started
SophiaGetting Started
asked in Recruiting

Die Lebensläufe des Kandidaten kann nicht über Personio angezeigt werden

Dear Sir or Madam, The CVs of the candidates from our Frima account cannot be displayed via Personio.Please solve this problem as soon as possible. Thank you!Many greetings  The moderator translated the post. See original message below:Sehr geehrte Damen und Herrn, Die Lebensläufe der Kandidaten von unserem Frima-Konto kann nicht über Personio angezeigt werden.Bitte lösen Sie dieses Problem so schnell wie möglich. Danke!Viele GrüßeXiaohui Ma JA Solar   

1
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Community Moderator
10 months ago
S
Getting Started
Stoov-b-vGetting Started
asked in Employee Data & Documents

Public holidays flex contracten

Hoi! Onze medewerkers met een onregelmatig werkpatroon (flexcontracten) hebben in sommige gevallen recht op uitbetaling tijdens een feestdag. In onze CAO staat hierover het volgende:De medewerker heeft op een feestdag (voor definitie zie art. 2 van deze cao) recht op doorbetaling van het loon als hij normaal gesproken op die dag arbeid verricht. Bij een onregelmatig arbeidspatroon kan dit worden vastgesteld als de medewerker in de voorgaande 13 weken in ten minste 8 weken op de bewuste dag arbeid heeft verricht. Bij de bepaling hiervan tellen alle gerealiseerde uren (zie artikel 2) mee als gewerkte dagen. Is aan het 8 uit 13 criterium voldaan, dan wordt het loon doorbetaald op basis van het gemiddeld op die dagen gewerkt aantal uren.Personio registreert het aantal uren dat zij werken en wanneer dat gebeurt. Is het mogelijk om een uitdraai te maken van de gewerkte dagen van de flexers (dus niet alleen de uren, maar ook de dagen waarop er gewerkt is), om een overzicht te hebben wie er we

2
S
Getting Started
10 months ago
P
Newbie
PABLOGNewbie
asked in Attendances & Absences

Cancelar una ausencia que ya ha sido aprobada por el supervisor

Hola, Un empleado a pedido una ausencia de 1 días y al final no la necesita. ¿Cuál es el proceso correcto para que se empleado la cancele? Ya ha sido aprobada por su supervisor. Sé que desde el perfil del empleado se puede meter en su calendario y eliminar la ausencia pero no sé si ese es el modo correcto, ya que eso me hace pensar que podrías pedir vacaciones, disfrutarlas y luego eliminar la ausencia? Entiendo que le saltará aprobación al supervisor?SaludosHello,An employee has requested 1 day absence and does not need it, what is the correct process for the employee to cancel it? It has already been approved by their supervisor. I know that from the employee's profile you can go into their calendar and delete the absence but I don't know if that is the correct way as it makes me think that you could ask for holiday, take it and then delete the absence? I understand that it will trigger an approval to the supervisor?Regards

1
I
Community Moderator
10 months ago
V
Communicator
VolvicCommunicator
posted in Performance & Development

Performance Cycles - How are you doing it?

Hi Folks! We are creating our performance cycles on Personio and looking for some inspiration! If anyone has any insights, suggestions or recommendations from experience I’d love to hear about it :)Thank you 😍

2
A
Busy Bee
10 months ago
I
Community Moderator
International Support TeamCommunity Moderator
asked in Recruiting

Autoresponder Issues

‘Hello!Secondly, a potential candidate didn't receive a confirmation email for their application. These incidents occurred during a test from my private account. Although I can see the new applications in the pipeline, there were no dashboard or email notifications. Has anyone else experienced this? Any insights or solutions would be greatly appreciated. Thanks!’

1
I
Community Moderator
10 months ago
kaishen
Personio Product Expert
kaishenPersonio Product Expert
published in Product Testing, Research & Interviews

👥 Help us to understand your organizational structure better! (with an optional 3min survey)

 Hi community 👋We are in the midst of taking a closer look at different organizational structures and would appreciate if you could answer the survey below. The survey is completely anonymous. For descriptions of each organizational structure, see the end of the post.Also, it would be fantastic and very helpful for us if you could answer the three questions here (max. ~3min). This will help us enormously to consider your needs in our solution.Best 🙌,,Kai Definitions of Organizational Structures:Flat/horizontal structure: fewer hierarchy levels than average and typically has rather few executives or leads Functional structure: first hierarchy level after management is divided by function (e.g., production, sales, finance) Matrix structure: teams are divided by several dimensions (e.g., by function and by product group) Hierarchical structure: often as a contrast to the flat structure in which emphasis is placed on leads and a chain of command 

691
S
Explorer
10 months ago
V
Communicator
VolvicCommunicator
asked in Employee Data & Documents

Employee Equipment

Hi folksI wonder if you could share how you track employee equipment in Personio? As I see it at present the only option is to create an attribute for each element of a piece of equipment. Eg Laptop type, serial Number, Date Loaned, Cost (6 attributes) Headset, Date Loaned, Cost (3 attributes) Desk, Cost, date Loaned (3 attributes) Mobile phone type, serial number, date loaned, cost (4 attributes) Is there another way I’m missing? I had begun to record just laptops but as each attribute is independent of the other rather than a table of information relating to one piece of equipment so that doesn’t really seem to work either. Also in this case someone could get a new piece of equipment but each attribute would need to be updated individually and there is no way of record or report on the history of equipment.I’m at a bit of a loss. Thanks for your input!

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T
Explorer
10 months ago
B
Detective
bruchmDetective
asked in Performance & Development

downloads

Hi,I would like to be able to see and/or download some templates for employee feedback and review.Can you please tell me how I can get there?Many thanksMarc

4
B
Detective
10 months ago
V
Communicator
VolvicCommunicator
asked in Performance & Development

Probation Feedback template

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3
I
Community Moderator
10 months ago
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