Support Area

Hi, I want to add a placeholder to be completed by signatory (and not by HR) in a created document template.It’s basically adding a YES / NO option and signatory must complete the information before e-signing the document. It does not work with custom placeholders or free placholders as these are completed by HRAny help on this is highly appreciated thank you

I’m wondering if it might be possible to set up notifications for administrators when feedback within the P&D is given? We are using this functionality for managers to complete probation reviews and the HR department then issues an end of probation confirmation letter. Other than checking each staff member manually to see if their manager may have already submitted feedback, we don’t see any option to set notifications. There doesn’t appear to be such functionality within the workflows section either. If anyone knows how to resolve this, this would be really helpful!

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :) 

Hi :)Anyone has experience in creating a FTE report? Currently, the FTE report takes the average working hours from the weekly working hours attribute. This attribute only have the average.Since the part-timers might end up work more or less hours depending on the season, etc, I would like to create a more accurate report that provides the actual working hours of the part-timer employees. Looking forward to hearing if some of you have any inside here :) 

Is there a way to ensure that a supervisor’s supervisor(‘s supervisor in some cases with more than 2 levels of management) can view/access the feedback forms that are filled in by their team members as part of Manager Reviews? I’ve looked into it and I’m not there is a way, but thought I’d ask someone.In the ‘Access Rights’ settings when you create a custom access right for feedback notes, ‘Direct & indirect reports’ (which I take to mean anyone ‘below’ someone in the Org chart’ isn’t an option, but I think it could be a useful addition. I currently use ‘Department = Own’ in the custom access rights, but this doesn’t work for some cases in our company, as there are C-suite individuals who oversee multiple departments rather than just one. Hope this makes sense! If there are any solutions or workarounds then it’d be great to hear.

Hello Community,I have been struggling with the reports in Personio for a while and I would need some help to understand a few things about this topic. Disqualified applicationsIn this report, I noticed a category named “not disqualified”. I would like to understand what this category exactly means, since there are already two other categories (Withdrawn and rejected).Applications and Application FunnelI also noticed a difference between the report Applications and Application Funnel. From my experience, I do not have the same figures in the two reports in the category “New Application”. Does anyone know where this difference could come from ? For instance in April, the report Applications gives me 128 applications whereas the report Application Funnel gives me 176 applications. Many thanks in advance to everyone, Best rgeards,Vincent

Hi, is it possible to delete multiple attendance entries at the same time? Thanks in advance!

I can’t seem to find a way to get a notification when a new document is CREATED from a template - only when it is uploaded. This is frustrating as we are trying to move all our HR related documents onto Personio, but some need approvals and I can’t work out how to set this up. I have created a template to request holiday purchase………. There are no available triggers for this in the workflow area, nor the approvals area. 

We are looking for a new payroll office, because our current office will close.We are looking for a payroll office that works closely with Personio and Datev LODAS in order to make the payroll as fast and efficient as possible.Do you have any recommendations for good payroll offices?Thanks in advance! :)

I noticed that when I invite them to personio, the new joiners still on the onboarding status , that will not start until few weeks or months even they already have access to see other colleagues part of the employee list and and internal general information from their colleagues.

We would like to add mileage allowance to our benefits. Ideally, we would like to track this in Personio, but this way is still quite cumbersome. Does anyone have any other tips/experience with this? 

Hello,  We use insert value {{fix_salary}} for our onboarding steps to send a request to prepare a contract for new hire. However, the value in the email is always shown as 0 EUR. Is there a way to fix it? I’ve already tried deleting the value from the template and adding it again - there was no difference. Thanks!Laura

Hey dear community, I am currently experiencing trouble creating absence records in Personio via the Zapier integration ‘Create absence in Personio’. While the integration send the request and Personio processes it, the start and end dates entered in Zapier are shifted by -1 day in the response I receive back from Personio. The absence record in Personio also reflects that shift. I’m using the YYYY-MM-DD format for all dates. Please see the formatted date in Zapier in the first screenshot and the response from Personio in the second screenshot. Any idea why that happens?  

We have an employee who is currently in phased retirement with a block model setup, i.e. first phase full time work at half salary, second phase no active work at half salary.  I am looking for recommendations on how to map this in Personio. I am assuming the following:  a) During the active phase just change the salary and (of there is a change) the working hours.  b)  During the passive phase (non-active but still an employee on payroll) remove the working hours and vacation allowance and leave the salary payment active.I am unsure about this so if anyone has a suggestion I would be really thankful.Look forward to hearing from you soon.Have a great day,Linda 🌼

Original:Hallo zusammen,von unseren Führungskräften kommt die Frage, ob man den Abwesenheitskalender, der derzeit auf einer Seite einen Monat anzeigt, so einstellen kann, dass man eine Jahresübersicht erhält. Ist das möglich?Viele GrüßeIrina** Please note there is a dedicated German speaking community if you prefer to have your question answered in German, seperate login can be found on the top right **Translated by moderator using translation software:Hello everyone,Our managers have asked whether it is possible to set the absence calendar, which currently shows a month on one page, to show a yearly overview. Is this possible?Best regardsIrina 

If you have administrator rights can you restrict the access to the country the administrator works in only?

Hi, it would be great if I could add a new question and select where to add it. At the moment I can only add new questions at the end which can be rather cumbersome. 

All the time when I save my evaluation drafts they disappear if I for example go to work from office. I do not submit them,  but i save them as a graft, and then they are just gone. Why is this happening? Please help to prevent this. 

Hey all,We have recently introduced Personio as our HRIS, we are based in the Netherlands and for our Dutch entity we make use of 2 leave types that everyone gets at the beginning of the year. So we have the statutory leave (you can use this up to 1,5 years after accruing it) and the extra-statutory leave (you can use this up to 5 years after accruing it). In our previous HRIS employees could see exactly when their  leave balance for 2023 for example would expire i.e:Statutory leave - accrued 20 days on 01-01-2023 (expiration date 30-06-2024) but in Personio they can only see their accrual bot not the expiration date.Is this something we can do/add or is would this have to be implemented by Personio?Thanks! Luc

Dear Personio team,Last week the Performance & Development section was launched. We now have two questions as we can't find the information anymore:Feedback from inactive usersWe cannot see the feedback for inactive users. Is this intentional? This would be necessary for us as we would like to have a look at their feedback from time to time, especially when it comes to rehiring people.Performance DocumentsIn the past, we always attached pdf documents to each feedback. This is no longer possible. If you look at the old feedbacks, these documents are no longer attached. Luckily they are still in the documents folder, but this is not ideal for us. What is the planned solution?I look forward to your response.Best regards,Nicole

Hi,Having some issues adding public holiday entitlements to part time employee’s leave balances. The absence type settings includes public holidays however these do not appear on the part time employee’s leave balance. Not exactly sure how to include the pro-rated public holiday hours. Could you please assist?Thanks for your help! 

Hi, We’re trying to get a better understanding of our offer acceptance/rejections and unfortunately in the csv export it doesn’t show “offer” as a final stage, only the last stage a candidate was in before making an offer. Is there anyway to get the data on candidates who have reached the offer stage in the process? Thanks!

Dear Community,can you please let me know where can I check the annual leave entitlement for a leaver? Once we terminate the employee in Personio, the system calculates the left number of holidays - where can I see this number in Personio? (I know, I can recalculate it, but would be nice to see it after terimation..) Thank you so much for answers!!!! Bests, Diana

In The Netherlands most job vacancies have a closing date. After this date you cannot apply anymore and the selection process will start. I can only choose to unpublish or archive. It would be nice to be able to add a closing date to (also visible for applicants) and be able to process this way in Personio.

Hi together, we are intending to pay Inflation Premium. I have imported the related payments as a one-time payment to the month of payment. Now, I would like to inform my employees about this and also include the amount which I have imported (amount varies from person to person).  Any ideas who to solve this best?