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Vincent MaurasGetting Started

asked in Recruiting

This message could not be sent

Hello dear community, For a few days now I have been having problems sending emails from Personio. Everything seems to work perfectly when I send an email to a candidate and I am told that the email will be sent. However, after a few minutes the email is not delivered and I see the following error message:This message could not be sent.reason: An unexpected error occurred while processing the e-mail. Please try again later or contact support if the problem persists. When this happens, I do not receive any notifications. As a result, candidates miss important emails and I do not know about it unless I check it myself. Has anyone faced this problem and has a solution? Thank you for your answers and have a nice day!😊

213

1 month ago

dz.tsNewbie

asked in Integrations & Workflows

Integration to the System Report: FTE

Hello Personio Community,We’re seeking advice on exporting historical FTE data from Personio for use in our reporting processes. From what we’ve gathered, there seem to be three potential approaches:Integration – Provides real-time data, but we need monthly historical values. API Calls – Grants access to custom reports for FTE, but replicating this report is complex and doesn’t always deliver reliable or accurate results. System Report for FTE – This works perfectly for us, and we are very happy with its accuracy. However, the only way to access it is through manual export, which isn’t a maintainable enterprise solution.We would greatly appreciate your insights on how to achieve our goal or how other companies have tackled this challenge.We’re open to considering paid solutions if necessary.What would you suggest?Thank you in advance for your support!

351

1 month ago

dilae35Getting Started

asked in Employee Data & Documents

Deutschlandticket discount via salary

We would like to give some discount on the Deutschlandticket for our employees (20€). For this we need a way to set a flag in Personio-Profile which signals our bookkeeping, that this person has the Deutschlandticket and gets the discount via salary. For this, we will need a way for employees to upload a proof document each month into Personio and for us to set a flag in each profile. Could you help me with this?

111

1 month ago

nam.kGetting Started

asked in Employee Roles & Approvals

Consolidated reminders for the month

Hello, Is there a way to consolidate all the reminders (eg. hire date) of the month or a week into a single reminder/email notification instead of sending out individual email notifications?Thanks, Nameeta

213

1 month ago

SophiaChayGetting Started

asked in Employee Data & Documents

Accounting without tax ID (90 days)

I have a new employee who is currently still living in a hotel and is therefore not yet registered and does not have a tax ID. How can I account for an employee in Personio without a tax ID? 3 months are legally allowed, but the system always shows me a blockage and I can't send the approval.Thank you for your answers! Ich habe einen neuen MA, der aktuell noch im Hotel wohnt und deshalb noch nicht registriert ist und auch keine Steuer ID hat. Wie kann ich einen MA in Personio ohne Steuer ID abrechnen? gesetzlich sind ja 3 Monate erlaubt, aber das System zeigt mir immer eine Blockade an und ich kann die Freigabe nicht abschicken. Danke für eure Antworten!

132

1 month ago

Anna461Newbie

asked in Attendances & Absences

Filter Attendances by recently confirmed

hello everyone,i have recently noticed a discrepancy in my attendance-values. It appears that it was due to the fact I only imported already-confirmed values which where recently created or updated.Unbeknownst to me said filters do not seem to include those attendances, which happened to be confirmed outside of my given parameters, making the 'updated_at' feature rather useless for my use case.Could you please confirm whether or not 'updated_at' is affected by a status change and/or if there is a better way to import data based on when an attendance was created,edited AND confirmed?Thanks in advance,Anna

383

1 month ago

HR23Newbie

asked in Other Topics

Testing Platform for Personio

Hi,i am new to Personio Platform and would like to understand if we have a test environment for the tool.

182

1 month ago

WenGuGetting Started

asked in Employee Roles & Approvals

To become Account Owner

How do I become the account owner? There is no such button in my settings.I cannot apply for Kontoinhaber. There is no such button in my “Einstellungen”.

142

1 month ago

AmandaMasukuFollower

asked in Attendances & Absences

Half-Day bookings, turn off hourly selection

We have our holiday’s set to hours and what this means is that individuals are then able to set the hours they want off. Is there a way to turn off this feature? For Half-day holidays we don’t want people to be able to set the hours so that they only take an hour. We want it to either be the morning off or the afternoon off only

413

1 month ago

Thibaut from SwileExplorer

asked in Performance & Development

Notification linked to Performance & Development cycles

Hello,Is it possible to give more details in the notifications for Performance & Dvpt cycles? By giving the name of the cycle in the notification for example?Today, there is only “Write a manager review for ...”: in our company, we manage different cycles at the same time (Perf. cycle, “Entretien pro”...): having the name of the cycle within the notification on the Homepage will bring more visibility to managers and employees.Thanks,Thibaut

222

1 month ago

l-kongGetting Started

asked in Employee Data & Documents

Have time recording signed automatically

Hello,For a funding project, we need monthly signed timesheets of the employees funded by the project. I have found 2 ways to export the timesheets per employee:(a) via timesheet export per month & employee directly into their pers. attendance area a lot of manual work generates PDFs for download (no automatic saving in the corresponding document area) each timesheet must be released individually for signing (again: a lot of manual work) (b) via Reports / Attendance Period per employee:in & tracking Period (&Project) only generates Excel/CSV files poor presentation in terms of clarity (no automatic clustering by day) → lots of manual rework here again: first download, then upload the file Conclusion:both ways still generate a lot of manual work, which is not appropriate for our company with a high degree of automation (& not up to date for 2024) In addition, solution 1 suggests that an autom. Process is implemented in the background, but cannot be adjusted The ques

302

1 month ago

EvaEGetting Started

asked in Salary & Payroll

Absence reports to DATEV

When submitting payroll from Personio to DATEV for a given month, the process occurs mid-month to ensure employees are paid at the end of the month. However, absences are also transmitted to DATEV mid-month, which means absences for the second half of the month are not included in the report and are therefore missing.For example, when November payroll is submitted on November 15th, only absences up to that date are sent. Absences from November 15th to November 30th will not show up in the December payroll submission.Does anyone have a solution to this issue? Is there a way to separate the master data, salary data, and absence reports when sending information to DATEV?

302

1 month ago

marikuna6010Getting Started

asked in Performance & Development

Performance evaluation templates

Hello, we are setting up the performance templates now and I noticed that the description is not displayed on the survey once participants receive it, even though I edited it in both sections

151

1 month ago

Community Holiday ElfHappy Holidays!

posted in Salary & Payroll

How Do I Set Up a Christmas Bonus in Personio? 🎄🎁

Hi Community,As the year comes to an end, my to-do list keeps growing! We've only started using Personio this year and are now facing a little challenge. Last year, we gave our hardworking helpers at the North Pole a Christmas gift to show appreciation for their amazing work. This year, we've decided to go a step further and pay a one-time Christmas bonus.There are several reasons why we’ve opted for a bonus - I think this Personio HR Lexicon article explains it perfectly! ✨ Now, my question: How do I set up a one-time Christmas bonus of e.g. 1000€ in Personio? What options do I have?I’d love to hear as many insights as possible! I hope the Community's collective wisdom can help me ensure that all our hardworking helpers receive a little something this holiday season! 🎁Best,Your Community Holiday ElfDon’t forget: We’re collecting as many insights as possible! Each comment you share will contribute to the Community's fundraising campaign where we’ll donate £5 per shared comment to the

943

1 month ago

Daria MGetting Started

asked in Recruiting

Auto generated and autoreply emails that can be sent after the recruiting stage in Personio

Hi,We want to implement candidate experience survey and automatically send the email with the survey to candidates when they got rejected or withdrawn on advanced stages of recruitment process.At the moment there is no functionality of flexible setting up of auto-reply emails to candidates on any stages of the recruitment process.Are there plans to implement flexible setting of auto replies/emails, except the auto response on receiving application?

151

1 month ago

Laura oGetting Started

asked in Recruiting

Job Post settings. "Occupation" with options: 'Work at Home' , 'Career fair' and 'other'

I am trying to figure out where and how I can change the settings and (strange) options to ‘Occupation’ If they pull through to an external job board, I understand but the options seem strange and unclear what they are for. Would love some help on this!

1 month ago

sibilareev2024Getting Started

asked in Reports

Change of "active" to "Onboarding" status and how it effects Reporting

Hi,I accidentally set a wrong hire date for a future employee which is in the past so they appeared as “active” at one point in time. Now I changed it and the person appears as “Onboarding”, but when I do my reports - it includes this person as they were Active in the past.How can I resolve that? Has anybody had experience with this?Thank you in advance

131

1 month ago

h.houGetting Started

asked in Other Topics

My overtime is not displayed correctly in the new version

Since we are forced to use the new version, the overtime hours are being displayed incorrectly. I'm working hard with a lot of overtime, but it shows as 0 hours. Please fix this – it’s really frustrating!Also, in our company, overtime doesn’t count, so I try to balance my working hours throughout the month. With the new view, that’s not possible because it always shows 0 hours for the month.

221

1 month ago

AgataGetting Started

posted in Attendances & Absences

Reminder settings

Hi there, I’m trying to figure out how to set up the system so that it sends email reminders each Monday to those staff who have not completed their attendance record for the previous week. I’m also trying to see how we can get the system to send email reminders to the relevant people for the various onboarding steps - I can only see that the system prompts the person on the Personio dashboard.If anyone could clarify this, I would be grateful. Regards, Agata

894

1 month ago

j3llybeansGetting Started

asked in Employee Data & Documents

Picking up future changes in Document templates

When we annual salary increases we upload and confirm these in advance of the effective date.When i create a template and use the field {{fix_salary}} it only picks up the current salary, and i can’t find any option to select the future effective one.I would also like the document to auto insert the date it was effective from. Are either of these things possible? i’m new to Personio and am hoping i’ve just missed something!

614

1 month ago

glitterbiscuitGetting Started

asked in Integrations & Workflows

Limit Slack Absence Notifications

Hi,we are using the slack integration for personio for absences. However, we would like to limit the channel updates to once per absence. For example, if I were to go on holiday from the 21st of December to the 6th of January there only is one Channel Update on the 21st of December, rather than a daily reminder. Ideally, we would have 2 updates on the first and on the last day of the holiday, however, assuming that this is more complicated, 1 would suffice. Is there a possibility to amend this accordingly? Bestglitterbiscuit

151

1 month ago

dilae35Getting Started

asked in Salary & Payroll

Adding book keeper to Personio

Hi, we recently integrated Personio and our bookkeeper would like to manage the payroll on Personio. How do I add her as a user and how can she complete the payments of the salaries?

131

1 month ago

TravaGetting Started

asked in Recruiting

Just integrate Jobs List in Iframe

Hi CommunityIs it possible to integrate a job list with a iframe, but not by displaying the whole site. I just want the List with the Jobs without the header image etc. I checked the documentation under https://developer.personio.de/docs/integration-via-iframe but did not find a solution.Thank you and Cheers

111

1 month ago

DianaRFollower

asked in Performance & Development

Surveys Frequency and Automation

Hi everyone,I’m looking to understand if it’s possible to automate the process of kicking off surveys based on specific dates. Specifically:Can surveys be automatically triggered to start and end based on a predefined start date and end date? Is there a way to set up a recurring automation so that surveys go out every 4 weeks without manual intervention?Any insights or guidance on how to set this up (if it’s possible) would be greatly appreciated!Thanks in advance!

213

1 month ago

trendformNewbie

asked in Integrations & Workflows

Retrieving custom_attributes for recruiting application form

Hello everyone,We are currently integrating our website with the Personio API to dynamically display job posting information in our external application form. However, we’ve encountered some issues retrieving custom_attributes for specific job postings, and we’re hoping for your guidance.Current situation:In Personio, we use the "Application Form" section to configure specific fields (e.g., custom questions or requirements) for each job posting. These fields are often represented as custom_attributes in the Personio system.Our goal is to dynamically fetch these custom_attributes via the API so that our external application form reflects the same configuration as in Personio.The problem:We couldn’t find an API endpoint in the documentation that provides access to these custom_attributes for specific job postings:We tested the endpoints /v1/recruiting/job-positions/{job_id} and /v1/recruiting/job-openings/{job_id}, but they both returned a "Not Found" error. The XML feed (https://{compan

171

1 month ago

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