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FairrFollower

asked in Employee Data & Documents

Mistake: termination by dismissal no resignation. how to change a value

Hello, I terminated an employee, but I mistakenly select that dismissal when it was a resignation. How can I change this value? Thank you,

IlaydaGetting Started

asked in Employee Data & Documents

Anhang-Verwaltung bei Vertragsangeboten

Hi liebes Personio Team und liebe Community, Ich habe eine Frage bezüglich der Verwaltung von Anhängen bei Vertragsangeboten. In unserer aktuellen Praxis möchten wir einen Vertrag als Template versenden und dabei einen Anhang hinzufügen, der sich für jede Person ändern kann. Da es sich bei dem Anhang um eine Tabelle handelt, können wir diesen nicht direkt in das Template einfügen.Unser Ziel ist es, ein Dokument zusammen mit einem variablen Anhang zu versenden. Allerdings habe ich festgestellt, dass bei der Erstellung eines Angebots für einen Bewerber der Anhang ebenso wie beim Vertrag aus den Templates (Drop-Down) ausgewählt werden muss.Wenn ich mein Angebot als E-Mail-Anhang sende und dabei ein zusätzliches Dokument hinzufüge, wird dieser Anhang in Personio nicht angezeigt.Es geht uns darum, ein Dokument, das sich regelmäßig ändert und aufgrund komplexer Berechnungen nicht als Template erstellt werden kann, irgendwie zusammen mit dem Vertrag zu versenden.Könnt ihr mir bitte mitteilen

Hannah23Getting Started

asked in Attendances & Absences

Overlapping absence

Good afternoon, one of our employees is trying to add 2 days of leave. This is for the 10th and 11th August, this follows an approved week of leave prior to this. I have checked the periods do not currently overlap so cannot see any issue for this error message.I also as administrator cannot delete this absence and re input it as it needs to be approved and added to the team rosta.

asked in Attendances & Absences

Urlaubsanspruch

Hallo,mir ist aufgefallen, wenn die Mitarbeiter die Überstunden als Überstundenabbau nehmen, dass dieser 0,5 Tag (6 Stunden) z.B als extra Urlaubstag angezeigt wird und unter bei “Verfügbarer Kontostand“ angezeigt wird- obwohl dieser Überstundenabbau schon längt passierte. Ich habe jetzt nicht mehr ein Beispiel. Hoffe, jemand könnte mir da weiterhelfen. Danke!Hello,I have noticed that when employees take the overtime as overtime reduction, this 0.5 day (6 hours) is displayed as an extra day of holiday, for example, and is displayed under "Available account balance" - although this overtime reduction has already happened for a long time. I no longer have an example. I hope someone could help me. Thank you!

AlexandraPedGetting Started

posted in Attendances & Absences

Attendance bug - counting public holidays as work days

Hi, I just added a new employee starting from 1st of July. It shows that the employee has 40 minus hours in the beginning of July, although the start date is 1st of July. When I checked why, I saw that public holidays in May and April are counted as working days for this employee. Can you support how to solve the issue? Thank you, Alexandra

asked in Recruiting

What accesses does my profile needs to create Evaluations?

I need to know which kind of access my Personio account need to have in order to be able to create Sections in the Evaluation in Recruiting.

asked in Attendances & Absences

Vacation Balance

Say a person is working 20-hour weeks. How does one interpret the “Available balance” under “Paid Vacation details”? For example, if it says that person has a balance of 10 days, does that mean they can take off 10 calendar days or 20?

matea.crcGetting Started

asked in Attendances & Absences

Vacation Balance

Hello, is it possible to set up an automated quarterly reminder which is sent out to every employee with their current vacation balance and the prompt to please plan their holiday on time?

asked in Performance & Development

internal server error while saving review

Hi,I’m getting 500 error while saving review. can you please check?

asked in Integrations & Workflows

Personio absence x MS Teams - message as soon as the absence is approved

Hello dears.Do you know if it is possible to configure the "daily absence message" to be sent immediately after an absence is approved? The idea is to create an alert that informs the status as soon as the absence request has been approved.

FragenGetting Started

asked in Integrations & Workflows

Automatic mail to candidates after 6 months

Liebe DACH-Community, wir möchten Kandidaten, die wir im Pool behalten möchten, nach 6 Monaten eine automatische E-Mail schicken mit der Frage, ob wir deren Daten weiterhin speichern dürfen.Ist es möglich, die Kandidaten für den Versand einer solchen Mail einzeln zu markieren? Oder ist es möglich, eine solche Mailvorlage zu verwenden und diese bestimmten Kandidaten (Poolkandidaten) zuzuordnen? Vielen Dank für euer FeedbackNico Dear DACH community, We would like to send candidates that we would like to keep in the pool an automatic e-mail after 6 months asking whether we may continue to store their data.Is it possible to mark the candidates individually for sending such an e-mail? Or is it possible to use such a mail template and assign it to specific candidates (pool candidates)? Many thanks for your feedbackNico

sabrinaharaGetting Started

asked in Attendances & Absences

Absence and Accrual Policies

Hello hello, fellow Personio users! I joined at the beginning of April 2024 and my contract expires on the first day of October 2024. In my current company, they offer 28 vacation days, and since I will work for 6 months, this means 14 vacation days (half of the full year). Still, when assigned the policy, I have 12 vacation days available instead of 14.I thought it could be because the start date is the 2nd of April instead of the 1st of April, but when I tried to change it to the 1st of April, the policy assigned over 25 vacation days. Has this ever occurred to anyone? Can you help me with this? Many thanks in advance.

VionaGetting Started

asked in Integrations & Workflows

Generate document with signature field

If a signature field is added to the document template, other than the employee, the employee's name is shown in the ‘request signature’ menu and not the name in the signature field. You have to select the correct name manually. Would be practical if the request signature menu automatically fills in the correct name. Can this be adjusted?

VionaGetting Started

asked in Integrations & Workflows

Automatic onboarding email not sent if onboarding step is in the past

When the time between contracting and start date is short, and an onboarding template is assigned to the newcomer, the automatic emails with a due date in the past are not sent. These steps have to be send manually. Is this a deliberate choice, or can it be altered?

asked in Employee Data & Documents

Providing selective access to external employee

We have an external employee working in the organisation as a receptionist and they have requested access to Personio to use the Org chart function. Is there a way to grant select access to the org chart without adding them as a new employee?

AnnaDGetting Started

asked in Attendances & Absences

Saturday and Sunday shifts and working time compensations in Finland

Hi Personio users especially in Finland!I'm tagging some of you I found here: @Katriina @Edda van der Ende @Krista I’d be interested to hear how you have solved the issue with evening / Saturday / Sunday shifts, if you have that. According to our collective agreement (TES), you get a +15/25/100 % compensation for those hours, and in our organisation it’s not paid but added to the working hours. E.g. if you work (by the employer’s request which is different from flexible working hours), for 4 hours on a Saturday, you should mark 1,25 x 4 = 5 working hours. We are just starting with Personio and thought to handle this with project markings and manual adjustments but I’m not satisfied with the solution and would like to find more ways to do it. If there’s some over time balance it could be converted to an additional absence type with correct ratios, but that is not always the case with flexible working hours, so we can’t really count on that.Thanks a lot for any tips! Anna from Finland

asked in Attendances & Absences

Incorrect calculation of hours and overtime

Hello, We have noticed that the recorded overtime is being calculated incorrectly. 10 hours are compensated monthly and may not be credited to the overtime account. The specific case is the month of June: If I add all the times together, it's 126 minutes plus. Then the recorded time is even correct (16x8 + 126 min = 130:06), and also remains (5:54). The overtime is not correct here (4:49).Does anyone have any idea what the problem could be?Thank you very much!

asked in Integrations & Workflows

Sharing Employee's document with another application

Hi I am working on another application, that wishes to retrieve Personio’s uploaded document. And wish to understand what is the best way to integrate. if another application wishes to access Peronio’s one selected employee’s document, what API do I use? Am I able to obtain an URL for that Personio document, so that the other application can use that link load that document or do I need to export that Personio Document into my application? I noticed that there is an API that requires the document_ID, how to I retrieve a selected employee’s document_IDs? (https://developer.personio.de/v2.0/reference/get_v2-document-management-documents-document-id-download) If that employee has 3 documents, and i wish to obtain one of the document, based on the category or a key, which API do you suggest?

BlueGetting Started

asked in Attendances & Absences

can you assign two public holiday calendars to a company?

HiI have an individual assigned to a UK based office but working in Greece. How can I set up the Greek public holiday?

FragenGetting Started

asked in Integrations & Workflows

Automatic mail to candidates after 6 months

Hallo zusammen, wir möchten gerne Kandidaten, die wir im Pool halten möchten, nach 6 Monaten automatisch eine Mail senden, in der wir fragen, ob wir die Daten weiterhin speichern dürfen.Ist es möglich, die Kandidaten einzeln zu markieren für den Versand einer solchen Mail? Oder ist es möglich, eine solche Mailvorlage zu nutzen und diese bestimmten Kandidaten (Poolkandidaten) zuzuordnen? Herzlichen Dank für eure RückmeldungenNico Hello everyone, We would like to send candidates that we would like to keep in the pool an automatic e-mail after 6 months asking whether we may continue to store their data.Is it possible to mark the candidates individually for sending such a mail? Or is it possible to use such a mail template and assign it to specific candidates (pool candidates)? Thank you very much for your feedbackNico

posted in Integrations & Workflows

Workflow trigger bug

I wanna trigger my Workflow only with intern people. You can have a rule with intern/extern but the workflow trigger extern as well. I think it is a bug, maybe anyone can help me if I did a mistake? Thanks!

HellohereFollower

asked in Other Topics

How to reflect tenure in the survey results?

Hello Personio community :)We launched our first employee engagement survey and we just closed the round - we’re ready to analyse our results!!And in doing so I was wondering if it was possible to show tenure in some way, like >6 months, between 6 months and 1 year, between 1 and 3 years, etc? That would really help but I couldn’t find how to.Thank you in advance!

IsisFollower

asked in Reports

Reports- Changes

Hey Personio Community,I want to report employee attribute changes and new starters through the custom reports function, similar to the payroll tab function. However, I can't change the attributes in payroll because they are being used for a different purpose.In my search, I found that you can do this with the historical data setup. The problem is that the new starters are not highlighted (and also dont appear, even if their status is onboarding), and I also cannot sort the data by hiring dates. For example, I am only interested in the new starters and the changes of the next month. I tried a lot of different things.Maybe someone here has a idea, I haven’t thought about.Thank you in advance.

Nathan JollyExplorer

asked in Performance & Development

Extend and extract Status of a cycle

Dear Community, I’ve created a cycle and added quite a large number of people in it. Now, when I’m going in the cycle to monitor the status of the different reviews, the window where all the employee are listed is very small and not user friendly. You can only see employee 2 by 2. Is it possible to extend this window ? Or reduce the menu above. Also, I wanted to share the status of this cycle with other people in my organisation. But unfortunately, if you want to export a cycle, you only have the option to export the ANSWERS, and not the overall status or table highlighted in red. How can I do that easily ? Thanks for your answer, Nathan

asked in Recruiting

How to disable recruiting requests emails?

Hi,How do I disable recruiting request emails that keep going out to the managers. I have already done the following but can’t seem to disable the emails:Disable emails from personal settings of each employee Disable emails from recruiting rolesEvery hiring manager is super annoyed by these emails, please help!!

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