Support Area

Hello everyone, We have the following requirements, to use the Performance cycles effiently: Separately, the employee and the supervisor receives a Yearly Performance- and Development sheet to fill out (as a preparation to the yearly meeting). Afterwards, the yearly meeting takes place and HR finalizes all decisions in one document, that will be uploaded to the performance tab. Up to now, the respective people can submit the feedback, but this results in a single document for each evaluation, which makes the workflow inefficient. How do you plan your yearly Performance Meeting and how can this be done efficiently through Personio?

Very frustrated that i cant import historic reasons for sickness as part of my implementation. Surely this is a common request

Hi everyone, we realized people are independently converting their overtime. Is there a way to switch of overtime converting into compensated hours? And is it possible to implement an approval workflow, for wanting to convert overtime into compensated hours? I’ve been looking about an 1 hour for an answer to these questions but couldn’t find anything.😬 Thanks for your help in advance!

Hello IT Team, We are currently exploring ways to enhance our data management processes, setting Personio as the SSOTand require assistance in retrieving scheduled changes in employee information through an API. Specifically, our goal is to access future scheduled changes in employee data via API. Additionally, we seek guidance on how best to retrieve the same historical data for specific employee fields via the API. Key requirements: Retrieving Scheduled Future Changes: Guidance on how to access information on scheduled changes in employee details that are set to occur in the future. This includes changes in roles, departments, salary, Custom Fields, or any other significant employee-related updates. Accessing Historical Data: Methods to obtain historical data for certain employee fields. Understanding limitations, if any, regarding the duration for which historical data can be accessed (e.g., past six months, one year, etc.). Please let us know if additional information or clarificat

Hi, I created 2 calendars (2 office and 2 different calendars); one includes the bank holidays, and the other one does not. Everything was fine, as the staff with no BH included could book the holidays on BH, and the days were deducted. Today I found out that the BH are suddenly there, so the system discounted 0 days. I tried to create a new office; I checked the calendar for that office and everything is ok. Am I missing something? Is there a better way to do that? The company calendar is with BH. Thank you, Tania

Hello,I noticed in the responses from the /v1/company/time-offs endpoint that some results show "status": "pending". Unfortunately, I couldn't find any details explaining this status. I'd appreciate more information about it.

Hi, Can someone confirm if an Employees balance updates automatically with an additional day if a public holiday falls on a weekend? thanks!

Hi all, the reminder function is super, but what happens when an HR employee set up individual reminders and that person is leaving the company. Is it possible to have a substitute for these reminders, e.g. they will automatically move to the supervisor? Example: Employee is leaving for maternity leave and requested parental leave of 2 years, with the option to return in parental part-time before the two years are up. The HR employee has now set-up an individual reminder, but is leaving the company after half a year. Will these reminders be “lost”? It would be great to have something in please like the groups in the Onboarding and Offboarding Templates. Best, Carolin

Dear Community, I would like to create an individual report that shows the recorded overtime from January 2023 to the present day. Unfortunately, I cannot select this individual date under "Period". I would be very happy to receive feedback, thank you and best regards Anna

Hello! We have some employees who have two different hourly wages depending on the type of work they do. Is it possible to reflect this in same way in personio? Thank you! Ines

Hi there, When I set up a review cycle following the steps in this video https://learn.personio.com/masterclass-manage-performance-and-development-en/70491, In step 2 I can’t seem to choose a start date. Only the participants. Wondering if we need to be on a different plan to make this possible? Anyone else with this problem?

Dear Community, could you please help me to find out why the clock icon does not appear on the attendance calendar and the system calculates deficit hours for the day of 12th of January? Please see screenshot attached.

We created a “time-off” absence type that team members are asked to use when they use up overtime, so that it is clear that they are off. But there is some uncertainty if it works as expected. So I just wanted to confirm that this configuration should lead to people using their overtime if they only book the below event without booking working hours during the given period.

Hello there, is it possible to assign a person to several legal entities? Thank you, Frederike

Hallo in die Runde, aktuell sind wir auf dem Stand, dass alle Mitarbeiter eingerichtet werden, so dass wir ab dem 01.02. dann starten können. Nun habe ich das Problem, dass den Mitarbeitern jede Menge Minusstunden (seit Beginn des Arbeitsverhältnisses) angezeigt werden ohne das die Zeiterfassung überhaupt bereits genutzt und gestartet wurde. Kann mir jemand sagen was genau ich falsch mache bzw. wo die Einstellung fehlerhaft ist? Lieben Dank im Voraus! This post was translated by the moderator. Hello everyone, we are currently in the process of setting up all employees so that we can start on 1 February. Now I have the problem that a lot of minus hours (since the beginning of the employment relationship) are displayed to the employees without the time recording having been used and started at all. Can anyone tell me what exactly I am doing wrong or where the setting is faulty? Many thanks in advance!

Hey everyone, we added a section for our applicants to fill in where they found our job ad. But if we reject the candidate this information will get lost after 2 months. Is there a way to keep the information to use in analysis? Thanks a lot. Anna

Dear all, When navigating to an employee > documents > Create new, I get the list with our document templates. In the past, they were displayed in alphabetical order, but now they are displayed in the imported order. Is there any possibility to sort them? because it’s very inconvenient at this moment to have them randomly displayed (ant this happens because regularly we need to revise some templates and amend them). And, unfortunately, the search option is not convenient for us. Thanks and regards, Bogdan

I am trying to add a type of absence on personio but it automatically marks my outlook calendar as “out of office” no matter what the type of absence is. Is there a way to change or disable this?

Hello :) Is it possible to include job boards that are not yet included in the recruiting process?

Dear Community, Does anyone know why I do I have the following difference between: “Paid annual leave balance” on the employee list & employee/absence/paid annual leave/balances. We have the annual leave policy in hours, so I tried to calculate back to days - but still the “Paid annual leave balance” on the employee list does not match. We want to set this employee list view for all supervisor, so it is really important to have the correct numbers on the employee list. What should I do? Thanks so much for your kind help!!!!

Hi Community, I have found a very useful post in regards to garden leave (Garden leave) and I have a question to that: “Therefore you will need to hide them from the public view and to do this you can set up a custom rule in Settings > Employee roles > Access rights > Personal data > Public profile. This way the employees cannot search or view this employee’s profile going forward. As they are active also, they will continue to stay on the headcount reporting and accrue annual leave.” Can you please help me out what the custom rule should be? What attribute I have to choose for the custom rule? Thank you so much in advance for the answer!

is it possible to see absence days of part time employees in the calendar?i.e. Someone working Mon-Thursday is always greyed out on Fridays? Regards Marc

Does the system automatically pro-rata Annual Leave entitlements when a Termination Date is entered?

Hello, I couldn’t find an option for this. Namely, we want to grant 7 days per year for a particular type of absence, and we want these days to be reset on January 1st. All unused days to be deleted from the previous year, and also, all more used days to be deleted, so that each employee will always have a balance of 7 days on January 1st. I’ve tried this by creating a new policy, but it happens that all employees who used more than 7 days for this type of absence in 2023, now have less than 7 days. Is there any way, this to be set in the policy, apart from the manual adjustment of the balances for each employee? Thank you, Bojana

Hi, We have had some employees transfert o new managers recently. Subsequently the new manager was automatically requested to do a review cycle that had already been completed by the old manager...how do we turn this off?