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

2060 Topics
L
Getting Started
LouP.Getting Started
asked in Reports
How do I create an open Jobs report?

Hello Community,  Our Management regularly want to see recruitment reports from personio, for instance on open req (Jobs). The idea is to present : Job, dept, Manager, and have a brief pipeline overview.I have been looking for a while but have been struggling with the recruitment reports as they are now and the custom report function does not allow to create recruitment reports since the variable “jobs” does not seem to be possible. I tried through applications, but you cannot filter with published Thank you in advance!

591
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Personio Employee
Mathilde
Personio Implementation Manager
MathildePersonio Implementation Manager
published in Time Off & Attendance
[France] Configurer les Congés Payés et les RTT dans PersonioTutorial

[English Below]: How to configure Paid Vacation and RTT for French offices. Chère Community,Certains utilisateurs pensent ne pas pouvoir configurer leurs absences correctement sur Personio, notamment les congés payés et les RTT. Dans cette vidéo, je vous explique comment paramétrer les congés payés, les RTT et comment assigner vos politiques d’absence à vos collaborateurs. Si vous avez la moindre question à ce sujet, n’hésitez pas à laisser un commentaire sous cet article!    How to configure Paid Vacation and RTT for French offices Dear Community,If you have an office in France, you may have wondered if it is possible to configure French absence types in Personio, especially Paid Vacation and RTT.In this video, a member of our team explains (in French) how to set up Paid Vacation and RTT in Personio, according to French regulations. You will also be shown how to assign your absence policies to your employees.If you have any questions, please feel free to comment on this post and we wi

4043
G
Getting Started
E
Getting Started
Emma Runge
asked in Integrations & Workflows
Notifications about Signatures

Is it still not possible to get notified as the sender of documents? I am a People Manager and I regularly send out contracts and other agreements for signatures. I don’t get notified when they are signed, nor when they are declined. Especially when its declined, this is a problem as I don’t see the note as to why it is declined, only the people who signed it do. Is there a function for this? 

441
I
Personio Employee
G
Getting Started
GeorgianaGetting Started
asked in Integrations & Workflows
Personio SSO login with SAML

Hello! Does Personio support single-sign-on with an external Identity Provider, using SAML protocol? I have only read documentation with OIDC integration, but haven’t found anything about SAML.Thanks!

4661
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Personio Employee
C
Follower
cbkFollower
asked in Other Topics
Former employees = Licences

Wenn ein Mitarbeiter das Unternehmen verlässt und wir das Enddatum richtig festgelegt haben. Läuft dieser User noch als Lizenz? Oder wie archiviert man die Zeitangaben usw. am besten, damit die Lizenz wieder frei wird?If an employee leaves the company and we have set the end date correctly. Does this user still run as a licence? Or what is the best way to archive the time data etc. so that the licence is released again?

331
I
Personio Employee
icovacel
Follower
icovacelFollower
asked in Employee Data & Documents
Template document

Hi! i recently started to add new templates documents and i have all the time the same problem: the format inside the document its not the same, for example if my document has 3 pages and on the last one i only have like 3 lines of text, the template creates me a 2 page document (with all the info, nothing its missing but its cutting some blank lines that i need to have them in the document. Any suggestion? Or is a specific font and size that i need to have all templates write with so the size & place on the page have to remain the same? Thank you!

631
I
Personio Employee
S
Explorer
SpiralPlugger
asked in Integrations & Workflows
Cost Center sync (Azure AD / Entra ID integration)

Hello! We need to get Cost Center attribute synced from Personio to Azure AD / Entra ID / M365 accounts.As it doesn’t seem to be actually supported attribute with your integration on Entra ID, I tried to sync it from Personio “Cost Center” to Entra ID “City” field (because it was an empty attribute on Entra ID side).This caused the Entra ID City -field to look like this:[{type=CostCenter, attributes={id=XyXyXy, name=000 XyXyXy, percentage=100}}]Looks like Personio’s information in the “Cost Center” field is in this format, so of course it doesn’t look as it should in the Entra ID “City” field.I tried searching for this issue (or any suggestions on what attribute field to sync Cost Center on Entra ID profiles), but I haven’t found anyone with this question.Would you have any suggestion for us, on what Entra ID attribute could we sync this Cost Center information from Personio, so it would look like it should?Or if there isn’t any supported field for information in this format on Entra I

5992
S
Explorer
H
Getting Started
hetaGetting Started
asked in Integrations & Workflows
Changing legal entity name

Hello, The name of one of our legal entities has changed and naturally we would like the valid name to be reflected in Personio as well. If we just change the name, would all the workflows and access rights built based on the legal entity follow the change? Or would we need to update those separately for the new name?There is no need to report the old and new name separately. Heta  

1201
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Personio Employee
A
Getting Started
AndreaVGetting Started
asked in Recruiting
Recruiting "Something went wrong, please try again." error message whenever I try to save or edit a job post

Hi everyone!  Currently, whenever I try to save a job post as a draft I receive the following error message "Something went wrong, please try again." Also just to check it was not user error on my side, I have tried to edit roles that are already posted and the same error message appears. Has anyone ever experience something similar and if so is there a quick fix?Thanks in advance for any suggestions! 

1161
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Personio Employee
B
Follower
BogdanFollower
asked in Time Off & Attendance
Adjust the carryover expiration date

Dear all, For now we have a policy assigned to employees with carryover days expiration date set to 3 months.According to our newest vacation policy, we want to extend this date to 15th of April.This policy is already assigned to our employees, and apparently it cannot be changed. Can you please advise if there is any possibility to adjust the carryover expiration date from March 31 to April 15? Thanks and regards,Bogdan

751
I
Personio Employee
K
Getting Started
katekateGetting Started
asked in Time Off & Attendance
Not all absence types are visible for all users

Hello! Some of our users do not see all available absence types in their calendars and therefore cannot choose them while taking days off. e.g. "other paid leave (relocation).For others, there is no option to take paid vacation from the previous year. All these types are indicated in the settings and visible to admins (like myself). How do I make sure it is visible to everyone without changing the main accrual policy for the paid leave vacation? Thanks!Best, Kate 

1873
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Personio Employee
F
Getting Started
Firuza_AkGetting Started
asked in Time Off & Attendance
Absence History in the System

 I am reaching out to you with several inquiries as I am currently facing difficulties in configuring the functionality in Personio. I would appreciate your assistance with the following issues: Display of canceled leave request history: Currently, I am unable to configure the option to view the history of canceled leave requests. I would be grateful for any instructions or recommendations on this matter. Display of all approval participants in history: I have observed that in an approved request, only the last employee who approved it is displayed, without considering the previous approval participants. How can I configure the system to display all approval stages in the history, including the participants

1392
F
Getting Started
A
Getting Started
AmyGetting Started
asked in Time Off & Attendance
Additional company wide holidays

Hi there, we have two additional half days off at Spectrm (½ day on the 24th of December and ½ a day on the 31st of December). How can I add that to the general calendar in such way that it applies to ALL of our offices? Cheers,Amei

941
I
Personio Employee
G
Getting Started
Gloria SeguraGetting Started
asked in Integrations & Workflows
Two-factor authentication

I have tried to implement the one-code authenticator for all employees by default, but I think it is not possible or I don't know how to do it.Is it only possible for specific roles?Does anyone have the same problem or know how to do it?Thanks!

991
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Personio Employee
M
Getting Started
MggutieGetting Started
asked in Recruiting
Internal promotion

Hola, tengo un empleado activo y va a promocionar a un puesto de trabajo. Debo crear el puesto y hacer todo el proceso como si fuera una nueva incorporación ¿?Hi, I have an active employee and he/she is going to be promoted to a job. Should I create the position and go through the whole process as if it were a new hire?

561
I
Personio Employee
A
Getting Started
Anastasia07Getting Started
asked in Other Topics
Using Personio in Russia

We are an international company with one of the divisions in Russia. To what extent can Personio be used for employees in Russia: connect with local recruiting services, use employee accounting, calculate salaries in rubles, etc?

1511
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Personio Employee
C
Getting Started
ChristinaGetting Started
asked in Performance & Development
Peer review visibility

Hi, regarding visibility of the peer reviews: in the documentation it says that employees can choose if they want to share the peer feedback with the individual, though I have now cases that even though the feedback was not shared with them they can still see it. Is this a know issue or could I somehow change it? Thanks in advance!

401
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Personio Employee
L
Getting Started
LisaJGetting Started
asked in Employee Data & Documents
How do I switch employment types?

Hi, I want to switch someone from being a Freelancer to a full time employee, without the information of when they were a freelancer being lost. Do I terminate their old profile and create a new one?Unfortunately I couldn’t find any related questions/solutions.Thanks in advance.Lisa

671
I
Personio Employee
U
Getting Started
Uje2024Getting Started
asked in Employee Roles & Approvals
Adding new employees

Hi! We want our teamleaders to be able to add new employees (or actually only external consultants and freelancers) to Personio? How can we create such a role with this kind of right?

831
I
Personio Employee
X
Follower
xavier.picoFollower
asked in Other Topics
Export custom holiday calendars

Hi,Is there a way to export custom holiday calendars? 

891
I
Personio Employee
F
Follower
FrankieFollower
asked in Performance & Development
Review to dos - cycle closed

How can you get rid of to dos for reviews after the cycle has been closed? And, generally, is there a way to decline a request of a review? 

9111
I
Personio Employee
J
Getting Started
Jennifer SaeweGetting Started
asked in Recruiting
Interview planing-setting up reminders

Hey guys, is it possible to send a friendly reminder to the interviewer if they don't answer?Greetings, Jenny

512
J
Getting Started
A
Getting Started
andreabbGetting Started
asked in Integrations & Workflows
Slack Integration: Anniversaries on weekends

Hello! We have noticed that during the weekend we do not get notifications of work anniversaries or birthdays of our employees. And we wonder if this is something that we could modify on our end.Thank you in advance!! 

1513
U
Follower
R
Getting Started
RaeGetting Started
asked in Performance & Development
Performance Feedbacks in one document

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? 

481
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Personio Employee
F
Follower
fmasonFollower
asked in Time Off & Attendance
reason for sickness

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

521
I
Personio Employee
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