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2009 Topics

tomblakeExplorer

asked in Employee Data & Documents

Company Wide Documents

If we have a staff handbook or other documents that we might want to share with the whole company, but won’t be specifically related to an individual, how might we go about this?In a previous HR platform you could add documents that the whole company could access, such as PDFs, which were located on the employees home screen.

sabrina.refurbedExplorer

asked in Time Off & Attendance

disable attendance for some employees

Hi,Isn’t it possible to fully disable/hide the attendance tab for some employees? I just created a new employee role and wanted to disable the attendance for them, but this is not possible to disable own attendance. Can anyone help?

TempranocpGetting Started

asked in Time Off & Attendance

I’d like to have a meeting to try to solve some problems and doubts with our Personio platform.

MarianaTGetting Started

asked in Time Off & Attendance

Limiting carryover to a number of days

Hi everyone,I was actually quite sure that last year it was possible to not only limit the carryover vacation days to a date when they expired, but it was also possible to limit the amount of days to carry over. I can’t find this functionality anymore. I also read through some threads where people referred to limiting the number of days Am I mistaken?If there is no option to do so, this would mean to adjust all allowances beginning of the new year. Correct?Thanks for your help!

GuelerBFollower

asked in Recruiting

Personal Settings: Email Notification for new comments and applications are missing

Hi, my recruitingteam don’t get notification for new comments, applications. What we have done: I added colleagues to special position in module Recruiting, so they can see the applications as the “recruitingteam”.I definde the role “hiring manager” and set up all “notifications” for the role “hiring manager” and checked every box for all kind of notifications. So I now checked under personal “seeting / notifications” there is noch checkbox for “get notification for new comments or new applications”. So the colleagues cant get notifications via email. Why? What is it what we forgot to check? See for all settings document attached. Thanks for helping

LeandroAlfaDocsGetting Started

asked in Salary & Payroll

Two Subcomanies: Datev used only for one

Hallo Personio Users! I run two subcompanies on Personio, but only one has DATEV.Every month, on time, I get an email asking me to fix "payroll settings for datev integration" for the company that does not have datev. I need to make sure that this email doesn't come again.It seems I cannot unsubscribe from the email, which bores both me and the boss (as contract owner).Does anyone have same situation?Thanks

tomblakeExplorer

asked in Integrations & Workflows

Microsoft Teams only posting on work days

HiIs this the correct way this function is meant to work? Are we able to change to 7 days a week for birthdays and anniversaries?

kaylachuchiGetting Started

asked in Time Off & Attendance

Hello Team,We have noticed an update on the absence/vacation portion of the employees but it kind of complicates now our absence data since previously we have modified it to the current behavior of the absences. First, when you SET BALANCE - you wont be able to see the comment when you set balance, before the update, it is showing, the only time when you cant see the comment is if you do the MASS UPLOAD of the balances, but now it is not showing the comment even if we do the MANUAL SETting of balance. Next is The ENTITLEMENT - for example, when you need to override the given entitlement of the new hire, it is not showing the one originally given even if the effective date is the same date. see below example: The entitlement is still showing as 15 days? please advise, previously thats not how it works. Next is thecarryover from previous periods, before, we can just zero out the most recent year to correct. Now we need to zero out all previous years since the carryover is now adding

Edda van der EndeCommunicator

asked in Recruiting

Changing the visibility of past candidates for the interviewers

Hi,We would need to limit the visibility regarding past candidates for the interviewers. I.e. when the candidate is either hired or rejected, the interviewers should not see the candidate information anymore.How do we do this technically? We do not want to remove the interviewers from the process in order to see as admins/HR who the candidate met during the process.//Edda, Finland

Sarah WetherellFollower

asked in Time Off & Attendance

Attendance approvals

Hi,I am trying to switch on the attendance tracking for one of our regions and set approvals. For each person, their attendance should be approved by their manager. When i go into “set approvals” it appears that i cant select “supervisor” as the approval goes to all that have that particular role assigned. How do i get it to go to THEIR supervisor and not all. This impacts around 200 employees and their respective supervisors. Thanks!

DauHerkertGetting Started

asked in Integrations & Workflows

Offboardings of inactive people are not shown in Workflow Hub

We realized that the offboarding tasks for employees that were set to inactive after their last day of work are not visible in the Workflow Hub anymore, despite the tasks being still open and visible in the Dashboard. Is that intended and how can we make them visible again in the Workflow Hub?

GuelerBFollower

asked in Other Topics

Entering another invoice recipient (Company) in Personio

Hallo, wir würden gerne Rechnungen für Stellenanzeigen, die wir über Personio gebucht haben den unterschiedlichen Firmen zuordnen mit denen wir verbunden sind.Ist das überhaupt möglich bei Personio? Danke euchHello,We would like to allocate invoices for job ads that we have booked via Personio to the different companies we are associated with.Is this even possible with Personio? Thank you

LKAExplorer

asked in Time Off & Attendance

Holiday accural

HiOur new joiner holiday accrual is lower than it should be - this is relevant for employees that have joined mid-way through the year. We have a 30 day policy, commencing from 01 Jan. E.g. 1) employee started 11.04.2023, yet she is only entitled to 20 days. (Full-time worker, 5 days per week). E.g. 2) employee started 27.02.2023, yet entitlement is 25 days. (Full-time worker, 5 days per week). Neither of these are the full entitlement, can you please explain how this has been calculated? Our policy is 30 days, daily leave policy (i.e. not monthly). There is no reason as to why this isnt correct as far as we understand.

viktoria_quanticaGetting Started

asked in Time Off & Attendance

Absence types assignment issues

Dear Team,I would need your support related to the absence types. I created 2 new absence types for our company, which are actually practically not absences, but we would need them in our calendar for transparency. These are office absences in our 2 locations: Berlin Office and Barcelona Office. I created the absence categories, but colleagues cannot request it as an option. I tried to go via the "Assign people" function, but then when I go into the Employee list and go to Actions --> Change accrual policy - and I select the relevant absence type (e.g. here Barcelon Office), I can only click on "Unassign all accrual policies". How can I assign these new absence types to the employees? Or is the number of absence types limited to 14 altogether, and the problem is that we exceeded it? Thanks a lot in advance,Viktoria

ArtGetting Started

asked in Employee Data & Documents

New employee personal data form

Hello everyone!Part of our company onboarding process is that every new team member has to provide some essential data. We send word document file for a new employee to fulfil it. This data is entered then into Personio manually. To ease this process we would like to have this form available online on the Personio system. The email with this form is sent to a private email of a new employee and entered data is automatically saved in the profile.How to create such a form in Personio?And which options can you suggest to achieve such a result?Thank you! 🤗

MaCamilaGetting Started

asked in Reports

Performance Data export after quitting "Performance" attribute

Hello There,We have given up the performance attribute and I wanted to know if any of you have done it too, if so, have you been able to access the information that was stored there? I tried to do a back up but I couldn’t manage to do it completely

kmartensGetting Started

asked in Employee Roles & Approvals

How can I already activate one account when we're not live yet?

I would like to get one of the admins up and running with Personio. How can I activate her account?

ViktorGetting Started

asked in Integrations & Workflows

Hello. I'm working on implementing Personio in a Shopify shop (with API). And was wordering, if it was possible to do something with the rate limit of 60 requests per minute. Could you advise me on that?

emrekesiciGetting Started

asked in Other Topics

Turning Off Notifications For Inactive Employees

Hello dear community, I hope everyone’s doing good! I have been wondering about turning notifications of any kind for inactive employees. Is there a way in Personio where I can turn the notifications and emails the employees (both active and inactive) off in Personio? Many thanks!!

LKAExplorer

asked in Employee Roles & Approvals

Dual reporting lines - holiday request

HiWe have several employees that need to send their absence requests to 2 managers (as they have dual reporting lines). What are the options as it does not seem obvious? I have added a rule whereby it goes to one, then the next. However I want it to go to both at the same time. thanks

Charlie TinkerList.tvFollower

asked in Recruiting

Set Autoresponder message during holidays - Recruiting

Hi, Just wondering if there is a way to set an autoresponder message for all incoming recruitment messages, regardless of the phase? Could be interesting with the summer holidays & absences in the recruiting team coming up. Thanks!

Kimberliee88Getting Started

asked in Recruiting

Hi! I've updated the stages, but I can see the old applications are being updated to the adjusted stages, but I cannot choose for the new added stages. Will that take some time? I checked and its correctly saved.

JennyFollower

asked in Other Topics

Personio Mobile App seems broken - anyone else?

Hi there, I tried to launch our Personio App to some senior managers, but can now it takes me to a german version of the Desktop app. Is this a change or a weird routing issue? Have tried rebooting and signing in again, but it says I already have an account, so can’t do anything. there doesn’t seem to be somewhere in the “Find Answers area on the desktop for the Mobile App, so asking here. Photo attached of what my app now looks like on my phone. Thanks, Jenny

paulina.wilenGetting Started

asked in Performance & Development

Teams link for Training sessions

Hello, is there a way for development at Personio to integrate MS Teams into the Personio Training module Training sessions? When I send an invite for a internal Training session for our employees, I can only add a Teams link into a link box, not generate the link myself in personio. This makes no sense because to generate a teams link, now i will have to schedule a Teams meeting in my own calendar.. Then what is this personio invite for, when I have already created it through Teams and sent the same info through there? It would work very well, if the teams link would be generated directly in the training reservation/invitation email. In the same way as in the recruitment module, when sending an invite to a teams interview, it generates the teams link in personio. That works good and drives its purpose!

mpunchGetting Started

asked in Time Off & Attendance

Blackout Dates for Annual leave Request

Hi, is it possible to block a particular team from booking annual leave on certain dates? For example, last week of each quarter due to critical business requirements. I’ve read on another article that you could add a new absence type to block those dates and when the employee tries to book time the supervisor will get an overlapping leave flag as part of the request. However if we create a new absence type to block the dates, the employee will show as being out of office on the calendar in Personio and also integrations with Slack.

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