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

1891 Topics
K
Follower
KellyJempsonFollower
asked in Performance & Development
Can you set notifications for line managers line managers when performance reviews have been published for them to then read them?

when people complete the performance cycle and at each stage of performance review or feedback I would like line managers and line manager managers to be notified that something has been published and they can now review it and ideally sign it off. 

232
K
Follower
S
Getting Started
Square1HeidiGetting Started
asked in Attendances & Absences
French absences

In France there are certain limitations as to in how many periods you should grant holidays and within certain periods of the year.  How can we create rules to include that information?

391
I
Personio Employee
A
Getting Started
Andreia OliveiraGetting Started
asked in Reports
System reports permission

Hi,When an Employee Role Group in only authorized to see some of the system reports, is it normal that this same an employee in the role groups cannot see ANY of the reports?

551
I
Personio Employee
D
Getting Started
DulcieGetting Started
asked in Recruiting
Scheduling interviews on a non-personal calendar

Hi everyone. How can I schedule interviews on a calendar that is not mine? Every time I schedule an interview, it sits in my private calendar which isn’t ideal as our team is growing. We want to create a recruiting calendar where all interviews will sit in the future and I’m wondering how to set it up in Personio that the interviews I schedule as the organizer, go to said calendar instead of my personal one.

543
linndal
Follower
B
Detective
bruchmDetective
asked in Employee Data & Documents
download documents

Dear all,we have setup the off boarding process and used some of the default settings.One is for the leaving employee to download all documents from the documents section.See pic below item 2.But on the employees documents section I cannot find such a function. Does anyone know where I need to look or what setting I need to maybe enable?ThanksMarc   

2162
B
Detective
P
Getting Started
PaulaMGetting Started
asked in Reports
Attendance, Absences and Holiday Custom Report

Dear Personio team,I need a report, which shows the employee attendance, absence (days the employee did not work, including holidays).Here a screenshot of the report we would like to have. 

1751
I
Personio Employee
Beat
Getting Started
BeatGetting Started
posted in Other Topics
more than 1 manager in a matrix organisation

One of the biggest issues I have is that in our matrix organisation most employees are having various managers to report to, one direct and several funtional managers - at the moment I can not reflect that in the structure or have it in the profile. 

1242
Sarah A-Q
Personio UX Researcher
G
Getting Started
GlaucoBGetting Started
asked in Employee Data & Documents
Self-supervisors

Hi community, newly deployed Personio here. We have an organizational/org chart issue. Personio builds up the org chart based on the “who-is-supervisor” model.We have however some people which are assigned multiple roles in the company. E.G. we have some guys who are also acting as another role “ad interim” that happens to respond to themselves in the organization.From the workflow perspective everything works as the supervisor is still just one physical person, but the org chart is wrong because “formally” there should be a mid-level that is actually missing and this confuses people looking at the org chart.This is also an issue with matrix organization as we have some people with multiple supervision paths depending on their assignments.Is there a way to define “meta-people” or “fake people” to occupy specific positions so that the org chart actually matches the one of the organization?

903
Sarah A-Q
Personio UX Researcher
M
Getting Started
MaMeGetting Started
asked in Employee Data & Documents
Upload documents and notificiation

How do we get notified as HR team (ideally the payroll provider) when an employee uploaded a new document (e.g. confirmation of increased health insurance contributions which need to be updated in payroll respectively)?

2896
garybrady10
Personio Implementation Manager
MirjamPichler
Personio Implementation Manager
MirjamPichlerPersonio Implementation Manager
posted in Attendances & Absences
Best-Practice: Finland & Denmark - Accrual Policy

Dear Personio Community, often, in Finland the annual leave entitlement is allocated at a specific month in the year. However, in Personio leave entitlement can only either be granted at the beginning of the year or at the employee’s hire date. Nevertheless, there is a little trick that allows you to still allocate the annual leave entitlement in a specific month. In order to do so, just create an accrual policy of 0 days, assign it to your employees and then import the leave entitlement on the 1st of the specified month.  Disclaimer: our web offer is for non-binding information purposes only and does not constitute legal advice in the actual sense. Click on “Show Content” to read the full Disclaimer:We would like to draw attention to the fact that our web offer is for non-binding information purposes only and does not constitute legal advice in the actual sense. The content of this offer cannot and is not intended to replace individual and binding legal advice that addresses your spec

4609
Andrea
S
Getting Started
starsonearhGetting Started
asked in Integrations & Workflows
Synchronisation of Google Calendar failed for some employees

Hello,  after reading all the support pages and checking the post here as well, I still didn’t figured out how to solve my issue. We activated the Google Calendar integration to synchronise absence directly into the google calendar. For 4 of our employees that is failing. For a long time I see the status “pending” and “unavailable” after that. I already checked privacy settings with those employees as well as spelling mistakes, but everything looks the same as for the other.  Does anybody of you has an idea what could be wrong here?  Thanks and BestMel  

761
I
Personio Employee
C
Explorer
CamillaExplorer
asked in Attendances & Absences
Archiving an abscense type?

Hi,  is it possible somehow archive absence types without all the earlier absences with that type will vanish?  For example, when we took Personio in use, the absence type sick days was only possible to set either all day or first/second half of the day. Later there came option, that you can put only hours for example 14:00 - 16:00. And now if we want to enable people also to use the hour option, we had to create a new absence type, since we can’t modify the original (*time unit) that it would also include the hours.So now we have ”sick days” and ”sick hours” even though we would want to only use one kind of sick absence and there would be option to choose either all day or the hours.  SO, would it be possible somehow that we could edit the time unit OR that we could archive the other absence type without all that type absences vanishing in the past?

153
I
Personio Employee
N
Getting Started
NataschaSGetting Started
asked in Other Topics
late implementation start - problem to login in to the company account

Unfortunately I could not start our (pre-)implementation process on the 3rd of May and now I have trouble to login properly or the link I received is not correct. It seems by following the provided link I only have access to my personal profile/account and not the HR-administrator one. Kindly let me know how to proceed.Thank you.Natascha

122
N
Getting Started
M
Communicator
marielle.van.wieringenCommunicator
posted in Attendances & Absences
Is it possible to request a holiday leave in the app? (More than one day)

Clear and simple :) Make it possible to request a holiday leave in the app.

16512
Andrea
justanotherhr
Getting Started
justanotherhrGetting Started
posted in Attendances & Absences
Custom Accrual Policies

Hey there! Regarding Mara’s instructions below (and earlier in this thread):– – –The best way to reflect these regulations in Personio is by creating 2 different monthly accrual policies:2 days per month assigned since hire date 2,5 days per month assigned in March for the next entitlement period (which is April)– – –I can’t see the option of assigning a policy for the next entitlement period (see screenshot above). I can only see 2 options: Jan 1st or employee’s work anniversary.Am I doing something wrong and could you instruct me how to build the 2 different Finnish accrual options in Personio? Best,Noora

681
Andrea
V
Communicator
VolvicCommunicator
asked in Recruiting
Autoposting

Hi folks, I have a number of jobs live that were published last week and set to autopost on LinkedIn and Indeed/Glassdoor. On LinkedIn they are all showing as On-Site in LinkedIn although we have the office/country set as Remote.  None are showing on Indeed or Glassdoor. Would anyone have any troubleshooting advice?Thanks 

1545
I
Personio Employee
AleWeLearn
Getting Started
AleWeLearnGetting Started
asked in Recruiting
send messages to multiple candidates

Hello,There is a malfunction in sending messages to multiple candidates.When sending a mail using the "Actions" function, nothing is sent.We have to to send messages to every single candidate  

141
I
Personio Employee
Y
Getting Started
YardénaGetting Started
asked in Salary & Payroll
Integration SD Worx Payroll

Is there a possibility to create an API with Payroll from SD?  

1773
I
Personio Employee
J
Getting Started
Joanna KandulskaGetting Started
asked in Integrations & Workflows
Bug? New Absence Created in Google Calendar when an Absence get edited on Personio

Not sure if this is a bug on our end but I also did Google Calendar integration and each time a person makes a change in the Absence, this is visible in Google Calendar as another “absence”.booking sick day - one full day absence adding sick note - another full day absence deleting sick day - another full day absence instead of deleting the entire absence period  Your comments on how to make this work would be very appreciated! 

231
I
Personio Employee
V
Communicator
VolvicCommunicator
asked in Employee Data & Documents
Employee Equipment

Hi folksI wonder if you could share how you track employee equipment in Personio? As I see it at present the only option is to create an attribute for each element of a piece of equipment. Eg Laptop type, serial Number, Date Loaned, Cost (6 attributes) Headset, Date Loaned, Cost (3 attributes) Desk, Cost, date Loaned (3 attributes) Mobile phone type, serial number, date loaned, cost (4 attributes) Is there another way I’m missing? I had begun to record just laptops but as each attribute is independent of the other rather than a table of information relating to one piece of equipment so that doesn’t really seem to work either. Also in this case someone could get a new piece of equipment but each attribute would need to be updated individually and there is no way of record or report on the history of equipment.I’m at a bit of a loss. Thanks for your input!

2303
T
Explorer
S
Getting Started
Stefan TGetting Started
asked in Attendances & Absences
Bulgarian public holidays - substitute days

Hello,I was setting up the different offices’ different holiday calendars per country and noticed something for Bulgaria:New Year's Day: 01.01.2023 - SundayLiberation Day: 03.03.2023 - FridayOrthodox Good Friday: 14.04.2023 - FridayOrthodox Holy Saturday: 15.04.2023 - SaturdayOrthodox Easter Day: 16.04.2023 - SundayOrthodox Easter Monday: 17.04.2023 - MondayLabour Day: 01.05.2023 - MondaySt. George's Day: 06.05.2023 - SaturdayCulture and Literacy Day: 24.05.2023 - WednesdayUnification Day: 06.09.2023 - WednesdayIndependece Day: 22.09.2023 - FridayChristmas Eve: 24.12.2023 - SundayChristmas Day: 25.12.2023 - MondayChristmas Holiday: 26.12.2023 - TuesdayCurrently, per law, if a national holiday falls on a weekend, the 1st working day right after it, usually the Monday if the Monday itself is not a holiday, becomes a bank holiday in the country (similarly to how it works in the UK for example). Respectively, in 2023, 2 January, 8 May, and 27 December are also bank holidays.This makes a di

1411
I
Personio Employee
J
Explorer
janettmExplorer
asked in Attendances & Absences
How to add extra free hours to all employees?

In our company we have common practice that day before annual holidays we have only 6 hour of work (normal work day 7,5 hours). How to modify that to have correct goal and monthly balance?We have flexible hours and workinh hour bank & leaves in use so the correct balance is important.

413
I
Personio Employee
F
Getting Started
fridajohannissonGetting Started
asked in Other Topics
Access rights

Hi! We need to have different access rights for different groups of managers in Personio. Is this possible? If yes, how do we manage it? Thanks in advance! Best regards, Frida Johannisson

922
I
Personio Employee
S
Getting Started
Stefan TGetting Started
asked in Other Topics
Default company currency overrides office ones - how to fix?

Hello,I am facing a challenge with the office setup. We have offices in different countries that use different currencies. The company default is EUR. When I try to edit the other offices, I select a different currency, but after I click save, it reverts back to EUR (Company default). I tried changing the company default to something else, but then the same issue appears - I can’t put EUR anywhere now, it just reverts to whatever is the company one.I tried doing the same edits after clearing the cache, and in incognito mode - the issue persists.Could you please advise how to resolve this.Best,Stefan

222
S
Getting Started
S
Newbie
SecureINNewbie
asked in Attendances & Absences
Annual Leave calculation error

I have added a new joiner to Personio and assigned them a preset annual leave accrual policy (which is currently in use for other employees). Once assigned the employee should have a pro-rata 2023 annual leave allowance (based on the full years allowance of 195 hours). Instead the assigned allowance is showing as 260 hours.We have used this absence accrual policy several times this year already for new starters, and it has previously worked correctly, but on this occasion the system calculation is incorrect. What is the error? How do I fix it?

241
I
Personio Employee
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