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1890 Topics

Gloria LamGetting Started

asked in Other Topics

Creating a placeholder for 2 different companies

Hi Team PersonioWe currently have a company and a subcompany under our Personio platform and to reduce the number of templates we created for each company, we would like to have 1 set of templates for both companies but have a placeholder in place to recognize the different companies. Is it possible to create a custom placeholder to identify 2 different companies? thank you

DelphineSyrocoGetting Started

asked in Employee Data & Documents

Status change : Intern to employee

Dear all, We are hiring one of our intern. He will become a full time employee.How can I change his status ? Should I delete his account and create a new one as employee ? Many thanks for your helpCheers !

SaraOoOGetting Started

asked in Recruiting

Application phases

Hi, I have problem with the phases in screening. The candidates always remain in screening and even if I enter waiting or interview they remain in phase 1 screening.This post was translated by the moderator. See original:Ciao, ho problema con le fasi nella selezione. i candidati rimangono sempre in screening e anche se inserisco in attesa o colloquio rimangono nella fase 1 di screening.

help_neededExplorer

asked in Attendances & Absences

2 public holidays calendars assigned

Hi all, Do you know if it’s possible to assign 2 different public holidays calendars to the same employee?If it’s possible, how can I do it? Thanks!

VolvicCommunicator

asked in Recruiting

External Recruiting Parnters

Hi folks 👋We are beginning to work with external recruiting partners for some of our open vacancies. How are you in the Personio community enabling this? I’ve seen a few options - either create a profile on Personio for an external person to log into or have them use fake email addresses to upload via a tracking link. Neither of which are appropriate as option A gives the external recruiter “all employee” access rights , and would then show on headcount (I hope I am incorrect) and option B is unprofessional at best. Thanks so much

H99Explorer

asked in Employee Data & Documents

Intials placeholder in the footer

Hi all,I want to move our contract creation, sending and signing to Personio. However, I am not able to add a placeholder in the footer section of our contract template. I want to ask the future employee to leave their intials on every page, in the footer. Has anybody done that and how? Thanks!

Elena A.Getting Started

asked in Integrations & Workflows

Auto Assign of Datev Numbers

Hello everyone,I was just curious if there is the possibility of automatically assigning the DATEV number whenever I am creating a profile for a new employee. I’ve been quite recently introduced to Personio and I’m trying to figure my way out! Thanks a lot!Best,Elena.

Shahal SidiqueGetting Started

asked in Integrations & Workflows

SMTP integration of Gmail with Personio

Hi There,My company recently started working with Personio for human resource management. We use google workspace and have been trying to integrate our company mail account with personio to sent and receive emails.Basically, we have been following the steps listed here at Personio help page: https://support.personio.de/hc/en-us/articles/208037325-How-to-send-an-email-from-the-company-s-own-SMTP-server?utm_medium=email&utm_source=makroWe were able to complete the receiving part (email forwarding to personio inbox) but hasn’t been able to complete the sending part (SMTP integration with gmail to send email from personio) due to some reason.https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F176600%3Fhl%3Den&assistant_id=generic-unu&product_context=176600&product_name=UnuFlow&trigger_context=aWe tried SMTP, SMTP-RELAY and IMAP services and none of them seemed to have worked, but haven’t been able to p

CathrinGetting Started

asked in Performance & Development

Automate Feedback Template to be sent

Hi,As the Performance tab has now changed, is there a way we can give access to employees to complete a feedback form regarding their onboarding (employee used to be able to do this under their performance tab) and send this via the automation function e.g. a link to the form?Thanks!Cathrin

Bojana GalaGetting Started

asked in Integrations & Workflows

Teamtailor integration

Hi, We are setting up our Personio platform and managed to integrate Personio with Teamtailor on their platform however we are having a problem with integrating from Personio side. This is the info we get when we go to market place:This integration can only be set up by Teamtailor You will need to write an email to Teamtailor and they will complete the process for you. In this process you will be asked to provide your API credentials which you can find or generate on the API credentials page at any time.Please contact: Support@teamtailor.com Can you please assist, thanks!

KasiaT.Getting Started

asked in Employee Roles & Approvals

Automatic absence request approval

Dear Community,Is there any option for setting up the Automatic absence request approval? Meaning can we add absences without the approval process, so once an employee requests the absence, it will be approved automatically?Thank you!Kasia

meggittingsGetting Started

asked in Recruiting

Accidentally removed a live job from the correct category

Hi! Whilst trying to change the phases for a position, I have managed to remove the position from its category and it now shows under ‘no category’ and I am therefore unable to customise the recruiting phases for it. I have no idea how I removed it in the first place and can’t seem to re-add it back to a category. Can anyone help?

Kathie91Getting Started

asked in Employee Roles & Approvals

Why do my HR colleagues don't see the same dashboard?

Hi community! I have a question - when I look at my dashboard I can see reminders on sick day approvals, address changes etc. I have the HR Manager role with nearly any access box ticked and I am also administrator. Now is it possible that my two collegaues can not see those notifications because they are not administrators? Is it not possible to gain this kind of access right without being admin ? Happy to receive support soon, thanks! Katharina

KelliGetting Started

asked in Attendances & Absences

How can I show someone is "on call" in their calendar without setting this up as an absence type?

Hi everyoneWe have a number of employees who are on “24/7 on call service” at certain times. We would like this to be shown in the calendar view so that all employees can see who is on-call during a particular week. The only way I can think to do this is to set this up as an absence so that the employee selects this absence type so it appears in their calendar. But this then makes it look like the employee is out of the office during this period rather than on-call. Is there another way I can do this?Thanks!

frferranteGetting Started

asked in Integrations & Workflows

Create Applicant in Personio with Zapier

I have an error with Zapier when I try to create a applicant: “form is not defined”. The problem born when I attached the file, by document section. I don't understand the error message "form is not defined". Can someone help me, please? Screenshots have been deleted by the moderator, since they contained private data

Khazar.mGetting Started

asked in Recruiting

Recruiting Data Analysis in Personio

Hello Community,I have a question regarding recruiting data analysis.There is a specific mandatory question ‘ON WHICH JOBSITE DID YOU FIND THE POSITION?’ on our application process in Personio, in which applicants need to reply while applying for a job. We would like to have reports and analyse the answers of the applicant to this specific question. My question is: Is it possible to make a report out of this question which is a part of application process? if yes, how? In general, is it possible to make reports and gather data based on the replies of specific question in Personio?Many thanks for the support.

schlittenFollower

asked in Integrations & Workflows

Sync Users to Azure AD before startdate

Is it possible to sync the user to Azure AD if the user is in the status “onboarding”? The user should be created before the first day of work to send invites etc. thanks!

seaweedpeopleGetting Started

asked in Attendances & Absences

Adjusting Annual leave

When adjusting an employee’s annual leave balance, will the annual leave entitlement number be updated or will only the balance in the grey bubble be updated?

sabrina.refurbedExplorer

asked in Attendances & Absences

delete attendance entry

Hi, how can an attendance entries be fully deleted for one day? It seems like a deletion is only possible as long is there is one entry left for a day (even when the day is not working day for an employee).Thanks in advance for the help! :-)

jmdBusy Bee

asked in Employee Data & Documents

For document templates, where is the employee's National Insurance Number placeholder?

Hi,I am attempting to create a document template but unfortunately cannot access all the placeholders I require. I note that the list of predefined system placeholders listed here:https://support.personio.de/hc/en-us/articles/115002763969-Create-Document-Templates-PlaceholdersIs a subset of what is listed in the an employee’s “Personal info” section.I need to use the National Insurance Number employee attribute under “Payroll information” in “Personal info”. There will probably be other such unlisted placeholders at the above link that also appear to be system placeholders and appear unavailable for me to access. Is this possible for me to use these in a document template such that Personio automatically fills them out and if so, what am I missing? When I try to guess and use {{national_insurance_number}} it turns into free text meaning I have to go to Personio to copy the number and paste it which undermines the point of using predefined system placeholders.Thanks for your time.Kind r

FatemehaziziGetting Started

asked in Performance & Development

Training and development

Hi, i am wondering if anyone has actually built a training session and allowed the team member to sign themselves and complete the training via the system without anyone delivering it virtually? Is Personio offering similar options E-learning platforms so we can build training and team members can complete it all like a self service system without human interactions? thanks,Fatemeh

MsKhalNewbie

posted in Employee Data & Documents

5mb employee storage

Hi everyone, I’d like to know for those who have a professional package which consists of 5MB of file storage for their employees, is this enough to store employment contracts? It seems very little especially if you have employees who have worked with you for so long.

sabrina.refurbedExplorer

asked in Attendances & Absences

Can work schedules be archived?

Hi, Can we somehow archive work schedules which are no longer used to shorten the list/options a bit? 🤔 Thanks!

seaweedpeopleGetting Started

asked in Employee Roles & Approvals

Absences Approval Workflow

Hello! We are looking to update our absences approval workflow to go to both the supervisor and HR team. When looking at the approval workflow, it appears “For each step the responsible employee(s) will have to confirm the request before it is passed on to the next level.” Is there a way for the requests to appear and be approved by both the supervisor and HR team at the same time?

Edda van der EndeCommunicator

asked in Recruiting

Outlook calendar integration - private meetings possible?

Hi,if a calendar integration between Personio and MS Outlook is made, is it possible to send private calendar invitations? For us it’s crucial that all interview invitations are private so that other colleagues won’t see any candidate information as Outlook calendars are open for everyone in our company.Thank you.Br, Edda/Finland

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