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

2013 Topics
A
Getting Started
alexandraserraGetting Started
asked in Reports
Salary Report not accounting for changes in department / positions

Hi Everyone, We are new in Personio and I need to use the reporting tool to do some analysis for the finance team. Basically what I need is the salary report which gives me the fixed salary by department and by month which is the report that is already set up in Personio, however Im encountering one issue: the report doesn't account for changes in departments / positions. For example, i have employee X that was in the Sales department in August 22 but got changed to Marketing in September 22 so if I run the report now it will show the salary of employee X in Marketing on August 22 and prior months which is inaccurate because that employee was in Sales at that point in time.Any thoughts on how to solve this? Maybe there is a filter I need to include in the report? I find this kind of annoying as the report is currently inaccurate….

511
I
Personio Employee
A
Follower
AnnemiekeFollower
asked in Time Off & Attendance
Mobile App - Absence holidays

Hi! If employees want to request Absence in the Mobile App, they can only choose 'Sick Leave’How can I make sure that they can also choose Holiday-Hours??? Thanks a lot!!!

492
M
Communicator
L
Explorer
LKAExplorer
asked in Employee Roles & Approvals
Manager approval - holiday request set up

Hi,I need to advise a manager on how to set up his team’s holiday in Personio as well as how requests/approvals work. Can you advise on what I should instruct him?Thanks, 

1481
I
Personio Employee
V
Getting Started
Vika.krislataGetting Started
asked in Performance & Development
Start date of the review

We have a mid-month performance theme and it is important for us that the performance review process is not tied to the beginning of the year, but to the day the employee joins the company. How do you set this up?

1594
AbbyBobby
Getting Started
B
Detective
bruchmDetective
asked in Integrations & Workflows
Outlook integration

Hi,we have activated the outlook calendar integration and have embeded the Personio link into our employees Outlook calendar.It seems that each employee needs to copy the link and include in his outlook. Is it possible for the Admins to reset such links in case an employee leaves the company?Else they might be able to still see absences in their private outook once they have left. thx

2971
I
Personio Employee
L
Explorer
LKAExplorer
asked in Time Off & Attendance
Creating additional feeds - additional personal info and other reasons for taking leave

Hi,I need to add an additional field when requesting absence (i.e. study leave is not on there). Is there a way to create an additional field that isn’t paid leave, parental leave or compassionate leave?  Further, is there a way of adding additional fields for employee personal data? I.e. we need a field on ethnicity/social mobility etc, but I dont know how this can be added? Thanks

271
I
Personio Employee
B
Detective
bruchmDetective
asked in Employee Roles & Approvals
reminder

Does anyone know how often are triggered and at what intervalls if someone in the workflow does not approve a specif request (ie annual leave request).Is there just one or are the reminders getting more frequest if the approver fails to approve the request. many thanks

431
I
Personio Employee
V
Communicator
VolvicCommunicator
asked in Recruiting
Hiring Manager - Create Application

Hi folksWould anyone know what settings a hiring manager would need to be able to create an application?Thanks 

323
I
Personio Employee
J
Getting Started
Joanna KandulskaGetting Started
asked in Recruiting
Recruiting Evaluation Form: - setting up reminders

Dear Community,can anyone help with settings of Evaluations in Recruiting? When I add the evaluation form while scheduling an interview an email with a reminder is sent BEFORE the interview (few hours before) and I would like to change this so that the email is sent just after the interview.  Anyone had the same issue and managed to solve it? Your help would be much appriciated! Thank you

561
I
Personio Employee
B
Detective
bruchmDetective
asked in Time Off & Attendance
Calendar

Is it possible to show the “calender weeks” ie. CW 1 to CW 52 in the company calendar view?

472
B
Detective
K
Explorer
Kasey ShenExplorer
asked in Employee Data & Documents
Document template

Hi, could you please advise where can i find the warning (verbal and written) template? we have the enterprise package.Thanks,Kasey

521
I
Personio Employee
V
Getting Started
VPVGetting Started
asked in Employee Data & Documents
Foto

Good afternoon, When an employee uploads a profile picture, I would like to be able to validate it before it is posted in Personio, can you tell me how I can adjust this in Employee Roles? Thank you.This inquiry was translated by the moderator.Buenas tardes,Cuando un/a empleado/a sube una foto, me gustaría poder validarla, antes de que se cuelgue en Personio, ¿me podéis cómo puedo realizar en ajuste en Roles del empleado? gracias. 

402
I
Personio Employee
A
Follower
adrainaaFollower
asked in Employee Roles & Approvals
Viewing previous approvals

Hey!Is it possible to see previous/past approvals that a supervisor or admin has approved? For example:If an employee has requested a paid vacation, and in order for the vacation to be approved it has to go through their supervisor and another HR admin, is it possible to see whether the first approver has already approved the request? 

401
I
Personio Employee
C
Getting Started
c-mnovelliGetting Started
asked in Time Off & Attendance
Missing absence types in API request - absence/balance endpoint

Hi all!We are trying to get the absence balance of all Time Offs and Absences of a specific employee.In the platform we have the following leave types:When we want to get the balances, we only get 4 of them. Here is the response of the API balance endpointDoes anyone have any idea what might be happening?Thanks!

462
C
Getting Started
C
Getting Started
c-mnovelliGetting Started
asked in Time Off & Attendance
Missing balances information in API request

Hi all!In the platform I have all the following Leave Types:But when I request to the API all the data of this employee I only get the balance of the “Paid Vacation NL”: Endpoint: https://api.personio.de/v1/company/employees?email={{employeeEmail}}Does anyone have any idea what might be happening?Thanks!

582
C
Getting Started
C
Getting Started
c-mnovelliGetting Started
asked in Time Off & Attendance
Adjust Absence Balance though the API

Hi all!We want to adjust the absences’ balance through the API (without creating new Time Offs or Absences - just adjusting the balance). Is this possible? 

702
C
Getting Started
T
Getting Started
TansiGetting Started
asked in Employee Data & Documents
Hiding custom attributes

How can we hide customised attributes so that employees do not see them but we can use them for templates?

991
I
Personio Employee
G
Getting Started
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 

471
I
Personio Employee
D
Getting Started
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 !

831
I
Personio Employee
S
Getting Started
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.  

301
I
Personio Employee
H
Explorer
help_neededExplorer
asked in Time Off & Attendance
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! 

822
H
Explorer
H
Explorer
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!

844
H
Explorer
E
Getting Started
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.

1043
Andrea
Former Personio Employee
S
Getting Started
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

4281
I
Personio Employee
C
Getting Started
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 

481
ConorCunningham
Personio Employee
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