Support Area

Buenas tardes a toda la comunidad. Necesito sacar métricas del pipeline del candidato, es decir, poder saber de cada proceso, cuántas personas han pasado por cada una de las fases. ¿Alguien ha conseguido hacerlo de alguna manera? ¡Muchas gracias!

Dear Personio Team,Employees can approve a 'Paid Vacation' absence by themselves when It should be approved only by their Supervisor.Everything is setup correctly on Personio (Employee Roles + Approvals). However, still employees can approve their own requests.@Personio Admin  could you please have a look at it?Thank you!Kasia

Dear all, wwe have a German site with a DATEV Integration and two non german locations without Datev integration.When it comes to the 10th we are getting reminders to check the salaries and sign them off.For the non German locations in the Salary section I get the “error” message that I need to check my Mandanten and Beraternummer for the DATEV integration.Can this be swirtched off somehow? ThanksMarc

Hi there, We recently rolled out Personio in our HQ and are looking at options to use it in our country offices - 3500 staff across around 15 countries. Can anyone share their set-up or tips for managing across multiple locations?  Areas I’m particularly interested in are:Do you have all countries managed in one Personio account or are they decentralised?If you manage through one, do the local HR teams modify the settings etc or is that all managed at your HQ?Have you managed to restrict access for your local HR users so they can’t accidentally modify the settings for everyone?! I’d really welcome advice here as I’m trying to visualise how it would all work. Would we be creating a monster if we had everyone in the one instance?! 

Can I set an expity date on documents in the document folder?ie. an ISO document that needs to be renewed every 12 months is set to expire on a certain date and triggers a workflow there after (ie. a new signature request) or at least a notification.thanksMarc

Is it possible to request e-signatures from multiple parties without using a template but just by uploading the pdf into the employees profile? Thanks!

Dear all,can you help me to reactivate an old employee? or should we get a new profil after a long break(more than 1 year)?Thank youBestAurora 

How do I access Personio Conversations?

Hello,I’m looking for a report that mamangers can run about planned absences with dates. I found how to run report about number of days but not with dates.For example: bigining of March, they want to run a report about planned leave for their team for the whole month with dates for each team members.Do you know how to do it?Many thanks in advance for your help.

Hi everyone,I would like to know how others are setting the termination of employees in Personio, as I am new to this HRIS!Once you have set someone on "termination of employment", do you also change the "contract end date" on the employee profile>>HR information for those employees on a permanent contract?I have realized that, if we don't do this, the exit date won't be reflected in other reports or the offboarding workflow. And it would be pretty interesting to know how many employees we have in offboarding but also when exactly they are leaving. Appreciate your support 🙏🏽

Can an Employee in the system report to 2 managers?

HelloIs there a way to be able to edit offer letter sent to the candidate when the candidate bounce back it (negotiations)?Instead deleting and creating new letter (or employment contract) is it possible to re-open already created one and just edit and send it again to the candidate with updated details?Also is there a way to remind candidate (or employee) to sign documents that have been sent to them? Unfortunately there is no “remind” button for now, unless the system send reminders by default? 

Hi! I’m Rachel, Head of People at Wonderbly. We recently implemented Personio and I’m excited to have a HRIS where we can store all our performance goals - we’ve been relying on Google Suite for way too long! My question is: how do we create Team Goals and Company Goals? I see that it’s possible to link a new Key Result within a goal to a Team Goal or a Company Goal, so I know it must be possible; I just can’t for the life of me work out how. I know how to configure individual goals through the Performance tab of each individual’s profile. It’s the overarching organisational goals that have me scratching my head. Any help gratefully appreciated! 

Dear all, I have an issue since today. When I am scheduling an interview , there has been no invite sent to myself of the person who will do the interview, only a link. This is only since today, is this changed? Before I got an invite, the same if I am cancelling an interviewHas anyone the same issue?

We have an issue with the Export function in Personio Recruiting.We used the Personio Application Export csv. for all applications for example between January 26th - February 9th.One candidate’s name and info (stages, disqualification reason, etc.) was completely missing, and after checking they definitely appear in our rejected funnel in the Recruiting platform. This makes any reports we try to make with the data from this csv. innacurate.We would like to understand the reason for this, how it can be fixed and if there is anything to do from our side?

We would like to run a monthly report that tells us the number of interviews carried out, with the possibility of filtering by person, by department, by position or categoryHas anyone done it yet?A.

Hi all,we have a role that is still active (we are in the recruitment phase), however I don’t want the job post to appear anymore, since we had a deadline for applications. I’ve tried to unpublish it but it makes it a draft again. If I move if to archive, I am not sure the platform will still see it as an “active” job. Any help? Thanks

How can I customise the message posted from Personio into Slack Channel for work anniversary and birthdays, so i can create something more in line with the company tone. 

As an Administrator I can see pending signature on the workflow hub. Is there a way to allow certain manager to also be able to access this so they can see who has a pending signature? This would be very helpful for my HR colleagues and managers who are not administrators. We do not want to have to go in to each individual file to see if someone signed a document.

Hi dear community, Just wanted to ask, if there a possibility to separate onboarding and offboarding notification emails from Personio? Right now, when I receive notification emails, both on&offboarding are included. Thank you so much in advance!Best,  

We have had multiple requests for signatures expire on Personio and was hoping to find a way to request all the expired signatures at once instead of going to each individual’s profile and requesting it one by one.

Hey, I see it’s possible to integrate Personio to Slack channel updates. I was wondering how can i set different updates in different slack channels. Example: Work Anniversary to Company updates , Birthday to Team Celebrations, Absence for Management channel ….  So far I only found a way to share the info for one unique channel…..

Hey all,Coming with a question from the lowlands :D We are currently having a number of employees that work 36 hours per week. We’d like Personio to automatically update the outstanding vacation days once it knows that the employee has switched from 40 hours to 36 hours. Currently, Personio is able to do that for 32 hours, but it seems that 36 hours does not automatically trigger Personio to make the right changes. Is an update coming to introduce this automatic rule? And has somebody though of a work around that has little to no human error in it?Thanks,Hristo

Hi everyone, in order for employees to see not only approved but also the amount of already requested (but not yet approved) leave days at a central place I would suggest to add a line in the leave section (under planned) that says “requested annual leave”  RegardsMB