Support Area

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

Dear all & Personio, seeing personio does not offer CV parsing, one workaround would be to ensure that Recruitment Candidate Overview List/Columns are customisable in order so that key data which has been entered by candidates at the application screen (eg salary, start date, whether someone speaks certain languages, what uni degree they have etc) can be displayed in the list, therefore allows filtering and bulk actions (eg bulk reject due to no university match, salary or start date).It would be great to get this actioned asap in order so that personio can handle high volume vacancies.many thanks-Sim

Is there a way to set up reminders to employees to check their goals page and update progress? At the moment it relies on employees memory to complete them and it might also be helpful if they appeared in the ‘tasks’ section on the homepage/ dashboard of the employee.. 

I’m developing an API integration with Personio and when trying to create a new Employee record, I’m unable to pass a value for team. I’m using ‘team’ as the field identifier but the value does not pass through. Should we be able to pass team? Is there another identifier we should be using?

Hello,I’ve read in other post that there is no option for deleting a feedback given to employee, but it is really important to have this option.Namely, before the new P&D module, we used the P&D tab for 1.1 meets with HR and we wrote different sensitive comments for each employee. Now all those comments are available to the employees and it is causing  us big trouble.Please consider this as an option or give as some special permission to delete them as soon as possible.Thank you.Bojana

Hi! Is there a way to add the ‘Contract ends’ attribute date to the Events Calendar. I can’t seem to find this? This is helpful when planning contract renewals, and helps mitigate and risks of team members looking for other contracts. Seeing this in calendar view would be really helpful (rather than just an email reminder).

The evaluation scale method enamble only integer grade from 1 to 5. Further in the summary table records are not sortable by evaluation. Therefore my suggestion is to have a single numerical value which sintetize the overall evaluation. The scale is regulated by internal policy (i.e. from 1 to 100, from 0 to 30 with comma). This value can be imported by excel and overwritten.At the end you can sort in Personio by this metric, for instance in the “evaluation” feald. There are many evaluation policy, criteria and data analytics appied to companies evaluation processes. Anyway you will always come up to a ranking sorted by a certain metric. Keep track at least of one custom metric is crucial. You could keep the current calculation system by weights as default number, which can manually or by import be changed.   Thanks, Luigi

Hi, on the global calendar view I cannot see if someone is on leave but I do not see who the substitute is for that person during the leave.I believe we used to be able to see that on the chart directly. anyone knows what setting is required to see leave including substitute on a global calendar view level.ThanksMarc

In our current setup we see annual leave available, taken and planned. Planned only shows if it has been approved already but not when it is just requested. Can I see that anywhere?I e. an extra line of requested leaves.Just so that the employee sees how much leave he can still request should the already requested go through.thanks

Hi Team,I’m haivng trouble finding the 3 instances where we have the BPSS Document Type in use..I have tried using the Report ‘Custom Report’ but it doesn’t allow to search Document Categories from what I have found.I want to tidy up our Categories and streamline this but for the life of me I can’t find where these 3 files under BPSS are… is there an easy way to find it or do I need to go into each employee individually?This also is another use case for having the ability to report on Documents and Documents Metadata.@Andrea  Link to proposed solution found in other Document Storage solutions  @marielle.van.wieringen / @Edda van der Ende / @Sanja / @barbara.werthmueller / @Vida / @CandelaCiordia / @SONIAROCA / @lisaamoroso / @woutervanlinden / @janscomb / @Pamela Sawers  / @jmd / @AliceM / @SalC / @Dorota / @ClaireB  / @MrsBURTON2012  If any of you have the solution - appreciate your help.

Hello community, a hiring manager contacted me that they can't see the top bar when viewing an employee's profile (see photo). I am guessing this is some sort of bug since I as admin don't have the problem. Has anyone had this problem and know how to fix it?Thanks in advance! Nadja 

Is there a way for a line manager to view their direct reports remaining annual leave balance as a team? or would they need to go into each employee’s profile and into the absence tab? 

Hi there,After reading through multiple Q&A here (great and helpful forum!) it’s still not 100% clear.We have a few part time employees (max. 20h/week) that need to work flexibly: ranging from 2 days a week 10h to 5 days 4h, on alternating days.According to my understanding the pro rata vacation entitlement needs to be calculated on an hourly basis.Do I understand the other answers to this topic correctly, that this can only be calculated manually? Thanks!

Is it possible to create a contract for a candidate without the Recruiting module?I could save the contract templates under Settings→People → DocumentsBut I would like to select the template and fill in the candidate details manually and generate the contract.Please help! Colin

We give employees a 5 yeear sunshine break, which is an extra 2 weeks holiday for their 5 year anniversay, we added this to personio but it now reaccures each year, is there a way inwhich we can set this as a one off?

How do you create a profile for an intern making sure it is differentiated from an employee? I see I can only have the two options (internal/external), and although the person will be an internal hire, I don’t want it to be counted as an employee. Many thanks!

We have documents with Expiry dates and other Meta-data we would like to add.However, I am struggling to find how I add custom fields to the Documents tab function.In this example we are using the comments field to insert ‘Expiry Date’ but for reporting purposes then we really need to be able to extract this field for reporting. 

Hi, Is it possible to include a Google meet link to the invitation Personio sents from the Training tool?

Hello I have prepared the template (saved in Personio already) that should be available for all employees from drop down list when they click “create” on Documents tab, however only admins can see and pick this template.how can I make the template available for all so then they can fill it out and save in Documents thank you

I would like to create a document on which the employee will write if he consents/he doesn’t consent.Is it a way to do it in Personio?