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1680 Topics

DanieleCommunity Admin

Top 3 Frequently Asked Questions - November EditionF.A.Q.

Dear Community,Time for another round of Frequently Asked Questions! The previous FAQ article was a special on the topic of people workflow automation. Now it's back to general topics that our colleagues in Service have discussed most with our customers. These are the top three questions from the past month - to read the answers, all you have to do is click on “Show Content”: Can I upload documents for multiple employees at once? Yes, you can! Under Imports, select file type Employee documents (Multiupload). Important for a successful upload is the name of the files, so that they can be assigned correctly. For documents to be assigned to the right employee profile automatically, including the document category and date, use one of the following formats for the document file name: Firstname_Lastname_Category_ddmmyyyy or Firstname_Lastname_Category_dd.mm.yyyy or Personalnummer_Firstname_Lastname_Category_ddmmyy or Personalnummer_Lastname_Category_dd.mm.yyyy or Personalnummer___Catego

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2 years ago

DanieleCommunity Admin

published in Integrations & Workflows

Limited Edition: Play the People Workflow Automation game and win a special badge!Game

Dear Community,One month ago, our CEO Hanno announced People Workflow Automation at our H.U.G. event.The idea behind People Workflow Automation is that you can automate HR processes across your entire organisation. It creates a link between your tools and teams and saves hours of work and delays for everyone involved.But what exactly does it all mean?To help you all understand People Workflow Automation, our team created a fun interactive game which lasts about 5 minutes. We are very keen to share the fun with you! How does it work?The game is an interactive quiz that walks you through a few features of People Workflow Automation in about five minutes. What do I win?As a bonus, every single participant until November 30th 2021 will get a special, limited edition badge for their Community profile. To win the badge, you must take the interactive tour, enter your username at the end, and confirm your participation by clicking on the "Submit" button. Click here to enter the game! Have fun

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2 years ago

RachidLGetting Started

asked in Recruiting

Adjustments in the application page settings

On the application pages the system attribute “Available from” suggest to put in a date. Yet the system sees this a text box instead of a date box which makes it seems a bit sloppy in the UX.Is there anyone who is able to hide this field or made some sort of adjustment to it?Thanks in advance

2 years ago

ElodieGetting Started

asked in Salary & Payroll

Digital Safe

Hello Personio Community, I am in charge a french employees. Also I wonder if Personio meets all requirements to be considered as a digital safe following the french and EU regulations.I would like to use Personio to gather employee payslips. ThanksElo

2 years ago

ychalmersFollower

asked in Integrations & Workflows

Do Public Holidays pull through as absences on slack?

Do Public Holidays pull through as absences on slack? This would be a really useful feature, especially since we have employees in different countries. Even it did a reminder when there was a public holiday in each country (as opposed to saying every individual that would therefore be off that day)

2 years ago

Simone_WirthGetting Started

posted in Integrations & Workflows

Avature Interface / Schnittstelle into Personio

Dear all, has anyone had any luck building an interface between the Performance Management Tool ‘Avature’ and Personio? it isnt available on the Marketplace, hence asking whether anyone has had this custom-built?many thanks,best wishes,Simone

2 years ago

j-pGetting Started

asked in Integrations & Workflows

iFrame Integration - force translation depending on page

Hi all! From what I can tell it looks like the automatic translations the Personio iFrame displays seem to depend on the browser language.That leads to the issue that someone browsing on the German page would see the English translations instead of the German ones (e.g. “Permanent employee” instead of “Festanstellung”) if the user would have their browser set to English.Is there any way to “force” the iFrame to display a specific language? Then I could display German on the German page for all users, and English on the English page for all users.

2 years ago

SibylleGetting Started

asked in Employee Data & Documents

Attribute "Notice Period" - Setting up Personio

Hello Community,I am very new here. We are setting up the tool, we are in Week 5 of the Implementation. We are trying to set the tool up, as lean and as generic as possible to accomodate the many different situations across the globe (Europe and Asia).In regards of notice period: I don’t see, that the data in “notice period” has any influence on another data field. Is it correct, that the “notice period” is an “information-only” field?Thank you for your help.Best regards,Sibylle

2 years ago

TrapeziumFollower

asked in Employee Roles & Approvals

Employee view - How to check how other roles see Personio

As admin role most information available in Personio is available to see when I am using my account. How can I check what other roles have visible in their Personio page and what they see for example in other employees personal info pages? It would be important to understand what basic employee roles (and managers and other roles) have visible in Personio in order to support them and to ensure that not too much information is visible to colleagues.Using “log in as this employee” doesn’t seem right way to do it as we don’t have test/ dummy user profiles in our system. It seems that we are unable to create dummy users without them influencing our licence employee amount, which would be a nice feature to have as the test user profiles could be used to internally show Personio features without risking sharing personal information of any actual employees.

2 years ago

PRTGetting Started

asked in Other Topics

Export Public Holiday Calendar

Dear Personio Support Team,Would be possible to export the calendar public holidays in pdf format (for example)?This option should be very useful because in Spain regulation (f.e.) is mandatory to public this calendar the first of January for employees and it is mandatory also this calendar is signed by the Company.Thank you!!

2 years ago

AnetaExplorer

asked in Recruiting

Automatic Candidate Screening

Hi all, as I wasn’t able to find a similar topic, I have a question for you all: is there a possibility to screen candidates based on certain criteria (attributes) and then automatically reject them, if they don’t fit those criteria (similar like LinkedIn Recruiter)? Thank you!Aneta

2 years ago

LaurenceGetting Started

asked in Salary & Payroll

Import from excel

Hello from a begginer,I am trying to import some salaries figurs in Personio out of an excel file. In excel numbers’ layout is “00,00”. Personio does not accept them as numbers.What can I do?Thanks for your help

2 years ago

KatriinaCommunicator

asked in Employee Data & Documents

Does anyone use tags/keywords for describing employees responsibilities?

Hello Community, As we are a growing company we get new employees and new skills to our company all the time. We have noticed that people find it hard to understand who are the right people with certain matters. We all know that titles don’t tell all your responsibilities and that it would be helpful to find these people in the company who have certain skills or responsibilities. We have noticed that it would be great to search for employees using a tag or key word, that describes their responsibilities. We were having a look at how could this be done in Personio and we could add an attribute to Public information where there could be the responsibilities described but the search doesn’t work correctly. So if you don’t know the persons name but would like to search with a tag or keyword it might help us now and in the future. Does anyone have any ideas or suggestions on this matter? Thank you! Katriina

2 years ago

Patricia WoernerPersonio Customer Success Manager

published in Other Topics

Best Practice: Freelancer Management

We hope you enjoyed your weekend and are ready to jump-start into the new week! We sat together with some of you, brainstorming and discussing possible solutions to a Freelancer Pool in Personio. Finally, we crafted a best practice for Freelancer Management and are delighted to share our concept with all of you! As employees represent the lifeblood of any company their management is of great importance. By following these six steps you can facilitate your processes and effectively manage your freelancer workforce in Personio. A step by step guide Step 1: Create a freelancer pool Your freelancer pool will be managed within the Recruiting module. Create a new category “Freelancer Pool” (Settings > Recruiting > Categories) as well as a new position “Freelancer Pool” (Recruiting > Positions > Create position) in order to store all freelancer profiles in one place. Step 2: Structure your freelancer pool Additional phases (Settings > Recruiting > Phases) will help you to

4990

2 years ago

FlorentineGetting Started

asked in Employee Data & Documents

Malfunction of Bulk email send

Hi all,Yesterday was finally the time to send everyone their invite to get them started with their Profile in Personio. I used the bulk send option at the top of the employees page (after selecting all employees), and got the notification that the invitations had been sent. During the day I received a lot of messages informing me that they had not received their invitation, even after checking their spam box. I sent out the invites again. Still only several people received an invite. I have no been sending everyone their invitations one by one. Has anyone else had this problem? Or am I doing something wrong? I double checked and all the email addresses are correct.

2 years ago

Emma Tcheng

asked in Other Topics

Introducing new admins to Personio

Hi! Since our Personio implementation period, three new team members have started in my team. Is it possible to schedule an introduction meeting to Personio for them? I can only help them so much and we they have a lot of questions and issues they would like answers to.Thanks in advance!Best,Emma

2 years ago

Astrid FriisExplorer

asked in Attendances & Absences

Danish Holiday Year End - Carryover

Hi,Is there anyone who has a good practice they can share for Danish holiday year end.On Dec. 31st, we need to transfer a max. of 5 days to the new year where the employee loses the rest. Has anyone found a non-manual solution?

2 years ago

Tommy AGetting Started

asked in Employee Roles & Approvals

Create User Login permission

Need to give several HR team members ability to create login for new employees. I have created a new role which is not an ADMIN, but has access to many objects, including the “EDIT” rights for adding new employees.For some reason this person can add new employees and create login then (by ticking the “Create Personio login and send invitation email” box), but cannot do so later.We like to create the user and add information before giving them access. Hence we do the configuration first then send invite. This HR user even sees this link to create, but then receives the subsequent message: Where is this permission defined in the employee roles area?

2 years ago

Astrid FriisExplorer

asked in Attendances & Absences

Global carryover limits

We are having an issue, as we are working in locations with no limitations to vacation carryover, as well as locations with carryover limitations, however accrual settings can only be set globally for all absence policies. Has anyone found a solution for this?

2 years ago

DanieleCommunity Admin

published in Integrations & Workflows

New in Personio: People Workflow AutomationNews

Dear Community, Today is a really big day for Personio! We can finally share with you a big project that our teams have been working on for the last few months: People Workflow Automation. In his keynote speech, our CEO Hanno explains exactly what this is and what it means for you: So “what’s the big deal?”, you may ask.Imagine a new employee is starting at your company. One the day of his start, this person is automatically granted access to all the necessary tools and accounts, without having to contact your IT department or you having to take care of these accesses individually in advance.This is the long-term vision of what you can achieve with People Workflow Automation.People Workflow Automation enables you to automate people processes across your entire organisation. It connects your tools and teams and eliminates hours of work and delays for everyone involved. What else can Personio do now? In the Workflow Hub and the Workflow Dashboard widget you can quickly access different

6092

2 years ago

DanieleCommunity Admin

published in Integrations & Workflows

Frequently Asked Questions about People Workflow Automation

Dear Community,I'm sure you found the announcement about People Workflow Automation as exciting as we did when we first heard about it. And I’m also sure that you may have some questions popping in your head. So here are some helpful resources!You can also watch our Video to see a real-life example. I want to learn more about People Workflow Automation — where can I find the information?If you are interested in learning more about workflows and what you can do with them, take a look at our articles on Access Management and Absence Management.For a general overview of People Workflow Automation, visit our Website and read our Whitepaper.To see the features in action, sign up for our User Group Meeting International (in English) on October 20th or our User Group Meeting Online (in German) on October 27th. Where can I find out more about Integrations?You can find information on integrations in the Personio Marketplace either in the tool via Settings > Marketplace or online on our w

1870

2 years ago

DanieleCommunity Admin

published in Other Topics

Best Practice: Matrix Company Structure in Personio

Have you also been faced with the following challenge? You have to map your matrix company structure in Personio so that every manager can access the relevant employee data of their project teams and groups independently? Let me show you a simple way how to display this in Personio: Step 1:Create all your needed projects and groups as new attributes in Settings > Employee Information as a list of options:Optional: You can also create a new section Projects in Settings > Employee Information for this: Step 2:Assign all employees and supervisors / project leaders to their corresponding projects and groups. Preferably use the employee data import or the mass editing function in the employee list via the action button: Step 3In Settings > Employee Roles, an individual role must now be created for all supervisors and/or project leaders. After that the respective employees (supervisors and project leaders) must be added to this employee role: Step 4:In this new created employee role

2640

2 years ago

meeri.prejawaGetting Started

asked in Attendances & Absences

1/2 Day vacation setting for 24.12 and 31.12

Hi,we have a company policy that 24.12 and 31.12 are half working days. If a team member applies for longer holiday preiod around these days, Peronio calculates a full day for both days and the team member therefore “looses” 1 full vaaction day. How can I change the setting in the Peronio calendar so that it automatically only calculates a half a day for these specific dates?

2 years ago

WendyCommunicator

asked in Attendances & Absences

Abscence, part-time, paid vacation

Hi! I have a question, which is related to a topic of two months ago. But I couldn't find the answer in there. I have an employee which works 28 hours a week. Her vacationdays are calculated correctly! But we have an issue regarding taking a holidy. We've found out that Personio will count her halve days (when she workd 4 hours) as full time days. This means that she will not have 7,84 days left, but 6,2, regarding Personio. Should I change something in the settings?

2 years ago

MDBGetting Started

asked in Attendances & Absences

Questions about overtime hours

English translation: Good afternoon, I have several issues with the generated overtime hours:Is it possible to apply a daily minimum of hours to the accrual policy so that it begins to count as overtime? in our company it is established from 0.5 h.Is it possible to add an expiration to those overtime hours in the accrual policy, which is not a specific date, but for example 6 months? after that time they would be automatically deducted from the counter and would also be reflected in the history. (Marked by Spanish legislation)And an annual maximum of paid overtime? (It is marked by Spanish legislation.)When a worker is given permission to choose whether he wants to validate the overtime generated as vacation or paid, can't it be avoided that he can change the conversion factor?I look forward to your comments.Thank you very much in advance.All the best! Spanish Version:Buenas tardes,tengo varias cuestiones con el tema de las horas extras generadas:¿No es posible aplicar en la política

2 years ago

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