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boneillGetting Started

posted in Employee Data & Documents

Difficulties with the E-Signature functionality

We are currently setting up Personio and one area which is causing difficulty is the e-signature functionality which does not meet our requirements for a signature. I am wondering if anybody else has this difficulty and if so, how they are working around it.

KateGetting Started

asked in Attendances & Absences

Extend the Annual Leave Year

Hi All, Our current annual leave year runs from January to December, but we are going to extend this year to the end of March and then run from April to March moving forward.It doesn't appear that I can edit the accrual policy assigned to employees, so I wondered if I add the 3 months accrual onto this year's balances, will it then cancel out come January when the new annual leave year is due to start?Thanks for your help!

jamesjw481Getting Started

asked in Attendances & Absences

Currently on leave widget not showing those on leave

Hi everyone,Hope someone can help.Recently just set up Personio and added all our employees in, including current and upcoming annual leave.However when im on the dashboard, as an admin, the “at a glance” section shows 0 employees currently on leave, however there are individuals on leave, and this even shows in the side bar for people out today, tomorrow etcWhen i click the widget it brings up the employee lis saying there is one filter on status, but I cant see what that filter option is.Anyone able to help?

SusanMcMullenFollower

asked in Attendances & Absences

Paid vacation calculation for part time employees.

Hi, We have a few part-time employees whose workday varies in length during the course of the week. We have them set up as hourly workers with their work pattern/hours detailed in their working hour schedule. Currently Personio pro-rates for the number of days per week worked, which calculates their allowance as shown below: Is there a way to pro-rate using the following calculation: As you can see there is 24 hours of a difference between the two calculations.

Laser BGetting Started

asked in Employee Data & Documents

Employee Ability To Update Information in their profiles

Are employees allowed to update their information in the system? For example, can an employee update their home address, birthdate, bank information, etc? If so, how do they update this information?

DorotaDetective

asked in Employee Data & Documents

Employment contract for existing employees

Hellois it possible to create employment contracts (from uploaded template in Settings) in bulk for existing employees and then request all to sign the file ? it seems now it's only manual work

linndalFollower

asked in Recruiting

Calendly integration

Hello,We are currently using Calendly when scheduling interviews and I wonder if its possible to integrate Calendly to Personio? Thanks in advance! :) Best,Linn

lsmithBusy Bee

asked in Attendances & Absences

Overtime compensation as absence

We would like to allow people to apply for absences to compensate overtime. Ideally, we would not have to first manually convert the overtime into vacation time.Practically the idea would be that employees apply to compensate overtime hours by applying for an absence and then select "compensate overtime" in place of "paid time off" and then whatever time they choose is taken from their overtime balance.

Jorge SalazarExplorer

asked in Recruiting

Application Export Data Currently No Available

Hi everyoneI would like to know if everybody is having the same problem as me when I try to export the data applications and I click on the box. It inmediately shows a message that the feature is currently not available. It has passed at least one month since the last time I could update and analyze this data. Thus, I’m really worried about this issue because it looks unlikely that it will be solved soon and it’s part of the main services we offer inside of the company. It would be great if someone knows when It will be available again?Best Regards

asked in Attendances & Absences

Can I add a default break in the working hour schedule?

Our employees are working on a flexible schedule meaning they can start or end their work period at any time but almost all take breaks at the same time. Is there a possibility to add a default break in the working hour schedule so that they won’t need to track their break every day as it is the same anyway.

lisaamorosoCommunicator

asked in Performance & Development

Goals and custom weight, edit checkboxes

In the goals section there are 2 boxes that are checked by default. One is for Custom weight, the other is for Manage Edit Permissions. We have feedback that it would be helpful if these boxes were by default “not checked automatically”. Is this a possibility in setting perhaps?

linndalFollower

asked in Reports

Recruiting Reports

Hi,I have three questions related to pull reports from Personio.Source - can we do a custom source and then download a report? For example, add a headhunting company as a source and later download a report and see how many candidates were hired and sourced from these headhunters? Offer Acceptance – we would like to pull a report on how many accept and decline our offer, is this possible? Hiring speed- can we see how fast candidates move from phase to phase and not only from application to acceptance? For example, we would like to have to possibility to compare departments and how fast they are with reviewing candidates etc. Thank you!Best,Linn

linndalFollower

asked in Recruiting

Change the meta data in the job position

Hi, I have two questions regarding the Meta data i Personio, while setting up a new job position. We would like to add more information such as, salary and cost center, is this possible? If not possible - I saw that we can add at least the salary in a quite hidden tab, and its not seeable unless you click on this tab. So for other colleagues to see the salary for that position they need to manually open that salary tab? Same goes for “Experience level” you choose it while setting up the job position but cant see it at a first glance at the job position overview. You have to edit the position to see that information. Can we make it visible? Thank you! Best,Linn

linndalFollower

asked in Recruiting

Recruitment roles and access rights

Hi, I was setting up the roles and access for the recruitment tool in Personio when I notice that if I choose “edit rights” that automatically means “viewing rights”.We however, have the case where the recruiter first do the interview and fill in the evaluation form. We do not want the next interview from the department to be influenced by the precious evaluation but we still want the interviewer to be able to fill in a evaluation from him/herself. How can we make this possible? Thank you!Linn

JulielGetting Started

asked in Integrations & Workflows

Ticketing and HR Case Management for SMB

Hey Personio Community, Wondering which software (with Personio integration) you have found the best for companies between 100-200 employees, in terms of:ticketing ie managing day-to-day HR requests from employees case management for more complex cases requiring cross-functional input and open-ended follow-upThank you,Julie

CarinaFollower

asked in Employee Data & Documents

Create new document category with lock function

Is there a way to create new document category with lock function that only HR can see them? I can create new document categories, such as Maternity / Parental Leave and ID; WorkPermit, but the templates stored in those categories are visible to the whole organization. Can this get changed?

hmustonenGetting Started

asked in Employee Data & Documents

How to edit the list of termination types

Hi community!How can that list below (mentioned with red) edited?There’s some unnecessary options and some needed are missing, and can’t find any instructions for it. Thanks for your help in advance! :)

Nikita04chauhanGetting Started

asked in Attendances & Absences

Absence request triggers no approval process

When any of our collogues request absence, I get a notification and after approving it shows on their calendar but this time one of our collogues put an absence request on Personio, it got automatically got approved without any notification or approval request. How do we prevent this from happening.

majavGetting Started

asked in Attendances & Absences

Tracking only overtime hours (no regular working hours)

Is it possible to only track overtime without tracking regular working hours. The idea is for an employee to submit only overtime hours in his Personio time tracking and the supervisor to approve this request. Tracking regular working hours through Personio is not necessary for us at this point.

CryptoprincessGetting Started

asked in Reports

Report for employees on parental leave

Hello community, I couldn’t find anything on how to create a report that lists all employees who are currently on parental leave. Does someone know how to solve this? Thanks & bestJasmin

asked in Employee Roles & Approvals

Supervisor reminders - external vs. internal employees

Hi!I was wondering if it’s possible to create different reminders for supervisors direct reports depending on the employment type. Right now, we remind our supervisors of their employees end date. For internal employees it needs to be 4 weeks before the contract ends, but for external consultants it only needs to be a week before. Is it possible to create these two different workflows?Best,Emma

LindaCommunicator

asked in Recruiting

Position titles incl. m/f/d in job postings

Hi everyone,In our job postings we have the position title followed by (m/f/d). This is fine for the job postings but when candidates accept the position and the employee profile is created the add-on (m/f/d) appears in the position title. This is also the case when the position title is used in templates.This means I have to manually delete this for each new hire. Hence my questions:Is there another way in Personio to show this in the job posting but not the position title? Does anyone have a more elegant solution so I can remove the (m/f/d) and maybe add a sentence at the bottom of the posting like: “Cetitec is an equal oportunities employer ...”?I am open to suggestions and would like to use the next couple of weeks during which many folks are on vacation to clean this up in recruiting.Many thanks!Cheers,Linda

astampfFollower

asked in Integrations & Workflows

How to insert a Token into Power Automate's HTTP API call?

Hello dear Personio Community .. I would really appreciate your help, for using the Personio API with Power Automate. The calls described below work fine with Postman, but somehow I am not managing through “a flow”: How Generate the Token (this works; but is not elegant) .. is working: and then JSON parsed and handed on to next request but then .. how do I enter the One-Time Token in Power Automate? this is not working … ..this is the successful call via Postman … and also successful via Personio’s page (developer.personio.de/reference/get_company-employees) ..

GraceBGetting Started

asked in Attendances & Absences

Annual Leave for part time employees

An employee works 3 full days and 2 half days each week which is reflected in their assigned work schedule. When requesting annual leave, the system doesn’t seem to be picking up the work schedule. For example, if the employee requests a week of annual leave, the system takes 5 full days from their allowance instead of taking in to account two of the days are half days. Is there a way to resolve this without the employee having to make separate requests across the week?Thanks

CuriousUser99Newbie

asked in Employee Data & Documents

Employer deleting Approved sick leave

Hi everyone, Does personio store audit logs or anything in this scenario? Scenario - I applied for sick leave of 3 days. The employer approves it. I received the confirmation email of approval. After this, the employer decides to delete the sick leaves on personio. I don’t see the approved leaves anymore in my personio calendar. Employer can then say that I did not notify them of any leaves and was off for 3 days. And then take some unfair actions again me. (They can also remove my access to emails so I don’t have any proofs in case of legal actions)I am really concerned if un-deletable logs are maintained on Personio for such scenarios.

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