Support Area

Bastian FGetting Started

Integration of Circula Benefits into the payroll

We are currently setting up our personio account including the circula interface. In circula we are using the benefits options, that allows lunch subsidies and a mobility budget. My question is how are you now adding this into the personio salary part? Since lunch is based on the actual usage (max 15days with 6,67€ subsidy), I am uncertain if i should add a fixed amount or what to enter? And with the mobility support would you add the budget of x€, also there irrespective of usage? Maybe somebody of you has experience here and can share something.thanksBastia

731

3 years ago

kanGetting Started

asked in Recruiting

Conditional automated reply (language)

Hi!I am looking for a solution where you can send automated replies in the recruiting process based on the location of the applicant or based on the job posting. We created several email templates and now want to either send the English reply or the German reply. Is there any solution for that? Thanks! :)

572

3 years ago

ksenia.jFollower

asked in Time Off & Attendance

How to make comment field in Personio mandatory

Hello everyone,I was wondering how did you solve the the problem with making a certain filed mandatory? Precisely, we have created an absence type called Emergency day and when an employee requests this type of absence there is a field called Comment which is optional; is there any way to make the field Comment mandatory? I know that at the moment that is not possible in Personio, but I was hoping maybe to get some ideas how did you encourage your employees to fill out this field or this type of field? Thank you in advance.

1343

3 years ago

Maria Laura AraucoPersonio Implementation Manager

posted in Integrations & Workflows

Poll: Which marketplace integrations do you use?

Dear community,The Personio Marketplace offers software integrations designed to make your HR processes more efficient and automated. Connect with over 40 tools – for collaboration, recruiting, travel, time tracking, and more – easily and quickly with your Personio account. Are you currently using any of the Personio Marketplace Integrations?Share with the community by commenting down below! You will see the results after casting your vote.For more information on the Personio Marketplace, make sure to visit our Help Center article and to see the full list of current available integrations, visit our Personio Marketplace.Warmest regards from Madrid, - Maria Laura

1945

3 years ago

Astrid FriisExplorer

asked in Employee Data & Documents

How to Backdate changes

It would be incredibly useful to be able to backdate employee changes. Currently the option to schedule change is very good, but actually being able to set a change as having happen on a specific date in the past is also important in enabling the correct history.

882

3 years ago

ChupiGetting Started

asked in Time Off & Attendance

Attendance calendar

Has anyone been able to figure out a way to create a Calendar View of Attendances, i.e. the roster? It would be very helpful if we could see in one space who is scheduled to work in any particular week or month.

902

3 years ago

emmy.wolterinkBusy Bee

asked in Performance & Development

Performance Management for Indirect Managers

The current situation:The visibility of published Performance feedback forms is limited to only the related employee, their direct line manager and account administrators, as these are seen as confidential information saved for the discussion between an employee and their direct manager. I would suggest to make this visible for indirect managers as well. In our company, managers who manage managers/supervisors support them in doing performance management withinin their team. It would be great if they would have access to their indirect reports as well. For example: Our Customer Service Manager has a team of 3 Teamleader (direct reports). Our teamleaders have teams of +/- 8 Customer Service Agents (indirect reports). It would be great if our Customer Service Manager could access the performance review of the Customer Service Agents as well.

2864

3 years ago

LauramascheriGetting Started

asked in Performance & Development

Performance & Development

Good morning, From our Company’s Personio we cannot see the tab “ Performance & Development” but just the voice “Performance”. Can we set up a 360 Feedback that comprehends:The manager feedback The employee self reflection The peer review with the correct access rights? Thanks Best, Laura

491

3 years ago

LindaCommunicator

asked in Employee Data & Documents

Employee List - selecting all users

When using the edit attribute in the employee list to make an edit for selected employees the entered employee selection is removed when I go to the next page to select more employees.The workaround I currently use is to filter the employees so I only have a one page group. This works, but it is unnecessary work and it would be good to be able to make an employee selection across multiple pages that allows me to select employees once then use the “edit attribute” function. Thanks!

903

3 years ago

HR_MartaGetting Started

asked in Recruiting

Newly-added recruiting phase not appearing in any positions

Hi Community!I recently added a new recruiting phase to our process, however it doesn’t show up for all candidates - sometimes it does, sometimes it doesn’t. I’m really not sure what the reason for this is, has anyone experienced this before?

462

3 years ago

mariapalaghiaGetting Started

asked in Reports

Export Absences - calendar view

Hi everyone, I was wondering if that is a way we can export the calendar view absences from Personio directly to an excel document?I can export a version of the absences from payroll but it could help us to have the calendar view as we have it in Personio exported to excel. Can anyone help me with it?

10213

3 years ago

SalCCommunicator

asked in Reports

Reporting data out of Performance & Development tab

When will we be able to download and export data from Performance & Development section please?

722

3 years ago

SanjaCommunicator

posted in Learn & Share (Best Practices)

Use case: Workaround for "one on one" notes recording and tracking

Hi Community 👋 I initially shared this as a workaround to a fellow Personio Community member in a comment of an existing post and @Daniele suggested it might be more visible as an individual post in case others find it useful. So here it is :)The described steps below cover the topic on how to enter something like "Supervisor notes" for regular one on ones, additional comments etc. with custom access to all relevant stakeholders (supervisor, HR, employee etc) while also having the historical records for past enties via the "Custom reports" sharing option. 1. In employee profile we create a section for supervisor notes. This section can contain text boxes, date when the note is written, the name of the person who wrote it, etc. 2. Edit access to this section is given to the supervisor only for example, this should be customized through roles. For any others you feel are needed like HR or the employee you can assign view rights or, if you choose so, hide it completely. 3. Supervi

1561

3 years ago

SONIAROCABusy Bee

asked in Other Topics

Specific profiles for external collaborators such as recruiting agencies or labor firms

Currently, in order to share information with an external collaborator you have to create a profile like any other employee and rescind their permissions. It would be very useful if these people had a different profile with basic information (email, name of the contact person, phone number, person within the organization with whom they are working directly...) in the documents section the collaboration agreement and a section for service costs instead of payroll. This would imply that they would not appear in the organization chart, or that the system would count them as one more employee in the total number of employees because it leads to confusion.

831

3 years ago

KatriinaCommunicator

asked in Recruiting

Open application is automatically published in different job boards

Hi Community,I have just started to use recruiting in Personio and I noticed that as I chose free job boards it will automatically post all our published job ad’s in them. Now, we have an open application post through Personio on our website and now that has been published in different job boards. Is there a workaround for this that it is not in any job boards as it doesn’t need to be published anywhere? How have other companies done this, as to my understanding I cannot pick, which post’s are posted in the job boards.Thanks! Kr,Katriina

552

3 years ago

NataliaGetting Started

asked in Time Off & Attendance

Time away from work - calendar integration

Dear All,Is there any way to make public holidays, sick days to be shown in the GoogleCalendar as time away from work? So far it is only visible in the case of vacations.Thanks and regards,Natalia

711

3 years ago

allard.vlekGetting Started

asked in Time Off & Attendance

Absence parttime starter

Hi there, I have a question with regards to Absence for a new employee, who is a part timer.29 vacation days per year, working 32 hours thus 23.2 vacation days per year.This works okay for person A who started in 2021.However I have another part timer working the same hours, he started 1-feb-2022.He should’ve roughly 21.2 vacation days. 29*(11/12)*80%However the entitlement says 23.68 for 2022.Any idea what could be the problem? Thanks in advance,A

341

3 years ago

barbara.werthmuellerCommunicator

asked in Performance & Development

Remove visibility of manager assessment for employees

Hi allIs there a way to remove the visibility of manager assessment for employees again in case a manager hits the ‘send evaluation’ button too early?I need to avoid the scenario that an employee gets insights before the assessment has been finalized. Many thanks and bestBarbara

471

3 years ago

LindaVGetting Started

posted in Time Off & Attendance

Holiday absences - make it an option if it should be private

Hi all, the new absence integration into calendars is great, it saves so much time. However one main reason for the absence to be in someone’s calendar is that their team members can see and know it. So that the appointment is private by default is a bit beside the point.Could we make this an option similar to the interview appointments for companies to decide whether they want this to be private or public? Best,Linda

1033

3 years ago

mariecharuitFollower

asked in Time Off & Attendance

Block accrual policy during sick leave / non paid leave

Hi, I have a specific question regarding absences in French market. In France, by law, when an employee is on sick leave or non paid leave, s.he does not accrue paid leaves. Example : I should accrue 2 paid leaves per month. In January, I take 2 weeks of non paid leaves OR I’m sick for 2 weeks. Result: in January, I will accrue only half of paid leaves (so 1 day) Is there a setting or rules in Personio allowing to temporary block the accrual of paid leaves when an employee takes non paid leave or sick leaves? If not, it would be a must have for the french market. The risk is to have non accurate balances of paid leaves for people taking non paid leaves or sick leaves. Thanks for your help.

985

3 years ago

FrederikeEBusy Bee

posted in Employee Data & Documents

Add a nickname or public name field to the public employee profile

Hello there,Some employees don’t go by their first full name at work, so I think would be helpful to have an additional field for the Public Profile for a nickname or public name.This might be helpful to other colleagues who know this colleague only by their nickname or public name.Cheers!

1114

3 years ago

Emma Tcheng

asked in Other Topics

Automatic invitation email on hire date?

Hi community,Is it possible to schedule automatic invitations to Personio? If not, would it be possible to create such a function?Best,Emma

641

3 years ago

MirjamPichlerPersonio Implementation Manager

published in Time Off & Attendance

Attendance & AbsencesImplementation steps 5 - 7

Dear Community,In this section you can exchange information and ask questions about work schedules (implementation step 5) and absences (implementation step 6 and implementation step 7).Among other things, the configuration of work schedules is an important prerequisite for the correct calculation of vacations.Absences include, for example, paid vacation, sick leave or parental leave. Personio distinguishes between absences without accrual policies, such as illness, and absences with accrual policies, such as paid vacation. Accrual balances and absence periods can easily be imported using our templates. You can find the import templates in our help center.

8207

3 years ago

linakaGetting Started

asked in Recruiting

Candidate export: Request failed with status code 500 - what does it mean?

Hey,We export applicant data once a week and for a the last two weeks we keep getting “Request failed with status code 500” error message. Can somebody explain what does it mean and how can we fix it?Status code 500

24432

3 years ago

Attiya MansoorGetting Started

asked in Recruiting

Integration of career page

Hello Personio Community, Is it necessary to give the developer on my team Admin rights so that they can proceed with the integration of the career page with the Recruiting feature? Or is there any other limited access rights that I can give?

1142

3 years ago

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