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1822 Topics

Andreina OrtaGetting Started

asked in Performance & Development

Goals edition powers

HiIs there any way to block employee powers to edit their goal progress once the performance evaluation cycle has been closed? I would like to secure the % of achievement so employees cannot modify the % of achievement after the achievement has been discussed with their managers I see that the possibility to edit % remains open forever and I think this is dangerous from a data accuracy perspective Furthermore, I see employees can still edit the weights of the specific goals, I would like to block this capability and it only has to be a manager capability thanks

pafischeGetting Started

asked in Employee Data & Documents

Is there a way to search for the content of a specific document?

At my workplace there is a number of employees who have a huge number of documents in their personal files, which makes it hard to quickly find a specific document.Is there a way to do a full-text/content search, so the program filters out and finds words within the document itself? Or is the only option to search for the document titles?

Andreina OrtaGetting Started

asked in Employee Data & Documents

Onboarding: embedding Personio surveys in an onboarding step

HiI want to create a onboarding effectiveness survey with Personio survey tool to check onboarding effectiveness with new joiners. How can I embed a link to such survey in an Onboarding email step? Is there anyway to embed a calendar or link to make sure that the manager schedules a meeting with the new joiner when required during the onboarding process?

Andreina OrtaGetting Started

asked in Other Topics

Hi allHow can I embed a Training step within and Onboarding step?For example: I would like employees to enroll in a training posted in Personio, as part of their onboarding journey, but I cant find the way to embed the training invitation in the Onboarding step thanks

Jenny.GaekelGetting Started

asked in Other Topics

Electronic Signature

Dear team,At the moment, only one person is able to sign a document. When will it be possible for two or more people to sign the document?This is a paid feature and it is not optimal. Thank you in advance.

asked in Integrations & Workflows

Attachment Mail

In the workflow of employee onboarding, there is a step with an email. In that, we want to add our handbook. This file is about 70 pages. A few weeks ago it was possible to send this handbook along with the mail, but now Personio indicates that the file is too large. What can we do about this?

Circus2012Getting Started

asked in Employee Data & Documents

Help, I have uploaded some emails to the documents tab and it’s showing as bin as the file type and can’t be opened. Word and PDF’s are fine. Is there something I have missed:

johanna.simonGetting Started

asked in Salary & Payroll

Retroactive Salary Corrections / Manual Salary Adjustments

Hi there,I have three questions about salaries corrections/adjustments:We are in Germany and have the DATEV<>Personio integration. One of our employees has negotiated a retroactive salary increase starting from May. We agreed to pay him the differences of each month with this month’s payroll. I have edited his base salary since May in his profile, but how can I make the differences for each month to appear in the export for this month’s payroll? And if this is not possible, how can I make manual corrections? Another situation we have is an employee going on an unpaid leave. As far as I understand, the unpaid leave category in “Abscences” does not have any effect on the salaries. So how can I decrease the salary for this employee during this unpaid leave? Lastly, we have an employee who started working on 22nd of July. His base salary is 6667€ and he worked for 10 days in that month. Therefore, his gross salary should be 2150,65€ (6667/31 = 215,06 * 10 = 2150,64€), but Personio ha

Lauren BallochGetting Started

asked in Attendances & Absences

Annual Leave requests for next year

Hi,I am new to using personio and an employee has said that when they are requesting leave for next year, it’s coming off this years allowance. How do we amend this so that the deduction isn’t taken off this years allowance? Many thanks, Lauren

HRJoyCommunicator

asked in Attendances & Absences

Rolling 12 month absence totals

We have various types of absence that are limited to a certain number of days over a rolling 12 month period - for example, we offer five paid days off for ‘Time Off For Dependants’. Currently, it’s not possible to create a policy that creates this allowance, as the policies work on a set time period (ie calendar year), rather than working on a rolling basis.When Supervisors are receiving requests for these types of absences, they currently have to manually look in to the detail of how many hours/days the employees has already taken over the last 12 months before they can approve the absence - or, more likely, they just approve the absence without checking!Is this possible in the current system, or should this be added to the Ideation board?

AngelikaGetting Started

asked in Employee Data & Documents

Hallo Zusammen, wie behandelt ihr die Jahres-Urlaubs-Planung eurer Teams - gibt es eine Möglichkeit diese als "Planung" in Personio einzupflegen? Danke für eure HilteHello everyone, how do you handle the annual holiday planning of your teams - is there a way to enter this as ‘planning’ in Personio? Thanks for your help

A-Toha-LauGetting Started

asked in Recruiting

Personio Previous Job Postings not fully visible

Hi Community and Personio team, We are having problems visualizing the details of previous postings for a Position we’re hiring for.When we follow the steps of “Select the Promotion tab and Under My postings, you can click on a posting to see more details” the window is very small and we cannot see the information about previous postings from earlier in the year (you cannot scroll down in the window or maximize it).Not sure if this is a bug, or limited for as specific reason, but it poses an obstacle to get data to support some of our reportings, if you have any ideas of a solution to visualize all the previous postings without it being affected the the “Job Board Details” format, please let me know.

OliviaGetting Started

posted in Recruiting

Hi everyone, We would like to manage the job approval process in Personio. Unfortunately, right now this is still an email process. We would prefer a workflow in which the template for the hiring request is integrated and the hiring manager and HR can approve within Personio. The approved job would then be the basis for the job advertisement.How do you handle the job approval process in your company?Do you have a smart workaround for the hiring request that you can share? Many thanks,Olivia

Kasey ShenExplorer

asked in Attendances & Absences

Working schedule adjustment - overtime&deficit hours record

Hi,I changed one employee's working schedule from 100% to 80% per day on 6th August. He has access to his attendance sheet and tracks his working hours there every day. After adjusting his working schedule, I checked his overtime balance and found no items recorded for August, despite him tracking his working hours up until now. Could you please advise why this is happening and how to fix it?Regards,Kasey/ HR

IvanGetting Started

asked in Integrations & Workflows

HelloHow can we change Slack Status for absences, now it looks really scary as it is a red cross. Is it possible to change Slack Status image?

meching123Getting Started

asked in Attendances & Absences

Overbooking one day with vacation and worktime

Hello thereI do encounter this behavior when using the Personio UI in my Browser. I will try to explain myself in a detailed manner: As I am a lazy person, I do fill out my Personio Attendence only once a month. Therefore I go to the Personio UI in my Webbrowser and got to attendence. Then I select the first day of the month to add my worktime and breaktime and press "Save". Now the first day has a proper entry and shows three dots on top of the container. Clicking on these 3 dots give two options: 1. Copy Hours 2. Delete Day. If I press on Copy Hours I can copy the first day of the month to the entire month without the need of typing my worktime manually everyday.Now this is what I have been doing for quite some time without running into any issues. But then one day I decided to take vacation after I already "autofilled" the month. So the day I wanted to take vacation on was already booked with worktime and my vacation time was also booked on the same day.Personio allows to take vacat

kterhaarFollower

asked in Employee Data & Documents

Changes in employee Personal info

Hi, When employees change data in their personal info I only see the request in Personio but I do not receive an email notification.Is that how it works or is it a setting? Thanks for your reaction KRKees

Willemijn LeijsExplorer

asked in Salary & Payroll

New payroll redesign

I just saw the new redesign of the payroll section, however I cannot view any of my other entities. I can now only see our headquarters and cannot find the button to change to the other entities and approve those payrolls anymore. Does someone know where the button went? :)

asked in Attendances & Absences

How do you set up different working locations / public holidays?

Hey thereWe are starting to employ global employees and want to select their country location to then populate public holidays for that location. Does anyone know how to do this within Personio?

LievazFollower

asked in Performance & Development

Link colleague's to an excisting "organization goal"

Hello,We have established an organizational goal that currently involves 40 colleagues. We have recently hired 10 new colleagues, and I would like to add them to the existing organizational goal. Could you please advise on how to do this?Thank you in advance.

ellieGetting Started

asked in Salary & Payroll

"Total" salary cost / cost to company

Hi - has anyone figured out a way to set up an attribute for the total salary cost of an employee ( i.e. cost including employer contributions) ? Maybe a workaround/hack by manually entering the employer tax percentage somewhere? Our Controlling Department wants to have an integration as knowing the total salary costs is integral to the financial planning of the company -- having the gross salary costs only is not helpful as it’s NOT the full picture.

vanilaGetting Started

asked in Employee Data & Documents

Template before adding coworker

Hi all,Is there a way to use a template before you create a new co worker in Personio and download it? Cheers

DanielrgGetting Started

asked in Integrations & Workflows

Currency no longer exposed via API

This is based on a request I made on July 30th And this is the same request but made yesterday, July 31st As you can see, I am now unable to view the currency, and happens the same for both fixed and hourly salaries. Please we need this information back.

CarinaFollower

asked in Attendances & Absences

View Absence type details

Hi, Currently everyone can see the absence type details from each colleague in the company. We want to change it that:only the team lead can see details (holiday balance, carry over etc.) on that for the own direct reports all colleagues see if someone is on holiday, but no further details. Can you support with this request?Thank youCarina

hkl112277Getting Started

asked in Attendances & Absences

Working Students Germany - Work Schedule Question

Hello,There is a related topic to our problem: We have the same problem with the working time for working students in their non-lecture periods (usually 2-3 months a year): normally they work 20 hours/week, during non-lecture periods 40 hours/week (working as a full-time). The suggestion in respective topic is perfect, in which HR manually changes the work schedule after 2 months of full-time schedule back to 20 hours/week. However, I wonder whether there is a workaround that can automatically switch their work schedule rather than switching it manually after their ending of non-lecture period.Looking forward to any reply soon =)

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