Support Area

1779 Topics

Daniela O.Getting Started

2nd approver doesn't receive email notification

Hi,We have created a special approval process for certain types of absence. The process only applies to certain employees, so an employee filter is also set. In the first step, the manager must approve the absence and in the 2nd step, a specific role x. The process itself works, but the 2nd approver (employee in role x) does not receive an email notification. The approval request only appears in the inbox in Personio. I have checked the personal settings and the e-mail notification is activated. What can be the reasons why the 1st approver receives an email in addition to the inbox notification and the 2nd does not? Thanks for your help :)

151

3 months ago

henning.breeGetting Started

asked in Integrations & Workflows

Entra Integration per business unit

Hi,we have an enterprise subscription and maintain Personio from a holding perspective for our business units. All those business units are independent registered businesses and most important for this case, their own Azure tenant.I would now like to synchronize to the correct Azure tenant during on- and off-boarding. How can I achieve this?Best,Henning

665

4 months ago

matea.crcGetting Started

asked in Attendances & Absences

Edit absence for multiple employees

Hello,I imported an absence for all our employees with the import function. Now the absence has to be shifted to another week. Is it possible to edit the absence for all employees?Or do I really have to manually delete the absence from each employee’s profile to be able to import the adjusted absence. Thanks for the help!

Dear Community, Is it possible to pull out the training report for the employees for each year, as of now i can download the report but we are not able to segregate it year wise?

111

4 months ago

EmilyGGetting Started

asked in Recruiting

Bulk rejecting candidates without duplicating to any who have already been notified.

Hello everyone. I need to bulk reject some candidates however, on our hiring team, some people have rejected candidates with email and some without. I want to email those who haven’t received one but can’t figure out an efficient way of finding those who haven’t received a rejection email without flicking through all applications to check the email tab. Is there a way to sort candidates to help with this? TIA 😁 Emily

1003

4 months ago

ermguestGetting Started

asked in Attendances & Absences

Absence approvals

Hi, Is it possible to set up approvals for an absence type, in this case paid vacation, that are region specific? So we have several regions in our company group and for one of these regions I would like to be able to make it so that as well as supervisors of employees (as some supervisors are in different regions/office) one employee role type based in that region can also approve their absences and receive the notifications etc without making this person an admin. I can’t see a way to assign approval workflows for this. Thanks, Ellen

254

4 months ago

sergitvdGetting Started

asked in Integrations & Workflows

Google Workspace Sync

Hi all! I’m trying to set up the Personio and Google directory sync, and everything seems to be working fine:Mapping set up Personio service account with user management rights I see requests coming through the Admin SDK API with 0% ErrorsBut I don’t see any info being updated in Google. Is there anyway I could see more info on what is going wrong? It’s been running for almost 24 hours now. Thanks in advance!

821

4 months ago

MagdalenaGetting Started

asked in Integrations & Workflows

Pre-Onboarding

Hi all, regarding the onboarding I wanted to ask if it’s possible to use Personio also for pre-onboarding? It would be great to give future employees access to certain materials & resources before their official start date. I understand that this would require them to have access to their work email addresses beforehand but I thought there might be a way from your side to facilitate this? thanks! BestMagdalena

4659

4 months ago

JulesRGetting Started

asked in Reports

Not able to pull children informations through custom report

I need to get an extraction from Personio with all the children data per employee (number of children, name, gender, date of birth etc) but I can’t find it ion the reports column and moreover the “children” column is false as employees don’t have the right number of children in the report even if correctly reported in Personio. Is there a solution to get all of this data ? Thank you.

603

4 months ago

Marco17Newbie

asked in Reports

Recruitment KPIs - Key Reports missing

Hi, how do i create kpi’s missing in the report page? I see for example time to hire and time to offer but some basic KPIs such as:Time to fill: Probation period pass % Offer acceptance %Are completely missing.Anyone sorted it out?

293

4 months ago

Stefanie PieraFollower

asked in Attendances & Absences

Can we upload a second Sicknote Document to Absences?

Dear Personio Users, Yesterday I had to upload two justification pieces to one of my employees absences illness in Personio. However, I was able to upload only one. It told me that no other document can be uploaded. Is there some possibility to upload two documents? Anything in the setup to modify?Thank you very much!Best regards, Stefanie

306

4 months ago

Lucv3lExplorer

asked in Employee Data & Documents

Sending forms to an employee that is offboarding

Hey all, When we have an employee that is leaving the company we send out a few forms for them to sign to confirm that they have returned their equipment/tag etc. Right now we can only send it to the person and it automatically goes to their work mail, but often the leaving employee is no longer working and has nog access to their laptop/mail. So we want to send the forms to their personal mail, is that something we can do with a work around or does this need to be added by Personio?Thanks!

202

4 months ago

Stefanie PieraFollower

asked in Other Topics

Support Message how to edit

Dear Community, I just discovered that there is a support message in Oracle with two colleagues that are no longer working with us. How can I modify this message so that I can add my name and my email contact information? Thank you, Stefanie

1375

4 months ago

FairrFollower

asked in Employee Data & Documents

Mistake: termination by dismissal no resignation. how to change a value

Hello, I terminated an employee, but I mistakenly select that dismissal when it was a resignation. How can I change this value? Thank you,

181

4 months ago

Hannah23Getting Started

asked in Attendances & Absences

Overlapping absence

Good afternoon, one of our employees is trying to add 2 days of leave. This is for the 10th and 11th August, this follows an approved week of leave prior to this. I have checked the periods do not currently overlap so cannot see any issue for this error message.I also as administrator cannot delete this absence and re input it as it needs to be approved and added to the team rosta.

302

4 months ago

AlexandraPedGetting Started

posted in Attendances & Absences

Attendance bug - counting public holidays as work days

Hi, I just added a new employee starting from 1st of July. It shows that the employee has 40 minus hours in the beginning of July, although the start date is 1st of July. When I checked why, I saw that public holidays in May and April are counted as working days for this employee. Can you support how to solve the issue? Thank you, Alexandra

What accesses does my profile needs to create Evaluations?

I need to know which kind of access my Personio account need to have in order to be able to create Sections in the Evaluation in Recruiting.

4 months ago

Glen Riley

asked in Attendances & Absences

Vacation Balance

Say a person is working 20-hour weeks. How does one interpret the “Available balance” under “Paid Vacation details”? For example, if it says that person has a balance of 10 days, does that mean they can take off 10 calendar days or 20?

531

4 months ago

matea.crcGetting Started

asked in Attendances & Absences

Vacation Balance

Hello, is it possible to set up an automated quarterly reminder which is sent out to every employee with their current vacation balance and the prompt to please plan their holiday on time?

735

4 months ago

sfatih

asked in Performance & Development

internal server error while saving review

Hi,I’m getting 500 error while saving review. can you please check?

741

4 months ago

satorres

asked in Integrations & Workflows

Personio absence x MS Teams - message as soon as the absence is approved

Hello dears.Do you know if it is possible to configure the "daily absence message" to be sent immediately after an absence is approved? The idea is to create an alert that informs the status as soon as the absence request has been approved.

281

4 months ago

FragenGetting Started

asked in Integrations & Workflows

Automatic mail to candidates after 6 months

Liebe DACH-Community, wir möchten Kandidaten, die wir im Pool behalten möchten, nach 6 Monaten eine automatische E-Mail schicken mit der Frage, ob wir deren Daten weiterhin speichern dürfen.Ist es möglich, die Kandidaten für den Versand einer solchen Mail einzeln zu markieren? Oder ist es möglich, eine solche Mailvorlage zu verwenden und diese bestimmten Kandidaten (Poolkandidaten) zuzuordnen? Vielen Dank für euer FeedbackNico Dear DACH community, We would like to send candidates that we would like to keep in the pool an automatic e-mail after 6 months asking whether we may continue to store their data.Is it possible to mark the candidates individually for sending such an e-mail? Or is it possible to use such a mail template and assign it to specific candidates (pool candidates)? Many thanks for your feedbackNico

172

4 months ago

sabrinaharaGetting Started

asked in Attendances & Absences

Absence and Accrual Policies

Hello hello, fellow Personio users! I joined at the beginning of April 2024 and my contract expires on the first day of October 2024. In my current company, they offer 28 vacation days, and since I will work for 6 months, this means 14 vacation days (half of the full year). Still, when assigned the policy, I have 12 vacation days available instead of 14.I thought it could be because the start date is the 2nd of April instead of the 1st of April, but when I tried to change it to the 1st of April, the policy assigned over 25 vacation days. Has this ever occurred to anyone? Can you help me with this? Many thanks in advance.

1303

4 months ago

VionaFollower

asked in Integrations & Workflows

Generate document with signature field

If a signature field is added to the document template, other than the employee, the employee's name is shown in the ‘request signature’ menu and not the name in the signature field. You have to select the correct name manually. Would be practical if the request signature menu automatically fills in the correct name. Can this be adjusted?

1443

4 months ago

VionaFollower

asked in Integrations & Workflows

Automatic onboarding email not sent if onboarding step is in the past

When the time between contracting and start date is short, and an onboarding template is assigned to the newcomer, the automatic emails with a due date in the past are not sent. These steps have to be send manually. Is this a deliberate choice, or can it be altered?

1381

4 months ago

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