Questions & Answers about Personio

Hi,  Is it possible to export DATEV LODAS more than one time?We exported DATEV LODAS and DATEV informed us that there was an error with one of our employees data, we modified the data but now we cannot export DATEV LODAS. How it would be the process to export it? Best regards,Naima Alcántara

Hi, We have been using the Google SSO login for Personio. However now we will need to also integrate some users who will be from the Microsoft workspace . Is it possible to have the option of logging into Personio with both possibilities so the user can choose how they login to the system ? Has anyone implemented anything similar ? Thanks Sumi

Hi there, I hope someone could help me out with doing an employee bulk upload with attributes that contain multiple values. E.g. we have created our own section for termination categories. In some cases, there are more than one reasons for a person leaving. In this case for example both ‘availability’ and ‘relocation’. In the bulk-upload it shows as this: But Personio doesn't recognize it as two separate values. Could anyone please help me out and show me how I should put it in the upload documents to make it work? Thanks! Cheers, Tim

Hi, I would like to upload the vacation entitlements for 2024, people would like to book vacation in 2024 and we need this for our planning. How can I do this?

Our vacancies in Personio are automatically linked to our website. Now a vacancy has been filled and archived, but it is still on the website. How can I remove it there?Thanks in advance for your help.

Hello everyone, I wanted to ask what is the easy way to create an application/add referrals through Personio?  Should that be connected to the career page or just tackling this with some functionality from Personio?In the company where I work, we are currently using a separate email to receive referrals from the employees, but we would like to use Personio to do it. Could someone help?

Hi, how to register a period of sick leave on Personio absence calendar but the doctor’s cert states 50% per day for two weeks?thanks, Kasey

Hello, is there a way to mark home office days in your time sheets or elsewhere in Personio?We do not want people to have to request an absence type Home office but we do want to see when people are in the office or in the Home office.Hence when entering their daily times could we make it visible that an employee is working from home.And/or if they have fixed weekly home office days (ie. every Tuesday and Wednesday) can this be shown somehow to be visible for all other employees or at least the manager?Thanks Marc

Dear Team at Personio, I am writing to bring attention to an issue I've encountered while using the personio app on a daily basis, and I also have a suggestion for an improvement of the browser version. Bug: whenever I reopen the app after tracking several hours of work (such as pausing or stopping the tracking), it prompts me to log in again using my username and password. This experience is quite frustrating. Furthermore, even after logging in, all the previously tracked time is lost. In essence, the app fails to save the recorded working hours as expected. Enhancement: it would be highly beneficial to extend the time tracking feature to the browser interface as well. Currently, only the personio app supports time tracking, while the browser interface only allows the addition of pre-defined hours. I appreciate your attention,Best regards.

We would like to create documents for various employees. For example, for salary increases we have a generic document, but will have mail merge fields that might be different for each employee (salaries for instance).  It is simple enough to create a template for this exact purpose but then (unless I’m mistaken) you have to upload the document into each employees profile one at a time, inputting the data manually.It would be great if this could be uploaded (and then with the ability to edit) and then documents created.Currently our HR Director does a mail merge with Excel and Word so using templates and doing each employee individually is going to slow down the process.

Our finance systems are changing to Netsuite and we are also just about to launch Personio in the UK (Its in other locations). To ensure Personio is the single source of truth we need to integrate with Netsuite for payroll purposes. Can this be done?

As Personio has integrations with Google CalendarIs there work for Google Chat integration with Personio Conversations?We don’t use any Microsoft products and we don’t use Slack.

Dear community, we would like to send automised slack messages (as direct slack messages) to those, who successfully completed their probation period. Personio is already integrated to our slack workspace. Any ideas or simular workflows, which might help? 

Hi there, I tried to make a reminder for the end date of a work permit. I want to make sure that every individual employee receives a notification 4 weeks before the end date of their work permit. I have two questions: Does this look like the right set-up? Only the employee should receive this notification of his/her own expiring work permit. Not from everyone else’s. Since all employees have visibility access to only their own ‘work permit end date’ attribute, I figured this should work.  After setting the reminder, it disappeared a few days later. Can anyone help me out and tell me what I am doing wrong?I set is as follows:  Thanks! Cheers,Tim

Hi! As I could not find the answer to my question, I am posting it here. I would like to know how I can add custom questions for all applicants for my jobs. I would like to add a mandatory question (with the option to attach files) where my job applicants can share their project portfolios with me. Could someone please guide me where I can find it? Thanks a ton! Kind Regards, Fatima 

Guten Tag,ich arbeite seit dem 1.6. bei meinem Arbeitgeber und seit 1.8. mit noch mehr Stunden - nun ist es so, dass ich weder meine Anzahl an RestUrlaubstagen in meinem Personiokonto sehe - noch kann ich selber bezahlten Urlaub nehmen.Ich kann noch nicht Mal den Button „Bezahlten Urlaub“ anklicken, da es den nicht gibt. Alle anderen Arten von Abwesenheiten sind vorhanden.Ich habe auch schon meinen Arbeitgeber gefragt, der weiß aber nicht wo der Fehler liegt. Kann mir bitte jemand helfen? 😩Good day,I have been working for my employer since 1.6. and since 1.8. with even more hours - now it is the case that I neither see my number of remaining holiday days in my Personio account - nor can I take paid holiday myself.I can't even click the "Paid leave" button because it doesn't exist. All other types of absences are there.I have already asked my employer, but he does not know where the error lies. Can someone please help me? 😩

Dear community, We would love to sync the related office addresses to user profiles in Azure/Entra AD. Would there be a solution in which we don’t have to add address attributes to the user profiles in Personio? Could the integration take the addresses for each offices from Personio Settings → Offices?How are you syncing the office adresses per profile?

Hi there! We’re looking into setting up performance cycles on Personio so we can have performance reviews all in one place. We’re hoping to have 2 different cycles: Quarterly & 6 Monthly. This would mean that employees and managers would get notification to fill out feedback every 3 months/6 months. From the playing around I’ve done so far it seems like we can set deadlines but the cycles do not automatically repeat after the deadline?

The TimeOff.attributes.created_at and TimeOff.attributes.updated_at values seem to be invalid. During tests they were shifted one hour in the future, when creating an event in the browser. The screenshot shows how the API returns the just created event with timestamps in the future.

Hello - how can an employee easily see how much overtime they can still convert into comp time for a particular calendar year? On the Overtime & Deficit Hours Widget they can see:Tracked - All overtime recorded within the month without deductions. Month balance - Overtime balance at the end of the month, once overtime has been both approved and compensated (vacation days, payouts, etc). Total balance - Overtime balance since time tracking began, once overtime has been approved.HOWEVER - our employees would like to see Total Balance for the calendar year (which for us aligns with the holiday year).Is this possible? At the moment our employees find it difficult to know how many hours of overtime they can still convert.thank you 

Hi, when I create an attribute that is a multi-line textfield and then use that attribute in a document template, all line breaks from the data stored in that attribute are lost.Is there a workaround for this? Could I insert code like <br> into the attribute or anything similar?Thank you!

Hi, We implemented “on-call” in our organization and want to track the amount of days by selecting the created leave type “on-call”. I think entries will only be counted during their work pattern, in this case Mo - Fr. I can not change the work pattern to include Saturday, as this is not a normal work day. Can you please indicate how to deal with such situation in order to track this accordingly in the system? Thank you. Carina

I can’t really find alot of information on archiving accrual policies. I have reassigned everyone to a new accrual policy but there are still some on the old accrual policy (assume this is because they have taken holidays in the year).  So I can archive the accrual policy, but what does this mean in regards to having moved everyone to the new policy? I don’t quite understand the relationship between having people on the old policy and archiving it and moving them to the new policy.

Hi,I have two questions in regards to work schedules.We have a new default work schedule which applies for most of our employees. Do I understand correctly, that I cannot change the default work schedule as off an specific date (without backdated corrections? I want to use this work schedule as default for new hires. Isn’t it possible to make a bulk upload to change the work schedule for active employees for a specific due date? I would prefer not do it manually for 166 employees. ☹️Thanks in advance for your help! Best regardsSabrina

Hello,Does Personio offer an integration with LinkedIn, similar to the feature in Smart Recruiters, where you can immediately see if a candidate is already in the Personio database?While sourcing, it's helpful to know at a glance if a candidate is already in our system. This feature was extremely beneficial when I worked with Smart Recruiters, and I'm wondering if something similar is available in Personio?Thank you for your assistance.