Questions & Answers about Personio

How can I add different updates on different slack-channels? I would like to add absent on the channel "personio-updates" and I would like add something new on my other slach-channel. Is this possible? 

Hello,I’m encountering a problem while changing the number of vacation days granted. My case:We had a 25 days vacation policy in 2022 We have now changed to 35 days I assigned the new accrual policy via the employee list to all employees by selecting “start of the current period”Problem is: For the employees who started in 2022 but with probation ending in 2023, the start of the current period = hire date and not beginning of the year.How can I solve this?Thank you :) 

Under the “absences” category of a member one can view the total remaining holidays, which is the number of holidays neither taken nor planned. This number unfortunately does not seem to be available as a column option in the members list, though. Is there a way to show remaining holidays in the members list directly?

Hello Personio Community,We have assigned an accrual policy for a specific department and there is around 20 employees assigned. Is it possible, in real-time, to move or swap public holiday days for each employee in their absence calendar and replace with a normal working day? , For example, the 6th of Jan is normally a bank holiday in Germany however sometimes these days need to be swapped as they need to work on such public days. We don't want to manage the public holidays policy for the whole department.

When an employee leaves they hand back their laptop/phone etc. We need to login as the user to make sure all their documents are sync'd to M365 before we wipe the device. In order to do that we reset their password, and login to their laptop as them.However, as the (ex)employee is tagged in personio as inactive / has a leaving date the AAD integration keeps disabling the account every time is syncs. (Not sure how often - every hour?)Does anyone know a way around this?  ie. breaking/suspending the sync to AAD for a user or setting the AAD sync so it only happens once per day?Or some other work around.

Hi,i wanted to know, if it is possible that all absences once accepted will be shown in the integrated calender (f.e.outlook) of certain employees/supervisors?ThanksRuben

Hi there, As we are planning a summer week in August 2023. I would like to know if it is possible to block those dates on all employees absence calendars to prevent anyone form booking vacation over this period.  Would this be possible ? Thank you in advance! 

We have sso enabled for all users at the moment but we haven't enforced it. Can I have MFA with Google Authenticator showing for the system admins and have SSO enabled for the rest of the team? When I went to the Settings function and looked at the security settings for the Admin role, it already had 2FA ticked so I’m not sure if it is possible to have a mixture, and how to do it. 

Hi,We have a Director who wants to be able to view the performance and Goals of employees that report to his direct reports. (So essentially anyone that is under him in the reporting structure). Currently I only see a way to set someone up to see only “direct reports” or “all”. Even the custom fields don’t seem to help. Is their a way to grant access so that someone can see anyone under them, but not peers, and not anyone above them?

Hi,  We are searching on LinkedIn for someone who wants to work onsite, I have put that information into the Personio Meta Description for the position, but on LinkedIn the position appears as “hybrid”. What to do? PersonioLinkedIn Thanks for your help! Best, Theresa

Hi Guys,  I have another question about LinkedIn Job-Postings. In the job description in Personio, we have our email address, and this address includes a typo on LinkedIn. Is there any way to fix this? PersonioLinkedInAnd also - where do I see the job postings that I have published via Personio in my LinkedIn Admin Account?  Best, Theresa

I accidentally deleted the whole "Paid Vacation" from the absence setting, which means that all recorded absence requests and approval are deleted. Will it be possible to restore the data from Personio?

Hi all!Within the team we have a good bunch of automation, these are desgined specifically on the need of our company running on our platform and making the life of some little teams a little less chaotic and with less manual input.It’s not the greatest idea for us develop in a Live environment with fake accounts, it is becoming increasingly risky to develop and test new in implementations in our small reality.I’d like to ask whether it’s possible to discuss to add a Sandbox environment in our plan and, if yes, how.Thanks a lot 

Can you put a threshold on the maximum days (i.e. 5 days) of annual leave that you can carry over to the next year?I can only see that we can limit the carry over to a certain date but I could not see that you can limit the amount of days that you can carry over (and also keep the date of say 31.03)Thanks 

We are discussing opening up the connection between Personio and Outlook so we do not have to set up interview meetings in both systems separately.  Our IT have asked if it is possible to get an admin account so they can check things, but not have access to any data.  I cannot provide the current admin access as they will have access to sensitive data such as salaries etc.  Is there an option that other customers/users are using to enable It to check this?   If not, can anyone share with me how they managed to get IT on board with this so we can move forward?  Many thanks!  Appreciate any input you can share with me.Cheers, and enjoy your week 🌷Linda

My company has dozens of workers in the warehouses. They don’t have any device like tablet or PCs (even smartphones) in their workplaces. I want to check their daily attendance time and leave time and want to see their working time in the Personio.Because they don’t have IT things, the default time tracking feature of Personio couldn’t be applied. So the classic method like time-recording sheet or equivalent newer things - RFID or NFC or fingerprints identifiers are considered. But I’m not sure it could be compatible with Personio, or at least implementable with API (I can use Personio APIs)Is there any good solution for this purpose? Real H/W that can distinguish each workers and log their time of activity Only the first time(assuming attendance) and the last time(leaving) are needed.  Should have its API or at least RESTful URL to implement into Personio (not by download/upload records) Cheap.   I know there is already `IdentSmart`but it has limited features. Everyday download its re

Hi,We have defined the employee attributes and uploaded all employees during our test phase.This was done using the Personio predefined Upload Excel.For this, we have taken the attributes that are set as mandatory in the DATEV Upload Excel from Personio as well, since we have a DATEV integration.This week our account was set from Test to Installed and now many unwanted "predefined attributes" are showing up in the employee file, even though they were not set in DATEV or the normal employee upload Excel.Examples are: Vorsatzwort, Namenszusatz, Geburtsland, Geburtsort, Kostenstelle, Kinder, Akademischer Grad etc. etc.This is way too much for us and we don't want to see, query or display all of these attributes.However, since they are now "predefined" we cannot delete them.Why is this and how can we get rid of them?They appear in different categories where there are other attributes that employees should very well see therefore I can't just fully revoke the access right to this category. 

 @Marc @Daniele Please could you look into this or similar asap please.I’m having issues that the job post (despite using the same font and size throughout) is showing up inconsistently on the Personio careers page.I keep going back and doubling checking the original and it is fine.  

Hi, Normally I open the application, leave a comment and my team or I can see on the application list who has already a comment.Right now I can only see if the candidate has a comment when I click on the application and not on the application list under the column comments.nothing available on the comments sectionI have not changed any settings.Thank you for your support!

Dear Community, I am trying to create a report that can tell me about various People Analytics metrics.However, I am already failing miserably on the following factors:Employee is a manager (y/n will do here) AgeHave you guys found any workarounds to display this?Thanks a lot and greetingsFabienneMessage has been translated by the moderator. See original post below:Liebe Community, ich versuche gerade mühsam einen Report zu erstellen, der mir zu verschiedenen People Analytics Metriken Auskunft geben kann.Ich scheitere jedoch bereits kläglich an folgenden Faktoren:Mitarbeiter ist Manager (j/n reicht hier) AlterHabt ihr Workarounds gefunden, dies darzustellen?Vielen Dank und VGFabienne 

Our payroll accountant has not booked the DATEV comfort package and therefore cannot provide us with a Daly export.How can we obtain and upload the required data for the Datev integration?"The prerequisite for using the DALY export is that your payroll is already being run with the DATEV integration and that you, or your payroll accountant or your tax consultancy have booked and are using the DATEV comfort package for this purpose."Translated by the moderator, see the original message:Unser Lohnbuchhalter hat nicht das DATEV comfort Paket gebucht und kann uns daher keinen Daly Export zur Verfügung stellen.Wie können wir die benötigten Daten für die Datev Integration beschaffen und Hochladen? “Voraussetzung für die Nutzung des DALY-Exports ist, dass Ihre Abrechnung bereits mit der DATEV-Integration durchgeführt wird und Sie, bzw. Ihr Lohnabrechner oder Ihre Steuerberatung hierfür das DATEV comfort Paket gebucht haben und nutzen.” 

Dear Personio community,I am making this post to request information regarding visibility of the Absence Calendar for employees. Below you can find the case information.Ragid is the Team manager of the Ads team. With two subteams (Amazon Ads & Google Ads) .Ragid wants to be able to see the overview of his team's absence (leave) in Personio. However, their absence is not visible to him. For some reason, he CAN see the absence of for example the Front end team, but not of his own teams.Based on the settings we have in the employee roles, Ragid can see his direct reports (Team Leads of Amazon Ads & Google Ads) but can’t see the direct reports of his Team Leads. Is there a setting we can set for Ragid to be able to see the direct reports of his team leads as well? Or do we need to make a separate role (‘Team Manager”) with exceptions (rules) for the sub teams?I hope to have informed you sufficiently, if not, do not hesitate to reply to this post.Kind regards, Ragid

I would like to know if there is a best practice for the following: 1) Reports: when we create a report with salary concepts, we cannot disjoin salary vs bonus and 2) Role permissions: separate salary from bonus.What I mean, is that bonus is some kind of information of highest confidenciality level. For instance, the Administration staff can access fixed salary concepts, but not to individual bonus

We have a number of colleagues who have a contract for 36 hours a week, but work 40 hours a week in the even week and 32 hours a week in the uneven week. We also have this for 28 hours a week (24 hours in an uneven week, 32 hours in an even week). Now I have to manually set a new schedule every week and that really doesn't work well. Is there a solution? With another software that we use, we can check the box with 'even and uneven weeks deviate' and thus set the distinction. How do other companies do this?

Hi, I’m currently gathering the data for the import and questioned myself what the field “Length of probation (in months)” actually means. Is it the length that is written in the contract, for instance 3 months, or is it the left probation in months, like originally an employee had 3 months, but now 2 months are only ahead.Because in the list of possible data, there is “End of probation period”, but the importer is not accepting it and telling me, that this field has to be a number. So should I write just a 0 or is this the original probation length, even if it already expired.