Questions & Answers about Personio

Hi there,I am attempting to configure the Atlassian Directory Sync integration [marketplace.personio.com/integrations/atlassian]. Our goal is to deprovision users in the Atlassian Cloud who have been disabled in Personio, as well as to update user profile information periodically. We are using Atlassian Guard with centralized user management.Establishing a connection between the two parties is successful. I can verify from the Audit Logs in the Atlassian Cloud that the integration is actively viewing account profiles. However, neither are disabled accounts deprovisioned nor is any updating performed.The Atlassian API key in use is an Organizational key without scopes since using a key with scopes would not allow a connection in the first place. I do not believe there are any settings that could prevent an Organizational Admin API key from performing user deprovisioning, so I am wondering if there have been any recent changes to the Atlassian API that the integration is using that could

We’ve uploaded all of our current and planned roles to the Job Architecture section, but can’t see any way to export this information back out of Personio as and when required - is this possible currently?

Hi there, Performance ratings are available, I activated and configured them but they do not show up in my manager form? Also according to the Personio chatbot I can add several of them in one form so I can assess our people on various themes and topics. Please assist. Jorg

I’ve run into a problem with the time-off configuration.Ideally, we need it to work so that the “valid on” period is Monday–Sunday, excluding public holidays.In Estonia, employees are entitled to 28 days of paid vacation. These are calendar days, so weekends are counted as well — meaning it’s not 28 working days.To use the time-off module effectively, we need a solution that automatically accounts for this. While we could exclude holidays manually, that would defeat the purpose. We’d like the system to handle this automatically, without requiring manual edits.

I would like to add specific job related questions to certain interviews and Personio says I should create a new evaluation form, otherwise all of the fields will be changed on past submitted interviews, too. I was hoping there was a way to duplicate the form as if I start from scratch, I have to select the questions, they are all in the wrong order and I have to spend time reselecting and reordering them. Can someone please help? Thanks.

Dear Community,Maybe someone here has a solution ;-) I would like to create a workflow in Personio to approve spot bonuses. The idea is that a supervisor can request a spot bonus for an employee, and the approval process should have two levels: first, the C-level manager, and then the CFO.Any guidance or suggestions on how to set this up would be greatly appreciated!Thank you in advance!!!

Hi Folks,I’m sure many UK users are familiar with absence triggers in line with a company’s attendance policy. I was wondering if there’s a way to set up a workflow so that when someone enters or is assigned a third instance of sickness absence within a rolling 12 month period, it triggers a notification to the line manager and HR?Thanks!Stefan

Hi,This is my first question to the forum, Is there a way to edit the text in the email invite to create Personio account?  

When a new employee is setting up their Personio account is there a way to restrict the language options to a default language of English? Instead of all 19 language options.  

Hi all,Our HR departments frequently gets questions on how to access your old payslips after you have left the company. We have a separate vendor for payroll so they don’t need their company email to log in, and we would like to inform them after they have left that they still have access to their old payslip and where/how the retrieve them. Therefor we would like to set up an offboarding step/automation where an email is sent to their private account. We have not been able to find a solution for this as the only option is to choose the employee and their default email adress is the company provided one. Any solutions or ideas on how to do this? 😊

Hi, for a financial audit we need to report remaining vacation days as of 31.12.24.Before with the classic builder I was able to create this report without any problems, I just selected names of employees, vacation days entitlement, planned, taken, carried over, and the final amount at the end of period. I am not able to to this since the Personio update. Can anyone help please? is there a way of reverting my profile to the old version so I can use the classic builder? 

Hi all,I am adding som new joiners and when creating new profile I did not check the box create account and invite as I needed some more information. Now that I have added said information, and go to manage accounts it says that login is not enabled. I am unable to click the “create login and send invitations” as it says that something went wrong (it is like this for all the people I have created and I have come back a few hours later and still the same error-message). Has this happened to someone else that knows how to enable the login/create the account? Best,Josefin

Hi all!We’re setting up a performance cycle and for the 1st time we’re going to include an upward review to encourage open and honest feedback about our management team.Questions we have at the moment:Submission timestamps are visible to managers in anonymous upward reviews? If so, how the system prevent timing-based identification? A manager might correlate submission times with when they know specific team members were working or if the self-evaluation submission is done at the same time What other metadata safeguards are in place to protect reviewer anonymity?Anyone able to help here? Thanks in advance!!

Hi Folks,I am trying to set up a report that shows a full staff list, including separate columns for departmental hierarchy, e.g: First Name Last Name Business Unit Division Department Stefan Cunning CPO P&C People Partners  At the moment, we have the departmental hierarchy set up through the “departments/teams” section on Personio, i.e. CPO>P&C>People Partners, but I’m not clear on how this can be pulled into an Excel showing all the subdepartments.Any help and guidance is appreciated!ThanksStefan  

We’re looking to migrate to a new HR platform and like the look and functionality of Personio but one of the key features we require is the ability for staff to download the mobile app and view the holidays / absences of other staff in the app to allow them to book any holidays without conflict with other staff. When viewing the calendar in the app, it only shows your own time off and not that of others, is this permission based or a limitation of the app?

Hello everybody, We are struggling creating reports in Personio, does somebody have the right answer?  New hires (not from recruiting module): How to report new hires quarterly without the system aggregating data month by month? For example, we have one new joiner in January, two in February and 0 in March. March will show as 3 new joiners, because it accummulates from previous months.  Leavers: how is the turnover rate calculated in Personio and why is it represented as a - % Growth , as growth does not only depend on leavers. We can’t represent it quartlery as it is also accumulating data. Anybody an idea on how to properly report leavers data quartlery?  Thank you!Ana 

Hi all!We just finished and closed our Review cycle and I wanted to export the reviews to the employee documents section. We did the same last year and back in the days, it worked just fine with exporting them within the system but I can’t find the option to do so this year. Can anyone help with that?  PS: Support ticket is open but I did not get any feedback as of now to it.

Hello,I am testing the performance tool right now to launch soon our first official review. While testing, I created a self-assessment, two peer-reviews and a manager feedback. Now I have 4 different review answers for one employee for one cycle. How can I combine all of these in one overview? Considering that one employee will have several peers filling in their review, there must be an option to show all feedbacks at once? Otherwise, where can the manager create an own overview with notes on the feedback to be shared?Thank youEileen

Hi all,We have a wish to include our internal time off policy in the time off requesting process. We have noticed that we get alot of questions regarding swapping bank holidays, advance holiday etc. even though we have a policy on the intranet. We think it would be very helpful to have, in the time off section, a document or a link to a document consisting of key information you might need when requesting your time off. The help center AI told me it was possible but was not able to show how. Has anybody done this or something similair and could assist me? Best,Josefin

Hello everyone,Unfortunately, posting jobs is not working for us. For example, when I try to enter my LinkedIn ID, I get the error message “Something went wrong.”I have already checked the usual sources of error (company information, location, etc.).Do you have any ideas what the problem might be?Thank you. Hallo zusammen,  bei uns funktioniert das Posting von Stellen leider nicht. Wenn ich z.B. die LinkedIn ID eingeben möchte, erhalte ich die Fehlermeldung “Es ist etwas schiefgelaufen” Die üblichen Fehlerquellen (Firmeninformationen, Standort, etc.) habe ich bereits geprüft.  Habt ihr noch Ideen woran es liegen kann?  Danke  

Hi,I often want to search for a specific candidate in Personio through the search bar. It has worked well before. It now also gives the options as a list of people, but when I click on the person, I nowadays always get the following: Reloading the page doesn’t help. The only solution is to go through Recruiting and search for the candidate in a specific position. But this is inefficient as I might not remember in which stage they are etc.Help?

We have encountered an issues with overlapping absences in Personio, that employees are able to add multiple absence types (e.g. vacation and sick leave) for the same time period. This results in deducted vacation days even though the employee is sick and has registered sick leave. The system does not generate a notification of this happening. Has anybody else had the same issue and figured out an automation or any other workaround to stop this from happening or that you are atleast notified of it?

Hi,Since the latest (?) update, my Personio app has not been working. It has been showing the following since the update where Inbox should’ve come visible in the app: Is there something I should do?Tagging ​@Moe as we have discussed this earlier.

 Hi everyone,We are currently preparing for the upcoming EU Pay Transparency Directive and would like to hear how other companies are approaching this in Personio. How are you structuring and handling pay transparency in the system? Which data points / reports from Personio do you find most useful to support compliance (e.g. job categories, compensation elements, gender-related reporting)? For those of you operating as global companies with multiple legal entities – some within the EU and some outside – how are you dealing with these differences in practice? Any insights, best practices, or lessons learned would be highly appreciated!Thanks in advance 🙏Kirsten Sohnesen, FabricAir

Hi all, We have a Development Report 2025 Review Cycle set up. Its status is active, but the colleagues who filled it out this year cannot access it any more. The filled out form simply does not appear in Review Cycles section.They say everything was okay last week.Do you have any suggestions? Thank you, Vesna