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Answered

Not able to pull children informations through custom report

  • April 22, 2024
  • 3 Antworten
  • 0 Aufrufe
J
First Steps

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. 

Beste Antwort von International Support Team

Hi @JulesR,

You can utilize the Employee list to generate a report containing data on your employee’s children. Firstly, employees must ensure that the data has been updated in the Children attribute, located in the Personal info section of their profiles. For each child they can enter their full name, gender and date of birth. 👶

To pull the data, go to Employees > Employee list. Click the three dots (...) on the top right and Edit list columns. Click Add columns and select Children and Save. You can then export the data to Excel by clicking the three dots (...) and Export list.

Additionally, you can create a Custom report and include the Children attribute. This will only show the number of children that each employee has. To do this, go to Reports > Create report. Choose Point in time and add the Children attribute in Table columns. 

Thanks for your post and let me know if I can help further. 😀

Best,

Steve

3 Antworten

I
Personio Team
Forum|alt.badge.img+18

Hi @JulesR,

You can utilize the Employee list to generate a report containing data on your employee’s children. Firstly, employees must ensure that the data has been updated in the Children attribute, located in the Personal info section of their profiles. For each child they can enter their full name, gender and date of birth. 👶

To pull the data, go to Employees > Employee list. Click the three dots (...) on the top right and Edit list columns. Click Add columns and select Children and Save. You can then export the data to Excel by clicking the three dots (...) and Export list.

Additionally, you can create a Custom report and include the Children attribute. This will only show the number of children that each employee has. To do this, go to Reports > Create report. Choose Point in time and add the Children attribute in Table columns. 

Thanks for your post and let me know if I can help further. 😀

Best,

Steve

    G
    First Steps
    • GGAFirst Steps
    • First Steps
    • July 10, 2024

    Hello, for payroll management, we need information on children to be available via the API. How can we manage this? We already made this request 1 year ago and still no solution...

    I
    Personio Team
    Forum|alt.badge.img+18

    Hi @GGA,

    I searched the Community but have been unable to find your previous post on this topic. Perhaps you could share it here? I can understand why being able to extract this data via API would be useful, and I would like to encourage you to post this suggestion of improvement in our Ideation Area if you haven’t already. This way, other users will be able to vote for it, and the suggestion will be shared with our Product Team.

    In order for us to fully understand your idea, I share with you a couple of questions that your description should clarify when posting in the Ideation Area:

    • What would you like to achieve with Personio? What issue do you need to solve?

    • Why? What would be the added value for you?

    • How are you solving it right now?

    The more details, the better! However, remember not to share any personal or business data with the public.

    Make sure to add the link to the idea in this thread, so that other users that find your question can upvote it.

    Thank you in advance for sharing your ideas with us 🙌🏽.

    Best,

    Steve

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