Hi,
We’re currently updating some of our processes to make use of the documents signing function within Personio.
I can’t currently see any way of sending a bulk of letters (that have been created in Personio) for signature before sharing with the employee. I can tick the box to share with the employee, but this seems to be shared ahead of the signature being completed, slightly backwards in my opinion.
Has anyone found a way to be able to do this?
Thanks,
Lucy
Beste Antwort von SabbuSchreiber
Hi
as far as I know it’s not possible to upload/create a document without it being available to employees directly. Even when waiting on signatures.
The only option would be to create a new document category and only make it available to i.e. supervisors or managers so they can sign it without the employee having access to them yet. Through the Documents tab in the menu you can actually bulk-move documents to an other category but then the employee wouldn’t automatically get notified.
Hope that helps?
+15Hi
as far as I know it’s not possible to upload/create a document without it being available to employees directly. Even when waiting on signatures.
The only option would be to create a new document category and only make it available to i.e. supervisors or managers so they can sign it without the employee having access to them yet. Through the Documents tab in the menu you can actually bulk-move documents to an other category but then the employee wouldn’t automatically get notified.
Hope that helps?
Thanks
Feels like there should be the option to request a signature ahead of sharing. Will get something added to the feedback section and keep my fingers crossed!
Bitte benutze für die Registrierung die gleiche E-Mail-Adresse, die Du auch zum Login in Deinem Personio Account benutzt. Dies erleichtert es uns, Dir effektiv und effizient zu helfen, wenn wir z.B. etwas in Deinem Account überprüfen müssen. Bereits registriert? > Anmelden
Achtung: Dein öffentlicher Benutzername darf keine persönlichen Informationen wie E-Mail oder andere private Daten enthalten!
Die Service und Networking Community für alle Personio Kund*innen und HRler*innen. Solltest Du Dich noch nicht registriert haben, klicke bitte unten auf "Benutzerkonto erstellen". Benutzerkonto erstellen
Unsere Nutzungsbedingungen wurden am 26. Mai 2026 aktualisiert. Mit dem Einloggen stimmst Du den neuen Bedingungen automatisch zu.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
