Options in the employee list

This article describes the options you have in the employee list.

Which employees you see in the list is defined by your employee role's access rights: you can see just those employees to whose public profiles you have access.

Employee list

By default, all employees are shown in a list, sorted by their first names.

2018-04-30_01.png 

Number of employees

Select the number of employees to see per page (25, 50, 100, or all):

2018-04-30_02.png

 

Customize columns

Navigate to the "..." symbol in the top right corner and select Customize columns. Select the attributes you would like to see displayed in the employee list. You can change the columns' order by using drag and drop:

2018-04-30_03.png 

2018-04-30_04.png

 

Save current view

To switch easily between the currently selected columns and previous settings, you can save up to 10 views: hit the Save current view icon above the employee list and choose a name for your view.
16.png

After saving views, you can return to them by hitting the button again, or you can reset the current view to return to the standard settings, or delete a saved view:
18.png

 

Exports

Navigate to the "..." button and select Export to export the current view or other attributes shown in the employee list (as an Excel file).

2018-04-30_05.png  

 

Sort and filter

You can sort the individual columns by selecting the small arrow next to the column's title. To be shown a specific group of employees with one specific attribute, you can filter the employees by selecting the respective value in a column:

2018-04-30_06.png

 

Employee list search bar

You can search for active and inactive employees using the search bar in the employee list:

2018-04-30_07.png

 

Inline editing

You can inline edit values within the employee list: navigate to the small blue pen icon and change the value without having to open the employee profile.

2018-04-30_08.png

Select the new value from the drop down:

2018-04-30_09.png  

Bulk editing

Select several employees using the checkboxes and navigate to the Actions button above the employee list. You can select from the following options: Edit attribute, Add or remove role, Change accrual policy, Assign or remove work schedule, send invitation e-mail, Delete employees.

2018-04-30_10.png

 

Org Chart

Navigate to the Orgchart view in the top right of the employee list to see an overview of the company hierarchy. Tick the box Show entire tree to be displayed the entire company's structure. The hierarchy is based on the supervisors assigned to the respective employees in their Personio employee profile. 

2018-04-30_11.png

Should you wish to see a specific employee's team, click on their profile to expand the level below this employee:

2018-04-30_12.png

 

Navigate to the Export icon in the top right corner to export the org chart as a jpg file:

2018-04-30_13.png

 

Navigate to the top left corner and select the option Add filter to generate a detailed org chart view. Select an attribute (e..g., department) and select the value you would like to see (e.g., Human Resources). Select Add to save the filter:

2018-04-30_14.png

 

Timeline view

Navigate to the top right corner and select the Timeline view icon to be displayed an overview of your longterm HR planning, grouped by department. You may see the following three highlighting colors: Hire date (green), Contract end date (yellow), Termination (red).

In addition, you see the number of open jobs per department.

2018-04-30_15_0.png

2018-04-30_15.png

 

The filter option is identical with the one of the org chart view.

 

Add employees

Navigate to Add employee and enter first details such as "Public profile," "HR information," "Employee roles," and "Templates" before selecting Save to set up the employee profile:

2018-04-30_16.png

 

 

 

 

  

Have more questions? Submit a request

0 Comments

Article is closed for comments.