Reducing the Scope of Personio's Export Function

 

In this article, we explain which types of export will no longer be available in the future and which alternatives you can use to retrieve the analyses you need.

 

Reducing the Export Function

Custom reports have been developed to meet all of your requirements for a bespoke, flexible reporting system brought together in one central place. In line with this, custom reports will gradually replace the old "Exports" section.

The first step will consist of the following changes to the export function, taking effect from 30.05.2020:

  • You will only be able to access the exports section via Reports > Exports. This will no longer be possible via the main navigation on the left.
  • It will be no longer possible to create new exports of the following types:
    • New employees
    • Leaving employees
    • Data changes
  • You will still be able to create new exports of the export type Employee selection.

export-creation_de.png

Please note that existing exports (created before 30.05.20) can still be used as normal going forward. The only thing you will no longer be able to do is create and configure new exports of the types mentioned above.

 

Using Custom Reports

Instead of using the export function, you can of course use Custom Reports. Just navigate to Reports > Custom reports > Create new report.

custom-reports-creation-de.png

You can find out how to create and use the different types of Custom Reports in Personio here

 

Custom Reports on New Hires 

You can use custom reports to get a report on the employee information relating to new hires. For example, you can create a point in time report with the following features:

Point in time: last day of the month

Attributes:

  • Name
  • First name
  • Email
  • Status
  • Hire date
  • Department
  • Position

Filter (for the New Hires Report in April):

  • Hire date greater than or equal to 01.04.2020
  • Hire date less than or equal to 30.04.2020

Employee status filter: all

custom-reports-new-employee-report_de.png

 

Custom Report on Employees Leaving the Company

You also have the option of creating a report on the employee information related to employees who are leaving. For example, you can create a point in time report with the following features:

Point in time: last day of the month

Attributes:

  • Name
  • First name
  • Email
  • Status
  • End of employment
  • Department
  • Position

Filter (for the Leaving Employees in April Report):

  • Termination date greater than or equal to 01.04.2020
  • Termination date less than or equal to 30.04.2020

Employee status filter: all

custom-reports-leaving-employee-report_de.png

Please note that you can add additional attributes to the table columns at any time. These will only be displayed for the employees who meet the criteria under Filter employees by.

 

Custom Report on Data Changes

You can use the historical report type Custom report to view changes that have been made to employee attributes.This report type shows changes in employee data over a defined period.

Report type: historical data

Time frame: any

Attributes:

  • Name
  • First name
  • Department
  • Position 
  • FTE

Filter: 

Employee status filter: all

custom-reports-attribute-change-report_de.png

You can find more best practice examples in this Helpcenter article.

 

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