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Personio Product Updates

Welcome to our Release Notes page, your gateway to the latest innovations and enhancements in Personio! From feature-rich additions to seamless optimizations, we are committed to continuously refining and expanding our product to meet your evolving needs. 

To learn more about the Personio redesign, check out our Personio Redesign page.

March 2025

Tap into new Recruiting Insights

Available for:  Recruiting

We've improved and extended the popular Recruiting Insights section based on your feedback.

More structure, more charts, and more customization options:

  • Jump right to the charts you are looking for from the new sidebar
  • Analyse disqualification reasons to understand candidate rejections and withdrawals
  • Investigate channel performance and go deep on applications and hires per channel
  • Set custom date ranges to explore key metrics in specific time periods
  • Export charts to PNG to insert beautiful graphs into your own presentations
  • Easily manage user permissions by controlling access to the Insights section

Find out more: Overview of the Insights tab

WhatsNew_Mar25_Hero_RecruitingInsights_EN@2x.jpg

 

Set up compensation reviews your way

Available for:  Compensation

Help supervisors make smarter compensation decisions with customizable worksheets.

Tailor your Compensation Management worksheets to meet the needs of your organization. With customizable worksheets, Compensation Admins can now modify the default information displayed and decide what data should be available to supervisors to help them make smart compensation decisions.

Compensation Admins can now: 

  • Select from a list of standard and custom attributes to add to the worksheet
  • Remove unnecessary attributes from the default view
  • Organize worksheets in a way that ensures the most important data is front and center for supervisors

Find out more: Use the Compensation Worksheet and People list

WhatsNew_Mar25_Splotlight_2_WorksheetTemplates_EN@2x.jpg

 

Help employees write meaningful reviews

Available for:  Performance & Development

Customize review templates to fit your organization's needs and build a strong feedback culture.

Performance reviews just got easier to configure. Tailor review forms to fit your organization's needs with additional question types and private questions.

  • More flexibility in designing review templates: Add descriptions to questions, use up to 10 options on a scale, and add multiple choice questions.
  • Clear communication of who sees what: Audience visibility indicators and confidentiality settings allow everyone to understand who can view their responses and whether feedback provided is confidential.

Find out more: Configure question and answer types in the performance and feedback forms  

WhatsNew_Mar25_Splotlight_4_FormTemplates_EN@2x.jpg

 

Also new this month

Employee Management

  • You can now import departments and teams into Personio. With this new feature, you can set up and manage organizational structures. It supports bulk updates and the creation of hierarchies. These imports help with large adjustments, like reorganizations.
  • You can now opt-in to test out our new Metrics tab. The new tab is an advanced version of the Overview tab, allowing you to customize how widgets are displayed in the sections, and even create your own widgets.
  • You can now use the Report Builder to create reports that include job attributes.

 

Recruiting

  • We released a new Recruiting GET API endpoint, covering jobs, candidates, and applications. Learn more in our Developer Hub.
  • We have added more functionalities to the Insights tab, as well as new charts. You’ll notice:
    - A new section structure providing you with a clear overview of available charts.
    - Two new charts that give you valuable insights into disqualification reasons and channel performance.
    - The option to export your charts as a PNG.
    - You can grant employees exclusive access to recruiting insights.

Performance & Development

  • We redesigned our feedback forms. Now you can:
    - Choose up to 11 options (ranging from 0 to 10) for numeric scale questions.
    - Add up to seven options in descriptive scale questions.
    - Add a detailed description to each question for better understanding.
    - Add multiple-choice questions.

  • We have enhanced our performance cycle export. You can now view the status of all reviews, including incomplete ones (though their content is not exported). The export also shows review comments and the employee's HR data, such as email, department, and position.

 

Personio Payroll

  • We have introduced the Payroll Overview, a central hub that summarizes essential information for the current payroll cycle and offers easy access to additional payroll functionalities.
  • Employees now receive notification certificates for each DEÜV message sent, containing all the information submitted to the insurance in their documents.
  • Pre-sickness responses from health insurance providers are now accessible in the Compliance tab.

 

Compensation

  • Admins can now customize the worksheet when setting up a compensation cycle. The customization helps to tailor the worksheet to fit the specific needs of your organization and employees.

 

February 2025

All your people data up to date, in an instant

Available for:  Core Pro

Find the right employees and update their data more quickly and easily than ever before with the new people list. Use advanced filters to select the right colleagues and save views, so you can return to them with a single click.

Keeping your employee data current now takes even less time with the new people list that is faster, easier to navigate, and built to grow with you:

  • Find the right employees quickly with advanced filters like date ranges (for example “everyone who joined in November or December”) and saved views to return to with one click. See all results at once without needing to switch between pages.
  • Change data for multiple employees at the same time and review who’s affected before finalizing. 
  • Need your data elsewhere? Download everything as Excel/CSV or share the link of a view with a colleague.

Find out more: The People List

 

Spot the right candidates more quickly

Available for:  Recruiting

Save and reuse layouts and filters to screen large numbers of applications based on what matters for the role. Keep the whole hiring team in the loop and align on next steps and decisions.

Transform how you screen applications and collaborate with your hiring team. The new advanced application list helps you work smarter, with more control and better insights on candidates:

  • Reduce screening time with custom views and multi-layered filters that show exactly what you need
  • Stay organized by saving and reusing layouts for recurring tasks. Customize columns and filters to focus on what matters – like years of experience, current role, or pending evaluations.
  • Keep your hiring team in sync with shareable candidate lists and bulk actions

All your candidate information, organized, so you can find your top talent faster.

Find out more: The Application List

 

Understand the pulse of your organization

Available for:  Surveys

Automate Pulse Surveys, spot trends faster, and get rid of burdensome spreadsheets

Get continuous insights into employee engagement without repetitive survey creation or analysis. Our Pulse Surveys run on their own, delivering fresh insights right when you need them:

  • Set up once, learn continuously - customize frequency, distribution, and questions to match your needs
  • Spot patterns that matter - identify both challenges and wins as they emerge
  • See beyond the numbers - track changes over time and explore any survey in depth

Regular insights, zero effort required.

Find out more: Overview of Personio Surveys

 

Learn from every employee journey

Available for:  Surveys

Get automatic feedback when employees join or leave, helping you build a better workplace experience.

Your employees' first weeks shape their entire journey. Their final days offer uniquely honest perspectives. Capture these crucial insights automatically:

  • Understand the onboarding experience through new hire feedback
  • Gather candid insights from departing team members, selecting which leavers should be surveyed
  • Embed feedback collection into any employee lifecycle event by adding a survey step to any workflow

Set it up once, gain insights continuously.

Find out more: Automate onboarding and offboarding surveys

 

Speed up payroll preparation with smart summaries

Available for:  Core

Review and approve payroll changes faster with smart, organized views that show exactly what's different from last month and provide relevant context.

Access clear, organized payroll information across new intuitive views:

People tab

  • See full payroll at a glance: salaries, time off, and staff changes
  • Quickly identify who's joining or leaving your payroll

Salary & Time off tab

  • Find specific information with powerful filters (e.g., filter only for Christmas bonuses)
  • Distinguish between paid and unpaid leave thanks to time off categories
  • See context through integrated comments

Employee changes tab

  • Review all payroll adjustments in one place
  • Spot retroactive changes instantly with handy preset views
  • Filter, sort, and search for specific updates (e.g., employee banking detail changes)

Settings by legal entity

  • Customize payroll and employee attributes per legal entity
  • See only what matters for each part of your business, reducing clutter

Find out more: The Preliminary Payroll section

 

Also new this month

Employee Management

 

Recruiting

  • We are improving the new Application List. To give you a better overview, we added a pipeline view for applications filtered by category or jobs in the same category. You can also use the new search functionality to quickly find candidates in the list.

 

Performance & Development

  • You can now set up a default feedback form for Continuous Feedback that aligns with your company's unique culture and best practices.
  • Employees can still choose a form when they proactively send feedback, while requested feedback uses your default setup.
  • This gives you more control over how feedback is structured while offering flexibility to your employees.

 

Payroll

  • We have introduced a new, clearer design for the payroll table for the DATEV integration , offering a modern, intuitive experience.
  • DATEV Lohn und Gehalt Version 14.55 no longer supports the EU Social Security attribute. 

 

Preliminary payroll

  • We have introduced pre-set views to the Employee changes tab , so you can view either all changes and retroactive changes.

 

Personio Payroll

  • We have introduced the Overview tab , a summary of all essential information for the current payroll cycle.

 

Integrations

  • Slack and Microsoft Teams integrations now calculate time off return dates using working schedules and public holidays. This ensures more accurate return dates. We've also added a monitoring tab to view errors when sending channel updates.

 

Platform

  • You can now filter and view audit logs for multiple employees in a single search. This helps you to streamline investigations and compliance reporting.

Surveys

 

Compensation

  • As an admin, you can now use the new filters "Date of last salary increase after" and "Date of last increase before" when setting up a Compensation Cycle . These filters help you identify employees who haven't received a base salary increase within a specific timeframe.

 

Documents & E-Signatures

  • With an updated document import feature, you can now upload documents in bulk and assign them to the right employee profile all in one place.

 

Workflow Automation

We’ve updated the workflow builder to improve your experience. You’ll notice:

  • Regrouped triggers based on the object they related to, like Employee events, Time, and Documents, etc. 
  • A unified list that can help you to select Assignees for actions more easily.
  • A more detailed Activity tab for monitoring your workflows.

 

January 2025

All types of reporting lines, accurately reflected

Available for:  Core Pro

Every organization works differently. Personio can now adapt even better to yours. Define different types of supervisors and show dotted reporting lines in the org chart. Trigger workflows for the relevant supervisor and ensure they have the access needed for their tasks.

If your employees have multiple supervisors with different responsibilities, you can now accurately reflect dotted lines and matrix structures in Personio:

  • Define multiple additional supervisor types and assign up to 5 dotted line managers per employee and per type. 
  • Visualize your organizational structure including dotted lines in the org chart, helping your employees find the right contacts more quickly.
  • Set up dedicated access rights for each supervisor type. Employees with a supervisor role of the respective type will automatically get these access rights to data of their reports. 
  • Use additional supervisor attributes in workflows to automatically route approvals to the right employees.

To set up distinguish tasks between different types of supervisors, start with assigning attendance approvals to the right supervisor. We will continue adding further approval types in the coming months.

Find out more: Supervisors and other employee relationships

 

 

Manage and align performance across all levels of leadership

Available for:  Performance & Development

Give your leaders the performance data they need, when they need it. Set custom access levels across your organization and eliminate manual data sharing.

Bring clarity to performance discussions at every level:

For Performance & Development admins:
- Configure access rights for Feedback and Reviews that match your organization
- Set the correct visibility levels for every leader and manager

For senior leaders:
- Access performance insights across your entire reporting structure
- Make decisions with complete visibility of your organization

For people managers:
- Visualize team performance through graphs and box grid reports
- Guide better conversations with instant analytics

When sharing feedback or reviews, employees will always know who can access their information - eliminating surprises and creating trust through transparency.


Find out more: Sharing and confidentiality

 

 

See the future in your org chart

Available for:  Core Pro

Get an immediate understanding of your planned organization by adding open positions in the org chart.

Plan your team's growth with an enhanced org chart that shows both current employees and future positions.

Now you can:

- Map open positions to target supervisors, seeing exactly how new hires will fit in
- Make more thoughtful decisions about recruitment and team structure
- Set access rights for who can see open positions in your org chart

Your organization's present and future, in one clear view.

Find out more: The Org Chart

 

 

Also new this month

Documents & E-Signatures

  • We simplified our document imports feature. When bulk uploading documents for multiple employees, you will now find it easier to assign each document to an employee, and specify the category and date.

 

Platform

  • You can now choose the following languages in your personal settings : Catalan, Croatian, Czech, Danish, Hungarian, Norwegian, Romanian, and Turkish.

 

Payroll

  • Preliminary payroll: We have added the new People tab and enhanced functionalities to the Salary and Time off tabs. You can now also select attributes for the payroll table at the legal entity level .
  • Personio Payroll: Personio Payroll now automates payroll processing for professional pension funds , including DEÜV notifications, contribution proofs, and SEPA file generation, with ITSG certification.

 

Recruiting

  • We improved the in the job details. For each specific job, you can now view all applications and the candidate pipeline, as well as check for updates.  

 

Compensation Management

  • We enhanced our Compensation Management app by adding the target goal bonus feature. You can now select the target goal bonus option when setting up a Compensation Cycle .

 

Integrations

  • The Slack integration now calculates time off return dates using working schedules and public holidays. Slack messages now display accurate return dates, avoiding updates on non-working days.
  • The Entra ID integration now requires reduced permissions for setup, enhancing security. Existing users should re-authenticate to benefit from these improvements.

 

December 2024

Employee Management

  • You can now choose to display open positions from the Planning area in the Org Chart. To do so, add a Target supervisor to an open position in the Positions tab, and activate the Open positions customization card in the Org Chart.
  • You can now oversee and manage company-wide workforce planning from a single tab with the new Workforce Planning app ( Planning Cycles tab).
  • You can now access a new Time off Periods report template in the Report builder.
  • We have redesigned the Employee profile header to include more key information at a glance.
  • We have also enhanced the security of profile deletion: employees can no longer delete their own profiles; only Administrators have this capability.

 

Payroll

  • Preliminary payroll
  • PayInt
    • These integrations are only available for certain locales with content in the language of the integration and English.
    • You can now sync time off and compensations with the a3innuva Nómina integration.
    • The payroll integration ADP Partner is now available for our customers based in Spain. Learn how to set up the integration.

 

Compensation Management

  • Salaries
    • We have updated the Salary imports, including currency and moving weekly hours to the employee data import.
  • Compensation
    • The Compensation Management has been revamped as part of our redesign project. Discover the new features in our dedicated article.
    • The setting of effective dates has been relocated from the end of the cycle to the cycle setup and the Worksheets/People list depending on the access rights. Previously, this was the final step before syncing new salaries to the employee profile.

 

November 2024

Employee Management

  • We've released the new Timesheet that makes it easier for your employees to track their time and monitor their attendance.
  • You can now set up multi-weekly working hours. This helps you set up flexible work arrangements with a recurring pattern.
  • We’ve introduced a new overtime overview to help you and your employees better understand overtime balances.
  • You can now automatically translate attribute names and option values in the list of options attributes. Personio provides an auto-translation that you can accept, reject, or customize.
  • We are adding more attributes to the Positions list in the Planning area. You can now use the following attributes: Target Supervisor, Target FTE, Actual FTE, and Hiring Manager.

 

Workflow Automation

  • Approval chains are now available for attendance approval workflows! Assign up to four approvers per step, and create up to five steps in a workflow.

 

Documents & E-Signatures

 

Recruiting

  • With our new insights tab, you can gain valuable insights into the hiring process of a specific job. New reporting charts allow you to identify inefficiencies and optimize the candidate experience.

 

Platform

  • You can now access your latest payroll documents from the homepage, including your three most recent payslips.
  • You can now view and download files on the mobile app. Use the widget filter to sort by category, with saved settings for future use. 

 

Payroll

  • PayInt
    These integrations are only available for certain locales with content in the language of the integration and English.

 

October 2024

Employee Management

  • Personio now autofills legal entity information for you, so you no longer need to enter the details manually. Simply select a country and search for the full name of the legal entity. The details are filled in automatically.
  • When rehiring a former employee, you no longer need to create a new employee profile for them. You can use the rehire feature to transfer data from the inactive profile to a new one without manual entry.

 

Workflow Automation

  • We're improving our workflow builder! When editing a workflow, you can now add steps at any point without deleting existing ones. 
  • Users now get notifications when a workflow breaks. If a workflow is interrupted, due to missing attributes or deleted roles in a trigger, Personio sends the creator an email and Inbox notification. Notifications link to the workflow builder, where problems are highlighted for quick fixes.

 

Integrations

  • We've added a monitoring tab for Identity and Access Management integrations. You can now track sync statuses, dates, and operations for each employee to troubleshoot issues.

 

Documents & E-Signatures

  • Automated Signature Reminders are activated by default when requesting a document signature. These reminders help save time and avoid manual work. Choose how often to send reminders: daily, or weekly. Signers will get reminders by email at these times until they sign.

 

Platform

  • The new mobile app streamlines time management with a calendar view. Track working hours, manage time off and attendances, and edit events. You can start and stop time tracking on both the mobile app and desktop, and they will stay synchronized.

 

Payroll

  • Preliminary payroll
    • We have added the Employee Changes and Documents tabs to the preliminary payroll table, making it easier to review data changes in one go.
  • Salaries
  • PayInt
    These integrations are only available for certain locales with content in the language of the integration and English.
  • Personio Payroll
    🇩🇪 This app is only available for companies based in Germany, with content in German and English.
    • We have added the new Tasks and Manage tabs to Personio Payroll. Now, managing your monthly to-dos and payroll settings is easier and more efficient than ever.

 

Compensation Management

September 2024

Employee Management

  • The People list and Org Chart are going through a redesign! You will soon be able to access information about your people with intuitive navigation, effortless filters, and saved views. Learn more about the redesign and its timeline.
  • You can now set up a shared time-tracking device. Your employees can clock in and out using the device, without having to log in.

 

Workflow Automation

 

EPD

Create and manage cycles with the new Dynamic Cycle Builder:

  • Set up and manage cycles faster — for now, or for later.
  • Choose participants with greater precision thanks to powerful filter options.
  • Keep an overview through a new visual timeline.
  • Easily adapt to changes in your organization.

 

Integrations

  • We've added a monitoring tab for Identity and Access Management integrations. You can now track sync statuses, dates, and operations for each employee to troubleshoot issues.

 

Documents & E-Signatures

 

Recruiting

  • When creating a job, use the new automated screening feature. Save time by setting specific questions and answers that will automatically disqualify unqualified applicants.
  • We've expanded the functionalities in the Insights tab. New filter options help you narrow down data to find the most relevant information. Additionally, more charts have been added to provide valuable insights into your hiring progress and process efficiency.
  • Learn about our direct integrations with Google and Microsoft for outbound recruiting messages. These allow you to send messages to candidates via Personio using your custom email address, without the need to use SMTP with Basic Auth.

 

Platform

  • The new mobile app streamlines time management with a calendar view. Track working hours, manage time off and attendances, and edit events. You can start and stop time tracking on both the mobile app and desktop, and they will stay synchronized.

 

Payroll

August 2024

Employee Management

  • Job-related attributes (Job Name, Job Level, Job Track, etc.) are now available as a single attribute in the People list.
  • Additionally, it's now possible to assign or edit job-related attributes in bulk via the People list.
  • The Position ID is also now available as an attribute in the People list.
  • Employees can now use the Time Tracking widget to track their working hours directly from their homepage.

 

Workflow Automation

  • The Activity tab has been upgraded! We’ve added more filtering options, pagination, and an updated table design.

 

Recruiting

  • We have improved our Recruiting reports. You can now see your relevant recruiting metrics in the new Insights tab.

 

Platform

  • Portuguese is now available as a language option for personal settings.
  • The Audit Log is now available to all customers. It tracks changes to company and employee data across Personio, showing who did what and when.
  • We have added two new widgets to the homepage:

 

Payroll

  • PayInt
    These integrations are only available for certain locales with content in the language of the integration and English.
    • The payroll integration Xero is now available for our customers based in the UK. Learn how to set up and use the integration.
    • Germany-based customers can now export data from Personio to ADP AdvancedPay (Paisy). Learn how to use this feature.
  • Personio Payroll
    🇩🇪 This app is only available for companies based in Germany, with content in German and English.
    • You can now also set up old contracts based on § 40b EStG and agreements with one-time payments for company pension schemes (bAV) in Personio Payroll.

 

Personio Surveys

 

Compensation Management

  • You can now see the last three salary changes when you hover over the icon next to the last increase date in the salary history column. This helps you make data-based decisions.
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