Fast and effortless implementation of Personio
Our HR operating system is a cloud-based software solution, meaning that you can use your Personio account from anywhere instantly – and we are happy to support you with it.
During the implementation phase, you will prepare and import your existing employee data and configure your account to our industry-leading setup standards. By mapping your processes in Personio, you will quickly become a confident product expert and have the ability to easily make adjustments in the future.
Your path to becoming a product expert
Individualized support
You will receive step-by-step coaching on how to become a Personio expert through interactive product trainings, tutorials, and emails.
Multimedia Support
In addition to the support from your Implementation Specialist, you will have access to a variety of resources such as our Help Center, in-app tours, webinars, and handbooks.
4,280+
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Dedicated team
Our team and community support you during the implementation process via web demos, interactive courses, and coaching by email or phone.
Individual Project Plan
We will develop a detailed project plan for you to help you enable value as quickly as possible.
Account Setup
From working time models to approval processes: our experts help you configure Personio to meet your unique needs.
Becoming a product expert
We offer training and guidance for up to two contact persons at your company, to ensure you can use Personio successfully.
Data import
We support you as you import your employee data, salaries, and historical absences. We provide standardized Excel templates for data preparation.
Best practices in Personio
Not only do we help you implement Personio, we also share practical tips to make your daily work easier.
How to implement Personio step-by-step
First select the package you have booked and the size of your company
Final call with Sales
Implementation Kick-Off
Setup of the HR Management
Step 1
Import Employee Data
Goal: The personnel data of all your employees are imported and you have a good understanding of how to use the digital employee file.
Help: Helpcenter Article
Step 2
Configure Offices and Departments
Goal: Weekly standard hours and holiday calendars are assigned in such a way that attendances and absences are calculated correctly.
Help: Helpcenter Article
Step 3
Import Salaries
Goal: Historical and current data of fixed salaries, hourly wages, bonuses as well as special payments (one time) and additional compensations (recurring) are imported.
Help: Helpcenter Article
Step 4
Configure Preparatory Payroll
Goal: Different Accounting groups and billing periods are created and the settings of the preparatory payroll are configured in order to generate the monthly payroll export.
Help: Helpcenter Article
Step 5
Configure and Assign Working Hour Schedules
Goal: A working hour schedule is assigned to each employee which is necessary to correctly calculate attendance times and absence time accruals.
Help: Helpcenter Article
Step 6
Configure Absence Types and Accrual Policies
Goal: All absence types, such as paid vacation, sick days or business travel, are available and the rules for accrual policies (e.g. for paid vacation) are assigned to employees.
Help: Helpcenter Article
Step 7
Import Absence Periods
Goal: Historical and planned absence periods of all employees are imported.
Help: Helpcenter Article
Step 8
Check Employee Roles and Access Rights
By assigning roles and access rights, your company structure is set up in a way that all employees can see or edit exactly the data they need for their work.
Help: Helpcenter Article
Step 9
Configure Approval Processes
All approval processes for attendance, absences, and change requests of employee data are set up.
Help: Helpcenter Article
Step 10
Configure Employee On- and Offboarding Templates
Goal: Onboarding processes for different employee groups, such as permanent employees and working students, are set up in such a way that new employees have a smooth start.
Help: Helpcenter Article
Step 11
Configure Document Templates and Multiupload of Employee Documents
Goal: Document templates, such as confirmations, are available.
Help: Helpcenter Article & Multiupload
Setup of the Recruiting Features (if booked)
Step 1
Configure Phases and Categories
Goal: With setting up phases and categories, all your different application processes are available in Personio.
Help: Helpcenter Article
Step 2
Configure Email Settings
Goal: Incoming emails appear in the Personio recruiting inbox, outgoing emails are sent via your SMTP server and email templates, such as confirmations or interview invitations, are available.
Help: Helpcenter Article
Step 3
Create and Manage Recruiting Interview Types
Goal: All interview types are created and you know how to plan, manage and invite different parties (applicants as well as employees) to interview meetings.
Help: Helpcenter Article
Step 4
Create Evaluation Sheets
Customized evaluation sheets for standardized applicant evaluations are available.
Help: Helpcenter Article
Step 5
Create a Personio Career Page
Goal: Your job page is set up in such a way that you can publish new job postings automatically and applicants have the possibility to apply quickly and easily for one of your vacancies.
Help: Helpcenter Article
Step 6
Configure External Channels
Goal: All relevant sources (channels) are available so that you can create a tracking link for each vacancy and channel to get a better understanding where your applicants come from.
Help: Helpcenter Article
Step 7
Configure Recruitment Roles and Access Rights
Goal: All employees involved in the application process have exactly the rights to access the applicant data which they need for their work.
Help: Helpcenter Article
What's next?
Implementation Kick-Off
Handover to our Customer Service team
Contact Us!
Not a Customer yet? Contact Sales.
Careers at Personio
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