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.
12,600+
60+
4.30+
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.
Video: Configure Offices
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 jobs are created in Personio and published on the career page or via relevant external channels such as job boards, and tracking links are created to 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