How to implement Personio step-by-step

First select the package you have booked and the size of your company

Select Your Plan

Company Size

Final call with Sales

Implementation Kick-Off

As soon as you have chosen Personio, the Implementation Team will contact you shortly and support you in implementing your company structure and processes in Personio in the best possible way.

Since Personio is quite extensive and we aim an as uncomplicated as possible setup for you, your Implementation Manager will provide you with all information about the single features in regular meetings, via e-mail or in our webinars.

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.

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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.

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Step 9

Configure Approval Processes

All approval processes for attendance, absences, and change requests of employee data are set up.

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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.

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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.

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Step 4

Create Evaluation Sheets

Customized evaluation sheets for standardized applicant evaluations are available.

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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.

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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

Handover to our Customer Service team

What’s next?

Regardless of your support requests, we will get in contact with you periodically to review the settings of your account. Through our account review program we want to make sure you get the most out of your account.

If you are planning an upgrade, i.e. exceed the maximum number of employees or are interested in other plans, please contact us at upgrade@personio.de and we will come back to you with more information.

Much success with Personio, the HR operating system. We look forward to working with you.