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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.

Fast and Effortless The Implementation of Personio

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.

Your Path to Becoming a Product Expert
4,280+
4,280+
successfully completed implementation projects
55+
55+
experienced Implementation Specialists across Europe
9
9
out of 10 points! This is how our customers rate the implementation phase

Fast and clearly structured: Implementation with Personio

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.

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 Specialist will provide you with all information about the implementation in online meetings, e-mail and in our webinars in the Personio Voyage Academy.

Setup of the HR Management

Step 1
Import Employee Data
Video

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
Video

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
Video

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
Video

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
Video

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
Video

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
Video

Goal: Historical and planned absence periods of all employees are imported.

Help: Helpcenter Article

Step 8
Check Employee Roles and Access Rights
Video

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
Video

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
Video

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
Video

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
Video

Goal: With setting up phases and categories, all your different application processes are available in Personio.

Help: Helpcenter Article

Step 2
Configure Email Settings
Video

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
Video

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
Video

Customized evaluation sheets for standardized applicant evaluations are available.

Help: Helpcenter Article

Step 5
Create a Personio Career Page
Video

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
Video

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

What's next?

Implementation Kick-Off

Once you select Personio, our Implementation Team will assist in setting up your company structure and processes. Your Implementation Specialist will ensure a smooth experience by providing information on features through meetings, emails, and webinars.

Handover to our Customer Service team

After implementation, our Customer Service team handles product queries. Contact your Growth Manager via Personio's Help > Find Answers for upgrades or plan queries. Best wishes with Personio, the HR system. Excited to collaborate!