Personio Payroll Expert Setup
The Expert Setup is applicable for businesses on the Expert plan for Personio Payroll.
Coverage Includes:
Pre-Implementation (Up to 6 months before implementation start)
- Pre-Implementation Communication: Stay informed from day one. Receive a series of tailored emails to guide you through preparation before implementation begins, ensuring you are well-prepared and confident to kick off.
Implementation (1 month)
- Dedicated Payroll Specialist Intro: A dedicated Payroll Specialist will support your team throughout the implementation process, offering advice and ensuring your payroll setup is smooth and on track.
- Self-Guided Onboarding: Our in-platform onboarding walks you through each step of the setup process, with automated prompts and structured checklists with built-in guidance through every step.
- Guided Implementation: Regular check-ins for a confident rollout. Your Personio Payroll Specialist and Tax Advisor partner will hold regular check-ins to walk through key topics, answer questions & ensure critical setup steps are done right.
- Accounting Report Setup: Get expert assistance configuring your accounting report. Your Personio Payroll Specialist will explain the logic, walk through the setup, and help resolve any questions.
Parallel Phase (1 month)
- Payslip Comparison: Your Tax Advisor partner will take ownership of the payslip comparison process, document all findings, and work with you to address discrepancies—so you can focus on other critical tasks.
- Payroll in a Day: Deep-dive training in one focused session. An optional multi-hour interactive session designed to empower you & your team with essential payroll knowledge, tools, and confidence.
- Daily Business Webinar: Deep-dive training in one focused session. Final walkthrough to ensure a smooth first run. This optional expert-led webinar guides you through the final steps of payroll approval, ensuring you’re fully prepared for your first go-live with zero surprises.
After Go-Live
- First Approval Support: One-on-one expert support for your first payroll run.