Personio Payroll Expert Setup
The Expert Setup is applicable for businesses on the Expert plan for Personio Payroll.
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.