Personio’s Product and Integration Services
At some point in your time using Personio, your organisation will grow and have different needs. You may need to introduce further integrations or support with changing your company structure.
During these transitions and new stages, you may require a dedicated specialist that will support you with either technical or non-technical aspects of your Personio account.
Our Customer Solution Specialists act as your ideal partners to ensure your Personio account is always meeting your business needs at that time.
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We offer several training options to help you become a product expert.
Personio Account Setup
We offer different account setup consultations to unlock the full potential of your Personio account.
We can help you map your internal processes in the best possible way.
This option offers three enablement sessions within a three-week period on the subject of your choice.
This option offers six enablement sessions within a six-week period on the subject of your choice.
With this option, we offer one individual session to discuss your questions and provide personalised recommendations and guidance.
We will review your account and provide recommendations based on our best practices so that you can use Personio in a way that best suits your needs.
We will merge your existing accounts for you (including data migration) and conduct a final account check.
Whenever you need to copy your account configuration into an additional account, or split the information in your current account into two, we can support you and help you review the settings.
Module and Workflow setup
We will guide you in setting up your new module or workflow, including system demonstrations. We will also share best practices, offer live support to answer all your questions and provide a final account check.
Personio Conversations setup
Based on your needs, we offer one or two personalized sessions to guide you through the setup of Personio Conversations within two weeks.
We offer additional guidance to help you map your internal processes the best possible way.
- Available in English and Spanish - We offer technical assistance with account reconfiguration and integrating Personio with other relevant tools, as well as complex use cases of our API.
Available in English and German
DATEV Workflow setup
We will configure your Personio account and enable the authorization and subsequent integration with the DATEV data center. We will support you to set up the DATEV (LODAS / Lohn & Gehalt) integration to make your payroll process more efficient.
With this option, we offer one individual session to troubleshoot issues with existing integrations and solve any complex technical challenges.
Tech Consulting Sessions
In these sessions, we will evaluate your tool landscape and offer advice on how to add value to your work using integrations. We can also clarify any questions you may have about integrating a tool with Personio.
Tech Consulting Project
With this option, we provide a thorough consultancy service to help you develop your own custom integration or use a combination of our apps to meet your needs.
How to get in touch
You can contact us through your Growth Manager or through the Find Answers section in your Personio account. You can access Find Answers via the sidebar menu under Help > Support and Updates > Find Answers.