Personnel administration
Getting started
- Step 1: Import Employee Data
- Step 2: Configure Offices and Departments
- Step 3: Import salaries
- Step 4: Configure and assign working hour schedules
- Step 5: Configure absence types and accrual policies
- Step 6: Import of absences
FAQ
Account configuration
Personnel files
Employee roles, access rights, reminder and calendar
Absences, Vacation and Sick days
- How do I configure absence administration?
- How do I configure holidays for my company?
- How do I add certain absence types for my company?
- How do I assign specific absence policies for employees?
- How do I adjust the vacation balance of an employee?
- How do I set the maternity leave of an employee?
Attendance
Performance
Document Management
On- and Offboarding
Payroll
Personio for employees
Recruiting
First Steps Recruiting ( Account configuration )
- Three options to link Personio with your own job site
- Step 1: Configure Phases and Categories
- Step 2: Configure Email Settings
- Step 3: Generate Recruitment Interviews
- Step 4: Generate Evaluation Sheets
- Step 5: Configure Recruitment Roles and Access Rights
Successful Recruiting in Personio
FAQ
Jobpage
Channels and job openings
- How do I publish job postings?
- How do I integrate job postings from Personio in my own website?
- How do I publish job postings on external channels?
- What data is made available to external job portals through multi-channel posting?
- How do I track different recruiting channels?
- How do I delete job postings from my jobsite?
Categories and phases
Roles
Applicant communication and email
- How do I send email from the company's own SMTP server?
- How do I create an automated e-mail confirmation of receipt of applications?
- What must be considered while setting up the SMTP connection to Personio – and how to avoid problems
- How do I send emails with HTML formatting?
- How do I create a new employee from an existing applicant?