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 and accrual policies
• Step 6: Import of absences

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FAQ

• How do I set up onboarding?
• How do I reactivate an employee's blocked account?
• How do I work with the Employee Overview?
• What is the difference between the end of a contract and terminating a contract?
• How do I delete an employee?

Account configuration

• What does the term "Team" mean?
• How do I set up an email signature?
• Is there an API?
• How do I enable 2-factor-authentication for specific employee roles?

Personnel files and documents

• How do I create sections and attributes in an employee profile?
• How do I upload several documents at once in Personio?
• How do I create a document template?
• How can data in document templates be formatted?
• How do I use document templates?
• How can recommendation letters be generated from a template?

Salary, performance and notes

• How do I define targets?
• How do I set up a feedback meeting?
• How do I write performance comments?

Attendance

• How do I adjust the hours per week / weekly working hours of a department?
• How do I configure part-time work?

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 does the prorated vacation calculation work for part-time employees?
• How do I assign specific absence policies for employees?
• How do I adjust the vacation balance of an employee?

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Employee roles, approvals and reminders

• How do I set up Employee Roles?
• How do I set up reminders?
• What is the Employee Calendar?
• How do I distinguish exported absence days in my external calendar?
• How do I link the Personio calendar to my external calendar?

Onboarding and Offboarding

• How do I set up Onboarding processes?
• How do I start the Onboarding process for an employee?
• How do I set up offboarding for the resignation of an employee?

Payroll

• How does payroll work for several accounting groups?
• How does the preparation of payroll accounting work?

Personio for employees

• How do I use Personio for the first time? (for employees)

Recruiting

First Steps Recruiting ( Account configuration )

• Which are the three options to link Personio with my own job site?

FAQ

• How do applicants reach the Personio Recruiting Tool?
• How does the deletion of applicant data work?

Jobpage

• How do I use the Personio job website?
• How can I add customized applicant attributes to my Personio-Jobsite?
• How do I embed a video in my job page?
• How do I deactivate the Personio job site?

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

• What are categories in the recruiting section used for?

Roles

• Who can give employees access to individual applications?

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?
• How do I send emails with HTML formatting?
• How do I create a new employee from an existing applicant?

Interviews and evaluations

• How do I integrate interview dates into my Google Calendar?
• How do I use questionnaires to evaluate applicants?