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
Best Practices
Settings
Personnel files
Employee roles, access rights, reminder and calendar
- General access rights
- Configure reminders
- How do I set up Employee Roles?
- Information about Access Rights
- What does the term "Team" mean?
- What is the Employee Calendar?
Absences, Vacation and Sick days
- How do I configure absence administration?
- 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?
- How do I set the maternity leave of an employee?
Attendance
Performance
Document Management
On- and Offboarding
Payroll
Reports
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
Jobpage
Channels and job openings
Categories and phases
Roles
Applicant communication and email
- How to send an 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?