Initial setup - Recruiting


As the recruitment area is directly linked to the HR administration in Personio, we recommend that you set up the HRM area first as the basis for a comprehensively managed recruitment process. This ensures that you will be able to create a digital employee file for new employees as soon as their application is first received in Personio.


Configure recruiting settings

Firstly, consider how you currently manage applications and how the process should be mapped in future. Personio essentially provides for three different communication methods for transferring candidate's data to your Personio account. Please note that you will need to use internal developer resources to create an API or XML interface. However, we are happy to support you in integrating such interfaces.


Initial recruitment setup

Setting up your recruitment area requires seven steps. While individual steps can be left out, it is recommended that you follow the sequence as indicated below. The following Help Center articles provide detailed information on how to set up this function.

  1. Configuring Phases and Categories
  2. Configuring the Email Settings
  3. Generating Recruiting Interviews
  4. Creating Evaluation Forms
  5. Configuring the Personio Career Page
  6. Creating External Channels
  7. Defining Recruiting Roles

Once you have configured these steps, you’re ready to start active recruitment via Personio. A detailed guide to active recruiting with Personio can be found here.

Please do not hesitate to contact us if you have any questions. We are happy to help and advise you on the configuration of individual steps.

To help recruiters quickly find their way around Personio, you are welcome to download our Recruiter Manual and share it with your employees. You will find clear instructions on how recruiters can optimally use Personio's candidate management tool in their daily work.


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