Initial setup - Recruiting


As the recruiting 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 recruiting 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 the 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 recruiting setup

Setting up your recruiting 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 recruiting 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 you with the configuration of individual steps.




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