In Personio, you can create workflows to automate onboarding and offboarding processes, ensuring employees receive timely support and reminders for tasks, improving efficiency and saving time.
Design and save steps for tasks like downloading documents, providing text information, and more. Create onboarding and offboarding groups to assign employees as responsible for specific parts of the processes.
Use the steps and groups to build customized onboarding and offboarding templates with various combinations to fit different needs. Assign the most appropriate template to each employee.
Automated reminders alert users about incomplete tasks, and you can monitor all active workflows in the Automations area. Identify and resolve any bottlenecks before they cause delays, helping to further improve efficiency.
Before you start
When creating onboarding and offboarding workflows in Personio, consider your company's existing processes. Try to incorporate them into the workflows, along with any steps that might improve the process. See our best practice articles for examples of typical onboarding and offboarding templates and steps.
Setup
To set up your onboarding and offboarding workflows, follow the instructions in the following articles: