Our document management system lets you create and store employee documents directly in Personio, keeping all records organized. You can also store document templates, and create custom documents more efficiently.

By setting up document categories, you can organize documents to suit your company's needs, making it easy to save and find items like contracts and payslips in an employee's profile. 

Choose to save document templates that include placeholders, so you can automate repetitive document creation. Placeholders autofill based on the info stored in an employee's Personio profile, streamlining the way you create personalized employee documents. 

Setup

To set up your document categories and templates, follow the instructions in the following articles:

1. Create a document category
2. Create a document template
3. Sample document templates to download
4. Save and assign a document template to a category
5. Add documents to an employee profile
6. Import documents
7. Create and manage data retention policies

Tip:
We recommend completing the Create and upload documents learning path from our Personio Voyager Academy to complement the information in this article.