Add Employees

 

This article describes how you can create new employees in Personio, and explains the four steps involved in the process.

To create a new employee, navigate to Employees > Employee list and click on the button Add employee Add-Employee_en-us.png in the upper-right corner. 

 

1. Public Profile

  1. First enter the new employee’s first and last name. These two fields are mandatory to proceed to the second step. Under gender, you have the option to distinguish between Male, Female, Diverse and Undefined, or to leave the field completely blank.
  2. You can also store an email address, a subcompany, if applicable, an office, department, and position for the new employee.
  3. Next, Personio gives you the option of having a Personio login and invitation email sent to the new employee.
  4. Click on Next to move to Step 2.

adding-employees-personal-data_en-us.png

 

2. HR Information

In this step, you can add important personal information about your new employee.

  1. Enter the hire date, the duration of the probation period or the contract end date, employment type, supervisor, weekly hours and cost center.

    Note Based on the department selected in the first step, the weekly hours are stored relative to 100%. Learn more about Adjusting the Custom Hours for a Department.
  2. If you have selected more than one cost center, please enter the percentages of the employee’s working time allocated to each.
  3. Click on Next to move to Step 3.

adding-employees-HR-information_en-us.png

 

3. Employee roles

  1. In the third step, click on all employee role(s) which you would like to assign to the new employee.

    Note New employees are assigned the {}All employees{} role by default. However, you do have the option to assign additional roles to employees.
  2. Click on Next to move to Step 4.

adding-employees-roles_en-us.png

 

4. Templates

  1. In step 4, you select the onboarding template*, working hour schedule (including its validity date), and the accrual policy for the new employee.

    Note New employees are automatically assigned the default working hour schedule, unless you select a different schedule. For more information about working hour schedules, see our article Step 5: Configuring and Assigning Work Schedules.
  2. Click on Save to add the new employee.

adding-employees-templates_en-us.png

* The {}Onboarding{} section is only available with the Professional and higher plans.

 

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