This article describes how you can create new employees in Personio, and explains the four steps involved in the process.
First navigate to the employee list and click on the button Add employee in the upper right corner of the screen
1. Personal Data
Enter the new employee’s first and last name. These two fields must be completed before you can move on to the second step. Under Gender, you can enter Male, Female, Diverse or Undefined or leave the field blank.
You can also store an email address, a sub-company, if applicable, an office, department and position for the new employee.
Next, Personio gives you the option of having a Personio login and invitation email sent to the new employee. Click on Next to move to Step 2.
2. HR Information
In this step, you can add important personal information about your new employee. Enter the hire date, the duration or end date of the probation period, the contract end date, employment type, supervisor, weekly hours and cost centre.
Weekly hours are shown relative to 100% depending on the department selected in Step 1. For more information about weekly hours, please click here.
If you have selected more than one cost centre, please enter the percentages of the employee’s working time allocated to each.
Click on Next to move on to Step 3.
3. Employee Roles
In the third step, click on all employee roles which you would like to assign to the new employee.
Please note that new employees are assigned the All employees role by default. However, you do have the option to assign additional roles to employees.
Click on Next to move on to Step 4.
In step 4, you select the onboarding template*, working hour schedule (including its validity date), and the accrual policy for the new employee.
Note that new employees are automatically assigned the default working hour schedule unless you select a different schedule. For more information about working hour schedules, please click here.
Click on Save to add the new employee.
* The Onboarding feature is only available with the Professional and higher plans.
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