This article explains how to explore your account as a supervisor and highlights the main actions you can take.

Before you start 

If you don’t have the necessary permissions, some tabs and apps mentioned in this article may not appear in your Personio account. For more information, please contact your company’s Personio administrator.

Homepage

Click Home to go to the homepage at any time. The homepage contains various widgets that are relevant to you as a supervisor.

Time off management

To keep an overview of the time off from your reports, you can:

• View and approve time off requests in the Tasks widget of your Home area.
• View an employee's time off details in the Time off tab of their profile under Time off.
• Use the Team Calendar for an overview of all the time off and events in your company.

Attendance tracking

To keep an overview of the working hours of your reports, go to the Attendance tab on the employee's profile to view attendance periods, overtime balance, and work schedule.

Employee information

The People list

To view all employees, click Organization in the left sidebar to open the People list. There you can:

• Filter by attributes, search for specific employees, and further customize the list to your preferences.
• Click a row to edit attributes directly from the People list (if you have edit rights). Click their name to view their Employee profile.

The Employee profile

To manage your reports' employee data, visit their employee profile and check these two tabs:

• Personal info: See all the information stored for the employee and make or propose changes.
• Documents: View the current documents stored in various document categories and upload new documents.

Analytics and reporting

To help you keep track of your team, you can create several reports for your team.

The following report templates are the most relevant for supervisors:

• Headcount: See the number of active employees per month.
• FTE: See your reports’ full-time equivalent based on their weekly working hours.
• Hires: See which new employees have joined your team in the defined time period.
• Time off days: See how long your reports have been absent.
• Attendance periods: See the approved and pending working hours of your reports.

Learn how to configure reports and discover the Analytics area in Personio.

Recruiting and onboarding

If your company uses Personio Recruiting, and you’re involved in the application process of candidates, get familiar with the following features:

• Application list: Get an overview of the status of all applications for positions in your team and click a candidate's name to go to their application profile. Learn more about the functions of the Application List.
• Application profile: View the candidate's details and provide interview feedback. Learn more about the functions of The Application.

Once you've hired a new team member, use Personio's features to onboard them:

• For an overview of all the onboarding steps and to edit the tasks you are responsible for, go to the Onboarding tab of your new team member's employee profile. 
• To see tasks and reminders you can action directly, go to your Home area. Learn more about onboarding tasks and notifications in Notifications and tasks in Personnel Administration.
• If you're involved in the creation and management of onboarding workflows, read our Creating Onboarding and Offboarding Workflows and Assigning and Managing Onboarding Templates articles.

Performance management

If your company uses Personio Performance, you can support the development of your reports in the Performance area in Personio.

Here, you can give and receive feedback, schedule performance meetings, plan training sessions, and set goals for your reports.

Learn more about The Performance area in Personio.

Compensation management

If your company uses Personio's Compensation Management app, you can run compensation review cycles efficiently and at scale. 

Learn more about how to use Compensation Management as a supervisor.