This article gives you an overview of the implementation of Personio Payroll.

Personio Payroll implementation at a glance

The implementation of Personio Payroll allows for a smooth transition from your previous payroll system. The process comprises four main phases:

Pre-implementation
Account setup
Parallel phase
Go live

In each phase, you'll work closely with dedicated payroll specialists, who will support you and be available to answer your questions.

Persons responsible during the implementation process

Before starting the implementation, get in touch with your payroll specialists, who will be your main points of contact. You'll work together to set up a timeline and clarify all the necessary steps. It is important that one or more persons in your company will actively support the implementation process and be available as contacts to ensure that the implementation can be completed smoothly.

Tandem implementation: Seamlessly integrate Personio Payroll and Core

The tandem implementation is designed for new customers of Personio Payroll. It streamlines the onboarding by coordinating the implementation of Personio Core and Personio Payroll. Schedules, checkpoints, and scopes are adapted to ensure the efficient setup of Personio Core and Personio Payroll.

The process of a tandem implementation

The tandem implementation covers the four main phases of the Personio Payroll implementation and integrates important checkpoints with the Core implementation. See here an overview of the process. Note that we are only describing the timeline aspect of the implementation. You can find a detailed overview of the implementation of Personio Payroll in the next section. You can find the About about the implementation of Personio Corein the corresponding article.

Phase	Payroll Specialists (Personio Payroll)	Professional Services (Personio Core)
Pre-implementation	Kick-off meetings: Before the start of the Pre-Implementation. Clarify responsibilities.
Account setup	1. Common check-point: With Payroll Specialists and Professional Services. Introduction of the project tracker and coordination of the timelines.
	Check-ins: To set up the areas relevant to payroll according to the implementation plan.
	2. Common check-point: With Payroll Specialists and Professional Services. Resolve open issues.
		Check-ins: To set up the other areas relevant to Personio Core.
Parallel phase	Support depending on the plan.
Go live	Support depending on the plan.
After completion of the implementation		Set-up of other booked apps and plans.

Implementation Phases

Pre-implementation

Period	Four weeks before the account setup
Target	Preparation for implementation
Tasks	Configure the initial settings in the Personio onboarding portal

Read our dedicated article for detailed information on the pre-implementation process, including its individual tasks and necessary documents.

For users of the DATEV integration it is currently not possible to complete the pre-implementation process via the onboarding portal. A separate process is in place for them. Read the article on Pre-implementation for more information.

Account setup

Period	After completion of the pre-implementation
Target	Setting up your Personio account
Tasks	Your payroll specialists will help you to set up your account to suit your company's needs. Setting up subcompanies and health funds Importing employee data into your Personio account Checking and validating imported data for completeness and correctness Adding any further employer information that is required

When switching from the DATEV integration to Personio Payroll, it is not possible to continue using the DATEV integration once Personio Payroll has been activated. You therefore need to transmit data manually if you continue to use DATEV products after starting to implement Personio Payroll. Therefore, please download all DATEV documents before setting up your account and activating Personio Payroll, and coordinate with your competent payroll specialists.

Parallel phase

Period	One or more billing cycles after account setup
Target	Testing the system in parallel operation
Tasks	Completing the payroll with both your previous system and Personio Payroll. Comparing payroll results to ensure all data is correct. Use this phase to familiarize yourself with the features and processes of Personio Payroll.

Go live

Period	After successful completion of the parallel phase
Target	Full use of Personio Payroll
Tasks	Deactivate your previous payroll system Personio handles all payroll accounting processes and communications with the authorities. If you have not already done so, import the Year-to-date file to correctly determine all tax and social security deductions.

Successful completion of the implementation

Once the implementation process has been completed, you will stay in touch with your payroll specialists on a regular basis to ensure that Personio Payroll runs smoothly and that all requirements are met. We recommend designating one to two employees as Personio Payroll owners who are responsible for ongoing communication with the payroll specialists. This structured process ensures an efficient transition to a modern payroll system with Personio Payroll.

Find the answers you need

Personio Payroll Implementation – Overview