This article explains how to use the setup experience and setup widget to set up Personio. Depending on your implementation, you might use either as part of your implementation process.
Setup experience
The setup experience guides you through the Personio setup step by step. Follow each step and complete tasks in the setup experience for a successful setup.
Use the setup experience
You can access the setup experience from your homepage when you log in to start your implementation.
The setup experience has several stages and guides you through each in a step-by-step process. Configure and confirm your settings to move to the next stage. You need to resolve any outstanding items before you can continue.
Tip:
Follow the steps and configure your settings in the setup experience first. Help Center articles are available for extra support.
This table outlines the stages of the setup experience:
| Stage | Overview of tasks |
|
Owners |
Assign Account and Contract Owners. |
|
Organization settings |
Customize default settings for your organization. |
|
Legal entities |
Map your corporate legal structure and add employees. |
|
People data |
Import your employee data. |
|
Offices |
Review and add offices. |
|
Work schedules |
Set the expected working hours and days for your employees. |
|
Time off types |
Create time off types to manage your employees’ time off and set up approval processes. |
|
Accrual policies |
Manage yearly or monthly time off days with specific policies and add employees to them. |
|
Time off balances |
Import accrued balances for your employees. |
|
Roles and access |
Set up employee roles and assign access rights. |
|
Calendars |
Integrate your company calendar with Personio. |
|
Invite |
Send login invitations to users. |
Setup widget
The setup widget guides you through the initial Personio setup. It complements your Implementation Project Tracker. You must complete tasks in both the widget and the Project Tracker to finish setting up your account.
Start by completing the steps in the setup widget. Then, use the Project Tracker to help you finish setting up your Personio account.
The widget is available to Personio customers at the start of their implementation process based on company size and region. All customers can access their Project Tracker and our learning resources, whether they have the widget or not.
Use the setup widget
You can access the setup widget from your homepage when you log in to start your implementation. The widget consists of three stages, and you must complete the tasks in each to finish it.
This table outlines the structure and contents of the setup widget:
| Stage | Overview of tasks |
| Tell us about your company | Confirming company information, adding employee data, and setting up office information. |
| Set policies and work management | Defining and assigning work schedules, confirming roles and access rights, and confirming time off and accrual policies. |
| Add additional company information | Importing salary data and confirming account and contract owners. |
You can expand each section of the widget to see the tasks within. Hovering over a task describes what action you need to take to mark it as complete. Clicking a task takes you to the relevant area in Personio to complete it.
Once you complete all tasks in the widget, go to your Project Tracker to finish your setup tasks.
Get support
For help with the setup experience, widget, or implementation, contact us through Help & Feedback.