Welcome to Personio. In this article, we explain how you can log on to Personio for the first time and perform essential functions within the application. The features you see in your account may vary based on your access and your company's setup.
Activate your account
To activate your account, follow these steps:
- Click on the link in the activation email we sent you.
- Set your personal password, taking care to meet the requirements for passwords.
- Your browser takes you to the Home area of your Personio account.
You are ready to explore your Personio account.
Choose your personal settings
Click on your name in the bottom-left corner of the navigation bar, and select Personal Settings. Here, you can set up:
- Language: Select your Language preference. Personio is currently available in German, English, Spanish, French, Italian, Dutch, Swedish, and Finnish.
- Notifications: Choose whether you would like to receive reminders in your Inbox only or also via email. We recommend that you activate email notifications.
- Reminders: View a list of all your preset reminders, and add personal reminders.
- Email: Create and save your personal signature, which you need if you are involved in your company’s recruiting processes. Learn more about setting up an Email signature.
Explore your homepage
Once you have logged on, you will land on your homepage. Alternatively, click Home to navigate to this area. Depending on the access rights set for your account, you can view different widgets:
Get an overview of your pending tasks and approval requests.
|Get an overview of the coming recruiting interviews.
|See your upcoming absences and company holidays.
|Get an overview of all events related to your team's (birthdays, absences, on and offboarding).
|Get an overview of the people you often engage with.
|Click the shortcuts for the most relevant links of your company.
Learn more about the Homepage.
Check your calendar
To access the calendar, click Calendars in the sidebar menu. The Absence Calendar shows an overview of all absences you are permitted to see. You can apply various filters to this view, for example to select by absence type, department, office, or legal entity.
Integrate the calendar with an external application, such as a Google or Outlook calendar via iCAL.
Upload a Profile Picture and discover your Profile
Click Profile in your Home area to access your personal profile. Alternatively, you can access your profile by clicking on your name at the bottom of the main navigation sidebar.
Add a profile picture
Start personalizing your profile by uploading a profile picture. Click on the avatar, select a photo, and then click on Upload to save your profile picture.
Discover your profile tabs
The Personal info section contains your personal and employee data. Depending on your access rights, you may be able to propose, edit or schedule changes here. The attribute changes can be applied immediately or can be scheduled for a specific date.
|Access an overview of the components that make up your current salary. Click on Salary Details to see a history of your salary changes.
Depending on your access rights, you may be able to upload personal documents and access documents stored there. These can include contracts, references, and absence or other certificates.
Your company may also have decided to file your payslips in the Payroll category.
Get an overview of your working hours, overtime, and deficit hours if they have been recorded, as well as your working days and weekly hours. You can record attendance in the monthly or weekly overview.
|Get an overview of your absences, check your absence balance and request absences.
|Check on the tasks you need to complete as a new employee, depending on your access rights. The due dates indicate the deadlines for the pending tasks.
|Store personal notes in your Personio account.
|Get an overview of your role reminders and create personal reminders.
Personio also offers dedicated apps for various functionalities.
|Performance & Development
Access comprehensive performance management and training management functionalities in the Performance & development.
Learn more about the Performance & Development area in general.
Manage your recruiting, from posting jobs on your career page or external portals to interviewing and hiring candidates.
Learn more about the Recruiting area.
Conversations is a workplace requests tool in Personio that provides internal service teams with a centralized place to manage employee requests.
|Personio Payroll (Germany)
Seamlessly integrate your employee data with payroll and manage the monthly payroll cycle with Personio Payroll.
Learn more about Personio Payroll.
Personio Whistleblowing provides a safe and anonymous reporting channel for employees and external individuals to submit reports of misconduct.
Collect employee feedback to gain informed insights from within your company or team.