Welcome to Personio. This article explains how to log in to Personio for the first time and use key functions. 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 the link in the activation email we sent you.
- Set your 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
Hover over your name in the bottom-left corner of the sidebar and select Personal Settings. Here, you can set up:
- Language: Select your Language preference. Personio is available in German, English (United States), English (United Kingdom), Spanish, French, Italian, Dutch, Swedish, Finnish, Polish, Portuguese, Catalan, Croatian, Czech, Danish, Hungarian, Norwegian, Romanian, and Turkish.
- Notifications: Choose if you'd like to receive reminders in your Inbox or 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. You need this if you take part in your company’s recruiting processes. Learn more about setting up an email signature.
Explore your homepage
After you log in, you land on your homepage. You can also click Home to go to this area. Depending on your access rights, you can view different widgets:
|
Inbox |
View your pending tasks and approval requests. |
| Recruiting | See upcoming recruiting interviews. |
| Time Off | See your upcoming absences and company holidays. |
| Calendars | Get an overview of events related to your coworkers (for example, birthdays and absences). |
| Org Chart | See the people you often engage with. |
| Shortcuts | Access shortcuts to important and relevant external sites. |
| Announcements | See important messages for all employees. |
| Your Documents | Access your recent payroll documents. |
Check your calendar
To access the calendar, click Calendars in the sidebar menu. The Absence Calendar shows an overview of all absences you can see. You can apply various filters to this view. For example, you can filter by absence type, department, office, or legal entity.
Tip:
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 your name at the bottom of the main navigation sidebar to access your profile.
Add a profile picture
Start personalizing your profile by uploading a picture. Click the avatar, select a photo, and then upload your profile picture.
Discover your profile tabs
| Personal info |
This section contains your personal and employee data. Depending on your access rights, you may be able to propose, edit, or schedule changes here. You can apply attribute changes immediately or schedule them for a specific date. |
| Salary | Access an overview of the components that make up your current salary. Click on Salary Details to see a history of your salary changes. |
| Documents |
Depending on your access rights, you may be able to upload personal documents and access documents stored here. These can include contracts, references, and absence or other certificates. Your company may also have decided to file your payslips in the Payroll category. |
| Attendance |
Get an overview of your working hours, overtime, and deficit hours, if recorded. You can also see your working days and weekly hours. You can record attendance in the monthly or weekly overview. |
| Absence | Get an overview of your absences, check your absence balance, and request absences. |
| Onboarding | Check the tasks you need to complete as a new employee, depending on your access rights. The due dates show the deadlines for the pending tasks. |
| Notes | Store personal notes in your Personio account. |
| Reminders | Get an overview of your role reminders and create personal reminders. |
Our apps
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. |
| Recruiting |
Manage your recruiting, from posting jobs on your career page or external portals to interviewing and hiring candidates. Learn more about the Recruiting area. |
| Personio Conversations |
Conversations is a workplace requests tool in Personio that provides internal service teams with a centralized place to manage employee requests. Learn more about the Personio Conversations and how to submit a request. |
| 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 |
Personio Whistleblowing provides a safe and anonymous reporting channel for employees and external individuals to submit reports of misconduct. Learn more about Personio Whistleblowing and how to make a report. |
| Personio Surveys |
Collect employee feedback to gain informed insights from within your company or team. Learn more about Personio Surveys and how to fill out a survey. |