You are almost finished with all the steps necessary to set up your Personio account! Here is an overview:
- Import of Employee Data
- Configure Offices and Departments
- Import of Salaries
- Configure and Assign Working Hour Schedules
- Configure Absence Types and Accrual Policies
- Import of Absences
- Check Employee Roles and Access Rights
- Configure Approval Processes
- Configure On- and Offboarding Processes
- Configure Document Templates
- Configure Preparatory Payroll
Now the only thing left is to give your employees access to Personio so that they can start using it too. There are two options to invite your employees to Personio.
Invite employees individually
Individual employees can be invited by email to Personio via the Employee profile > Manage account. Just click on Create login and send invitation email.
Invite all employees
Alternatively, several employees can be invited to Personio at the same time. On the employee list, you can select all employees who should get access to Personio via the checkbox on the left side of the bar. To trigger the automatic sending of the invitation email, click on the Actions button > Send invitation email.
Under Further options (...) > Customize columns you can now display the invitation status of your employees. Personio distinguishes between "Not invited", "Invited" and "Joined".
Getting Started with Personio
Your employees will receive an invitation with access to Personio. If your employees follow the link to the registration, they can set an individual password and log in to their individual account.
To ensure that your employees can quickly familiarize themselves with Personio's features, you are welcome to provide your employees with our Employee Manual. This summarizes the most important functions for your employees and guides them through the first steps.