After setting up Personio, you can invite your employees to join. This article explains the different ways to invite employees and track their invitation status.
Before you start
- Create employee email addresses before sending Personio invitations. If you send an invitation to a non-existent email address, Personio blocks it and prevents email delivery.
- Set the employee's language in their profile before sending invitations. Invitation emails are in the employee's personal language. Personio uses the company language if you don't set a personal language.
- If your organisation uses single sign-on (SSO), employees still need an invitation email to activate their Personio account before they can log in.
Invite employees to Personio
You can invite employees to Personio in three ways:
Invite individual employees
To invite individual employees to Personio by email:
- Go to the employee profile.
- Click Manage account.
- Click Create login and send invitation email.
Invite specific groups of employees
Inviting specific groups, like managers, before everyone else can provide valuable feedback. To invite a specific selection of employees to Personio:
- Go to Organization > People List.
- Use the filter function to display a list of managers.
- Use the checkboxes to select the relevant employees.
- Click Actions > Send account invitation.
Invite all employees at once
You can invite all your employees to Personio at the same time using the People list.
Help employees get started with Personio
When you invite your employees, they receive an invitation to Personio. They follow the registration link in the email to create their password and log in. Help your employees get started with Personio.
Track employee invitation status
Check which employees you have invited to Personio by following these steps:
- Go to Organization > People List.
- Edit the list columns and add the Invitation status attribute.
- To find employees who you haven't invited, filter for the status None.
- To see who you have invited, filter for the status Invited (they received the email) or Joined (they have logged in).
Help employees with invitation problems
- If employees don't receive invitation emails, troubleshoot invitation email issues.
- If the invitation email link doesn't work or the employee cannot find the email, they can set their password through the login page. Direct the employee to your Personio login page. They need to click Forgot my password? and follow the steps to reset their password.