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Finalize your account setup: Invite employees to Personio

 

You have now completed all the necessary setup steps for your Personio account and can now invite your employees to access their profile. In this article, we will show you the different ways to invite your employees to join Personio.

 

Invite individual employees

You can invite individual employees to Personio by email via Employee profile > Manage account. Simply click on Create login and send invitation email.

 

Invite specific groups of employees

It may make sense to first invite a representative selection of employees to Personio before giving all your employees access. For example, you could invite managers to test your settings and critically review the software. Then, once all employees have been invited, they would be in a position to pass on their knowledge of Personio to the rest of the workforce.

To invite a specific selection of employees to Personio, follow these steps:

  1. Navigate to Employees > Employee List in the main menu.
  2. Use the filter function to, for example, display a list of managers.
  3. Use the checkboxes to select the relevant employees and click on Actions > Send invitation email.

Tip
To keep track of which employees you have already invited to Personio, navigate to Further settings and select Customize columns. Then add the attribute Invitation status. This allows you to filter out the employees with the status Not invited at a later date and send them a group invitation email.

 

Invite all employees simultaneously

Alternatively, you could invite all of your employees to Personio at the same time via the Employee List.

 

First steps with Personio

Your employees will then receive an invitation allowing them access to Personio. By following the registration link, your employees can set their own custom password and log in to their account.

Note
If you use Google Single-Sign-On (Google SSO) for the login, your employees will have access to the Personio account as soon as it is enabled. Access to their accounts is then controlled via Google. For further information, read our article Google Single-Sign-On.

To help your employees get their bearings in Personio, you can send our article First steps with Personio for employees to your employees. 

If an employee does not receive the invitation email, this could be due to any one of several reasons. For further information, read our article Why is an invitation email not being delivered?.