This article lists the most common everyday tasks your employees perform in Personio and explains which permissions you need to grant so they can complete these actions successfully.

Tip:
If you're new to setting up employee roles and permissions, start by reading the Overview of permissions and employee roles article. It covers the basics of permissions and how employee roles function.

All employees

Update their address or phone number in their Employee profile

Go to

Select these permissions

Settings > People > Roles & permissions > All employees

Permissions > Personal data > [Select the relevant section]

Propose > Own (to request changes)
Edit > Own (to update the data directly)

Upload new documents (e.g., a medical certificate) to their Employee profile

Go to

Select these permissions

Settings > People > Roles & permissions > All employees

Permissions > Documents

Propose > Own (to upload documents)
Edit > Own (to upload, edit, or delete documents)

See and request a new time off type (e.g., 'Doctor appointment') in the Time off homepage widget

Go to

Select these permissions

Settings > People > Roles & permissions > All employees

Permissions > Time off > 'Doctor appointment'

Propose > Own (to request, update, or delete time off requests)

Track their working hours in the Time Tracking homepage widget

Go to

Select these permissions

Settings > People > Roles & permissions > All employees

Permissions > Attendance data

Propose > Own (to request time off and its approval)

Organization > [Select the relevant employees]

Edit time policies > Edit time tracking profile

Select a time tracking profile

View their onboarding checklist in their Employee profile

Go to

Select these permissions

Settings > People > Roles & permissions > All employees

Permissions > Onboarding

View > Own (to see their onboarding tasks)

Supervisors

Approve or reject their report's time off requests in their Inbox homepage widget

Go to

Select these permissions

Settings > People > Roles & permissions > Supervisors

Permissions > Time off > [Select all the relevant time off types]

Edit > Reporting line

Approve or reject their report's attendance requests in their Inbox homepage widget

Go to	Select these permissions
Settings > People > Roles & permissions > Supervisors & Permissions > Attendance data	Edit > Reporting line
Settings > Approvals > Attendance > Add approval step	Select the employee as the approver

Monitor their report's attendance in the Team calendar

Go to	Select these permissions
Grant them access to All time off details in the Team Calendar

Get notified about key events for their reports (e.g., end of probation)

Go to

Select these permissions

Settings > People > Roles & permissions > Supervisors

Reminders > Add role reminders

Remind > Supervisors
Of > My direct reports

HR Managers

Create a new report in the Analytics area

Go to	Select these permissions
Settings > People > Roles & permissions > HR Managers & Permissions > Reports	Edit > All
Settings > People > Roles & permissions > HR Managers & Permissions > Personal data > [Select the section where therelevant attribute is located]	View > All

Update employee's salary and compensation data in the People list

Go to

Select these permissions

Settings > People > Roles & permissions > HR Managers

Permissions > People data > Salary information

Edit > All

Approve and export the preliminary payroll in the Payroll area

Go to

Select these permissions

Settings > People > Roles & permissions > HR Managers

Permissions > People data > Payroll

Edit > All

Upload documents (e.g., payslips) to employees' profiles

Go to

Select these permissions

Settings > People > Roles & permissions > HR Managers

Permissions > People data > Documents

Propose > All to upload documents

Or
Edit > All to upload, edit, and delete documents

Find the answers you need

Grant permissions for everyday tasks in Personio

All employees

Update their address or phone number in their Employee profile

Upload new documents (e.g., a medical certificate) to their Employee profile

See and request a new time off type (e.g., 'Doctor appointment') in the Time off homepage widget

Track their working hours in the Time Tracking homepage widget

View their onboarding checklist in their Employee profile

Supervisors

Approve or reject their report's time off requests in their Inbox homepage widget

Approve or reject their report's attendance requests in their Inbox homepage widget

Monitor their report's attendance in the Team calendar

Get notified about key events for their reports (e.g., end of probation)

HR Managers

Create a new report in the Analytics area

Update employee's salary and compensation data in the People list

Approve and export the preliminary payroll in the Payroll area

Upload documents (e.g., payslips) to employees' profiles