Set up your company's Personio account (Implementation process) – Personio

This article explains how to go through the implementation process in Personio as an Administrator.

During implementation, you work closely with Implementation Managers to set up your company’s Personio account to fit your organization’s needs. This includes adding employee data, setting up time off policies, and configuring other key company information. The way you set up your main company account determines how each employee’s Personio account works, making sure everyone follows your company’s policies from the start.

Before you start

Permissions: You need to have an Administrator role to be able to go through the implementation process.
Start date: Once you decide to use Personio, your sales contact provides you with information about the implementation process.

Compile your company's data

Before the official start date, you have time to prepare.

We recommend you to:

Complete our Prepare for Implementation course from the Personio Voyager Academy.
Gather all necessary information such as employee data, salaries, attendance times, time off periods, time off account balances, and applicant information.

Tip:
You don't need to import this data yet, but organizing it streamlines setup once implementation begins.

This table shows the Excel import files you can start filling in:

Import file	Import requirement	Import details
Import employee data	Mandatory	Importing your employees’ master data is the first step in setting up your Personio account. This enables you to define work schedules and time off policies.
Import salary data	Mandatory	Transfer your employees’ salaries, such as current and historical fixed and hourly salaries. You can expand the imported data to include other types of compensation, like public transport subsidies. You can also record flexible bonus payments.
Import time off	Mandatory	Import historical and future time off from your existing system into Personio. This ensures that you will be working with the correct time off balances.
Import candidate data	Optional	You can import your existing candidates' data into Personio. You can also enter candidates manually.

Employee documents

You can import existing employee documents manually, with multi-upload, or with an API integration. Visit our Developer Hub to find API technical documentation.

Learn more about how to perform and troubleshoot imports.

Schedule the implementation meetings

The Implementation Team contacts you at the start of your implementation. They give you the resources and information you need. This includes sharing access to your Implementation Project Tracker, which guides you through every step of your implementation.

Project Tracker

Your Implementation Project Tracker is your central hub for managing your implementation tasks. It offers features like notifications for task updates and a project progress overview. Using the Project Tracker ensures you stay on track with your implementation journey.

You get a personal invite link to your Project Tracker. Begin your project and revisit it anytime at personio.rocketlane.com. Use your email to log in.

Timeline

Your materials also provide a specific timeline to complete your tasks and imports. Schedule enough time to complete your implementation within this time frame. Ensure that the relevant points of contact in your company are available when needed.

Account access

You can access your account at myaccount.app.personio.com. It has sample setups, employees, and templates to give you an idea of how to configure Personio. Based on these settings, you can adjust your account to your particular requirements.

As soon as your contract starts, your test account changes to your actual account. It includes all the functionalities you have booked within your package. You also keep any settings that you've made so far.

Set up your company's Personio account

During implementation, you have to configure and import employee data. To help with this, we provide various resources across our learning ecosystem, Voyage by Personio, which consists of the Help Center, Voyager Academy, and Voyager Community. Your Account Owner can also contact the Implementation Team using Support.

The Project Tracker contains step-by-step information for configuring the settings for each module. It also includes a quality check article that outlines the tasks you need to complete.

Based on your company size and region, you might also have access to an interactive checklist within Personio. This helps you to complete the first steps of your account setup. See the setup widget for more information.

Tip:
We recommend completing the Launch Personio in your organization learning path from our Personio Voyager Academy to complement the information in this article.

Introduction to more product areas

There are other features you can set up in Personio at a later stage. Learn more about these product areas:

You can also explore the available plans and how to expand your plan’s functionalities.

Review your company's Personio account

To complete your implementation, ensure you configure all settings correctly. Refer to the implementation review articles for each module to verify this.

Once you finish your implementation, you can invite your employees to Personio. The Implementation Team then transfers your account to our Customer Service Team.

Next steps

After your implementation, you can access the learning resources used to set up your account. You can also find support, learn best practices, and ask questions in our Community.

Find the answers you need