Overview of the implementation process – Personio

This article provides an overview of the Personio implementation process. The goal of implementation is to configure your account according to your company's needs. It also focuses on giving you extensive knowledge to help you integrate Personio into your day-to-day work.

Before you start your implementation

Once you decide to use Personio, your sales contact gives you information about the implementation process. Before the official start date, you have time to prepare:

Complete our Personio Voyager Academy course, Prepare for Implementation. This course covers essential steps before you start your implementation.
Gather all necessary information such as employee data, salaries, attendance times, absence periods, absence account balances, and applicant information.

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 accrual 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 absences	Mandatory	Import historical and future absences from your existing system into Personio. This ensures that you will be working with the correct accrual 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 imports and troubleshoot imports.

Manage the implementation process and timelines

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.personio.de. 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.

Explore your implementation steps

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 Help & Feedback.

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.

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.

Complete your implementation

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

If you can’t complete your implementation on time, contact the Implementation Team using Help & Feedback.

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

Get support

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.

If you need further support, Account and Contract Owners can contact our Customer Service Team using Help & Feedback.

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