Interactive In-App Tours (HR Management)

 

This article explains how you can use interactive in-app tours to familiarize yourself with and configure various functions in Personio.

 

What are interactive in-app tours?

Personio’s interactive in-app tours provide Personio administrators with step-by-step guidance for the individual functions available in Personio and support you in configuring the various sections.

The tours take you through the settings for the various functions by means of examples so that you can apply what you have learned as you set up your own account. Complete the various tours and then immediately apply your new knowledge by directly customizing your account in line with your company’s specific requirements.

From now on we offer many of our tours in German and English.

 

How do I use interactive in-app tours?

Once you have logged in to your Personio account, administrators will find the interactive in-app tours directly in our Personio Support Hub. Click on the signpost icon next to your avatar to view all available tours.

All in-app tours are divided into chapters. Once you start a tour, clear instructions guide you through the various steps:

InApp-Tours-HRM_en-us.gif

Note that your progress as you complete any of the interactive tours cannot be saved. We, therefore, recommend that you take the time to complete a tour all the way through once you start it.

 

Interactive In-App Tours for HR Management

Chapter Tours

Basic Features of your Personio Account

  • Initial Setup of your Personio Account
  • Basic Functions in Personio
  • Data Privacy in Personio
  • Administrator functions
  • Defining company information
  • Creating an Absence Policy
  • Assigning Absence Policies
  • Configuring and Managing Calendars
  • Managing Standard Reports

Additional functionalities of your Personio Account

(from Professional package on)

  • Creating On- and Offboarding Templates
  • Assigning and Managing Onboarding and Offboarding Templates
  • Managing Document Templates
  • Importing and Managing Documents

Quality checks in your Personio account

  • Final Check of your HR Management settings
  • Final Check of Your Recruiting Settings

There are also interactive in-app tours to guide you through setting up recruiting. Currently, there are some more in-app tours for HR Management available in German.

Please note that the settings selected in the interactive in-app tours are only suggestions and do not constitute legal advice. The sole responsibility for the chosen settings rests with you.

 

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