This article gives you an overview of data imports that should be performed during implementation. Click here for a summary of the full implementation process.
As you implement your Personio account, you can populate it with various existing data. The following imports can or should be performed:
- Importing employee data
- Importing salaries
- Importing absences
- Importing documents (optional)
- Importing candidates (optional)
Importing employee data and absences can take a considerable amount time for data acquisition, depending on the nature of your existing data.
Importing employee data
This import is the first step in the initial setup of your Personio account. It makes sense to start your implementation by importing your employees' master data, as this enables you to define work schedules and absence policies. For your data acquisition, suitable Import Templates are available according to your subscription plan. Have a look at the Implementation - Step 1 Article for details on importing your employee data, and for instructions on how to download the Excel templates.
Personio additionally allows you to transfer your employees’ salaries. During the initial step, only current and historical fixed and hourly salaries and wages are imported, but the imported data can be easily expanded by other types of compensations such as public transport subsidies.
You can additionally record flexible bonus payments. Have a look at the Implementation - Step 3 article for important information about this step and details on how to download the Excel templates.
You have already assigned the appropriate working hour schedules and absence policies to your employees during the successful import of employee data. However, in most cases, your employees will already have taken or planned some leave, and you will need to import these historical and future absences into Personio from your existing system. By importing absences, you ensure that you will be working with the correct accrual balances. The Implementation - Step 7 article provides detailed information about the available options and provides guidance on the relevant Excel template downloads.
Importing documents (optional)
Once you have successfully imported employee data, salaries and absences, Personio additionally gives you the option of uploading documents via Multiupload. This option allows you to take full advantage of all of the functions of the digital personnel file. During a Multiupload, you upload several documents in one go and are also able to assign them to the appropriate employees and document categories automatically.
Click here to find important information about naming and importing your documents via Multiupload.
Importing candidates (optional)
If you intend to handle your recruitment within Personio, you can also import your existing candidates' data into Personio. Alternatively, candidates can be entered manually into the system. For more information, you can refer to the article on importing candidates.
Performing an Import & Troubleshooting
The following article provides guidelines for How to Perform an Import.
If you encounter errors, there is helpful information and suggested solutions in our Why is the Import not Working? article.
Additionally, we are very happy to assist you in importing your data. Data checks are particularly helpful in saving time and effort. Please feel free to contact our Service Team here if you are planning to import data.
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