This article gives you an overview of all imports to be performed during implementation. Click here for a summary of the full implementation process.
As you implement your Personio account, you are able to 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 applicants (optional)
Importing employee data and absences can take considerable time during data acquisition, above all, depending on the nature of your existing data.
Importing employee data
This import is the first step during 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 working hour schedules and absence policies. Two Excel templates have been provided for your data acquisition: Employee Upload_System Attributes Only and Employee Upload_Best-Practice. Read the article on Implementation – Step 1 for detailed information about importing your employee data and to download these 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 compensation such as public transport subsidies.
You can additionally record flexible bonus payments. Read the article on Implementation – Step 3 for important information about this step and the associated Excel templates.
You have already assigned the appropriate working hour schedules and absence policies to your employees during the successful import of employee data. In most cases, your employees will already have taken some leave, however, and you therefore 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 balances. Read the article on Implementation – Step 7 for detailed information about the available options and to download the Excel templates.
Importing documents (optional)
Once you have successfully imported employee data, salaries and absences, Personio additionally gives you the option of uploading documents via bulk upload. This option allows you to make full use of all of the functionalities available from a digital personnel file. During a bulk upload, you upload several documents in one go and are also able to assign them to the appropriate employees and document categories automatically.
Click here for important information about naming and importing your documents.
Importing applicants (optional)
If you intend to handle your recruitment within Personio, you can also import your existing applicant data into the application. Alternatively, applicants can be entered manually into the system. For more information, please refer to the article on importing applicants.
Completing an import & troubleshooting
We are very happy to assist you in importing your data. Data checks are particularly helpful in saving time and effort. Please do not hesitate to contact our Service-Team here, if you are planning to import data.
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