This article explains the sections and features available on the homepage.

Try our new homepage by opting in with the toggle switch. Learn more below.

The homepage

The homepage appears after you log in to Personio or click Home in the sidebar menu.

It features widgets displayed as small content blocks, providing snapshots of information to help you manage your work. These widgets include:

Widget	Description
Inbox	View your pending tasks and approval requests.
Recruiting	See upcoming recruiting interviews.
Time Off	See your upcoming time off and company holidays.
Calendars	View events like time off, birthdays, remote work, and on and offboarding.
Org Chart	Get an overview of your supervisor, peers, and direct reports.
Shortcuts	Access shortcuts to relevant external sites.
Announcements	See important company messages for all employees.
Your Documents	Access your recent payroll documents.
Discover	Explore new products and services.
Smart Automations	Discover ways to make your organization more efficient. Get insights into your approval processes and set up recommended auto-approvals.

Note
Homepage widgets and their information depend on employees' access rights.

Inbox

The Inbox widget shows your five most recent work items in Personio. You can review and complete items in the widget without leaving the homepage. You can also view all your tasks and check requests pending approval.

Learn more about the notifications and tasks:

• Personio Inbox
• Recruiting
• Performance and Development

Recruiting

The Recruiting widget shows recruiting interviews scheduled for that day and future dates. The preview shows the following information:

• Interview date and time.
• Candidate's name and position applied for.
• Any other interview participants.

If the interview has a videoconferencing link, click Join interview to join the call. The accessible information depends on employees' access rights. Employees can see this widget if they have access to the recruiting flows.

Time Off

The Time Off widget displays upcoming time off and the status of each time off. It also shows company holidays. Employees can request time off from the widget.

Calendars

The Calendars widget shows events involving coworkers from across the company.

• Employees can see time off, birthdays, remote work, and on and offboarding events.
• Supervisors can see on and offboarding events for their direct reports. They see onboarding events if the contract start date falls within the next seven days. They see offboarding events if the contract ends within the next seven days.

You can filter by organization level and event type to see the events you need.

Filter	Details
Your team	Events for employees within the same team.
Reporting line	Events related to an employee's supervisor. Peers (those sharing the same supervisor). Direct reports.
Everyone	Events for the entire company (or the employee's highest level of access).

When there are more than five events in the same period, the events group by type. For example, the widget shows six birthdays on the same day as a group. Hovering over the group displays a list with all employees and event details. This helps to manage information during busy times or for large teams.

While everyone can see the widget, the events shown depend on access rights.

To set up time off:

1. Go to Settings.
2. In the People section, click Employee Roles
3. Click Calendars.
4. Go to Time off Calendar and Time off Types and adjust the settings.

To set up birthdays:

1. Go to Settings.
2. In the People section, click Employee Roles
3. Click Calendars.
4. Go to Birthdays and adjust the settings.

Birthdays appear if the employee has access to Personal Data > Public Profile.

Org Chart

The Org Chart widget displays a reduced org chart. It shows the employee's:

• Supervisor
• Peers (those sharing the same supervisor)
• Direct reports

The chart provides quick access to colleagues' profiles. The widget doesn't appear if it only shows the employee and their supervisor.

Access to the Org Chart information depends on the employee's access rights:

• Employees shown depend on Personal data > Public profile settings.
• An employee can't see the widget if they don't have org chart or public profile access rights.

Shortcuts

Shortcuts are links to external websites, like your company website. This section only becomes visible on the homepage once you add at least one link. You can add up to ten links. To add a shortcut:

1. Go to Settings.
2. In the Organization section, click Homepage shortcuts.
3. Add a shortcut. Choose an icon and title (up to 30 characters). The title and icon appear on the homepage.
4. Insert the address the shortcut should link to.

Note
The system validates links using a domain name system (DNS) check. If the check fails, the system considers the URL invalid and rejects it. In this case, you can't save the shortcut. This process might reject internal company URLs, including intranet pages.

Announcements

The Announcements widget shows messages to all employees. Administrators and users with access rights can add, edit, archive, and delete announcements. To locate these access rights:

1. Go to Settings.
2. In Employee Roles, click Access Rights.
3. In Configurations, click Home.

Archived announcements don't appear on the homepage, but you can view them with a direct link. Deleting an announcement means you can't recover it. Click the widget title to see the announcement history.

Your Documents

The Your Documents widget gives employees access to their latest payroll documents. It shows the three most recent payroll documents, including payslips.

• Click a document to open it, or use the download button to save it.
• Click Your Documents to go to the Documents tab in the employee profile.

If no payroll documents are available or if they are older than six months, the widget doesn't appear.

Discover

The Discover widget shows the latest products and services that could be useful to you. This widget isn't always visible on your homepage. It appears if we identify relevant offerings. Within the widget, you can explore these further and register, so our team can contact you. If something doesn’t interest you, select the three-dot icon and click Not interested.

Smart Automations

The Smart Automations widget gives Administrators intelligent, relevant recommendations on ways to make their organization more efficient. The first widget gives Administrators insight into their attendance approvals. It shows data from the last 30 days and identifies submissions that could be auto-approved.

To automate your approval process and focus only on submissions that violate policy, click Set up workflow.

Note
This widget is only available to organizations that use the time tracking feature. They cannot have any active workflows that include the attendance approval trigger.

 

The homepage (NEW)

Toggle the switch on the homepage to try out the new version.

The new dashboard comes with a two-column setup and updated widgets.

 

Customise your own homepage 

To customise your homepage, scroll down and click Customisation. You can pin and reorder widgets at the top. Note that you can only customise the widgets on the right column.

 

Customise your employee's homepage

To customise your employees' homepages, head over to the account customisation settings. Here, you can select which widgets are shown to each employee.

Note
During the early access period for the new Personio experience (starting on April 3rd), any tweaks you make with the new customisation settings won't be visible to employees until the official rollout. This lets you experiment with the homepage widget layout for your team without them noticing anything. So feel free to test away!

 

Right column (customisable)

Left column

Widget name	Description	Who can see
Inbox highlights	It showcases overdue tasks from your inbox that need immediate attention and provides you with access to your full list of pending tasks.	All employees.
Announcements	It allows you to create a new announcement so that all employees can see it on their homepage. Employees with access rights to Home can also create announcements. Click See all to view the announcement history. Note that once you remove an announcement from the history, it cannot be retrieved.	All employees, as long as there is a live announcement.
Calendar	It showcases the key events for your peers over different time frames, such as this week, next 4 weeks, and beyond. You can filter these events by your direct team, department, or the entire company. Key events include time off, time off, and birthdays.	All employees.
People to celebrate	This widget is a simplified version of the previous one, emphasizing the key moments to celebrate in the current week, such as birthdays and work anniversaries. For your employees to see other employees' birthdays, you need to grant them access rights to the section where the Birthday attribute is located.	All employees.
Payroll documents	It makes it easy to access your salary documents, like payslips. It displays the three most recent documents. If there aren't any payroll documents available, or they're older than six months, the widget won't show up for you.	All employees.
Interviews	It displays all your upcoming recruiting interviews where you are the selected interviewer.	All employees can see this widget as long as they are selected as interviewers in the Recruiting app.
Automation insights	It offers recommendations for setting up workflows and boosting efficiency, such as identifying requests eligible for auto-approval from the past 30 days.	Only Administrators without attendance approval workflows set up.
What’s new	It gives you quick access to the What's New page, offering a summary of the new features and improvements added to Personio in the past month.	Only Administrators.
Discover	It features the latest products and services that might be useful to you. You can dive deeper into these options and register for our team to contact you. If you're not interested, just click the three-dot icon and select Not interested.	Only Administrators can see this widget, but only when relevant offerings are identified.
Payroll	It shows daily payroll tasks and data for each legal entity, if enabled. Payroll managers can see total gross pay, tasks, blockers, personnel changes, and approve payroll directly from the widget.	Only companies who are Personio Payroll customers: Administrators Employees with view rights for Payroll and the legal entity (edit rights to be able to approve it).