This article provides an overview of the various options for customizing your Personio plan according to your company’s specific needs and preferences.
Click here for pricing information on the various plans.
Plans
You can choose from the following three plans: Essential, Professional, and Enterprise.
Each plan includes the HR Management product as standard. You can subscribe to optional extras such as Recruiting or Performance and Development as required. Select the add-on modules you need to customize your Personio plan.
See below for brief summaries of the HR Management (HRM) features available with each of the plans.
Essential Plan
Personio’s Essential Plan provides a sound basis for 21st-century HR and payroll management. It includes these features:
| Product | Features |
|---|---|
| HRM |
Digital personnel file with:
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| Personnel Administration | |
| Absence management | |
| Attendance Tracking | |
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Employee calendar with:
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| Wage & salary management | |
| Preparatory payroll | |
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Standard reports and exports regarding:
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| Flexible access control for reliable protection of your employees' data via the configuration of Employee Roles. | |
| Personio App |
Professional Plan
Choose the Professional Plan to raise your HR work to the next level with extended features. The Professional Plan comprises all features available with the Essential Plan plus:
| Product | Features |
|---|---|
| HRM | Employee onboarding and offboarding |
|
Extended document management with:
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Extended reports on:
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| Google SSO (single sign-on for faster login) | |
| Personio Marketplace |
Enterprise plan
The Enterprise Plan allows you to successfully manage even complex HR processes in large companies. The Enterprise Plan comprises all features available with the Professional Plan plus:
| Product | Features |
|---|---|
| HRM | Management of subcompanies |
| Unlimited document storage | |
| Data Access for the Employee Data API | |
| Login via oAuth | |
| Integration to Okta and Azure AD |
Recruiting
In addition to HR management, you can also book the Recruiting tool. Depending on how many positions you want to publish, you can select the version Small, Medium or Large of the Recruiting tool.
The features provided with Recruiting depend on the chosen Personio plan:
| Plan | Features |
|---|---|
| Essential |
Candidate Management |
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Customizable career page |
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Create positions and post them on external job boards |
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Recruiting reports (including time-to-hire) |
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| Professional | All the features above plus: |
| Candidate evaluation forms | |
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Recruiting XML feed and API for:
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| Enterprise | All the features above plus an individual subcompany career page |
Performance and Development
The Performance and Development tool lets you manage and track employee performance and development. It lets you create automated review cycles which support 360° feedback with a Performance Cycle Builder, and manage training courses with a Training Management feature.
With this tool, you have access to features such as Performance Notes, Performance Meetings and additional feedback features, as well as goal tracking, in your Personio profile.
Personio Conversations
Personio Conversations is a workplace requests tool that provides your internal service teams with a centralized place to manage employee requests and deliver support at scale. With Conversations, you have access to advanced functionalities in request organization, projects, outreach, and external collaboration.
Conversations is available as an additional extra for customers on all Personio plans. There are two packages available: Standard and Premium. Some functionalities, including SLAs and certain Analytics features, are only available to customers on the Premium package.
Add-ons
The following three add-ons are available: Automation Plus, Customization Plus and Productivity Plus.
Productivity Plus
Work faster and more efficiently thanks to email and document templates, among others.
| Available in plan | Relevant areas in Personio | Function |
|---|---|---|
| Professional Enterprise | Employee list | Ability to save employee list views |
| Employee list | Direct editing of employee attributes in the employee list | |
| Documents | Document templates | |
| Documents | E-signatures for employee documents | |
| Recruiting | E-signatures for offers to candidates | |
| Recruiting | Offer with contract templates | |
| Recruiting | Email templates and autoresponders |
E-Signatures: The Productivity Plus Add-On has a contingent of electronic signatures available, depending on the size of your Personio account. In addition, you have the option of booking an unlimited contingent for electronic signatures.
Customization Plus
Adapt Personio to your company’s specific needs and corporate design.
| Available in plan | Relevant areas in Personio | Function |
|---|---|---|
| Essential Professional Enterprise |
Personnel file | Unlimited user-defined employee attributes |
| Personnel file | Unlimited employee sections* | |
| Recruiting | Customized career page using CSS |
*Without Customization Plus, up to 30 custom employee attributes and 10 custom sections are available
Automation Plus
Reduce manual effort thanks to automatic reminders and scheduled updates.
| Available in plan | Relevant areas in Personio | Function |
|---|---|---|
| Essential Professional Enterprise |
Employee roles | Reminders for Employee Roles |
| Personnel file | Scheduled updates of employee attributes | |
| Personnel file | Scheduled exports | |
| Recruiting | Scheduled messages to candidates | |
| Onboarding | Automated emails as onboarding steps |
If you want to extend your plan or have questions about your current plan, go to the Find Answers section in Personio via Help > Support and Updates > Find Answers and send us a message.