To navigate through your Personio account in just a few clicks, you can use the search bar. Here you can search for people (employees and candidates), positions, employee roles, departments, documents, email addresses, functions, and settings. This article describes global searches in detail.
Using the search function
The search bar is at the top left of your menu. It's directly accessible from any page within your Personio account.
To start a new search, click the search bar and enter your query. Personio suggests matching results as soon as you type a few letters. Select one of the search results by clicking it, or use your keyboard to select:
- Arrow keys: Use the arrow keys to navigate between the results.
- Enter: Press Enter to select a result. You go directly to the relevant profile or function.
- Escape: Press the ESC key to end a search. The search window closes without selecting a result. You stay on the current page.
- Use the Ctrl+K (Windows) or Cmd+K (Apple) keyboard shortcut to open the search bar directly and enter your query.
You go directly to the employee profile or function you searched for.
Note:
The search bar only gives you and your employees access to areas where permissions have been granted to the respective employee roles.
Search functions and settings
You can also use the global search to go directly to a specific function page. You can search all tabs within an employee's profile, all pages of the main menu and the account settings, and all pages for personal settings.
Enter the name of the function page you're looking for in the search field. Blue icons mark functions in the search results. The page name always appears at the top. The path where you can find the page is shown in grey underneath (for example, Settings > On-/Offboarding > Onboarding steps). Click the result to go directly to the function page and complete the action you want to perform.
Note:
You cannot perform any actions directly from the global search bar.
Search employees
To access a specific employee profile, enter the name of the person in the search bar in the top-left corner of the page. Alternatively, you can also search for employees using their email address, department, workplace, position, or status. The search result shows the employee's profile picture, first and last name, and their position and department.
Search candidates
If you're using the Recruiting function, you can use the search bar to access candidate profiles. Enter the name, email address, or telephone number you want to search for. The search result shows the job the application relates to underneath the candidate's name and the recruiting stage the candidate is currently in.
Recent searches
Open the search bar without entering a search term to see your five most recent searches. Click the x next to an entry to remove it from your search history.