This article answers common questions about the implementation process and what to expect before your kickoff meeting.
Getting started
Your implementation begins with a kickoff meeting scheduled by your Implementation Specialist. You'll receive an introduction email from them in the weeks leading up to your implementation start date.
Depending on your organization's size and structure, you can expect to receive this introduction email at least 2 to 4 weeks before your implementation start date. The email will include next steps and a link to book your kickoff meeting.
In the meantime, we recommend getting familiar with the Implementation Starter Guide to prepare for your kickoff.
Yes. A few weeks before your implementation start date, you'll be assigned an Implementation Specialist who will be your main point of contact during the setup process. You'll receive an introduction email from them with everything you need to get started.
You'll also begin receiving weekly emails with practical first tasks and helpful resources, including our Implementation Starter Guide, to help you prepare for your first meeting.
A great starting point is our Implementation Starter Guide, which walks you through what to expect and what to have ready before your first meeting. You'll also receive emails with concrete first tasks after signing your contract to help you get started.
Account and access
If you've signed your contract but haven't received account access, check your email inbox and spam folder for a setup email from Personio. If you can't find it or are experiencing issues, submit a request via our Help Center form and our team will assist you.
Unsure about how to set up your username and password? Find more information on setting up login with Personio credentials and two-factor authentication.
Your hostname should have been aligned with your Personio contact before the contract was signed. If you're unsure, here's how to find it:
- Check your inbox for a welcome email from info@m.personio.com (also check your spam folder).
- The URL at the bottom of the email contains your hostname, for example: https://hostname.app.personio.com/login/invite/
- The part before .app is your hostname.
For further guidance, see Finding your hostname.
Yes. You can add employees directly via the People List in your Personio account and invite them from there. If you want them to also be able to reach out to Support, you can assign users as Account Owners.
Learn more:
Your Implementation Specialist will also walk you through this during your implementation.
Before your kickoff, consider which internal stakeholders you need on board for a smooth implementation. You may want to involve teams such as legal, tax advisory, IT, and absence management planning. Your Implementation Specialist can help you plan your rollout strategy.
Support and contact
Your Implementation Specialist will reach out to you via email to arrange the kickoff meeting. For general questions in the meantime, you can reach our support team via the Support page inside your Personio account. Make sure to add your Account Owners so you can contact our support team.
Your Implementation Specialist will reach out in the weeks closer to your implementation start date. Depending on your organization's size and structure, you can expect this introduction email at least 2 to 4 weeks before your scheduled start date. If you have any doubts or would like to confirm your implementation start date, you can reach our team via the Support page inside your Personio account.
Please open a support ticket via the Support page inside your Personio account and our team will follow up with you promptly.
Your Implementation Specialist will outline a customized implementation timeline and next steps during your kickoff meeting. This will be tailored to your organization's specific needs and may include configuration planning, team training, and data migration activities.
Implementation timelines vary depending on your organization's size, the scope of your rollout, and your specific business requirements. Your Implementation Specialist will provide you with a detailed timeline during your kickoff meeting and will keep you informed throughout the process.
Still have a question?
You can get support through Support in the sidebar of your Personio account. You can also ask your question in the Personio Voyager Community.