Signatures

• Overview of electronic signatures in Personio
• Summary of electronic signature types and their legal validity
• Request electronic signatures on employee documents

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Best Practices

• Best Practice: Integrate legal entities after the initial Personio account setup
• Best Practice: Internal Communication
• Best Practice: Involving the Works Council

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Personnel Files

• Update employee data
• Migrate core attributes
• Frequently asked questions about employee management

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Salaries

• Transition to the new Extra Pay features
• Set up salaries with 13th and 14th month payments
• Create and manage additional pay

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Employee Roles, Access Rights, Reminders and Calendars

• Review and compare employee roles and permissions
• Manage employee roles and permissions (New experience)
• Summary of Time off and Team calendar permissions (New experience)

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Approvals

• Set up time off approval rules
• Approve an employee request
• Overview of approvals

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Time off, leaves, and sick days

• Add a Personio Calendar via an iCal link
• Adjust time off balances
• Create and manage custom bank holiday calendars

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Attendance, work schedules, and overtime

• Create work schedules
• Create a flexible work schedule
• Submit a flexible work schedule

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Document Templates and Management

• Troubleshoot document templates and placeholders
• Manage documents in the Documents Hub
• Overview of the Documents hub

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Onboarding and Offboarding

• Edit onboarding and offboarding steps and templates
• Create onboarding and offboarding workflows
• Assign and manage onboarding and offboarding templates

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