What can we help you with?
Employee Management
Signatures
- Request employee signatures on documents
- Using Electronic Signatures During the Offer Process
- Create a Document Template with Signature Placeholders
- Sign a Document With an Electronic Signature
- How to Manage your Signatures Workflow
- Legal Validity of Electronic Signatures
Best Practices
- Best Practice: Custom Reports
- Best Practice: Internal Communication
- Best Practice: Downstream Integration of Sub-Companies into Personio
- Best Practice: Involving the Works Council
- Best Practice: Special Approvals
- Introducing the Personio Software to Your Company
Personnel Files
- Manage Terminations of Employment
- Manage Fixed-Term Contracts with the Contract Ends Attribute
- The Org Chart
- The Dashboard
- Global Search Function in Personio
- The Employee list
Salaries
- The Salary tab
- Salary Components in Personio
- Prorate Salary Calculation
- Managing Fixed Salaries
- Managing Hourly Salaries
- Create and Manage Recurring Compensations
Employee Roles, Access Rights, Reminders and Calendars
- Manage employee roles
- Who are My reports in Personio?
- Use employee filters to grant your employees custom access rights
- Access rights
- Create Reminder Workflows
- Create Reminders for Anniversaries and Birthdays
Approvals
- Absence Approval Workflows for Administrators and Employees with Edit rights
- Create default approval workflows
- Who can approve a request when a supervisor is on leave?
- Configuring Rulesets for Approval Workflows
- Setting up Approval Workflows for Sick leave and Medical Certificates
- Set up approval workflows and reminders with multiple supervisors
Absences, Vacation and Sick Days
- Expired accrual policies
- Retrieve your employees' electronic sick certificate
- Manage absences tracked in hours
- Absence type categories
- Assign Public Holiday Calendars
- Set up absence types
Attendance, Work Schedules and Overtime
- Beta-Test | Automatic Deficit Hours | March 2022
- The Attendance Tab
- Recording Attendance in Personio
- Set Up and Use Project-Based Time Tracking
- Configuring and Using Break Rules for Time Tracking
- Configure Work Schedules
Document Templates and Management
- How to Manage Documents Categories & Templates
- Create Document Templates – Placeholders
- Creating Document Templates – Gender Variable
- Creating Document Templates – Formatting Dates
- Creating Document Templates – Text Blocks for Selection
- Configuring Document Categories and Adding Templates
On- and Offboarding
HR Reports
- Beta Test | Salary data within Custom Reports | March 2023
- HR Management system reports
- Time Management system reports
- Recruiting system reports
- Payroll system reports
- Configure system reports
Still not sure about the solution?