Workforce Planning

• Overview of Workforce Planning in Personio
• Propose and review a headcount plan in the Planning Cycles tab
• Set up and launch cycles in the Planning Cycles tab
• The Planning Cycles tab in the Planning area
• The Positions tab in the Planning area
• Set up and manage positions in the Positions tab

Signatures

• Request electronic signatures on employee documents
• Using Electronic Signatures During the Offer Process
• Create a Document Template with Signature Placeholders
• Sign a document with an electronic signature
• Monitor and manage signature requests
• Legal Validity of Electronic Signatures

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Best Practices

• Best Practice: Accrual Policies
• Best Practice: Integrate legal entities after the initial Personio account setup
• Best Practice: Internal Communication
• Best Practice: Involving the Works Council
• Best Practice: Offboarding Templates and Steps
• Best Practice: Onboarding Templates and Steps

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Personnel Files

• Update employee data
• Supervisors and other employee relationships
• Terminating the employee vs ending their contract
• The Org Chart
• The homepage
• Global Search Function in Personio

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Salaries

• The Salary tab
• Salary components in Personio
• Import salary data
• Manage base salaries
• Managing Hourly Salaries
• Create and manage recurring payments

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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 reminders
• Create reminders for anniversaries and birthdays

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Approvals

• Approve an employee request
• Set up default approval processes
• Set up custom approval processes
• Set up an approval workflow with a certificate request
• Set up approval workflows and reminders with multiple supervisors
• Manage approvals

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Absences, vacation, and sick days

• Track employees’ unused time off using reports
• Add a Personio Calendar via an iCal link
• Adjust absence balances
• Create absence types
• Create accrual policies
• Manage custom bank holiday calendars

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Attendance, work schedules, and overtime

• Create and assign work schedules
• Manage overtime
• Manage time tracking profiles
• Set up a shared time tracking device
• Set up project-based time tracking
• Settings for work schedules

Document Templates and Management

• Manage document categories and templates
• Create Document Templates – Placeholders
• Add documents to an employee profile
• Creating Document Templates – Gender Variable
• Creating Document Templates – Formatting Dates
• Sample document templates to download

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Onboarding and Offboarding

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

Job Architecture

• Set up the job architecture
• The Job architecture settings in Personio