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Step 1: Import Employee Data
Step 2: Configure Offices and Departments
Step 3: Import salaries
Step 4: Configure and assign working hour schedules
Step 5: Configure absence types and accrual policies
Step 6: Import of absences
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Best Practices: Sections and Attributes
Authorizing employees for support and instructions
Is there an API?
Options in the employee list
How do I create sections and attributes in an employee profile?
Employee roles, access rights, reminder and calendar
General access rights
Information about Access Rights
What is the Employee Calendar?
How do I link the Personio calendar to my external calendar?
Notifications and Reminders
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Absences, Vacation and Sick days
How does the prorated vacation calculation work for part-time employees?
How do I assign specific absence policies for employees?
How do I set the maternity leave of an employee?
How does the selection of a substitute for absences work?
How do I activate substitution for absences?
How do I adjust the hours per week / weekly working hours of a department?
Configuring part-time work
How do I write performance comments?
How do I set up a feedback meeting?
How do I define targets?
How can data in document templates be formatted?
How do I use document templates?
How can recommendation letters be generated from a template?
On- and Offboarding
How do I set up Onboarding processes?
How do I start the Onboarding process for an employee?
How do I set up offboarding for the resignation of an employee?
How does payroll work for several accounting groups?
How does the preparation of payroll accounting work?
Personio for employees
How do I use Personio for the first time? (for employees)
How do I set up an email signature?