Your first steps with Personio Personio Employee Manual The HR Operating System

Personio Employee Manual Your own Personio account provides you with an immense variety of options Personio Employee Manual What is Personio? The Dashboard General Settings Your Employee Profile Personal information - Keep your personal details up to date Salary - Have a look at your salary and special payments Documents - View existing documents or upload new documents Attendance - Record your attendance Absence - Request vacation days and enter sick days Performance - Take a look at your performance and your target agreements Onboarding - Clearly structured overview of tasks for new hires History - Gain insight into your salary history The Calendar 5. 5

What is Personio - HR-Tools in Personio Your personal account What is Personio - HR-Tools in Personio What is Personio? How do I activate my account? Personio is a holistic HR management and recruiting software You have a personal employee account that provides you with a large number of options: Manage your data and documents Plan and request vacation days Keep an eye on what is happening using the calendar Enter your work hours Take a look at your performance and your target agreements Your company will send you an invitation via e- mail with a link to your personal Personio login Follow the link in the invitation message Set up your own password and log on to Personio

Gain insight and keep sight of what is happening Gain insight and keep sight of what is happening. Open direct links to specific options and features The Dashboard Overview of all your tasks and reminders (TODOs) What happened recently in the company? Overview of the latest company news Acces to your account settings Enter working hours (if activated) Request sick leave or vacation days (if activated)

General settings for your Personio account Personalize your account in the settings General settings for your Personio account 1 2 3 4 Settings Select the language you prefer (English or German) Configure the e-mail notifications Set up custom reminders Design your personal e-mail signature To access your employee profile, click on Personal Settings

General Settings - Your Employee Profile Access all features in Personio quickly and easily through your employee profile General Settings - Your Employee Profile Add a picture of yourself to your account The employee profile contains various sections such as HR information, salary, documents, attendance, absence, Performance, Onboarding, and History. Depending on which option your company is using, you may be seeing fewer sections. Allgemeine Einstellungen – Das Mitarbeiterprofil im Überblick

Your Employee Profile - Personal Info Keep your personal info up to date Your Employee Profile - Personal Info Personal info This is where you find an overview of all your personal details Depending on the access rights you have been granted, you may change them or request changes to be approved Editing your details Click on the blue pen symbol next to the respective section header Make the respective changes (e.g., change your address) To complete the process, click on Submit

Your Employee Profile - Salary See the individual components of your salary Your Employee Profile - Salary Check the individual components of your salary such as bonus and other payments

Your Employee Profile - Documents Find all documents at a glance Your Employee Profile - Documents Take a look at your employee documents such as your work contract, recommendation letters, and certificates Upload documents: Select Upload and fill the respective mask. Once you select Upload, the documents will be uploaded.

Your Employee Profile - Attendance Enter your working hours and keep track of your attendance times Your Employee Profile - Attendance Attendance Track your working hours here Enter your working hours with their start and end times and breaks in the list Once the status changes to Confirmed, the times you entered are saved in the system. Depending on the settings, this may require confirmation through a supervisor or the HR department Ihr Mitarbeiterprofil – Anwesenheit

Your Employee Profile - Absences Request days off through Personio Your Employee Profile - Absences Absences Request absences and keep track of these days in the calendar. Absences can be vacation days, sick leave, or business travel. Request absences Select the absence type and specify the duration If you like, request a substitute for the time of your absence Your request is transferred to the responsible person and confirmed in Personio In case of sick leave, you can upload sick leave certificates in Personio in the Documents section 1 2 3 1 2 3 Ihr Mitarbeiterprofil – Abwesenheit

Your Employee Profile - Performance Take a look at your target agreements and feedback meetings Your Employee Profile - Performance Open Performance to take a look at your individual performance/target agreements and feedback meetings Use the calendar to keep track of your performance meetings and the results Under Documents > Performance, all documents from your feedback meetings are saved automatically Ihr Mitarbeiterprofil – Performance

Your Employee Profile - Onboarding Personio supports in your tasks as the latest employee in your new company Your Employee Profile - Onboarding Onboarding As a new employee, there are several onboarding tasks for you to complete such as setting up your own e-mail signature Personio provides a clear process bar showing you how far you have come in completing your tasks, including your deadlines Should you have missed a deadline, Personio will send you the respective reminder Mark all completed TODOs as Completed Click on the respective TODO Complete the tasks in it Select Mark as completed

Your Employee Profile - History View historic salary changes at a glance Your Employee Profile - History History Gain insight into salary changes in the past.

Alle Termine auf einen Blick Calendar Calendar Access your calendar from the main menu Choose which calendars to see under Calendars Your employee calendar contains reminders, feedback meetings, and recruiting dates Link your Personio calendar with Google Calendar by clicking on the ICAL button

https://support.personio.de/hc/en-us For further details, please visit our Help Center at: https://support.personio.de/hc/en-us The HR Operating System

The HR Operating System