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 01 What is Personio? 02 How do I activate my Personio account? 03 The Dashboard 04 The Employees Overview 05 First steps 06 Your Employee Profile in detail Personal info - 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 historical data Notes - Create notes and reminders 07 The Calendar - All your appointments at a glance Absence Timeline - Overview of all your colleagues absences Events Calendar & Exports - View and export appointments

What is Personio? Overview of Personio - The HR operating system Keep your personal details up to date Personio Personio is a holistic HR and applicant management software. Your Account You have a personal employee account that provides you with a large number of options. Stay on top of things with your calendar Have a look at your salary and special payments Personal records Take a look at your performance and your target agreements Calendar Salary View existing documents or upload new documents Performance Documents Clearly structured overview of tasks for new hires Record your attendance Onboarding Attendance Absences Plan, request and overview absences e.g. vacation days

How do I activate my Personio account? Step by step guide for signing in to your Personio account How do I activate my Personio account? 1 2 3 Your company will send you an invitation via email with a link to your personal Personio login. Follow the link in the invitation message. Set up your personal password. Log on to Personio via your company logon screen.

The Dashboard Gain insight and keep track of what is happening Use the global search to find employees in your company. Access your account settings. Navigate directly into your profile. All your appoint-ments at a glance. Overview of all your tasks and reminders. View current absences of your colleagues. Request an absence type and overview your balance here. Congratulate your colleagues on their birthday.

All Employees in one overview The Employee Overview 5 1 4 2 3 Create individual views of the employee list. Export the employee list data. 1 + Sort the columns e.g. in alphabetical order. Make use of the filer option to view e.g. a certain Office. 2 3 Click Save current view and name it. 4 Click on Views in order to select your saved views or Return to default view. 5

First steps - Personal settings Personalize your account in the settings First steps - Personal settings 1 2 3 4 Personal settings Select the language you prefer (English or German). Configure your email notifications. Set up custom reminders. Design your personal email signature. This information is only relevant if you have access to the applicant management tool.

First steps - Your Employee Profile in general Access all features in Personio quickly and easily through your employee profile First steps - Your Employee Profile in general Add a picture of yourself to your account. The Employee Profile The employee profile contains the tabs Information, Salary, Documents, Attendance, Absence, Performance, Onboarding, History and Notes. Depending on which option your company is using, you may be seeing fewer sections.

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

Your Employee Profile - Salary Get an overview of your salary and other payments Your Employee Profile - Salary Salary By default the tab Salary always shows the salary components Main salary and Extra payments. The Salary Details view provides you with an overview of all your historical salary data. 1 2 Fix salary / Hourly salary Extra Payments 1 2

Your Employee Profile - Salary / Bonus & additional compensation See further individual components of your salary Your Employee Profile - Salary / Bonus & additional compensation Bonus & additional compensation Further salary components, such as bonuses or additional regular compensations, are being summarized in the regular payouts section. Personio also shows these salary components in the yearly overview. 1 2 Bonus Additional compensation (e.g. Surcharge Public Transport) 1 2

Your Employee Profile - Documents Find all your documents at a glance Your Employee Profile - Documents Documents Take a look at your employee documents, such as your work contract, recommendation letters, and certificates. To upload a document select Upload and fill in the appearing mask. Complete the process by clicking Upload.

Your Employee Profile - Attendance Enter your working hours and keep track of your attendance times Your Employee Profile - Attendance Keep track of your working hours. Attendance Enter your daily working hours including the start and end times as well as 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.

Your Employee Profile - Absences Overview your absences Your Employee Profile - Absences Absences Request absences and keep track of these days in the calendar. Absences can include vacation days, sick leave, or business travel. By default, public holidays are being displayed in green, further color marks are connected to the corresponding absence type. 1 1 2 2

Your Employee Profile - Request Absences Request your vacation and enter sick days Your Employee Profile - Request Absences Request Absences Select the absence type and specify the duration. If required, nominate a substitute for the time of your absence. Your request is transferred to the responsible person and confirmed in Personio. In case of sickness, you can upload your sick leave certificates directly in the absence type. You can find all your uploaded certificates in your Documents section. 1 1 2 2 3 3

Your Employee Profile - Performance Take a look at your target agreements and feedback meetings Your Employee Profile - Performance Performance Enter the Performance tab to take a look at your individual target agreements. Use the calendar to keep track of your performance related meetings (such as feedback meetings) and gain insights in your results. All documents from your feedback meetings are automatically saved under Documents > Performance.

Your Employee Profile - Onboarding Personio supports you in staying on top of your tasks as a new employee in your company Your Employee Profile - Onboarding Onboarding As a new employee, you have certain tasks to complete during your first working days. Personio provides a clear progress display of all your tasks and reminds you via email of open to-dos. The status gives you a clear indication of which tasks are open (orange), overdue (red) or already completed (green). Finalize individual to-dos by clicking Mark as completed.

Your Employee Profile - History View your historical data changes at a glance Your Employee Profile - History History Gain insight in your personal employee history. This view shows your historic salary changes as well as changes in your position, department and office.

Your Employee Profile - Notes Create notes and reminders Your Employee Profile - Notes Notes In the Notes tab you can create individual notes. By clicking on Create Reminder you gain an overview of all attribute-dependent reminders* (e.g. birthdays). In addition, you have the option of adding individual reminders that are independent of attributes (e.g. for planning your annual vacation). *In order to edit attribute-dependent reminders, please navigate to your Personal Settings.

Calendar - Absence Timeline All your absences at a glance Calendar - Absence Timeline Absence Timeline Access the global calendar from the main menu. Define which Absence Types and Holidays you would like to view. Additionally you have the option to filter for Subcompany, Office, Department, Team and Status. Click on a colored absence period within the calendar to view detailed information about your colleagues absence. Request absence periods.

Calendar - Events Calendar & Export View and export appointments Calendar - Events Calendar & Export Calendar Define under What to show? which events are visible in your overview. Your Events Calendar contains reminders, performance feedback meetings and recruiting events (only with access to application management). Integrate the Absence Timeline and Events Calendar into common calendar tools (e.g. Google Calendar, Outlook) by clicking on the Export button.

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

The HR Operating System