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

2. 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

3. 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 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

4. 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)
Request sick leave or vacation days (if activated)
Enter working hours (if activated)
What happened recently in the company? Overview of the latest company news
Access to your personal account settings

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

6. 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

7. 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

8. 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

9. 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.

10. 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

11. 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

12. 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

13. 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 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

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

15. 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 Outlook or Google Calendar by clicking on the ICAL button

16. For further details, please visit our Help Center at:
The HR Operating System

17. The HR Operating System