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?
How do I activate my Personio account?
The Dashboard
First steps
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
The Calendar - All your appointments at a glance 5 6.

3. Overview of Personio - The HR operating system.
What is Personio?
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

4. How do I activate my Personio account?
Activate your personal Personio Account
How do I activate my Personio account? 1 2 3
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 personal password.
Log on to Personio via your company logon screen.

5. Gain insight and keep track of what is happening
Gain insight and keep track of what is happening. Use direct links to important features.
The Dashboard
What happened recently in the company? Overview of the latest company news
Use the global search to find employees in your company
All your appointments at a glance
Access to your account settings
Overview of all your tasks and reminders
Enter working hours
Request sick leave or vacation days

6. 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 notifications.
Set up custom reminders.
Design your personal signature. This information is only relevant if you have access to the applicant management tool.

7. 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
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.
Add a picture of yourself to your account

8. 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.

9. 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 1 1 2

10. 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 1 2

11. 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.

12. 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.

13. 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

14. 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

15. 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.

16. 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 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.

17. 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.

18. 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.

19. All your appointments at a glance
Calendar
Calendar
Access the global calendar from the main menu.
Define under What to show? which calendars are to visible in your overview.
Your employee calendar (My calendar) contains reminders, performance feedback meetings and recruiting events.
Integrate your Personio calendar into common calendar programs (e.g. Google Calendar) by clicking on the ICAL button.

20. For further details, please visit our Helpcenter at:
The HR Operating System

21. The HR Operating System