Your first steps with Personio Employee Manual Your first steps with Personio

Personio Employee Manual Your own Personio account provides you with an immense variety of options 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

What is Personio? Your personal account What is Personio? 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 How do I activate my account? 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

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

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 your name or My Profile

The Employee Profile Access all features in Personio quickly and easily through your employee profile 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.

Keep your personal info up to date 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 “Save”

See the individual components of your salary Check the individual components of your salary such as bonus and other payments

Find all documents at a glance 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.

Enter your working hours and keep track of your attendance times 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

Request days off through Personio Absences Request days off through Personio 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

Take a look at your target agreements and feedback meetings Performance Take a look at your target agreements and feedback meetings 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

Onboarding Personio supports in your tasks as the latest employee in your new company 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”

All dates and meetings at a glance Calendar All dates and meetings at a glance 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

View historic salary changes at a glance History View historic salary changes at a glance History Gain insight into salary changes in the past. For further details, please visit our Help Center at https://support.personio.de/hc/en-us