1. Your first steps with Personio
Employee Manual
Your first steps with Personio

2. 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

3. 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 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. 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)

5. 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 notifications
Set up custom reminders
Design your personal signature
To access your employee profile, click on your name or My Profile

6. 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.

7. 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”

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

9. 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.

10. 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

11. 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

12. 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

13. 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 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. 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

15. 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