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Answered

Template before adding coworker

  • August 5, 2024
  • 1 reply
  • 41 views
V
Getting Started

Hi all,

Is there a way to use a template before you create a new co worker in Personio and download it?

 

Cheers

Best answer by International Support Team

Hi @vanila,

Usually, when you first join Personio, you are instructed on how to add employees in bulk via an import during the implementation phase. Typically, you would receive a template for this from your Implementation Manager. After this, we would provide you with the following steps to add any new employees that you have: Navigate to Employees > Employee list and click on the button Add employee Add-Employee_en-us.png in the upper-right corner. Then set up the new employee profile by adding their information. However, you may wish to add new employees via the template you used at the start. 

In case you need further support with this, I would suggest you create a support request via The in-product Help area.

Be aware that only Account Owners can contact our Support Team. In case you are not registered as such, please contact your colleagues in the role, or add this information in your account. You can find out how here.

Please let me know if there is anything else I can support you with.

I wish you a lovely day.

Best,

Steve

1 reply

I
Personio Employee

Hi @vanila,

Usually, when you first join Personio, you are instructed on how to add employees in bulk via an import during the implementation phase. Typically, you would receive a template for this from your Implementation Manager. After this, we would provide you with the following steps to add any new employees that you have: Navigate to Employees > Employee list and click on the button Add employee Add-Employee_en-us.png in the upper-right corner. Then set up the new employee profile by adding their information. However, you may wish to add new employees via the template you used at the start. 

In case you need further support with this, I would suggest you create a support request via The in-product Help area.

Be aware that only Account Owners can contact our Support Team. In case you are not registered as such, please contact your colleagues in the role, or add this information in your account. You can find out how here.

Please let me know if there is anything else I can support you with.

I wish you a lovely day.

Best,

Steve

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