Hi, I’m creating an onboarding plan for our organization and I’m wondering how I could get the best out of Personio for this purpose. The ideal situation would be to add onboarding modules in Personio, which could then be marked as completed once they’re done. The Training section is otherwise quite good, but it only allows adding specific training days, not a general onboarding plan. This plan should be applicable to all new hires in general.
Is the Onboarding template the only option for this? We are adding the material to SharePoint, so is the only option to add links in the relevant sections that direct to materials stored in our SharePoint?
Or how have you utilized Personio for onboarding most effectively?
Best answer by HRJoy
Hi - In my view, the onboarding and the goals function both operate as administrative/record-keeping tools, rather than a location that onboarding activities can actually take place.
We have created a onboarding checklist that acts as a prompt to get employees from signing their contract all the way to their first month with the business. However, the employee themself only has a small number of onboarding tasks to complete within the Personio onboarding list, and only one they have joined the business. HR have lots of tasks, obviously, Supervisors have some, and specific functions across the business have one or two items that they are asked to complete for new starters.
So we use it more to make sure we set everything up for the new employee, rather than using it to manage onboarding activities for just the employee, if that makes sense?
Maybe the Goals feature (in Performance and Development) could be used to set the initial tasks, linking to external resources? Or if you aren’t using the onboarding checklist to direct the rest of the business to set up for new employees, it could be used for the employee only - but I don’t think either option is interactive enough to manage various types of onboarding tasks in the way you have described.
Hi - In my view, the onboarding and the goals function both operate as administrative/record-keeping tools, rather than a location that onboarding activities can actually take place.
We have created a onboarding checklist that acts as a prompt to get employees from signing their contract all the way to their first month with the business. However, the employee themself only has a small number of onboarding tasks to complete within the Personio onboarding list, and only one they have joined the business. HR have lots of tasks, obviously, Supervisors have some, and specific functions across the business have one or two items that they are asked to complete for new starters.
So we use it more to make sure we set everything up for the new employee, rather than using it to manage onboarding activities for just the employee, if that makes sense?
Maybe the Goals feature (in Performance and Development) could be used to set the initial tasks, linking to external resources? Or if you aren’t using the onboarding checklist to direct the rest of the business to set up for new employees, it could be used for the employee only - but I don’t think either option is interactive enough to manage various types of onboarding tasks in the way you have described.
If you are a Personio customer please use the same email address for registration as in your Personio account. By doing so we can help you faster if we might need to check something in your account.
Do you already have an account? > Login
! Your public username cannot contain any personal information such as email or other private information! You can't change your username after registration.
Welcome to the Personio Voyager Community!
This is our service and networking community for all Personio users and HR Professionals. If you have not registered yet, please select "create an account"
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
Scanning file for viruses.
Sorry, we're still checking this file's contents to make sure it's safe to download. Please try again in a few minutes.
