Configure employee roles, access rights, and approvals

Ensure employees see and change only relevant information in Personio.

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About this course


Naree Joo


Author

Welcome! 

Whether you are new to Personio or an experienced user looking to refresh your skills, this course will help you configure employee roles and access rights to determine who sees what in Personio. In addition, it will also cover the topic of approvals, which will help you to define and automate approval workflows. At the end of this course, you will be able to: 

  • Configure employee roles and access rights
  • Create approval workflows
  • Set up important reminders 
  • Determine access rights for calendars

Note: If you are a Personio user, we encourage you to configure the relevant settings in your account as you go through the content.

Additional languages available

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Curriculum75 min

  • Access rights
  • Product redesign
  • Configure employee roles and access rights 14 min
  • Common use cases and best practices 11 min
  • Check your knowledge 3 min
  • Approval workflows
  • Create approval workflows 9 min
  • Check access rights for approvers 2 min
  • Best practices 3 min
  • Check your knowledge 5 min
  • Reminders
  • Set up important reminders 7 min
  • Manage existing reminders 1 min
  • Common use cases and best practices 4 min
  • Company calendar
  • Determine access rights for calendars 7 min
  • Configure access rights for the events calendar 2 min
  • Common use cases 4 min
  • Summary
  • Summary 2 min
  • Share your feedback 1 min

About this course


Naree Joo


Author

Welcome! 

Whether you are new to Personio or an experienced user looking to refresh your skills, this course will help you configure employee roles and access rights to determine who sees what in Personio. In addition, it will also cover the topic of approvals, which will help you to define and automate approval workflows. At the end of this course, you will be able to: 

  • Configure employee roles and access rights
  • Create approval workflows
  • Set up important reminders 
  • Determine access rights for calendars

Note: If you are a Personio user, we encourage you to configure the relevant settings in your account as you go through the content.

Additional languages available

Register for this course in:

Share this:

 

Curriculum75 min

  • Access rights
  • Product redesign
  • Configure employee roles and access rights 14 min
  • Common use cases and best practices 11 min
  • Check your knowledge 3 min
  • Approval workflows
  • Create approval workflows 9 min
  • Check access rights for approvers 2 min
  • Best practices 3 min
  • Check your knowledge 5 min
  • Reminders
  • Set up important reminders 7 min
  • Manage existing reminders 1 min
  • Common use cases and best practices 4 min
  • Company calendar
  • Determine access rights for calendars 7 min
  • Configure access rights for the events calendar 2 min
  • Common use cases 4 min
  • Summary
  • Summary 2 min
  • Share your feedback 1 min