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Product redesign
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Create document templates 12 min
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Use templates to issue documents 7 min
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Import historical documents 7 min
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Summary 1 min
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Share your feedback 1 min
Masterclass: Manage documents
Create and manage employee documents efficiently by setting up templates and importing documents into Personio.
Welcome!
With Personio, you can effectively manage your employee documents in one central place. You can create templates to efficiently prepare and issue documents for your employees, as well as import important documents that can be accessed by relevant stakeholders, such as certificates or salary slips.
In this masterclass, you’ll learn how to:
- Create document templates
- Use templates to issue documents
- Import historical documents into Personio
Note: If you are a Personio user, we encourage you to configure the relevant settings in your account as you go through the content.
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