Personizer Starter Guide (Admins)
We'll show you how to get Personizer ready for your business in just a few steps.
We will go through the following steps:
To edit your profile data, click on the profile picture icon on the top right (1). Click on Go to Profile (2)
After that you will land on your personal profile page. Here you have the possibility to make all changes, such as:
Add / change profile picture (1)
Change language (2)
Enable Dark / Light Mode (3)
Enable or disable mail notifications (4)
Change password (5)
Integrate calendar (6)
integrate-slack (7)
There are many handy integrations and apps for Personizer, which make all applications around absence management and time documentation easier for you. To get an overview of the integration possibilities, click on your profile picture (1). A menu will open where you can select Apps (2).
You will find an overview of all integrations, each of which contains a button. Click on the corresponding button to get more information about the application.
In our helpdesk we present the features of Personizer and answer the most frequently asked questions about our software.
To open our helpdesk, click on the profile picture icon in the upper right corner.
Then click on Helpdesk.
If you can't find the answer to your question in our helpdesk, you can contact our support.
Click on Support.
A window will open. Here you can chat with our support team.
You probably already noticed that your account is filled with demo data. If you want to configure Personizer for your company, you should first remove the demo data. You can do this in the Admin Dashboard (1). Then click in the upper banner on Remove Demo Data (2).
To discover the practical features of Personizer together with your team members, first invite your colleagues to Personizer. To do this, click on Settings (1) in the left navigation bar. In the next step you can click on User (2) in the top menu. Here you have two different options to add your employees to Personizer (3). Click on Quick Invite if you want to invite employees quickly without having to enter individual settings.
Enter the name of your team member and click Invite.
An invitation mail will be sent automatically to the person. You will now find the invited person in the list with an invitation sent icon. Once the invitation is accepted, your team member can use Personizer.
If you have decided to use the quick invitation, you can always add and change employee settings afterwards. To directly add all settings for new employees, click under 1. not on Quick Invitation but on Create Employee.
Alternatively you can add your employees via uploading a CSV file. Click on Settings (1). In the next step select Import (2). You will find a dialog box where you can add your CSV file via drag and drop (3).
In Personizer you have the possibility to create individual roles. This way you can personally decide who gets what rights when using Personizer. If you want to create your own new role, click on Settings (1). Under Roles (2) you now have the possibility to create a New Role (3).
In the new window you can assign a name and individual rights to your new role. Set the corresponding checkmarks. Confirm your new role with a click on Save.
To add your own absences, for example vocational school, click on Settings (1). In the next step you can add a New Absence type (3) under Absence types (2).
In the new window you can make all settings for your new absence type. Save your settings with a click on Save.
In Personizer you can enter absences for the whole company - especially useful for team events and company-wide vacation blocks. To do this, go to Administration (1) and click on Create Bulk Absence (2).
Now you can enter all information. Save your entries with a click on Save.
The best part? Your employees automatically receive a system e-mail and are immediately informed about the entry.
If you want to create a timelog tag, follow these steps:
Click on the Settings tab in the left navigation bar.
Then click on the tab Timelog tags.
Then click on the button at the top right New Timelog tag.
A window opens in which the timelog tag can be created:
Name your tag in the Name of tag input field.
Then add the responsible teams under Assigned teams .
Save your changes by clicking on Save.
Click on the pencil icon in your timelog tag if you want to edit your tag:
Use the Status button to archive your timelog tag or to reactivate it.
Save your changes by clicking Save.
Click on Delete tag to delete your tag.
Click in the left navigation bar on Settings and stay in the horizontal navigation bar at Account.
Here you will find the Work Schedules function. Click on Create New Work Schedule to create a new work schedule. Under edit you can change an existing work schedule.
Work schedules that are assigned to one or more users cannot be deleted!
A new window will open. Here you can define your new work schedule or edit an existing one.
Here you can name your work schedule.
Here you can specify the terms of your work schedule.
Click Save to create the new work schedule.
If you want to know how to assign the work schedules to your employees, click Here!
Click on Settings in the left navigation bar and stay at Account in the horizontal navigation bar.
Here you will find the function Vacation Policies. Click on Create New Vacation Policy to create a new vacation policy. Under Edit you can change existing vacation policies.
Vacation policies that have been assigned to one or more users cannot be deleted!
A new window will open. Here you can create your new vacation policy.
Here you can name your vacation policy.
Here you can define the conditions of your vacation policy.
Click Save if you want to create your vacation policy.
If you want to know how to assign vacation policies to your employees, click Here
Enable overtime feature for your account if you want your employees to be able to track overtime and minus hours with Personizer.
Click Settings in the left navigation bar.
Here you will find the Overtime Feature section. You have two options to start the overtime feature.
Option 1: Activate Now
If you activate the Overtime feature now, your employees will be able to benefit from the new features immediately. They will be able to view their time bank on their dashboard and submit time sheets for approval. Note that overtime and minus hours from the time before the function was activated must be added to the time account manually. You can find out how to do that here.
Option 2: Set a starting date
If you want to activate the overtime feature at a later date - for example at the beginning of the next month - you can set a start time. Your employees will then only be able to benefit from the new features from that point on. They will be able to view their time account on the dashboard and submit time sheets for approval. Note that overtime and minus hours from the time before the function was activated must be added to the time account manually. You can find out how to do that here.
Before you activate the overtime feature, you should delete your demo data.
For more information on our overtime feature, please check out our Guide.
We will go through the following steps:
| General Settings |
|---|
| Edit your profile |
| Install integrations and apps |
| Helpdesk |
| Support |
| Create coworkers |
|---|
| Remove the demo data |
| Quick invitation of employees |
| Import employees with CSV file |
General Settings
Edit your profile
To edit your profile data, click on the profile picture icon on the top right (1). Click on Go to Profile (2)
After that you will land on your personal profile page. Here you have the possibility to make all changes, such as:
Add / change profile picture (1)
Change language (2)
Enable Dark / Light Mode (3)
Enable or disable mail notifications (4)
Change password (5)
Integrate calendar (6)
integrate-slack (7)
Install integrations and apps
There are many handy integrations and apps for Personizer, which make all applications around absence management and time documentation easier for you. To get an overview of the integration possibilities, click on your profile picture (1). A menu will open where you can select Apps (2).
You will find an overview of all integrations, each of which contains a button. Click on the corresponding button to get more information about the application.
Helpdesk
In our helpdesk we present the features of Personizer and answer the most frequently asked questions about our software.
To open our helpdesk, click on the profile picture icon in the upper right corner.
Then click on Helpdesk.
Support
If you can't find the answer to your question in our helpdesk, you can contact our support.
Click on Support.
A window will open. Here you can chat with our support team.
Create coworkers
Removing the demo data of the test account
You probably already noticed that your account is filled with demo data. If you want to configure Personizer for your company, you should first remove the demo data. You can do this in the Admin Dashboard (1). Then click in the upper banner on Remove Demo Data (2).
Quickly invite collaborators
To discover the practical features of Personizer together with your team members, first invite your colleagues to Personizer. To do this, click on Settings (1) in the left navigation bar. In the next step you can click on User (2) in the top menu. Here you have two different options to add your employees to Personizer (3). Click on Quick Invite if you want to invite employees quickly without having to enter individual settings.
Enter the name of your team member and click Invite.
An invitation mail will be sent automatically to the person. You will now find the invited person in the list with an invitation sent icon. Once the invitation is accepted, your team member can use Personizer.
If you have decided to use the quick invitation, you can always add and change employee settings afterwards. To directly add all settings for new employees, click under 1. not on Quick Invitation but on Create Employee.
Import employees with CSV file
Alternatively you can add your employees via uploading a CSV file. Click on Settings (1). In the next step select Import (2). You will find a dialog box where you can add your CSV file via drag and drop (3).
Admin functions
Create user roles with individual rights
In Personizer you have the possibility to create individual roles. This way you can personally decide who gets what rights when using Personizer. If you want to create your own new role, click on Settings (1). Under Roles (2) you now have the possibility to create a New Role (3).
In the new window you can assign a name and individual rights to your new role. Set the corresponding checkmarks. Confirm your new role with a click on Save.
Create your own absence types
To add your own absences, for example vocational school, click on Settings (1). In the next step you can add a New Absence type (3) under Absence types (2).
In the new window you can make all settings for your new absence type. Save your settings with a click on Save.
Enter absences for the whole company
In Personizer you can enter absences for the whole company - especially useful for team events and company-wide vacation blocks. To do this, go to Administration (1) and click on Create Bulk Absence (2).
Now you can enter all information. Save your entries with a click on Save.
The best part? Your employees automatically receive a system e-mail and are immediately informed about the entry.
Create timelog tags
If you want to create a timelog tag, follow these steps:
Click on the Settings tab in the left navigation bar.
Then click on the tab Timelog tags.
Then click on the button at the top right New Timelog tag.
A window opens in which the timelog tag can be created:
Name your tag in the Name of tag input field.
Then add the responsible teams under Assigned teams .
Save your changes by clicking on Save.
Click on the pencil icon in your timelog tag if you want to edit your tag:
Use the Status button to archive your timelog tag or to reactivate it.
Save your changes by clicking Save.
Click on Delete tag to delete your tag.
Create Work Schedules
Click in the left navigation bar on Settings and stay in the horizontal navigation bar at Account.
Here you will find the Work Schedules function. Click on Create New Work Schedule to create a new work schedule. Under edit you can change an existing work schedule.
Work schedules that are assigned to one or more users cannot be deleted!
A new window will open. Here you can define your new work schedule or edit an existing one.
Here you can name your work schedule.
Here you can specify the terms of your work schedule.
Click Save to create the new work schedule.
If you want to know how to assign the work schedules to your employees, click Here!
Create Vacation Policies
Click on Settings in the left navigation bar and stay at Account in the horizontal navigation bar.
Here you will find the function Vacation Policies. Click on Create New Vacation Policy to create a new vacation policy. Under Edit you can change existing vacation policies.
Vacation policies that have been assigned to one or more users cannot be deleted!
A new window will open. Here you can create your new vacation policy.
Here you can name your vacation policy.
Here you can define the conditions of your vacation policy.
Click Save if you want to create your vacation policy.
If you want to know how to assign vacation policies to your employees, click Here
Activate Overtime Feature
Enable overtime feature for your account if you want your employees to be able to track overtime and minus hours with Personizer.
Click Settings in the left navigation bar.
Here you will find the Overtime Feature section. You have two options to start the overtime feature.
Option 1: Activate Now
If you activate the Overtime feature now, your employees will be able to benefit from the new features immediately. They will be able to view their time bank on their dashboard and submit time sheets for approval. Note that overtime and minus hours from the time before the function was activated must be added to the time account manually. You can find out how to do that here.
Option 2: Set a starting date
If you want to activate the overtime feature at a later date - for example at the beginning of the next month - you can set a start time. Your employees will then only be able to benefit from the new features from that point on. They will be able to view their time account on the dashboard and submit time sheets for approval. Note that overtime and minus hours from the time before the function was activated must be added to the time account manually. You can find out how to do that here.
Before you activate the overtime feature, you should delete your demo data.
For more information on our overtime feature, please check out our Guide.
Updated on: 13/04/2023
Thank you!