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Set up Personizer in 10 steps

We will show you how to get Personizer ready for your business in 10 quick steps:

Step 1: Let's start
Step 2: Edit your profile (profile picture, language, password ...)
Step 3: Remove the demo data
Step 4: Quick invitation of employees
Step 5: Importing employees with CSV file
Step 6: Deposit of vacation and time recording rules
Step 7: Create user roles with individual rights
Step 8: Creating own absence types
Step 9: Enter absences for the whole company
Step 10: Install integrations and apps


Step 1: Let's start
Click Let's start to start the configuration of Personizer.



Step 2: Edit your profile (profile picture, language, password ...)
To edit your profile data, click on the profile picture icon on the top right (1).



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)


Step 3: 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).



Step 4 : 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.


Step 5: 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).




Step 6: Entering vacation and time recording rules
You can define individual vacation and time recording rules for your company. You can make the settings either directly for the entire company, for a single team or individually for each employee. To make the changes for the entire company, click on Companies (2) under Settings (1). Select the appropriate company and click on the pencil icon (3).


A new window will open where you can make all the changes and settings. When you have finished adjusting the company rules, confirm your changes by clicking Save.


If you do not want to make the changes company-wide, but team-wise or per employee, you can make the changes under Team or User.


Step 7: 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.



Step 8: 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.



Step 9: 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.



Step 10: 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.
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