Waitlist open
Launch in November 2026
Digital personnel file & HR documents – from November in Planerio
HR data, documents and electronic payroll documents in the employee profile, in the same system as your time tracking and absences. Launching in November 2026, initially for smaller businesses.
- Upload, file and find documents again
- Employees can view their documents on the web and in the app
- Automatically import payroll documents from DATEV
Join the waitlist
The digital personnel file launches in November 2026, initially for smaller businesses. If you are on the waitlist, you will receive Early Access before the general launch and have enough time to transfer your documents at your own pace before 1 January 2027.
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Planerio’s Digital personnel file consolidates HR data and HR documents electronically in the employee profile: master data, employment contracts, payroll documents and evidence. It launches in November 2026 and will initially be available for smaller businesses. The background is 1 January 2027: from this effective date, employers must keep their payroll documents electronically pursuant to Section 8 of the Beitragsverfahrensverordnung (BVV), while the previous exemption option ends on 31 December 2026.
Over 4,000 sites already work with Planerio
What Planerio’s Digital personnel file offers
Employee documents, digitised
Upload employment contracts, evidence and payroll documents, assign them to categories, and find them again via the employee profile.
Payroll documents from DATEV in one click
Import monthly payroll documents from DATEV with a single click. Planerio automatically assigns each document to the right person and files it in their employee profile—visible on the web and in the employee scheduling app.
Structured HR data
Master data, contact details, bank details and the information required for payroll are stored in prepared field groups in the employee profile—instead of scattered across lists and folders.
Access for your team
Employees can view their own documents on the web and in the Planerio app—right where they already view their time tracking and absences.
What changes on 1 January 2027
Until now, employers could keep their payroll documents on paper if they obtained an exemption. This transitional arrangement ends on 31 December 2026.
- Payroll documents electronically: From 1 January 2027, electronic record-keeping pursuant to Section 8 of the Beitragsverfahrensverordnung (BVV) applies without exception
- No hybrid approach: Keeping payroll documents partly digital and partly on paper will no longer be permitted from the effective date.
- Not the entire file: The requirement applies to payroll documents, not all HR documents. References, warnings or applications may still be kept on paper.
Practical tip: Audits by the German Pension Insurance usually run on a four-year cycle and look back. If you only start in January 2027, you will be digitising the past under time pressure. The calmer approach: organise current documents electronically from now on and start preparing.
Legal status: September 2026. This article does not constitute legal advice.
Digital personnel file & documents in Planerio
Join the waitlist now
Join the waitlist and set up the Digital personnel file from November. This way, your payroll documents will be kept electronically by 1 January 2027—without an additional product and without maintaining data in two places.
FAQ
Frequently Asked Questions – Quick Answers:
A digital personnel file is the electronic collection of data and documents relating to an employment relationship—from master data and the employment contract through to payroll documents. It replaces the paper file and uses permissions to control who may view which information. Learn more in the HR wiki.
From 1 January 2027, what is mandatory is the electronic keeping of payroll documents pursuant to Section 8 of the Beitragsverfahrensverordnung (BVV). This is one part of the personnel file, not the entire file. The exemption option ends on 31 December 2026.
From November 2026, initially for smaller businesses. That leaves around two months to transfer data and documents before the effective date of 1 January 2027. Anyone on the waitlist will be informed at launch.
At launch in November 2026, the Digital personnel file will be available for smaller businesses; larger organisations will follow afterwards. If you join the waitlist, you will be the first to learn the timing for your size category.
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