Advice and answers from the CharlieHR Team
Learn more about CharlieHR
How Charlie can help your manage your HR needs



Setting Up? Start Here!
How to Guide for setting up your Charlie account


CharlieHR Guides
Share with your team members, line managers and team leads to get to know Charlie!

Team member set up - everything you need to know!
Adding and setting up a new team member in Charlie


Your team's time off & working locations
Understand and customise your company wide time off, sickness and where your team are working

Your profile & time off
Manage your profile, login settings and time off bookings



Collect, store and access employee details and documents
Charlie can store documents, salary & payroll info, key dates and more



Integrations & API
How to generate API access keys to set up integrations with your Charlie account


Security, Privacy, and Terms
Learn about our security measures, deletion processes privacy policy, and terms


Your company handbook
A handbook is essential in staying legally compliant. It's also the perfect place to codify your company culture

Checklists
How to use our Checklist feature to easily onboard your team members


Performance Reviews
Running performance reviews / appraisals in Charlie provides structure, automates the process and empowers meaningful conversations



Engagement Polls
Understand how your team feels about topics including wellbeing, groth, engagement, motivation and leadership


Reports
View pre-defined reports & make your own using our default fields and custom data you've added


Offboarding and reactivating former team members
How to manage team members leaving your business


Company Settings and Invoices
Manage your company settings including permissions, subscription and time off policies



Perks
Perks is an unbeatable range of benefits, discounts and deals - and all included in your Charlie subscription.

One-to-ones (HR advice subscribers)
Understand how Charlie's one-one tool can help support conversations between employees and managers

Goals
Empower your team to store and track their goals and OKRs on Charlie
