Note: Only Super Admins/Admins can do this.
On Charlie, you can create time off types to cover any type of leave you offer - from a birthday day off to duvet days, time off in lieu, and anything else you can think of!
These can be customised to align with your companies policies:
A separate allowance limit, deductible from your main holiday allowance, or no limit
Whether these requests are automatically approved or require approval
Whether they represent potentially confidential leave, which can be marked as sensitive so the specific type is not shown to all employees.
If they should be pro-rated for new starters part way through the year and part time workers. By default Charlie automatically adjusts allowances, but there may be some types of time off where everyone is entitled to a fixed amount regardless (such as one day off for their birthday!)
You already have default time off types that cover holiday, sick leave, parental leave and compassionate leave, but if your company offers more time off types than what is already on offer, read on to find out how you can get these set up!
To create a custom Time Off type:
In Charlie, head to Time>Settings, and scroll to the 'Time Off Types' section
You'll see 'Default Types' on the left, and 'Custom Types' on the right. Tap 'Add new type' on the custom type section
Next, you can enter in the name of your new time off type, for example, TOIL
You can then tick the boxes below to choose whether to allocate an allowance, set as deductible or no limit, as well as whether they require approval, and mark it as sensitive.
Confirm by clicking 'Update' and you're all done!
Need to Disable or Delete a Custom Time off?
To disable a custom time off type, simply tap the pencil icon on any custom type and tick 'Disable leave requests of this type.
Only inactive custom time off types can be deleted completely, meaning it either need to never have been used, or all associated time off bookings using that type need to be cancelled. Once this has been done, you can just tap the trash can icon on a leave type to permanently delete it.
Note: Once created, a new custom time off type will show as 'inactive' until it has been used to book a day off for the first time. Once it has been used in the system, it will show as active.