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Company Time Off Customisation
Create a custom time off type in Charlie
Create a custom time off type in Charlie
Create your own custom time off types for your company to track TOIL, unpaid leave, and any other time off type.
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Note: Only Super Admins/Admins can do this.

On Charlie,  you can create any type of leave you'd like - from birthday breaks to duvet days! You can also set the different custom leave types as deductible or non-deductible, if the leave requires approval, or if it is marked as sensitive.

To create a custom Time Off type:

Screen Recording 2022-01-25 at 09.34.15 am

  1. Expand the 'Time' section on the side navigation.

  2. Click the 'Settings' tab.

  3. Scroll down to 'Custom Time Off Types' card, select 'Add New Type'.

  4. Create a name for your new leave type.

  5. Select whether or not to deduct it from Time Off allowance and if you want it to be auto-approved or not.

    1. You are also able to choose if it is marked as sensitive which means it will not show the reason when someone books it off, only that someone is off.

  6. Confirm by clicking 'Add Time Off Type'.

Done.

Need to Disable or Delete a Custom Time off? Follow these steps.

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.

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