Note: Super Admins/Admins/ Line Managers/ Team leads can update allowances.
Have team member whose allowance needs to be amended slightly? Do you need to add a TOIL day to a specific employee? Does this adjustment have an expiration date?
Easily make these one-off adjustments in Charlie!
Edit an individual team member's time off allowance:
Navigate to the team member profile you want to adjust the allowance for
Click on their 'Time' tab
Scroll down to their time off allowance
Click 'Edit Allowance'
Click 'Adjust'
Select if its an increase or a decrease
Enter the amount of days
Enter the 'Type of Adjustment'
Add the expiry date (if applicable)
Add any notes
Click 'Save' to confirm your changes
Note: This is slightly different for team members with an hourly working week. The increase or decrease will be calculated in hours so ensure that the value you type is the correct hourly increase or decrease for that hourly employee.
Edit multiple team member's time off allowances from same page:
Expand 'Time' in the side navigation
Click on 'Settings' in the tab menu.
Expand allowances.
Find the relevant person and select the 'action' icon at the end of the row.
Click 'Adjust' to add a new adjustment.
Select if its an increase or decrease
Enter the amount of days
Enter the 'Type of Adjustment'
Add the expiry date (If applicable)
Add any notes
Click 'Save' to confirm your changes.
Adding an expiration date to a one-off adjustment:
Expiration dates can simply be added to any increase adjustment you add to an employee allowance. Following the same steps as above, you will simply need to add the expiration date before saving the adjustment.
Once saved the adjustment will be visible in the same place however a note including the expiration date will be visible by hovering over the "i" icon.
Note: Any holiday booked where an expiring adjustment has been added to an allowance, the holiday will count toward the adjustment with the soonest expiration date.
Expiring adjustments cannot span more than one leave years so any adjustments added this year will not be moved forward to next year.
Making an adjustment to an allowance of a time of type:
Navigate to the team member profile you want to adjust the allowance for
Click on their 'Time' tab
Scroll down to locate the allowance you want to adjust
Click 'Adjust Allowance'
Select if its an increase or a decrease
Enter the amount of days
Enter the 'Type of Adjustment'
Add the expiry date (if applicable)
Add any notes
Click 'Save' to confirm your changes
Need to check if your allowance or your team member's allowance is correct? Check out this article that explains how to check your time off allowance.