Note: Super Admins/Admins/ Line Managers/ Team leads can update allowances.
Have team member whose allowance differs from your company default or need to add TOIL days to a team member's allowance?
Easily make these manual adjustments in Charlie! You can do so for hourly team members as well!
Edit an individual team member's time off allowance:
Go to the People tab on the lefthand side
Select the team member from the list whose allowance you want to change
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 any notes
Click 'Save' to confirm your changes
Note: This looks slightly different for team members with an hourly working week. Please see how to adjust team member's allowance for hourly workers below:
Head to the People tab and select the relevant team member
Head to their Time section in their profile
Scroll to the 'Total allowance' box and tap 'Edit'
Next to 'Total hours adjusted' tap 'Adjust'
Enter the amount of hours, and whether you're increasing or decreasing
Add any relevant notes and then tap update, and you're done!
Edit multiple team member's time off allowances at once:
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 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.