Note: Only Super Admins/Admins/Team Leads can do this.
Start dates are important, particularly for new starters, as Charlie will pro-rate holiday allowances based on the start date that's stored on an individual's profile.
To change someone's start date:
Head to their profile.
Select 'Personal Details' from the tab menu.
In the key dates section, hover over the date you want to change.
Select the calendar icon.
Choose the new date.
To add a new date:
Head to their profile.
Select 'Personal Details' from the tab menu.
In the key dates card, select 'new type'.
Choose a name for the date and 'add date type'.
Select 'add key date' to add this new type and choose a date.
Key Dates and Reminders
Need to track probation end dates, training and certificate renewal dates, or even contract end dates for your fixed term workers? Easily track this using the Key Date feature!
Reminders and notifications for key dates are sent 7 days and 1 day before the date to a team member's line manager, team lead and any admins or super admins who have opted into receiving the notification.
To add a new Key Date:
Head to the People tab
Click on the team member you would like to add the key date to
Head to their Personal Details tab
Select 'New Type' under the Key Date Section
Create a name for the date type and confirm by clicking on 'Add Date type'
Select on 'Add Key Date'.
Select the Key Date type and enter the date.
Confirm by clicking 'Assign Key Date'.
To delete a key date from a team member's profile:
Go to the team member's profile
Go to their personal details tab
Scroll down to the key date you want to delete
Click the bin icon
Confirm delete and done!
