Note: Line managers/ team leads can book time off for their direct reports, admins and super admins can book time off for any team member company wide.
Going on holiday? Feeling sick? Need to take a personal day?
Easily book time off for yourself in Charlie, or if you have the correct permissions you can book time off on a team member's behalf.
Book Time Off for yourself:
Select 'Time' in the side navigation.
On the Time On and Off booking page, select the type of leave and dates you’d like off.
Click on 'Review'. Here you can also see who the request will be approved by, how many days of your allowance you are using, as well as how many days you have remaining.
Select 'Submit Request' to confirm.
Your request will be sent to your line manager and/or team lead to be approved.
Book on behalf of a Team Member:
If you’re a Team Lead, Line Manager, Admin or Super Admin, you can book leave on behalf of a Team Member.
Go to the People Section on the lefthand side, select the team member you are wanting to book time off on behalf of.
Once on their profile, select the Time tab
In the Time tab, scroll down to their holiday allowance and select 'book time off'
Select the type of leave and dates.
Add any notes you might need
Click 'Submit'
Note: By doing this on their behalf, the Time Off request is automatically approved.
To view your past and upcoming time off:
Click on 'Time' from the side navigation menu
Scroll down past your pending time off requests to your upcoming and past leave sections
You will then be able to expand either sections to see past or upcoming leave
You can also view previous or the next leave years' time off by toggling the arrows at the top of the time page
If you are a Line Manager, Team Lead or Super Admin/Admin you can view your team member's time off in the same area of their profile as above:
Head to their profile.
Select 'Time' in tab menu.
Scroll down to 'Past/UpcomingTime Off'
You can also view previous or the next leave years' time off by toggling the arrows at the top of the time page
Need to cancel or edit an approved time off? Check out this article :)
If you have any questions at all, contact us via live chat or email help@charliehr.com and we'll be happy to help!