CharlieHR

Jenny Tattum

Alexandros Tofarides

How to use our engagement polls, shout-outs and other engagement features

Team Member Engagement

How to upload your own company handbook to Charlie

Handbooks in Charlie

A legally compliant & up to date handbook is key to building your company culture

How to create and use a handbook

Learn how to ensure your team has read company policies

How to set up reading confirmation for policies

A handbook is essential in staying legally compliant. It's also the perfect place to codify your company culture

Your company handbook

Show your appreciation and celebrate each other on Charlie now!

Shout-outs

How to use Shout-outs

Learn how to create your own polls within Charlie to engage with your team

Launching engagement polls in Charlie

You now have the ability to send out all your poll questions at once in CharlieHR

Poll & survey frequency

You can submit your answer to a poll within the Charlie Polls and Surveys feature!

How to Respond to Polls

Manage your company polls as well as download and export your results within CharlieHR

Manage and export polls in Charlie

Understand how your team feels about topics including wellbeing, groth, engagement, motivation and leadership

Engagement Polls 

What are Perks?

How to access your Perks account via CharlieHR

How do I log into Perks?

How to roll out Perks to your team

What are WOWPoints?

Perks is an unbeatable range of benefits, discounts and deals - and all included in your Charlie subscription.

Perks

Engage and gather thoughts from your whole team on company matters.

Company suggestion box

Engage and gather thoughts from your team

How to use the Company Suggestion Box

Find answers and get help from Intercom Support and Community Experts

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Volume, requesters and topics for your company.

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Track the progress of all tickets and conversations related to your company.

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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