Collect, store and access employee details and documents

Charlie can store documents, salary & payroll info, key dates and more

12 articles in this collection
Written by Jess Noel and Joe Hodges

Upload, store and report on employee information using custom cards

Use custom cards to store any team member data that doesn't fit our default fields, then view and export using custom reports.

Written by Joe Hodges
Updated over a week ago

Adding a Key Date

Setting and adding new key dates for team members

Written by Joe Hodges
Updated over a week ago

Creating a new salary

Recording a new salary on Charlie is easy

Written by Joe Hodges
Updated over a week ago

Having a team directory and repository

Watch Patrick from Pact Coffee explains the benefits he found from Charlie as a new starter to the company.

Written by Joe Hodges
Updated over a week ago

Managing team member, office and company wide documents

Adding documents to team member profile

Store essential documents such as contracts, visas, job descriptions and references on a team member's profile with customizable permissions

Written by Jess Noel
Updated over a week ago

Uploading & Accessing Payslips on Charlie

How best to store payslips on Charlie

Written by Joe Hodges
Updated over a week ago

Adding documents to offices

You can score office or country specific policies such that only users in those offices have access

Written by Jess Noel
Updated over a week ago

Upload and store key documents in your company profile

Store company wide documents such as policies, document templates & newsletters, accessible to all employees or specific permission levels.

Written by Joe Hodges
Updated over a week ago

Changing permissions on documents

Written by Jess Noel
Updated over a week ago

Creating a Document Folder

Written by Joe Hodges
Updated over a week ago

Deleting a document folder

Written by Joe Hodges
Updated over a week ago

Linking to external documents

Include up to date links to documents stored on Google Drive, Sharepoint, Dropbox and more

Written by Joe Hodges
Updated over a week ago