Team Member Management & Org Structure
Adding and setting up a new team member in Charlie
By Alexandros1 author35 articles
Add custom onboarding slidesOnboarding slides are the first thing a new employee sees on Charlie, and a great way to make a first impression!
Add a New Team MemberEasy steps to onboard a new starter with Charlie
Charlie Invitation reminders for new team membersHow to resend an invitation to your team member or troubleshoot a missing invitation
Permanent Employees and Freelancers in CharlieDifferentiate between permanent employees and freelancers and easily switch an employee from one employment type to the other.
Adding or changing a start dateCharlie needs to know when an employee started so we can calculate their holiday correctly
Add salaries in CharlieRecording a new salary on Charlie is easy
Store bonuses on CharlieA quick guide on adding bonuses for your team!
Reminders and key datesSetting and adding new key dates for team members
Group your team members by officeLearn how to set up new offices, add employees to an office, as well as renaming an existing office and setting correct national holidays
Add people to a department or teamYou can represent departments, functions, cross functional teams, squads, or any group of employees within Charlie by creating teams
Assigning default working locationsLearn how to assign a default working location for your team members
Automate Probation Dates for New StartersAutomatically create a probation date for a new starter during the profile creation
Automate New Starter ChecklistsAutomatically assign a new starter checklist during the creation of a new profile.
Roles and permissionsRead how roles and permissions work on Charlie, to set what everyone can see and do, and ensure privacy and data protection.
A full breakdown of permission levels on Charlie!A detailed comparative overview of what every permission level can view and manage on your Charlie account!
Change permission levels
How to set a Line Manager
Part time: Half day working weeksHave part time workers? Easily set this up in Charlie!
Set up the amount of holiday people have takenMoving to CharlieHR midway through your holiday year? Make sure your team have the correct amount of holiday allowance!
Part time: Hourly working weeksHave some team members who work fixed hours per week? Easily set this up in Charlie!
Part time: Turn Off Hourly WorkingHow to disable hourly working for your team members
Change a Team Member's Time Off AllowanceEasily increase or decrease your team member's allowance in CharlieHR.
How hourly leave is calculatedLearn how Charlie calculates pro-rated leave for your hourly team members.
How we calculate pro rated leaveOnboarding a new starter or have someone leaving midway through the year? This is how Charlie calculates their pro rated leave.
How to manage TOIL on Charlie HRA quick explanation on how to manage TOIL on Charlie
Offboarding and reactivating former team members
How to manage team members leaving your business
Offboarding/Archiving an EmployeeHow to mark an employee as leaving and archive their profile after they’ve resigned.
Reactivate an archived / off-boarded team memberHow to reactivate the accounts of former team members on Charlie
Viewing archived peopleHow to find out information about leavers
Editing a leaving date for offboarded/archived Team MembersYou can easily edit a leaving date for a user, or undo their offboarding completely in Charlie.
Checklists
How to use our Checklist feature to easily onboard your team members
Creating a Checklist template
Manage and assign tasks using checklistsUse Checklists to manage onboarding, off-boarding, training and more
Creating New ChecklistsChecklists were built to help you with onboarding new hires
Add a Hyperlink to a checklist taskEasily input a URL into a checklist task
Adding documents to ChecklistsHow to add documents to checklist
How to assign a checklist task to a team member