Team member set up- everything you need to know!

Adding and setting up a new team member in Charlie

19 articles in this collection
Written by Joe Hodges, Madison Metersky, and Ilhan Abdalle

Team Member Onboarding

Customise your onboarding slides

Onboarding slides are the first thing a new employee sees on Charlie, and a great way to make a first impression!

Written by Joe Hodges
Updated over a week ago

Add a New Team Member

Easy steps to onboard a new starter with Charlie

Written by Madison Metersky
Updated over a week ago

Charlie Invitations and Reminders

How to resend an invitation to your team member or troubleshoot a missing invitation

Written by Madison Metersky
Updated over a week ago

Permanent Employees and Freelancers in Charlie

Differentiate between permanent employees and freelancers and easily switch an employee from one employment type to the other.

Written by Joe Hodges
Updated over a week ago

Adding or changing a start date

Charlie needs to know when an employee started so we can calculate their holiday correctly

Written by Joe Hodges
Updated over a week ago

Add and track salaries in Charlie

Recording a new salary on Charlie is easy

Written by Joe Hodges
Updated over a week ago

Store and track Bonuses on Charlie

A quick guide on adding bonuses for your team!

Written by Ilhan Abdalle
Updated over a week ago

Reminders and key dates

Setting and adding new key dates for team members

Written by Joe Hodges
Updated over a week ago

Group your team members by office

Learn how to set up new offices, add employees to an office, as well as renaming an existing office and setting correct national holidays

Written by Joe Hodges
Updated over a week ago

Add people to a department or team

You can represent departments, functions, cross functional teams, squads, or any group of employees within Charlie by creating teams

Written by Joe Hodges
Updated over a week ago

Assigning default working locations

Learn how to assign a default working location for your team members

Written by Joe Hodges
Updated over a week ago

Permissions

Roles and permissions

Read how Roles and permissions work on Charlie, to set what everyone can see and do.

Written by Joe Hodges
Updated over a week ago

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!

Written by Ilhan Abdalle
Updated over a week ago

Change permission levels

Written by Joe Hodges
Updated over a week ago

How to set a Line Manager

Written by Joe Hodges
Updated over a week ago

Time

Part time working weeks

Have some team members who work part time working weeks? Easily set this up in Charlie!

Written by Joe Hodges
Updated over a week ago

Set up the amount of holiday people have taken

Moving to CharlieHR midway through your holiday year? Make sure your team have the correct amount of holiday allowance!

Written by Joe Hodges
Updated over a week ago

Change a Team Member's Time Off Allowance

Easily increase or decrease your team member's allowance in CharlieHR.

Written by Madison Metersky
Updated over a week ago

How we calculate pro rated leave

Onboarding a new starter or have someone leaving midway through the year? This is how Charlie calculates their pro rated leave.

Written by Madison Metersky
Updated over a week ago