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Team member set up- everything you need to know!
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