Team member set up- everything you need to know!

Adding and setting up a new team member in Charlie

Joe Hodges avatar Madison Metersky avatar Ilhan Abdalle avatar
17 articles in this collection
Written by Joe Hodges, Madison Metersky, and Ilhan Abdalle
Team Member Onboarding

Add a New Team Member

Easy steps to onboard a new starter with Charlie
Madison Metersky avatar
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
Madison Metersky avatar
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.
Joe Hodges avatar
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
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Add and track salaries in Charlie

Recording a new salary on Charlie is easy
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

Reminders and key dates

Setting and adding new key dates for team members
Joe Hodges avatar
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
Joe Hodges avatar
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
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago

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!
Joe Hodges avatar
Written by Joe Hodges
Updated over a week ago