Setting Up? Start Here!

How to Guide for setting up your Charlie account

10 articles in this collection
Written by Joe Hodges and Madison Metersky

Initial Account Set up

Set up your team's holiday allowance

How to set and manage your default company allowance, automatic carryover limit, and setting your public holidays

Written by Madison Metersky
Updated over a week ago

Add your team members all at once!

Easily use our CSV bulk importer to add your team to your Charlie Account!

Written by Joe Hodges
Updated over a week ago

CSV formatting assistance

Get the CSV Team Member importer template in the right format first time

Written by Joe Hodges
Updated over a week ago

Company Default Time Settings

Who can approve time off in Charlie?

Understand approve time off approvers, time off notifications, auto-approval and how to set custom approvers.

Written by Madison Metersky
Updated over a week ago

Who's working and from where?

Whether you're interested in fire safety or want to see your team's working locations, role call will let you see where everyone is!

Written by Joe Hodges
Updated over a week ago

Set up your company working week

How to alter your company's working week

Written by Joe Hodges
Updated over a week ago

Public holidays and time off

How to set up your company's holiday policies in Charlie, when it comes to Public Holidays

Written by Joe Hodges
Updated over a week ago

Turning public holidays on or off for an office

Written by Joe Hodges
Updated over a week ago

Setting up public holidays for an office

Find out how to link Public Holidays to offices in Charlie

Written by Joe Hodges
Updated over a week ago

Enable the Work from Home feature in CharlieHR

Enable/disable the ability to request Work from Home days for your company.

Written by Madison Metersky
Updated over a week ago