Who can approve holiday in Charlie?
A few different permissions have the ability to approve time off on Charlie:
Team Leaders - for their team's time off
Line Managers - for their line report's time off
Admins - everyone's time off
Super Admins - everyones time off
Custom approvers - anyone who they are a custom approver for
Team Leads and Line Managers will be notified by email whenever someone in their team books holiday. Pending requests are also displayed on the Line Manger and Team lead's dashboard for easy approval.
Super Admins and Admins will also receive time off notification, however, they are able to manage their time off notifications through their profile settings.
Can they also approve time off for their line reports' line reports?
A line manager will not receive notifications or be able to approve holiday for their direct report's report (unless they are also an admin/super admin in the system and have opted into receiving company wide notifications).
Permission levels, notifications and approval in Charlie:
Permission level | Notified? | Can approve? |
Team member | No | No |
Line Manager | Their direct reports | Their direct reports |
Team Lead | Those in their team | Those in their team |
Admin | Yes, company wide if opted in for notifications. Yes, if also a line manager/ team lead | All requests |
Payroll Admin | No | No |
Super Admin | Yes, company wide if opted in for notifications. Yes, if also a line manager/ team lead | Al |
Custom time off approvers
You are able to supplement, or override the default time off approval process in Charlie by setting custom time off approvers. This could be used if you needed a head of department who was not a direct line manager to be notified of all requests, or if you wanted time off requests to only reach a single user.
Any user within your account can be set as a custom time off approver for any other.
Note: Creating a custom time off approver will override existing time off notifications so that only the custom approver will be notified of future time off requests submitted.
Auto-Approval
Super admins and admins can enable and disable auto-approval for any team member in Charlie in a few easy steps:
Head to the team member's profile
Click on their Time tab
Scroll down to their 'Approvers' section
Click 'Who can Approve and Why'
Toggle the tab to enable/disable Auto-Approval
Done!
