Company Settings

How to make changes in bulk

Change the line manager, team or office for many people at once

Written by Oyinda Bamgbose
Updated over a week ago

How to make someone a holiday approver

Written by Oyinda Bamgbose
Updated over a week ago

Adding people to a team

How to a someone or multiple people to a team

Written by Oyinda Bamgbose
Updated over a week ago

How to set a Team Lead

Written by Sara
Updated over a week ago

Roles and permissions

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

Written by Oyinda Bamgbose
Updated over a week ago

Public holidays and time off

How to set up your company's holiday policies in Charlie, taking public or bank holidays into account

Written by Tom Clarke
Updated over a week ago

How to roll out Perks to your team

Written by Oyinda Bamgbose
Updated over a week ago

Changing the billing admin

Make sure the correct person is receiving receipts and invoices

Written by Jess Noel
Updated over a week ago

Turning on payroll digest

Written by Oyinda Bamgbose
Updated over a week ago

Exporting company data

How to export company reports

Written by Oyinda Bamgbose
Updated over a week ago

Create a Custom Report

Written by Oyinda Bamgbose
Updated over a week ago

Requesting a full GDPR export

Written by Jess Noel
Updated over a week ago

Exporting time off data

Written by Oyinda Bamgbose
Updated over a week ago

Deleting your Charlie account

Written by Jess Noel
Updated over a week ago

Leave approvers glossary

Written by Oyinda Bamgbose
Updated over a week ago

Changing permissions on documents

Written by Jess Noel
Updated over a week ago

Changing people's permission levels

Written by Oyinda Bamgbose
Updated over a week ago

Adding a Payroll Admin

Written by Oyinda Bamgbose
Updated over a week ago

Rolling over holiday for next year

Written by Jess Noel
Updated over a week ago

Changing your company domain name

Written by Oyinda Bamgbose
Updated over a week ago

Setting the default holiday allowance

Written by Oyinda Bamgbose
Updated over a week ago

Turning public holidays on or off

Written by Oyinda Bamgbose
Updated over a week ago

Setting national and public holidays for a different country

Written by Oyinda Bamgbose
Updated over a week ago

Approving time off

How to approve someone's holiday

Written by Oyinda Bamgbose
Updated over a week ago

Viewing your team member's time off history

Written by Oyinda Bamgbose
Updated over a week ago

Regenerating your time off calendar URL token

Written by Oyinda Bamgbose
Updated over a week ago

Adding restricted dates

Written by Oyinda Bamgbose
Updated over a week ago

Changing individual time off allowances

Learn how to change someone's holiday allowance

Written by Oyinda Bamgbose
Updated over a week ago

Linking to external documents

Written by Oyinda Bamgbose
Updated over a week ago

Adding or changing a start date

Written by Oyinda Bamgbose
Updated over a week ago

Changing someone to a freelancer or contractor

Written by Oyinda Bamgbose
Updated over a week ago

Viewing archived people

How to find out information about leavers

Written by Oyinda Bamgbose
Updated over a week ago

Adding or changing onboarding slides

Written by Oyinda Bamgbose
Updated over a week ago

Renaming an office

Written by Oyinda Bamgbose
Updated over a week ago

Organising teams

How to move team members

Written by Oyinda Bamgbose
Updated over a week ago

Off-boarding/archiving a person

Written by Oyinda Bamgbose
Updated over a week ago

Changing currency settings

Written by Oyinda Bamgbose
Updated over a week ago

Assigning people to offices

Written by Oyinda Bamgbose
Updated over a week ago

Setting up your company working week

How to alter your company's working week

Written by Oyinda Bamgbose
Updated over a week ago

Editing leaving date for offboarded/archived Team Members

Written by Oyinda Bamgbose
Updated over a week ago

Filling in a New Starter Form

Written by Oyinda Bamgbose
Updated over a week ago