Automate time off management at your small business

Why should small businesses automate their time off management process?

No matter the size of your company, manually managing your employees’ time off can be messy and time-consuming.

That’s why many startups and small companies decide to use HR software to move away from manual admin and automate their PTO (paid time off) processes.

With an employee self-service HR system like CharlieHR you can:

Automate all annual leave allowance calculations: holiday entitlement is pro-rated instantly, with no room for error, whether your employees are full or part-time, joining or leaving the company.
Centralise employee time off requests and approvals: employees can request holiday and their managers can approve or deny it, all on the same platform — no back-and-forth emails needed.
Get full visibility on who is off work and when: the time off data on the platform automatically syncs with your annual leave calendar to show people off sick, on holiday, on sabbatical, etc.
Spot absence trends and act on them: with our absence management reports you can see when someone has taken too much time off, and get notified if anybody has not taken enough

Team member requests automatically go to the right person

What differentiates CharlieHR from other time off management software?

There is a lot of choice when it comes to leave management software, so it is not easy to find the right one for your business.

As a startup ourselves, we know what companies like us need. We built Charlie to give small businesses easy and immediate access to the best tools to reduce HR admin and streamline their processes:

Easy interface and instant set up: it takes seconds for you to launch and roll out Charlie to the team. Its simple design and UX require no training at all.
Integrates with the rest of your tech stack: you can connect Charlie with Slack to receive real-time notifications when someone books time off. Plus, Charlie’s team calendar syncs with your Google calendar, iCal or Outlook calendar.
Fully customisable: create any custom types of leave you need or choose from the templates. You can also select which country’s public holidays to observe.
Much more than just time off management: automate onboarding, performance reviews, data storage and more — for no added cost.
Affordable and no-commitment plan: Charlie’s all-in-one HR software starts from as little as £5 per month, and you can cancel anytime.

Automating time-off management FAQs

What is an automated time off management system?

Human resources teams use time off tracking systems to calculate leave balance for their teams as well as automate the holiday approval process.

It’s not all about annual leave though: leave management systems are also useful to track employee absences and sick days across the company.

Most HR teams at small businesses start by managing these processes using Google sheet holiday trackers or manual timesheets, but they usually upgrade to HR software to reduce the amount of time spent on these repetitive tasks. They can then focus on more impactful work whilst making sure their business sits on strong foundations.

This type of leave management tool falls under the category of employee leave tracking software.

What else should I do to streamline my time off workflows?

With the amount of different HR systems available, it can be hard to pick the right one for your business.

However, time off tracking alone is not enough — you also need to create your own time off policies.

Leave policies outline the rules everyone at the company should follow when taking time off:

Which HR processes am I looking to automate?
What are my must-have features, and what could I do without?
How much time am I willing to spend setting up the platform and training my team to use an HR system?
What is my budget?
What HR system best meets the legal requirements of the country I’m based in?

You’ll need to answer all these questions and codify these rules in an employee handbook, so that your team knows what’s expected of them.

If you’d like a qualified HR advisor to help you draft your time off policies, you may find our HR Advice service useful.

Automate time off management at your small business

Why should small businesses automate their time off management process?

What differentiates CharlieHR from other time off management software?

Make your HR effortless

Automating time-off management FAQs

What is an automated time off management system?

What else should I do to streamline my time off workflows?

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