Automate time off management at your small business

CharlieHR gives you an easy-to-use platform to manage your team’s annual leave requests and calculate holiday allowance — so you can leave all manual HR processes behind.

With Charlie, you have everything you need to manage your team and craft your culture – no HR experience required.

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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

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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 is only £4/employee/month, and you can cancel anytime.

All your team’s annual leave in one place
All your team’s annual leave in one place

Make your HR effortless

Automating time-off management FAQs

What is an automated time off management system?

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

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.

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

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Getting HR software to automate time off management at your company is vital to ensure you keep accurate records and give full visibility to the team.

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:

  • What is your team’s annual holiday allowance?

  • Can people roll over holiday from one year to the next?

  • Can employees take unpaid leave?

  • Is there a limit to the sick leave your team can take?

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.

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