Overview
Charlie automates your HR tasks and gives you the time, headspace and tools you need to look after your people. From everyday tasks like time-off management, to facilitating meaningful performance conversations, Charlie sits at the heart of your efforts to build, manage and nurture a happy and high-performing team.
CharlieHR + Xero
The integration with Xero makes it possible to automatically sync team member information from CharlieHR to Xero for existing Team Members. As soon as Team Member information is updated in Charlie, the changes are synced to Xero immediately. The automatic sync ensures Xero is always up to date with the latest Team Member information, freeing you up from manual data entry errors and having to manually update the information on two systems!
Getting started
CharlieHR uses the Payroll ID field to map information from Charlie to the equivalent Team Member by using their Employee Number from Xero. In order to sync information between CharlieHR and Xero, you first need to make sure the Payroll ID is completed in CharlieHR for all the Team Members that you want to include in the sync. Please read here for more details: https://help.charliehr.com/en/articles/6816446-setting-up-your-xero-integration
