# Charlie HR

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### What you get

* **Live People directory** — Charlie HR employees appear in Siit with role, manager, department, and lifecycle dates.
* **Lifecycle triggers** — Start date, End date, Work anniversary, and Birthday flow into Siit as workflow triggers.
* **Manager resolution** — Charlie HR's reporting structure powers auto‑selected approvers in workflows.
* **Pre‑hires** — future employees with a start date in Charlie HR appear in Siit ahead of Day 1.

### What syncs from Charlie HR

| Category        | Fields                                         |
| --------------- | ---------------------------------------------- |
| Identity        | First name, last name, work email, employee ID |
| Role            | Job title, team                                |
| Org structure   | Manager, office, legal entity                  |
| Employment      | Contract type, status                          |
| Lifecycle dates | Start date, end date, date of birth            |

Work email is the canonical identifier across systems.

### Before you connect

* A Charlie HR admin to generate an API key.
* Work email populated for every active employee in Charlie HR.

### Connect Charlie HR

1. In Charlie HR, generate an API key for Siit with read access to the employee directory.
2. In Siit, go to **Settings → Integrations**, find **Charlie HR** in the HRIS section, and click **Connect**.
3. Paste the API key, then click **Authorize**.
4. Review the imported people and field mapping, then click **Finish setup**.

Need a more detailed walkthrough? Reach out to support via the in‑app chat.

### After the connection

* Confirm your **People list** matches Charlie HR's active workforce.
* In **Settings → People → Fields**, set Charlie HR as the source of truth for HR‑owned fields if you're also connected to an IdP.
* Build a Day‑1 onboarding workflow using the Start date trigger.

### Sync frequency

Charlie HR data refreshes automatically every few hours. Trigger an immediate refresh from **Settings → Integrations → Charlie HR → Sync now**.

### Common workflows

**Day‑1 onboarding.** *Trigger: Start date. Actions: create IdP account, assign apps by team, ship equipment, DM manager.*

**Offboarding on end date.** *Trigger: End date. Actions: revoke sessions, remove app access, equipment pickup, notify manager.*

### Troubleshooting

**Employees missing.** Only active employees and future hires sync by default. Confirm status and work email in Charlie HR.

**Manager field empty.** In Charlie HR, check the employee has a manager assigned on their profile.

**"Invalid credentials" on connect.** The API key was revoked. Generate a new one and update Siit.


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