Charlie HR

Connect Charlie HR to Siit to sync your employee directory and lifecycle events. Charlie HR is a popular HRIS for UK and European small and mid‑market companies.

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 The API key was revoked.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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