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Integrations

Connect Charlie HR

Generate Charlie API keys, connect Easy Days Work, map people, choose Holiday and Sickness calendar types, and keep approved leave on the schedule.

Charlie HR stays the place your team requests and approves holiday and sickness. Easy Days Work shows that leave on the schedule so dispatch does not book someone who is off.

Charlie HR is a paid add-on on every tier (£5/mo — not included free on Enterprise). You need permission to manage Billing, Integrations, and Members (usually the account owner). For the product overview see Charlie HR.

What you need

  • A Charlie company where you are a Super Admin
  • The Charlie HR add-on enabled under Settings → Billing
  • Spare seats if you will invite people from Charlie
  • Work emails in Charlie that match (or will match) the people you invite

1. Enable the Charlie HR add-on

  1. Open Settings → Billing.
  2. Enable the Charlie HR add-on.
  3. Complete checkout if Stripe asks you to confirm the subscription change.
  4. Stay signed in — Integrations options appear once entitlement is active. If Charlie is still hidden, refresh the page or sign out and back in once.

2. Generate API keys in Charlie

  1. Sign in to Charlie as a Super Admin.
  2. Open Company → Integrations → API Access.
  3. Generate your Client ID and Client Secret.
  4. Copy both somewhere safe — Charlie shows the secret once.

You do not register an OAuth app with Easy Days Work. Your company keys are enough.

3. Connect in Easy Days Work

  1. Open Settings → Integrations.
  2. Choose the Charlie HR card.
  3. Paste the Client ID and Client Secret.
Placeholder for connecting Charlie HR
Placeholder screenshot: the Charlie HR connection screen, where the Client ID and Client Secret are pasted.
  1. Choose Test connection. You should see your Charlie company name. 5. Continue into the connect wizard.

To stop syncing later, use Disconnect on the same screen. Linked Members are not removed. You can optionally remove Holiday or Sickness blocks that came from Charlie.

4. Choose Holiday and Sickness visit types

Leave on the schedule uses calendar-block visit types (the same idea as Meeting, Lunch, or Busy). They are not customer job visits.

  1. Pick an existing calendar-block type for Holiday, or create Holiday when the wizard offers it.
  2. Pick an existing calendar-block type for Sickness, or create Sickness.

Those types are used for every approved Charlie holiday and sickness leave we sync.

5. Map or invite people

The wizard lists active people from Charlie.

ActionWhen to use it
MatchWork email already matches an Easy Days Work Member
ImportInvite them now — you choose role and Assignable; this uses a seat
SkipLeave them in Charlie only (for example office-only staff)

Import is disabled if you have no seats left. Roles always stay an Easy Days Work decision — we do not import Charlie job titles as roles.

Onboard new hires later

Easy Days Work does not automatically invite new people added to Charlie. Open Settings → Integrations → Charlie HR and choose Import / onboard people. The people step uses your saved connection and shows only Charlie people who are not already linked, so you can Match, Invite, or Skip each new hire.

6. Confirm leave on the schedule

  1. Review the preview of approved holiday and sickness that will become calendar blocks.
  2. Pending leave in Charlie is ignored until it is approved.
  3. Confirm. We write the first blocks and keep polling Charlie for changes.

When leave is cancelled or rejected in Charlie, matching Charlie-sourced blocks are cleared. Manual calendar blocks you created yourself are left alone.

If someone already has a customer visit on a day that becomes leave, we surface an ops nudge — we do not auto-cancel customer visits.

If something goes wrong

Message / symptomWhat to try
Connect Charlie missingConfirm the add-on is enabled under Settings → Billing, then refresh
Test connection failsRe-copy Client ID and Secret from Charlie (rotate keys if the secret was lost)
Person missing from the listConfirm they are active in Charlie and have a work email
Import disabledFree a seat or skip that person
Holiday / sickness not on the scheduleConfirm leave is approved and typed as holiday or sick in Charlie; wait for the next sync
Asked to reconnectDisconnect, paste new keys, run the wizard again