Charlie HR

Prerequisites

Please carefully read the following to make sure you fulfill all the requirements to set up the integration:

  • Your account belongs to the "Admin" or "Super Admin" role in your company's CharlieHR Instance. Here's how you can check whether you have one of these roles:
    1. Log in to CharlieHR and take a look at the sidebar on the left side of the screen:

    SCR-20230919-pcil.png


    2. If you cannot see the "Integrations" option on the sidebar, it means that your account does not have the "Admin" or "Super Admin" role.

    • Find out who has the "Admin" or "Super Admin" role in your company's CharlieHR instance, and ask them to assign you to the role or take over the setup process.

Instructions

Creating Client ID and Client Secret

  1. Log in to CharlieHR.

  2. Navigate to the the sidebar on the left side of the screen, and click on "Integrations":

    SCR-20230919-pcil.png



  3. Under the "Integrations" page, click on the "API Keys" tab:

    SCR-20230919-pdlm.png



  4. Click on "GENERATE KEY" under the "Your API Keys" section:

    SCR-20230919-pehe.png



  5. Click on the "Copy" icon to copy your newly created Client ID and Client Secret in the popup:

    SCR-20230919-pexk.png



  6. Paste the value you copied into the connection flow, then click "Set up integration":

    SCR-20230919-pihg.png