[ CharlieHR Reviews ](https://www.g2.com/products/charliehr/reviews) [ CharlieHR Reviews ](https://www.g2.com/products/charliehr/reviews) # CharlieHR Features ##### ## Core HR (22) Organization Management Organizes employees in an org structure that can be used throughout the application for reporting, permissions, etc. Time, Attendance, and PTO Tracks time, attendance, paid time-off (PTO), sick time, schedules, and other workforce-related information. Salary Structures Manages position descriptions and pay grades/structures for each role Compliance Helps protect risk areas by ensuring compliance standards are met through tracking and reporting Benefits Administration Enables employees to manage their benefit plans by viewing plans, make changes during open enrollement, and for life event changes. Employers can report and manage payroll deductions based on selected plan options Goal Management Allows employees to set and manage work or career related goals Benefits Management Record employee's benefit plans and selections throughout career progression Employee Management Track employee schedules, availability, and performance across projects and tasks Workflow Management Create, design and manage workflows for repetitive tasks HR Management Automates core HR functions such as talent management, employee evaluation and learning management Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Document Management Store, manage, and track all electronic documents in a centralized location Calendar Management Track and manage schedules and meetings via an integrated calendar Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Time Off Management Track and manage employee time-off, vacation, and sick leave requests Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Training Management Track employee/learner's progression through training programs Timesheet Management Track the amount of time spent on a job or task Talent Management Integrate with Talent Managment software to better track learners progress and training sessions Commission Management Tracking, calculating, and paying commissions and earnings to employees Show More ##### ## Platform (66) Customization Allows administrators to customize to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, and groups. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Training Management Track employee/learner's progression through training programs Goal Management Allows employees to set and manage work or career related goals Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Benefits Dashboard Use a dashboard to view benefits that are selected by employees or offered by employers Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Training Management Track employee/learner's progression through training programs Calendar Management Track and manage schedules and meetings via an integrated calendar Employee Management Track employee schedules, availability, and performance across projects and tasks Orientation Workflow Management Create orientation programs for new employees or students Task Management Create, manage and track all task activities and progression HR Management Automates core HR functions such as talent management, employee evaluation and learning management Help Desk Management Managing service requests, incidents, IT issues & support with a ticketing system Mobile Access Access software remotely via mobile devices Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Document Management Store, manage, and track all electronic documents in a centralized location Job Description Management Create, share, and manage the distribution of job descriptions/duties Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Mobile Access Access software remotely via mobile devices Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Third-Party Integrations Set up connections to third-party platforms to improve business processes Assessment Management Creation, administration, and evaluation of assessments or tests Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Mobile Access Access software remotely via mobile devices Third-Party Integration Addition of necessary external data, applications, tools, or features Initiative Management Create and manage internal campaigns to improve company culture or business strategy. Workflow Management Create, design and manage workflows for repetitive tasks Community Management Enable students, customers or employees to engage with each other in a particular space online or offline Employee Referral Management Manage and track employee referrals for open job positions Candidate Management Build, track, and maintain relationships with candidates Workflow Management Create, design and manage workflows for repetitive tasks Communication Management Manage and track all internal and external communication conducted via calls, email, text, or chat Advertising Management Manage advertising space and its sales within your network or publication Application Management Track, manage and store the applications of potential future members, customers or candidates Email Management Manage, store and organize emails within the system or via third-party apps Job Management Manage and track all job information and associated tasks Discount Management Track products that are for sale at a reduced price or part of coupon promotions Pipeline Management Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. File Management Create, save, and store files Job Management Manage and track all job information and associated tasks Data Storage Management Manage and store data in a database Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies Employee Management Track employee schedules, availability, and performance across projects and tasks Job Application Management HR Management Automates core HR functions such as talent management, employee evaluation and learning management Competency Management Catalog, manage, and develop employee skill sets Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Job Description Management Create, share, and manage the distribution of job descriptions/duties Evaluation Management Create, share, and manage the distribution of job descriptions/duties User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Benefits Administration Platform Features (36) Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Timesheet Management Track the amount of time spent on a job or task Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Recruitment Management Tools to find, assess, and hire suitable candidates for a job within an organization Compliance Management Track and manage adherence to policies for any service, product, process, or supplier Deduction Management Determine what amounts employees should contribute towards their benefits from each paycheck Training Management Track employee/learner's progression through training programs Employee Management Track employee schedules, availability, and performance across projects and tasks Compensation Management Manages compensation such as salary, bonus, and benefits processes, aligning with policies HR Management Automates core HR functions such as talent management, employee evaluation and learning management Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Retirement Plan Management Set up and manage retirement benefits for your employees Provider Management System that helps businesses manage their relationships with various third-party vendors, suppliers, and service providers Online Benefits Enrollment Select benefits and provide information needed to participate in a benefit via an online portal Employee Portal Online portal where employees can access and track their own information Benefits Record Management Track and manage employee benefits information and eligibility information within a centralized database. Enrollment Planning Facilitate employee enrollment in health insurance plans during open enrollment and special enrollment periods. Make changes to benefits data in real time. Third-Party Carrier Integration Access a unique marketplace of benefits products provided by third-party carriers. Select from pre-built bundles or customize your own bundles within the system to offer to your employees. Document Management Store and organize on-boarding benefits documents such as I-9s, W-4s, W-9s, and other employee agreements. Total Compensation Statements Prepare ad-hoc and historical total compensation statements for employees. Employees can access statements to find a comprehensive view of their compensation, including benefits, wages, and stock options. Self-Service Portal Allow employees to log in and review the details of their employee benefits program elections 24/7 and make changes and enroll in benefits as required. Regulatory Compliance Ensure compliance with federal and state benefits regulations, including the Consolidated Omnibus Reconciliation Act (COBRA), Affordable Care Act (ACA), and Health Insurance Portability and Accountability Act (HIPAA). Benefits Dashboards An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of benefits data to enable instantaneous and informed decisions to be made at a glance. Mobile Benefits Access Provide access to employee benefits information including ID numbers, deductibles, in- and out-of-network costs, and more. Integrations / APIs The platform can integrate with HR and payroll software to manage employee data such as new hires, general profiles, salary changes, benefit deductions, and terminations into a single system of record. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Basics (4) Interoperability Connects to external systems and applications as needed to complete team workflows. Performance Is consistently available (uptime) and allows users to complete tasks reliably. Internationalization Supports use by multi-national organizations with appropriate languages, currencies and other conversions. Security Provides appropriate tools, certifications and encryption to protect against fraud and malicious attacks. Show More ##### ## Platform Functionality (2) Customizability Allows administrators to accommodate their unique processes. Includes ability to create custom objects, fields, rules, calculations, and views. Mobility Is accessible from a mobile device and by users on the go. Show More ##### ## Platform Data (5) Reporting Provides analytics tools that reveal important business metrics and track progress. Alerts and Notifications Self-monitors important metrics and sends notifications to users in-app or through email, text message or otherwise. Platform Search Find important content or files using keywords, metadata, tags, etc. Visualization Contains tools to visalize data sets or workflows Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Show More ##### ## Generative AI (6) AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. AI Image-to-Text Converts images into a textual description, identifying key elements. Generative AI Use AI to generate content in the form of text, images, videos, etc. Show More ##### ## Additional Functionality (98) ACA Reporting Collect data and compile reports to stay in compliance with Affordable Care Act requirements Real-Time Reporting Active reporting of data and metrics Vacation/Leave Tracking Request, track, and manage time off requests and vacation time HIPAA Compliant Compliant with HIPAA, which sets standards for sensitive patient data protection Reminders Timed notification for any upcoming task, deadline, appointment, or activity Leave Tracking Manage and track employee attendance COBRA Administration Manage mandated benefit continuation for employees who no longer work for the company for a limited time period AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Time Off Requests Tools that allow employees to request/schedule time off Employee Benefits Administration Manage benefit portfolio selection that is available to your employees through workplace and automate related administrative tasks Configurable Workflow Configure existing workflows to meet your organization's needs Sick Leave Tracking Track and manage sick leave time Life Insurance Administration Set up and manage life insurance benefits for your employees Health Insurance Administration Set up and manage health insurance benefits for employees Benefits Administration Outsourcing Delegate benefits administration to third party vendors Disability Insurance Administration Set up and manage short and/or long term disability insurance benefits Attendance Tracking Track the attendance of specific individuals or groups Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Customizable Reports Alter the layout and content of reports FMLA Administration Track employee time off under the family and medical leave act (FMLA) Document Storage Store and organize documents in a centralized system Employee Onboarding Process of familiarizing new employees with the company, their position, and responsibilities HSA/FSA Administration Set up and manage health savings and flexible spending accounts for your employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Reminders Timed notification for any upcoming task, deadline, appointment, or activity Applicant Tracking Find and manage potential candidates and their applications and resumes through the recruiting life cycle Time & Attendance Track and manage employee's work hours to improve payroll accuracy Predictive Analytics Predict future data based on historical data sets Learning & Development Facilitate training materials that help employees grow and progress in their positions Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Employee Engagement Tools to improve and measure employee satisfaction and involvement Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Sick Leave Tracking Track and manage sick leave time Customizable Branding Add customized logos and colors to align with company branding Mobile App Access the system via a mobile application Access Controls/Permissions Define levels of authorization for access to specific files or systems Onboarding Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service Customizable Reports Alter the layout and content of reports 360 Degree Feedback Tools for collecting comprehensive feedback on an employee from peers, subordinates, and manager Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Succession Planning Planning, tracking and developing internal talent for future key position filling Data Import/Export Import and export data to and from software applications Approval Process Control Manage the process of evaluating documents or requests submitted for approval Surveys & Feedback Gauge satisfaction and receive information for improvement and success Offboarding Closing out contracts by reviewing contract/project completion, finalizing payments, and ensuring terms and compliance as been achieved Employee Profiles Centralized storage for employee data, records, and performance metrics For Cloud Software that is accessible through the cloud with an active internet connection Employee Training Time Off Requests Tools that allow employees to request/schedule time off Reminders Timed notification for any upcoming task, deadline, appointment, or activity Mobile App Access the system via a mobile application Status Tracking Track the status over time for a request, process, asset, or transaction Sick Leave Tracking Track and manage sick leave time Overtime Calculation Manage and record overtime hours for hourly employees Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Time Tracking Measure and track time including hours worked and paid time off (PTO) API Application programming interface that allows for integration with other systems/databases Employee Scheduling Assign working shifts or tasks to employees based on their availability Employee Database Electronic storage of staff/employee contact information and job status in a centralized repository Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals FMLA Administration Track employee time off under the family and medical leave act (FMLA) Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Data Import/Export Import and export data to and from software applications AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Generative AI Use AI to generate content in the form of text, images, videos, etc. Approval Process Control Manage the process of evaluating documents or requests submitted for approval Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Attendance Tracking Track the attendance of specific individuals or groups Access Controls/Permissions Define levels of authorization for access to specific files or systems Third-Party Integrations Set up connections to third-party platforms to improve business processes HR Management Automates core HR functions such as talent management, employee evaluation and learning management Timesheet Management Track the amount of time spent on a job or task Leave Tracking Manage and track employee attendance Team Calendars Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Vacation/Leave Tracking Request, track, and manage time off requests and vacation time Real-Time Data Receive data and information in real time Document Storage Store and organize documents in a centralized system Workflow Management Create, design and manage workflows for repetitive tasks Attendance Management Manage attendance for classes, shifts, meetings, or events Payroll Management Manage employee salary processes, data, taxes, and records administration efficiently Calendar Management Track and manage schedules and meetings via an integrated calendar Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Employee Management Track employee schedules, availability, and performance across projects and tasks Employee Profiles Centralized storage for employee data, records, and performance metrics Absence Management Manage and track employee attendance Time Off Requests Tools that allow employees to request/schedule time off Performance Management Organize and manage the accomplishments and development of employees or performance of applications or systems Approval Workflow Route documents and other data through one or more stakeholders for review and approval Time Off Management Track and manage employee time-off, vacation, and sick leave requests Customizable Reports Alter the layout and content of reports Leave Policy Management Create and manage leave policies including multiple policies per 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