STEP 1
Connect Charlie HR and HR Partner
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Charlie HR and HR Partner Integration
Keep Charlie HR and HR Partner in sync by integrating their events and actions. When hr events happen in Charlie HR, update the HR Partner automatically - without any line of code in visual workflow builder.
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Learn about Charlie HR and HR Partner
Detailed info you need to know about Charlie HR and HR Partner integrations in WEXTL. Explore which modules apps support and how you connect them.
Charlie HR
HR admin for team members, leave, salaries, and company records. [5]
HR Partner
Manage employees, recruitment, leave, timesheets, performance reviews and other HR records in HR Partner. [6]
How to connect Charlie HR to HR Partner
Set up your Charlie HR and HR Partner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and HR Partner nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Charlie HR and HR Partner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and HR Partner work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and HR Partner that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Charlie HR triggersHR Partner actions
Charlie HR modules
- Create a Team Member NoteCreates a new note for a team member.
- Create a Team Member Note TypeCreates a new team member note type for the company. Input should be provided as a JSON string.
- Get a Bank Account by IDRetrieves the bank account details for a specific team member in the authenticated CharlieHR company.
- Get a Leave Request by IDRetrieves a single leave request from the currently authenticated company.
- Get a Team by IDReturns the requested team if it belongs to the authenticated company.
- Get a Team Member by IDRetrieves a single team member from the authenticated company by using their ID.
- Get a Team Member Leave Allowance by IDRetrieves the current leave allowance for a team member.
- Get a Team Member Note Type by IDRetrieves a single team member note type for the authenticated company.
- Get a Team Member's SalaryRetrieves the salary for a specific team member.
- Get an Office by IDRetrieves the requested office from the currently authenticated company.
- Get Salary by IDRetrieves a single salary from the given company by ID.
- List Bank AccountsRetrieves all bank accounts for team members in the authenticated CharlieHR company.
- List CompaniesRetrieves details of companies associated with the authenticated CharlieHR credentials.
- List Leave AllowancesRetrieves the current leave allowances for all team members in the authenticated CharlieHR company.
- List Leave RequestsRetrieves all leave requests for the authenticated company.
- List OfficesRetrieves a list of offices that belong to the authenticated company.
- List SalariesRetrieves all salary records for team members in the authenticated CharlieHR company.
- List Team Member Leave Requests by IDRetrieves a list of leave requests that belong to the given team member.
- List Team Member Note TypesRetrieves all team member note types for the authenticated company.
- List Team MembersRetrieves all of the authenticated company's team members.
- List TeamsRetrieves a list of teams that belong to the authenticated company.
- Make an API CallPerforms an arbitrary API call.
- Watch Leave AllowancesTriggers when a new leave allowance is created.
- Watch Leave RequestsTriggers when a leave request is created or updated.
- Watch Team MembersTriggers when a new team member is added.
HR Partner modules
- Create a Timeclock EntryCreates a timeclock entry with start and end times for an employee.
- Create or Update an ApplicantCreates an applicant by email address, or updates the existing applicant and their job applications.
- Create or Update an ApplicationCreates a job application, or updates an existing application and its applicant details.
- Create or Update an EmployeeCreates an employee, or updates the existing employee with the given employee code.
- Delete a ReminderPermanently deletes a selected HR Partner reminder.
- Get a Job ListingRetrieves a detailed job listing by its ID.
- Get a Leave RequestRetrieves one leave request with its employee, approval-chain, action, and attachment details.
- Get a ReminderRetrieves one HR Partner reminder by its numeric ID.
- Get a Single TimesheetRetrieves the timesheet for one employee and one timesheet sequence.
- Get an ApplicantRetrieves an applicant and their job applications by applicant ID or email address.
- Get an ApplicationRetrieves a detailed job application by its ID.
- Get an EmployeeRetrieves detailed information for an employee by employee code.
- Get CompanyRetrieves basic company, subscription, employee-count, and account information.
- List AbsencesLists employee absence and leave records that match the selected filters.
- List AnniversariesLists active, non-terminated employees with work anniversaries matching the selected report filters.
- List ApplicantsLists HR Partner recruitment applicants matching an optional name or email search.
- List Application Stage TrackingLists HR Partner job-application stage transitions matching the selected filters.
- List ApplicationsLists job applications for a selected HR Partner job listing.
- List AssetsLists employee asset records that match the selected filters.
- List AttachmentsLists employee file-attachment records that match the selected filters.
- List BenefitsLists employee benefit and allowance records that match the selected filters.
- List BirthdaysLists active, non-terminated employees with birthdays matching the selected report filters.
- List ChecklistsLists employee checklist assignments that match the selected filters.
- List DependentsLists employee dependent records that match the selected filters.
- List Detailed Library CategoriesLists library categories with their parent and child category details.
- List Education RecordsLists employee education records that match the selected filters.
- List Employee AddressesLists employee address records that match the selected filters.
- List Employee ContactsLists employee contact records that match the selected filters.
- List EmployeesLists employees that match the selected filters.
- List ExpensesLists expense claims or transaction lines using the selected HR Partner expense report type and filters.
- List GoalsLists employee goals that match the selected filters.
- List GrievancesLists employee grievance records that match the selected filters.
- List InterviewsLists employee interview and meeting records that match the selected filters.
- List Job ListingsLists HR Partner job listings matching the selected recruitment filters.
- List Leave BalancesLists employee leave balances that match the selected policy, employee, organization, and employment filters.
- List Leave RequestsLists employee leave requests that match the selected employee, policy, status, text, and date filters.
- List Library CategoriesLists the library categories in a simple format.
- List Library DocumentsLists documents stored in the HR Partner company library.
- List Library Documents by CategoryLists documents stored in a selected HR Partner library category.
- List Lookup ValuesLists values from a selected HR Partner lookup.
- List NotesLists employee notes that match the selected filters.
- List Performance ReviewsLists performance reviews that match the selected employee, organization, status, date, and optional form-data filters.
- List PositionsLists employee position and employment-contract records that match the selected filters.
- List Project ActivitiesLists project and activity transactions that match the selected employee, project, activity, currency, and date filters.
- List RemindersLists HR Partner reminders matching the selected filters.
- List RenewablesLists employee renewable-document records that match the selected filters.
- List ReviewsLists employee performance-review records that match the selected filters.
- List SkillsLists employee skill records that match the selected filters.
- List TimesheetsLists timesheets that match the selected employee, sequence, status, project, and approval filters.
- List Training RecordsLists employee training records that match the selected filters.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and HR Partner integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Charlie HR and HR Partner.
Connect your Charlie HR and HR Partner accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Charlie HR's "Watch Leave Allowances" fires, WEXTL can "Create a Timeclock Entry" in HR Partner. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); HR Partner has 52 actions (including Create a Timeclock Entry, Create or Update an Applicant, and Create or Update an Application). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Charlie HR-to-HR Partner automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Charlie HR (or HR Partner) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Charlie HR + HR Partner automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Charlie HR and HR Partner integration.
- Charlie HR and HR Partner integration source code, module specs and credentials implementation.
- Our Charlie HR and HR Partner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and HR Partner — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Charlie HR integration information
- HR Partner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library