STEP 1
Connect Charlie HR and PerformYard
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 PerformYard Integration
Build hr workflows between Charlie HR and PerformYard on a visual canvas — set up data fields sync between apps once and let data flow when events come automatically. Integration will work without code and your team will see the workflow inside WEXTL® builder.
3-day trialCancel anytimeUp to 10 minutes quick set up
- GDPR
- Data Encryption
- 2FA
- Local Data Region
Learn about Charlie HR and PerformYard
Detailed info you need to know about Charlie HR and PerformYard 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]
PerformYard
Configurable performance-review cycles with continuous feedback and OKR tracking. [6]
How to connect Charlie HR to PerformYard
Set up your Charlie HR and PerformYard integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Charlie HR and PerformYard 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 PerformYard. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Charlie HR and PerformYard work in WEXTL?
WEXTL exposes actions and triggers for Charlie HR and PerformYard 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 triggersPerformYard 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.
PerformYard modules
- Add an Employee to a Review CycleAdds an employee to a review cycle.
- Create a GoalCreates a new goal.
- Create a ReviewCreates a review for an employee.
- Create an EmployeeCreates a new employee in the system.
- Get a GoalRetrieves a specific goal.
- Get a ReportRetrieves a report from the service.
- Get an EmployeeRetrieves a specific employee.
- List Employee Data FieldsRetrieves a list of employee data fields.
- List EmployeesRetrieves a list of employees from the service.
- List Goal CategoriesRetrieves goal categories.
- List Goal OutlooksRetrieves goal outlooks.
- List GoalsRetrieves a list of goals.
- List ReportsRetrieves available reports.
- List Review TemplatesRetrieves review templates.
- List ReviewsRetrieves a list of reviews.
- Make an API CallPerforms an arbitrary authorized API request.
- Update a GoalUpdates an existing goal.
- Update an EmployeeUpdates an existing employee.
- Update Goal ProgressUpdates the progress of a goal in the system.
- Update Multiple EmployeesUpdates multiple employees in the system.
- Watch EmployeesTriggers when a new employee is added.
- Watch GoalsTriggers when a goal is updated or achieved.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Charlie HR and PerformYard 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 PerformYard.
Connect your Charlie HR and PerformYard 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 "Add an Employee to a Review Cycle" in PerformYard. Charlie HR has 3 triggers (including Watch Leave Allowances, Watch Leave Requests, and Watch Team Members); PerformYard has 20 actions (including Add an Employee to a Review Cycle, Create a Goal, and Create a Review). 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-PerformYard 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 PerformYard) 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 + PerformYard 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 PerformYard integration.
- Charlie HR and PerformYard integration source code, module specs and credentials implementation.
- Our Charlie HR and PerformYard integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Charlie HR and PerformYard — 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
- PerformYard integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library