Sync time-off categories and periods from CharlieHR to Productive to keep absence data consistent across both platforms.
Integration Setup
To set up the CharlieHR integration in Productive:
Go to Settings > App marketplace, find CharlieHR, and click Connect app. You need to be an admin in CharlieHR to set this up.
Syncing Time Off from CharlieHR
Once integrated, approved time-off bookings from CharlieHR will sync with Productive.
For each booking, Productive syncs the time-off period, category, and any attached notes. Half-day bookings are also supported and will sync as half-day off periods.
Synced time-off bookings are marked as imported from external software in the Resource Planner.
Time-off categories from CharlieHR appear in Settings > Absence and are added to each user's Absence tab as an unlimited absence allowance (day or hour counts from CharlieHR are not transferred).
đ Don't see a category or allowance yet? It will appear in Productive once the first time-off booking of that type is approved and synced from CharlieHR.
Default Time Off Categories Mapping
CharlieHR | Productive |
Holiday | Vacation |
Sick | Sick |
Compassionate* | Vacation |
Parental | Personal |
Work from home | Work from home |
*Compassionate leave is marked as sensitive in CharlieHR and will sync as "Vacation" in Productive with minimal details.
Custom time-off types created in CharlieHR will retain their names when synced to Productive but can be edited later if needed.
Sync Frequency
The sync occurs between 1 and 12 hours after the initial setup.
Deleted time-off events are synced every 3 days (no need to delete them manually).