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:
1) Access the App Marketplace
Navigate to Settings > App Marketplace in Productive.
2) Connect CharlieHR
Locate CharlieHR in the list of available apps and click on Connect App.
Note that you must 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).
📌 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).