CharlieHR automation

Adjust CharlieHR leave allowances for a team

Weekend work, a length-of-service bonus or a correction means changing several people's allowance, one adjustment form at a time.

Cotlet does it in your own CharlieHR account with list_team_members, get_time_off_allowance and adjust_time_off_allowance, called by your AI agent, an n8n workflow or a script.

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Hosted · nothing to install or maintain

Can CharlieHR do this on its own?

CharlieHR changes allowances only in its screens (checked 20 Oct 2026). The API reads leave allowances and has no action to adjust one, so a bulk change is one form per person.

How you do it in CharlieHR today

  1. Open the person's profile, go to the Time tab and scroll to the time off allowance section.
  2. Click Edit Allowance, then Adjust. To change one time off type only, click Adjust Allowance beside it.
  3. Choose increase or decrease, enter the number of days, pick the Type of Adjustment, add an expiry date if it applies and a note, then click Save.
  4. For several people, expand Time in the side navigation, click Settings, expand allowances, and use the action icon at the end of each row.
  5. Hover the i icon on a saved adjustment to see its expiry date.

How to adjust CharlieHR leave allowances for a team

Prompt

Add 2 extra days to the CharlieHR allowance of everyone in the Support team, expiring 31 December, with a note that it is for the October release weekend.
  1. 01

    Find the people

    list_team_members with the team filter returns the active members of the team. Archived people are not included, so a leaver gets no adjustment.

  2. 02

    Read each balance first

    get_time_off_allowance shows allowance, adjustments and expiry dates per person. The agent skips anyone who already has the same adjustment, so a second run does not add the days twice.

  3. 03

    Check the expiry

    An expiring adjustment cannot span more than one leave year. The agent stops when your expiry date falls in the next leave year and asks for another date.

  4. 04

    Adjust one person at a time

    adjust_time_off_allowance sends direction, amount, type of adjustment, expiry date and note. It asks for your OK on each call until you switch confirmation off for the tool.

  5. 05

    Report each balance

    The agent lists each person with the new allowance and the adjustment id, so a wrong entry is easy to find and correct.

What you get back

Example data

Support team, 3 people
Added 2 days, expires 31 Dec 2026, note "October release weekend"
- Ana Lopez: 25 to 27 days
- Tom Becker: 25 to 27 days
- Jake Ortiz: skipped, same adjustment already exists

Other ways to ask

  • Remove 1 day from Tom Becker's allowance for the unpaid day he took in September.
  • Add 1 day to everyone with more than 5 years of service, no expiry, and show me the list first.
  • Show me every adjustment that expires this month, but change nothing.

What CharlieHR allows, and what to know first

  • Super Admins, Admins, Line Managers and Team Leads can update allowances.
  • For hourly workers the increase or decrease is calculated in hours, so the amount is an hour value, not days.
  • Expiry dates apply to increase adjustments. Booked leave counts toward the adjustment with the soonest expiry first.
  • An expiring adjustment cannot span more than one leave year, so it does not roll over into the next.
  • CharlieHR stores the adjustment with its type, an optional expiry and a note, which the Time tab shows afterwards.

adjust_time_off_allowance asks for your OK by default. To run it on a schedule without you, switch confirmation off for that tool in your dashboard.

Sources: CharlieHR Help: Change a team member's time off allowance · CharlieHR Help: Expiring time off adjustments · CharlieHR Help: How hourly leave is calculated

Call adjust_time_off_allowance from a script

curl

curl -X POST https://cotlet.dev/api/v1/charliehr/members/tm_31c9e4/time-off-allowance/adjust \
  -H "Authorization: Bearer $COTLET_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"direction":"increase","amount":2,"adjustment_type":"Extra days","expires_on":"2026-12-31","notes":"October release weekend"}'

Example response

{
  "adjustment_id": "adj_3b71",
  "member": "Ana Lopez",
  "direction": "increase",
  "amount": 2,
  "adjustment_type": "Extra days",
  "expires_on": "2026-12-31",
  "notes": "October release weekend",
  "allowance_before": 25,
  "allowance_after": 27,
  "unit": "days"
}

MCP: add https://cotlet.dev/mcp/v1 with the same key; the call is charliehr_write → adjust_time_off_allowance. Example data.

Schedule it in n8n, Make, Zapier or cron

CharlieHR tools this automation uses

Cotlet CharlieHR tools used to adjust CharlieHR leave allowances for a team
Tool Parameters
list_team_members status, office, team, query
get_time_off_allowance member_id, leave_year
adjust_time_off_allowance member_id, direction, amount, adjustment_type, expires_on, time_off_type, notes
All 12 CharlieHR tools with descriptions

Frequently asked questions

Is it safe to connect CharlieHR to Cotlet?

Yes. You sign in to CharlieHR yourself, in your own Cloud Browser in the EU, and we never save your password. Your agents only get CharlieHR once you enable it, every background request is listed, and the browser profile is stored encrypted with AES-256-GCM, the cipher 1Password uses for its vaults. The AI model never sees a login, posts and messages wait for your OK, and Disable for agents cuts access in one click. Independent scanners grade cotlet.dev A+ on Qualys SSL Labs, securityheaders.com and Mozilla Observatory; live results are on https://cotlet.dev/security.

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