Charlie and Expiration Reminder Integration

The Charlie and Expiration Reminder integration connects your HR system with your compliance tracking tool, automatically syncing employee records so your team can manage credentials, licenses, and training expirations without manual data entry.

Benefits of Using Charlie and Expiration Reminder

• Consolidate employees and their compliance information in one place.
• Reduce manual data entry and the errors that come with it.
• Keep employee credentials, licenses, and training up to date effortlessly.

How the Integration Works

Once connected, the Charlie and Expiration Reminder integration offers several powerful features:

1. Employee Syncing — Employees in Charlie are automatically synced to Expiration Reminder as contacts. This includes key details such as:
   • Employee name
   • Email address
   • Mobile phone number
   • Job title
   • Department and manager
   Any updates made in Charlie will reflect in Expiration Reminder automatically on the next sync.
2. Automatic Archiving for Departed Employees — If an employee is marked as terminated or deactivated in Charlie, they are automatically archived in Expiration Reminder. This ensures no notifications are sent to inactive employees, while their document history is kept for audits.
3. Streamlined Notifications — Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder. Expiration Reminder then automatically notifies them when documents or certifications are nearing their due dates, ensuring timely renewals.

Connecting Charlie to Expiration Reminder

1. Access the Integration Settings — Log in to your Expiration Reminder account, open the workspace settings menu by clicking your name or avatar in the top-left corner, and click Integrations to view the available integrations.
2. Select Charlie — Scroll to the HRIS Integrations section and select Charlie.
3. Enter Your Credentials — Confirm that you are an admin when prompted. A connection window opens where you log in with your Charlie account credentials.
4. Authorize Access — Follow the prompts to authorize Expiration Reminder to read employee data from Charlie. Review the permissions shared between the two applications and approve the connection.
5. Finalize the Connection — Once authorized, the system configures the connection and runs the first sync. Click Finish to complete the setup.

Configuration Options

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable employee syncing as needed.
• Trigger a manual sync at any time if you need an immediate update.
• Update settings to match your organization's workflow.

  Note: If you experience issues with the integration, disconnect and reconnect Charlie from the Integrations page, or contact Expiration Reminder support for assistance.

Frequently Asked Questions

How often does data sync between Charlie and Expiration Reminder?

Data syncs automatically every hour. You can also trigger a manual sync from the Configure screen whenever you need an immediate update.

What happens when an employee leaves?

When someone is marked as terminated or deactivated in Charlie, they are automatically archived in Expiration Reminder so they stop receiving notifications, while their records remain available for audits.

Do I need to be an administrator to set up the integration?

Yes. You will be asked to confirm admin access when connecting Charlie, since the integration reads employee data from your account.