Get To Know Custom Cards

Spruce up your profile, serve up some knowledge.

If your team is using CharlieHR+, you may have already spotted our sassiest new feature: Custom Cards.

Found under the ‘About’ section of everyone’s Profile, Custom Cards let you add any information you want…either as Text, Number or Checklist. From t-shirt sizes to new starter to-do lists…it’s the best way to keep everything you need, all in one place.

Using Custom Cards

Heading over to the right side of an individual’s page, you can access a drop down menu of Custom Cards that you’ve already made, or select ‘New’ for a fresh start.

Once the Custom Card has a name, you can select the security permissions.

You can also decide whether or not the Profile owner should be able to see the card themselves. This might be useful if you’re leaving notes on the more serious stuff, like probations and performance reviews.

It’s as simple as that! Now you can start a checklist…

…log a serial number…

…or keep a favourite recipe handy!

For more information about CharlieHR+, log in and take a peek here (no “Alohomora!” necessary).

Neo Sepulveda

Neo Sepulveda

Software engineer at CharlieHR 💻. I like climbing things quite a bit 🐒.

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