Setting Up Your “Insurance Detail” Account with Kredily – Policy Details

Follow these simple steps to set up and manage your company’s insurance policies with Kredily’s HRMS.

Step 1: Access Insurance Management

• First, navigate to “Insurance Management” from your dashboard.
• You’ll be automatically redirected to the “Policy Details” page, where you can begin adding your policy information.

Step 2: Enter Policy Information

• On the “Policy Details” page, fill out the following required fields:
  • Upload Policy Document: Attach the digital version of your policy document for easy reference.
  • Insurer Name: Enter the name of the insurance provider.

• Policy Number: Input the policy number for identification.
• Start Date: Set the policy’s start date.
• End Date: Set the policy’s end date.

Note:

• To make the policy details visible to employees, toggle on the “Show Details to Employees” option. This allows employees to access and view relevant policy information.

Once you’ve completed these steps, your insurance policy is successfully set up in Kredily’s system. For further assistance, please reach out to our support team.