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Accounts FAQ’s

Can I add employees without completing my company profile?

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No, we’re sorry but, you can not add your employees to your Kredily account before setting up your company profile. This is a one-time process, and we recommend you complete this first.

To set up your company profile, you’ll have to complete the following sections

  • Overview: Covers your company’s essential information such as registered name, company email, company number, website, domain name, and links to your company’s social handles.
  • Address: List the registered company address and addresses of other branches/offices your company might have.
  • Department: Define all the departments and sub-departments of your company.
  • Designation: Define designations that are needed for your company.
  • Bank Details: This section holds the account details of your company.
  • Statutory Info: Add statutory details such as entity type, CIN, date of incorporation, company Pan, company TAN, company GSTIN, directors, and auditors.
  • Admin: The company’s CEO and CFO will always have admin access to Kredily. You can also add the necessary team members as HR or Finance admins.
  • Policies: Define company-wide policies such as leave policy, reimbursement policy, and any other policy critical to your company.
  • Settings: Set the work week structure of your organization and make company-wide announcements.
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