Add employees and invite them to Kredily

The Employee Directory is the database of everyone in your organisation. You can add people one at a time or in bulk, then invite them so they activate their own accounts.

Add a single employee

1. On the home page (or Employees → Directory), click the ＋ Add icon.
2. Fill the mandatory fields across Personal, Work, and Finance.
3. Click Save.

Add many at once (bulk upload)

1. Click Bulk Add. The mandatory columns are pre-selected; tick any optional fields you want.
2. Download the Excel sheet, fill in every mandatory column, and upload it.
3. Kredily validates the file and creates the employees. For large files the import runs in the background — you can track progress and see any failed rows with the reason.

Tip: for a brand-new account, the setup wizard walks you through company size → add employees → attendance rule → leave rule → invite in one flow ("Onboard within 3 mins").

Invite employees (so they can log in)

After adding people, send invites so they activate their profiles:

1. Select the employees (or use Invite all).
2. Kredily emails each person an activation link.
3. They set a password and can then log in on web or the mobile app.

If an invite didn't arrive, you can resend the activation link — see Login & account access.

Common issues

• Bulk upload failed rows — open the failure log; the most common causes are a missing mandatory field, a duplicate email/phone, or a date in the wrong format. Fix those rows and re-upload just those.
• "Phone number must be Indian" — the add-employee form expects an Indian mobile by default; for overseas staff, contact support about the supported format.
• Invite not delivered — check the email isn't bouncing/spam-filtered, then resend.

When to contact support

Bulk upload keeps failing with valid data, or invitations consistently aren't delivered to a whole domain — raise a ticket with the Excel file (or a sample row) and the error shown.