Kredily Questions & Answers

To carry forward Leaves in Kredily, follow the steps given below:

• Open your Kredily account
• Navigate to the ‘Leaves’ section
• Click on Rules
• Enable the ‘Carry Forward’ option

To add Skills element in PMS with Kredily, follow the steps given below:

• Open your Kredily account
• Go to the 'Performance Management' section
• Click on 'Skills'
• Create Skill Groups
• Within each group, add specific skills that are relevant to your organization
• Assign relevant skills to employees during their performance reviews or appraisals.

You can contact the support team of Kredily for specific guidance on merging companies.

To access your organization's profile and policies for employee reference on Kredily, follow the steps given below:

• Open your Kredily account
• Go to the ‘Company Profile’ section
• Now, you can find the details about your organization
• Click on the ‘Policies’ tab to see the uploaded company policies

To make changes to your employees' pay slips in Kredily, follow the steps given below:

• Open your Kredily account
• Navigate to Payroll
• Choose the specific payroll run you wish to alter
• Click on the individual payslip to make the required changes
• After making the changes, reprocess the payroll to generate updated pay slips.

Your employees can apply for leaves using Kredily by following the steps given below:

• Log in to the Kredily portal or app
• Navigate to the 'Leave' section
• Hit 'Apply Leave'
• Select Leave Type
• Specify Leave Dates
• Submit the Leave Request

To create multiple shift rules for my employees in Kredily, follow the steps given below:

• Open your Kredily account
• Navigate to the 'Shift Rules' section
• Click on 'Add Shift Rule'
• Input the required details
• Repeat for Multiple Shifts

To give a comp off to an employee manually in Kredily, follow the steps given below:

• Open your Kredily account
• Go to the Employee's Profile
• Access the 'Leaves' or 'Attendance' module
• Add a new leave entry with the type 'Comp Off'
• Define the date and duration
• Save the Entry

To ‘Create Group’ in Skills option in PMS with Kredily, follow the steps given below:

• Open your Kredily account
• Go to the 'Performance Management' section
• Click on ‘Skills’
• Click on the 'Add Group' button
• Enter the Group Details
• Click 'Save' to create the group