Invite Users: How to Invite an Employee (or Contractor) onto Craze?
Navigate to the “People” Tab
Click "Add new person”
Fill out the basic details of the employee you want to onboard
Click on the “Continue” button
Fill out the Employment Details (Select “Contractor” Under “Employment Type” if they’re not on regular Payroll, but are paid on contractual basis. You would also select the respective TDS for the contractor in the next step). If they are neither (ex. a director or investor who isn't either an employee or a contractor. you can select Neither)
Click on the "Continue" button
Select one of the salary structures available in your organisation
Fill out the relevant Past Payroll Data to help us account for the TDS deducted outside of Craze
opt-in for PF and/or ESIC for the employee if applicable
Select a Leave Policy to be assigned to the employee (Applicable if you’re using the Leaves app as well)
Select the Attendance Policy (Applicable only if you are using the Attendnace app and if you want to mandate attendance for this employee)
Congratulations, You’ve successfully invited the user. They would now have received an onboarding link to fill in the remaining personal details.
Click "Add new person”
Fill out the basic details of the employee you want to onboard
Click on the “Continue” button
Fill out the Employment Details (Select “Contractor” Under “Employment Type” if they’re not on regular Payroll, but are paid on contractual basis. You would also select the respective TDS for the contractor in the next step). If they are neither (ex. a director or investor who isn't either an employee or a contractor. you can select Neither)
Click on the "Continue" button
Select one of the salary structures available in your organisation
Fill out the relevant Past Payroll Data to help us account for the TDS deducted outside of Craze
opt-in for PF and/or ESIC for the employee if applicable
Select a Leave Policy to be assigned to the employee (Applicable if you’re using the Leaves app as well)
Select the Attendance Policy (Applicable only if you are using the Attendnace app and if you want to mandate attendance for this employee)
Congratulations, You’ve successfully invited the user. They would now have received an onboarding link to fill in the remaining personal details.
Updated on: 03/08/2024
Thank you!