Onboarding, Offboarding and Setup

• Employment Details: How to add Employment Details for my Users after they have been invited?

  Adding employment data is mandatory if you wish to give access to all the apps you have subscribed to on Craze to your employees. You can do so by following this guide is you missed adding it while inviting them onto the organisation. Navigate to the people tab Navigate to the people tab 2. Select the user for whom you wish to add employment data Select the user (https://storage.crisp.chat/users/helpdeSome readers

• Offboarding: How to Offboard an Employee?

  Navigate to the People Tab 2. Select the employee you wish to offboard from your organisation 3. Click on the “Employment Details” tab under the Employee’s profile as shown 4. Click on the “Terminate EmploymenSome readers

• Employment Revisions: How do I update a Promotion/Appraisal of an Employee on Craze

  Head to the “People” tab Select the person you wish to revise the Employment for Click on the "Employment Details" tab Select the "Revise Employment" Option under the 3 dot menu on the top right side of the EmplFew readers

• Add a removed user back with the same email

  Steps to follow Change the email of the removed user to something else (eg. user+deleted@yourdomain.com) Go to the removed user's profile -User details tab -Edit email (https://storage.crisp.chat/users/helpdesk/website/-/4/f/9/5/4f9546b69d975800/screenshot-2025-04-30-at-1244116sh6vq.png =707x350) Change their Employee ID, if you wish to add themFew readers

• 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 (https://storage.crisp.chat/users/helpdesk/website/4f954Some readers

Core

• Documents: How to create and use a Document Template

  Navigate to the "Documents" page under "Core" 2. Go to the "Templates" tab as shown 3. Click on the "Create New Template" button 4. Give the Template a Name and start creating the template. Here's one (https://help.crazehq.com/en/articleSome readers

• Documents: How to generate and get a Document signed (Ex. Offer Letter)?

  Navigate to “Documents” under the Core 2. Click on “Create New Document” 3. Select “Yes” if you want to use an Existing Template, else select “No” and start creating the document on the editor. 4. Select the teSome readers

• Edit Employment Details: How do I track and manage Employment histories of People in the Organisation?

  Head to the “People” tab 2. Select the person whose Employment history you want to edit 3. Navigate to the Employment History Tab under their profile 4. Here, you’ll be able to see the user’s Employment history.Few readers

• Permission Profiles: How do I create and assign a permission profile?

  Under Core, Select the “Permission Profiles” tab. Here, you would see all the existing permission profiles in the organisation. By default, there would be Super Admin and Member profiles 2. In this guide, let’s create a new permission profile for the Head of HR in the organisation. begin with clicking on the “Create New Profile” button (https://storage.crisp.chat/users/helpdesk/website/4f9546b69Few readers

• Create & manage custom fields

  In this article we will go through Create a custom field Employee's flow for entering custom field value Access & edit custom field values from employee's profile Create a custom field Step 1: Navigate to the Custom fields page on your sidebar. (https://usercontent.us.prod.clueso.io/b30246d6-b977-4f48-ad23-044bc10ab636/250e15a2-2854-42c6-b846-a1950ff18795/9bb2741b-0ef2-48Few readers

Payroll

• Payroll: How to run Payroll and make Payments on Craze

  Finalising Pay Runs Finalize your Payroll before proceeding to the payment step Navigate to the Pay Runs page under the Payroll app Add custom additions/deductions as applicable to the employees. You can also check the automated additions/Loss of Pay due to unpaid leaves in this dialog box Edit Paysip AFeatured

• Payroll: How to configure Payable Days on Craze?

  Navigate to the Payroll Tab under Admin Options Payroll Go to "Entity Settings" Entity Settings Click on the "Payable Days" tab Payable Days Click on the Edit Button Edit Button (https://storage.crisp.chat/users/helpdesFeatured

• Zoho Books Integration: How to automate payroll accounting according to departments with Zoho Books

  Navigate to Payroll Integrations Click on the button under the Zoho Books logo Select "Department Wise" under the Journal Entry type dropdown (https://storage.crisp.chat/users/helpdesk/website/4f9546b69d975800/imagSome readers

• Salary Structures: How to create a Salary Structure

  On Craze, you can create, assign and manage multiple Salary Structures suited for various kinds of employees in your Organization. In this article, we'll be seeing How a typical salary structure (say, for salespeople) can be created Navigate to the Payroll Tab and Select "Salary Structures" Navigate to the Payroll Tab Select the Salary Structures Tab (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Salary Structures and Flexi Benefits: How to configure them on my Organisation?

  Navigate to the “Salary Structures” subsection under “Payroll” 2. You can have multiple salary structures in your organisation and assign specific structures to employees of your choice. To get started, click on the “Create salary structure” button 3. Configure the mandatory components by deciding the percFew readers

• Preview Payslip: How to preview the payslip before finalising Payroll?

  Navigate to the “Run Payroll” tab under “Payroll” and select the latest month you wish to finalize payroll for 2. Click on the Edit Icon to edit the employee’s payslip 3. For adding a custom addition, Click on this button to enter the particulars. Similarly, you can add deductions as well from the “DeductFew readers

• Flexi Benefit Requests: Set up Approval Policies for Flexi Benefit Requests

  An Approval policy has Approval Criteria and an Approval Flow. In this Article, we shall see how to set these up for Flexible Benefits at your organization Navigate to the "Approval Policies" tab in the Core Platform 2. Click on "Create an Approval Policy" under the Flexi Benefit tab 3. Give the Policy a Name aFew readers

• Reimbursements: Set up Approval Policies For Reimbursements

  An Approval policy has Approval Criteria and an Approval Flow. In this Article, we shall see how to set these up for Reimbursements at your organization Navigate to the "Approval Policies" tab in the Core Platform 2. Click on "Create an Approval Policy" under the Reimbursements tab 3. Give the Policy a Name anFew readers

• Salary Holds: How to Hold an Employee's Salary and Release it later?

  Navigate to the Pay Runs Tab Select a Draft Pay Run that contains the person whose salary you wish to withhold Click on the 3-dot menu next to the employee(s) whose salary is to be withheld Select "Hold Salary" (httFew readers

• Connect with Zoho Books: How to automate my payroll accounting process on Craze?

  Craze allows you to set up an automatic integration with your Zoho Books account such that all your Payroll Runs, FnF Settlements, Reimbursements as well as Contractor Payments are automatically pushed as journal entries. Here's how to set it up Navigate to "Integrations" under the Payroll tab Click on the "Connect & Sync with Zoho Books" Button (https://storage.crisp.chat/users/helpdesk/websiFew readers

• Reimbursements: How to process ad-hoc Reimbursements on Craze

  Navigate to the Reimbursements tab under Payroll Navigate to the "Payroll" tab under admin options Click on the "Reimbursements" tab Here you shall see all the approved reimbursement requests in the organisation Select the reimbursement request you wish to pay off ad-hoc (https://storage.crisp.chat/users/helpdeskFew readers

Leaves

• Grant Leaves: How to Grant and Revoke Leave Balances for my employees?

  Navigate to the "People" tab under Leaves Select the employee for whom the leave grant/revoke has to be performed Click on the “Leave Policies” Tab (https://storage.crisp.chat/users/helpdesk/website/4f9546b69d975800Some readers

• Leaves: Set up Approval Policies for Leave Requests

  An Approval policy has Approval Criteria and an Approval Flow. In this Article, we shall see how to set these up for Leaves at your organization Navigate to the "Approval Policies" tab in the Core Platform 2. Click on "Create an Approval Policy" under the Leave tab 3. Give the Policy a Name and click on the "AFew readers

• Leave Balances: Edit Employee Leave Balances Individually and in Bulk

  Navigate to the "Balances" section under Leaves Select the Leave Type for which you wish to edit the balances for Click on the Edit icon next to the person's balance you wish to edit Enter the New Leave Balance for thFew readers

• Holiday Policy: How to configure a Holiday Policy for my organization

  💡 Updating your Organisation’s holiday and weekend policies may result in your employees’ leave requests (Both approved and unapproved) getting cancelled. They would have to request for those leaves again once the policy has been updated Navigate to the “Policies” tab under “Leaves” and click on the “Holiday Policy”. (https://storage.crisp.chat/users/helpdesk/website/4f9546b69d975800/image1bFew readers

• Weekend Policy: How to configure a Weekend Policy for your Organization?

  💡 Updating your Organisation’s holiday and weekend policies may result in your employees’ leave requests (Both approved and unapproved) getting cancelled. They would have to request for those leaves again once the policy has been updated Navigate to the “Policies” tab under “Leaves”. Select “Weekend Policy” from the list of tabs 2. Click on the “Edit Weekend Policy” button on the top right (httFew readers

• Leave Policies: How to create leave policies and manage assignees?

  💡 Updating your Organisation’s leave policies may result in corresponding affected employees’ leave requests (Both approved and unapproved) getting cancelled. They would have to request for those leaves again once the policy has been updated Navigate to the “Policies” section under “Leaves” and click on the “Leave Types” tab. Click on "Create Leave Type" and fill out the Leave type details (hPopular

Attendance

• Attendance Policy: How to configure an attendance policy on Craze

  Navigate to the "Policies" tab in the "Attendance" section under Admin Options Navigate to the "Policies" tab under "Attendance" Click on the "Create New Policy" button on the top right Click on the "Create New Policy" button Choose a name for your attendance policy and give it a description. Now, you're good tSome readers

• Regularization: Set up Approval Policies for Regularization Requests

  An Approval policy has Approval Criteria and an Approval Flow. In this Article, we shall see how to set these up for Regularization Requests at your organization Navigate to the "Approval Policies" tab in the Core Platform 2. Click on "Create an Approval Policy" under the Regularization tab 3. Give the Policy aFew readers

• Attendance: Approve/Reject Timesheet Regularization Requests

  Navigate to the "Regularization" tab under "My Approvals" Click on the "My Approvals" tab Click on the Regularization tab Here you'll see all the Regularization requests submitted by the employees Click on the Request you wish to Approve/Reject (https://storage.crisp.chat/users/helpdesk/website/4f9546b69d975800/imFew readers

Equipment

• Equipment: How to add an Equipment and Assign/Reassign it?

  Navigate to the "Equipment" tab to look at all the Equipment in your Organization Click on the "Equipment" Tab Select the "Equipment" tab Click on the "Add an Equipment" button on the top right Click on the "Add an Equipment" button (https://storage.crisp.chat/users/helpdesk/website/4f9546b69d975800/image1napz2Few readers

• Equipment: How to Create a Storage Location?

  Navigate to the "Storage Locations tab under "Equipment" Click on the "Equipment" tab Navigate to the "Storage Locations" tab here Here you can see all the offices and storage locations of your organization. Click on the "Add Storage Location" button Click on the "Add Storage Location" button (https://storage.crFew readers

Performance

• Performance: Set up downward review configuration

  Start by adding questions by clicking Add Review questions. If you've already created a question set, import it. You can reorder, edit, delete or add ad hoc questions if necessary. (https://usercontent.us.prod.clueso.io/b30246d6-b977-4f48-ad23-044bc10ab636/e37bab4e-d4c2-429f-9d69-fd37Few readers

• Performance: Set up upward review configuration

  Start by adding questions by clicking Add Review questions. If you've already created a question set, import it. You can reorder, edit, delete or add ad hoc questions if necessary. (https://usercontent.us.prod.clueso.io/b30246d6-b977-4f48-ad23-044bc10ab636/e37bab4e-d4c2-429f-9d69-fd3Few readers

• Performance: Set up self review configuration

  Start by adding questions by clicking Add Review questions. If you've already created a question set, import it. You can reorder, edit, delete or add ad hoc questions if necessary. (https://usercontent.us.prod.clueso.io/b30246d6-b977-4f48-ad23-044bc10ab636/e37bab4e-d4c2-429f-9d69-fd3Few readers

• Performance: Set up a 360 degree performance review cycle

  This tutorial will guide you on setting up a performance review cycle for your organization using the Craze app. By the end of this article, you'll know how to create and manage review cycles effectively. We will be setting up a 360-degree review cycle which includes the following review types: Self Review: Employees evaluate their own performance, reflecting on achievements, challenges, and areas for improvement. Peer Review: Colleagues with the same manager provide feedbackFew readers

• Performance: Set up peer review configuration

  Start by adding questions by clicking Add Review questions. If you've already created a question set, import it. You can reorder, edit, delete or add ad hoc questions if necessary. (https://usercontent.us.prod.clueso.io/b30246d6-b977-4f48-ad23-044bc10ab636/e37bab4e-d4c2-429f-9d69-fd3Few readers

• Performance: Set up question sets & performance ratings

  This article will guide you through creating question sets and performance ratings within Craze's performance management app. Questions Sets: Reusable sets of questions applicable to specific review types that can be used while creating a review cycle. Performance Rating: Rating questions with options that represent a numeric score which can be used in Downward reviews. Rating questions can be used to create a 9-box matrix and can be calibrated. Quick refresher on different reFew readers

Reports

• Reports: How to create a custom report?

  In this tutorial, you'll discover how to create a custom report on Craze, a powerful feature that enables organizations to analyze and visualize data effectively. By leveraging this functionality, you can uncover insights, identify trends, and make data-driven decisions. For this example, we'll focus on measuring and visualizing pay differences between genders for roles with the same title. We will be creating something that looks like this (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Reports: Share & export reports

  In this article, you'll learn how to share reports with your colleagues using Craze while making sure they only have access to the right data. Share via Craze Step 1: Start by clicking on the three dots. Step 2: From the dropdown menu, select Share Report. (https://userFew readers

• Introduction to Clusters

  Craze uses Clusters across all its apps to dynamically define a group of employees based on their attributes stored in Craze. Clusters are used for defining the assignees of a leave policy, participants of a performance review, receivers of a document, and so much more. The specific members of a Cluster are updated automatically whenever attributes change. Say an employee gets promoted, switches departments, comes out of probation or leaves the company—that employee will automatically be addedFew readers