Add your team

1. 1

   Adding many people? Use a spreadsheet

   Go to Users, open the ⋯ menu and choose Import from a spreadsheet. Then:

   • Press Download template and fill in one person per row. First name, last name and email are required; the rest is optional. Your own spreadsheet works too if its columns have similar names.
   • Dates go day first (01/04/2024). Monthly gross salary is per month, before deductions.
   • A new Department in the file is created for you. Reports to (email) is their manager’s email, someone already here or in the same file.
   • If you use leave, the template has a Leave left column for each leave type: the days each person has left this year, carried over from your old system.
   • Press Choose a file. Every row is checked and anything wrong is listed by row number. Nothing is added until the whole file is right.
   • When it says everyone is ready, press Add and wait for it to finish.
2. 2

   Or add one person

   Go to Users and press New user.

3. 3

   Fill in who they are

   • First name, Last name and Email — they sign in with this email.
   • Role — Admin can manage people, settings and every module. User is for everyone else: they use the app for their own work.
   • Department and Designation, and who they Reports to (their manager).
   • Employee ID is filled in automatically from your company prefix. You can type your own instead.
   • Date of joining — leave and payroll use it.
   • Salary (monthly, INR) — the monthly gross, not the yearly CTC.
4. 4

   Decide payroll and leave

   • Include in payroll — on for anyone you pay through Kyvora. Off means no payslip and no salary is calculated.
   • Intern — interns get unpaid leave only, and no paid balance builds up.
5. 5

   Give them a password

   Set a password and share it with them. They can sign in as soon as you create the account, and can change the password from My Profile.

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