Adding employees
There are three ways to add people. Pick the one that matches how much you already know about the person and how many you are adding.
| Method | Best when | You end up with |
|---|---|---|
| Add Employee form | You have all of one person's details in hand | A complete, ready-to-pay record |
| Invite one employee | You want the person to fill in their own details | A record you review, then confirm |
| Bulk invite or import | You are adding many people at once | Many records in one go |
Adding anyone is blocked until your organisation setup is complete. Finish the setup wizard first — Webelio needs your departments, locations, and shifts in place so a new record has something to point at.
1. The full Add Employee form
Use this when you already have everything about the person. Click Add Employee on the Employees screen. It is a short, step-by-step form.
Personal. First and last name, date of birth, gender, phone, work email, personal email, father's name, and address (line 1 and 2, city, state, pincode).
Employment. Employee code, date of joining, department, designation, employment type, reporting manager, and work location.
Compensation. Enter the annual cost to company (CTC) and Webelio splits it into a live salary breakdown — Basic, House Rent Allowance (HRA), and a balancing special allowance. Toggle which statutory rules apply to this person (Provident Fund, health insurance under ESI, gratuity, Professional Tax), and see the employer contributions and employee deductions update as you go. A summary strip shows CTC → Gross → Net.
Bank details. Bank name, account number, IFSC code, PAN, and — if known — Aadhaar and the Provident Fund number (UAN).
Employee portal login (optional). You can create the person's employee portal login at the same time. Webelio sets a temporary password for them; they change it on first sign-in. Leave this off if the person doesn't need portal access yet — you can turn it on later.
Review everything on the last step, then create the record.
Don't have every field yet? Fill what you know and add the rest later from the employee profile. Compensation and bank details can wait until before their first payroll.
2. Invite one employee to fill their own details
Use this when you'd rather the person enter their own information — it saves you typing and keeps their data accurate.
Go to Invite, enter the person's name and email, and send. They receive a link to a self-onboarding wizard where they add their personal details, address, identity and statutory numbers, bank details, and documents. When they submit, the record appears in your list marked for review. You check it and confirm.
See self-onboarding for how the review works.
3. Add many at once
Adding a whole team? Use bulk invite to email many people the self-onboarding link in one go, or CSV import to upload a spreadsheet of records. Both are covered on the bulk import page.
What's next
- Bulk import — invite or import many people
- Self-onboarding — review what an invited employee submits
- The employee profile — where a record lives once created