How to Set Up Allowances and Benefits in Synclo

Before you begin

Before setting up allowances and benefits, make sure you have:
• Company Admin access to PeopleManager
• defined salary structure or compensation framework
• clarity on allowance types (fixed, variable, or formula-based)
• benefit eligibility criteria (role, department, location, or grade)
• payroll configuration ready for integration

If your organization uses grades or bands, finalize them before configuring allowances and benefits to ensure proper alignment.

Why this setup matters

Allowances and benefits are key components of employee compensation. Proper setup ensures accurate payroll processing, fair distribution of benefits, and alignment with company policies. It also enables automation in salary calculations and eligibility-based compensation management.

Steps

1. Sign in to Synclo and open PeopleManager
Log in to app.synclo.com with Company Admin access. From the main navigation, open PeopleManager.

2. Navigate to Allowances & Benefits
Go to Manage Company > Setup & Policies > Allowances & Benefits to access compensation settings.

3. Choose view mode
Select either Table View or Grid View depending on how you prefer to manage and visualize records.

4. Add or edit allowance
Click Add/Edit Allowance to create a new allowance or modify an existing one.

5. Define allowance details
Enter the allowance name, type, and value (fixed amount or formula). Choose whether it applies With Grade or Without Grade.

6. Save allowance configuration
Save the allowance so it becomes available for payroll and employee assignment.

7. Switch to Benefits section
Navigate to the Benefits area within the same module to manage employee benefits.

8. Add or edit benefit
Click Add/Edit Benefits to create or update benefit entries.

9. Configure eligibility rules
Define who is eligible based on role, department, location, or grade to ensure correct benefit allocation.

10. Save and review setup
Save the benefit and review any warnings or system messages to confirm correct configuration.

11. Validate with payroll
Verify that allowances and benefits are correctly reflected in payroll before applying them organization-wide.

What happens next

After setting up allowances and benefits, you can:
• link them to employee salary structures
• include them in payroll processing
• manage compensation adjustments and revisions
• ensure accurate payslip generation

This ensures that employee compensation is structured, consistent, and automated.