How to Add a New Employee in Synclo

Before you begin

Before adding a new employee, make sure you have:
• administrator or HR access to PeopleManager
• basic employee details (name, email, contact information)
• job details such as department, designation, and reporting manager
• salary structure and benefits information if payroll is enabled
• required documents such as ID proof, contracts, or certifications

If your company structure is not fully configured, complete departments, roles, and reporting lines first. This ensures accurate employee assignment and avoids rework later.

Why this setup matters

Adding an employee correctly ensures that all downstream workflows—such as attendance tracking, payroll processing, document management, and performance reviews—function without issues. A complete employee profile also enables proper permissions, reporting visibility, and compliance tracking within PeopleManager.

Steps

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

2. Go to Employee Management
From the left sidebar, navigate to Manage Company > Employee Management > Add New Employee. This opens the employee creation interface.

3. Choose the entry mode
Select between Quick Add, Detailed Add, or Bulk Add. For complete onboarding and accurate records, choose Detailed Add.

4. Select Detailed Add
Click on Detailed Add to access the full employee profile form, which captures all required and optional information.

5. Enter Personal Information
Fill in basic details such as full name, email, phone number, and identification data. You can also add family members or emergency contacts using optional modals.

6. Complete Job Details
Assign department, designation, reporting manager, and location. This ensures the employee is correctly placed within the organizational structure.

7. Add Salary & Benefits
Define salary components, allowances, and benefits. This step is critical for payroll processing and compensation tracking.

8. Add Academic and Work Information
Include educational background and previous work experience if required. This helps maintain a complete employee record.

9. Upload Documents
Attach required documents such as contracts, ID proofs, or certifications. This ensures compliance and centralized document storage.

10. Configure Access & Permissions
Assign system roles and permissions based on the employee’s responsibilities. This controls what the employee can view or manage in the system.

11. Save or Send Invite
Click Save to store the employee record or Send Invite to provide system access immediately. A confirmation message will appear once completed.

12. Verify in Employee Directory
Go to the Employee Directory to confirm the employee has been added. You can open View & Edit Employee Profile to make updates anytime.

What happens next

After adding the employee, you can:
• assign attendance policies and shift schedules
• include the employee in payroll cycles
• generate and send employee documents
• configure performance tracking and goals
• manage permissions and workflow approvals

This ensures the employee is fully integrated into all HR and operational workflows.

Quick Tips

• Always use Detailed Add for new hires to avoid missing critical data.
• Double-check reporting manager assignments, as many workflows depend on them.
• Upload documents during onboarding to avoid compliance gaps later.
• Send the invite immediately so employees can access their profile and complete pending details.

Troubleshooting

• I cannot see Add New Employee
You likely do not have the required HR/Admin permissions.

• Employee is not appearing in directory
Refresh the directory or check if the record was saved successfully.

• Cannot assign reporting manager
Ensure the manager already exists in the system and is active.

• Salary or benefits are missing
Check if compensation structures are configured in Allowances & Benefits.