How to Manage Employee Records in Synclo

Before you begin

Before managing employee records, make sure you have:
• HR Admin or Company Admin access
• employees already added to the system
• departments and roles configured
• permission to view and edit employee data

If employee data is incomplete, update profiles first. This helps avoid errors when managing records.

Why this setup matters

Accurate employee records support payroll, attendance, and reporting. Clean data also ensures that managers can access the right information when needed.

Steps

1. Sign in to Synclo and open the HR module
Log in to app.synclo.com with the required access. Then open the HR section from the dashboard.

2. Open Employee Directory
Go to Manage Company > Employee Management > Employee Directory to view all employee records.

3. Search for an employee
Use filters or search to find a specific employee. This helps when managing large teams.

4. Open employee profile
Click on an employee to view full details such as personal data, job role, and documents.

5. Edit employee information
Update fields such as contact details, designation, or reporting manager. Make sure changes are accurate.

6. Update job details
Modify department, role, or location when an employee changes position. This keeps the structure correct.

7. Manage documents
Upload or replace documents such as contracts or ID proofs. This keeps records complete.

8. Review permissions
Check assigned roles and access. Adjust them if responsibilities change.

9. Save changes
Save updates to ensure all changes are applied.

10. Verify updates in directory
Return to the directory and confirm that the updated details appear correctly.

What happens next

After updating employee records, you can:
• reflect changes in payroll and attendance
• update reporting lines and approvals
• maintain accurate employee history
• prepare for audits or reporting

This keeps employee data consistent across the system.