How to Configure Departments in Synclo
Before you begin
Before configuring departments, make sure you have:
- Company Admin access
- a finalized department list
- clarity on team structure
- company hierarchy defined
If your organization structure is still changing, finalize it first. This avoids duplicate or unused departments later.
Why this setup matters
Departments group employees and control approvals, reporting, and access. A clear structure makes it easier to assign employees and manage workflows.
Steps
1. Sign in to Synclo and open the HR module
Log in to app.synclo.com and open the HR section from the dashboard.
2. Go to Department settings
Navigate to Manage Company > Setup > Departments to access department configuration.
3. View existing departments
Review the current list to avoid creating duplicates.
4. Add a new department
Click Add Department and enter the department name. Keep naming consistent with your structure.
5. Assign parent department if needed
If your organization has sub-teams, assign a parent department. This helps build hierarchy.
6. Save the department
Save the entry so it becomes available for employee assignment.
7. Edit or update departments
Update names or structure if required. Keep changes minimal once employees are assigned.
8. Verify department list
Check that all departments appear correctly and match your organization chart.
What happens next
After configuring departments, you can:
• assign employees to departments
• set up reporting lines
• apply department-based permissions
• use departments in reports
This ensures better organization and control.
Quick Tips
• Keep names short and clear
• Avoid duplicate departments
• Use hierarchy only when needed
• Review before assigning employees
Troubleshooting
• Department not appearing
Refresh the page or check if it was saved.
• Duplicate departments created
Merge or rename before assigning employees.
• Cannot edit department
Check if you have admin access.
• Wrong hierarchy setup
Update parent department settings carefully.