Why this setup matters<\/strong><\/h2>\n\n\n\nYour company structure is the foundation for how PeopleManager organizes departments, roles, reporting authorities, and employee records. A clean structure makes downstream tasks\u2014such as onboarding, approvals, attendance, and payroll\u2014much easier to manage. Synclo\u2019s official company setup materials also position departments, roles, grades, document settings, and branding as part of the initial organizational configuration path. <\/p>\n\n\n\n
Steps<\/strong><\/h2>\n\n\n\n\n- Sign in to Synclo and open PeopleManager<\/strong>
Log in with an account that has administrative access. From the main navigation, open PeopleManager<\/strong>.<\/li>\n<\/ol>\n\n\n\n\n- Go to Company Setup<\/strong>
In the admin or settings area, select Company Setup<\/strong>.
If you are onboarding for the first time, this may appear as part of the initial setup wizard rather than a standard settings page.<\/li>\n<\/ol>\n\n\n\n\n- Enter your core company information<\/strong>
Add or verify the basic organization profile, such as:\n\n- company name<\/li>\n\n\n\n
- registration or legal details<\/li>\n\n\n\n
- primary contact information<\/li>\n\n\n\n
- default location or headquarters<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n\n\n\n
\n- Add locations or business units if applicable<\/strong>
If your organization operates from more than one location, add each location before configuring departments.
Use a naming convention that will still make sense when you begin assigning employees and reporting lines later.<\/li>\n<\/ol>\n\n\n\n\n- Create your departments<\/strong>
Open the Departments<\/strong> section and add each team or business function your organization uses.
Keep department names consistent with your org chart and approval workflows.<\/li>\n<\/ol>\n\n\n\n\n- Set up designations, roles, or job titles<\/strong>
Add the designations or role names that employees can be assigned to.
This is where you should standardize naming. For example, avoid having both \u201cHR Manager\u201d and \u201cHuman Resources Manager\u201d unless they truly represent different roles.<\/li>\n<\/ol>\n\n\n\n\n- Assign roles and permissions<\/strong>
Open the permissions or access-control area and assign the correct administrative or operational permissions to each role.
This step is important because PeopleManager uses role-based access for data visibility and workflow control.<\/li>\n<\/ol>\n\n\n\n\n- Add reporting authorities<\/strong>
Configure who reports to whom. This establishes approval chains, supervisory visibility, and escalation paths.
If your structure is not finalized, start with the minimum viable reporting hierarchy and refine it before mass employee onboarding.<\/li>\n\n\n\n- Configure employee grades or levels if your organization uses them<\/strong>
If your company uses employee grades, bands, or levels, add them now.
These can later support compensation rules, benefits eligibility, and structured employee grouping.<\/li>\n<\/ol>\n\n\n\n\n- Review the structure before saving<\/strong>
Confirm that:<\/li>\n<\/ol>\n\n\n\n\n- all major departments are included<\/li>\n\n\n\n
- role names are consistent<\/li>\n\n\n\n
- reporting lines are assigned correctly<\/li>\n\n\n\n
- grades are configured only where needed<\/li>\n\n\n\n
- there are no duplicate names or placeholder entries<\/li>\n<\/ul>\n\n\n\n
\n- Save your changes<\/strong>
Save the configuration and return to the overview page to verify that the structure displays correctly.<\/li>\n<\/ol>\n\n\n\nWhat happens next<\/strong><\/h2>\n\n\n\nOnce your company structure is in place, you can move on to the next foundational tasks:<\/p>\n\n\n\n