{"id":49,"date":"2026-04-23T05:00:12","date_gmt":"2026-04-23T05:00:12","guid":{"rendered":"https:\/\/synclo.com\/help\/?p=49"},"modified":"2026-04-23T05:00:12","modified_gmt":"2026-04-23T05:00:12","slug":"how-to-add-a-new-employee-in-synclo","status":"publish","type":"help_article","link":"https:\/\/synclo.com\/help\/human-resource-management\/employee-management\/how-to-add-a-new-employee-in-synclo\/","title":{"rendered":"How to Add a New Employee in Synclo"},"content":{"rendered":"\n

Before you begin<\/strong><\/h3>\n\n\n\n

Before adding a new employee, make sure you have:
\u2022 administrator or HR access to PeopleManager
\u2022 basic employee details (name, email, contact information)
\u2022 job details such as department, designation, and reporting manager
\u2022 salary structure and benefits information if payroll is enabled
\u2022 required documents such as ID proof, contracts, or certifications<\/p>\n\n\n\n

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

Why this setup matters<\/strong><\/h3>\n\n\n\n

Adding an employee correctly ensures that all downstream workflows\u2014such as attendance tracking, payroll processing, document management, and performance reviews\u2014function without issues. A complete employee profile also enables proper permissions, reporting visibility, and compliance tracking within PeopleManager.<\/p>\n\n\n\n

Steps<\/strong><\/h3>\n\n\n\n

1. Sign in to Synclo and open PeopleManager<\/strong>
Log in to app.synclo.com with HR Admin or Company Admin access. From the main navigation, open PeopleManager.<\/p>\n\n\n\n

2. Go to Employee Management<\/strong>
From the left sidebar, navigate to Manage Company > Employee Management > Add New Employee<\/strong>. This opens the employee creation interface.<\/p>\n\n\n\n

3. Choose the entry mode<\/strong>
Select between Quick Add<\/strong>, Detailed Add<\/strong>, or Bulk Add<\/strong>. For complete onboarding and accurate records, choose Detailed Add.<\/p>\n\n\n\n

4. Select Detailed Add<\/strong>
Click on Detailed Add to access the full employee profile form, which captures all required and optional information.<\/p>\n\n\n\n

5. Enter Personal Information<\/strong>
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.<\/p>\n\n\n\n

6. Complete Job Details<\/strong>
Assign department, designation, reporting manager, and location. This ensures the employee is correctly placed within the organizational structure.<\/p>\n\n\n\n

7. Add Salary & Benefits<\/strong>
Define salary components, allowances, and benefits. This step is critical for payroll processing and compensation tracking.<\/p>\n\n\n\n

8. Add Academic and Work Information<\/strong>
Include educational background and previous work experience if required. This helps maintain a complete employee record.<\/p>\n\n\n\n

9. Upload Documents<\/strong>
Attach required documents such as contracts, ID proofs, or certifications. This ensures compliance and centralized document storage.<\/p>\n\n\n\n

10. Configure Access & Permissions<\/strong>
Assign system roles and permissions based on the employee\u2019s responsibilities. This controls what the employee can view or manage in the system.<\/p>\n\n\n\n

11. Save or Send Invite<\/strong>
Click Save<\/strong> to store the employee record or Send Invite<\/strong> to provide system access immediately. A confirmation message will appear once completed.<\/p>\n\n\n\n

12. Verify in Employee Directory<\/strong>
Go to the Employee Directory<\/strong> to confirm the employee has been added. You can open View & Edit Employee Profile<\/strong> to make updates anytime.<\/p>\n\n\n\n

What happens next<\/strong><\/h3>\n\n\n\n

After adding the employee, you can:
\u2022 assign attendance policies and shift schedules
\u2022 include the employee in payroll cycles
\u2022 generate and send employee documents
\u2022 configure performance tracking and goals
\u2022 manage permissions and workflow approvals<\/p>\n\n\n\n

This ensures the employee is fully integrated into all HR and operational workflows.<\/p>\n\n\n\n

Quick Tips<\/strong><\/h3>\n\n\n\n

\u2022 Always use Detailed Add<\/strong> for new hires to avoid missing critical data.
\u2022 Double-check reporting manager assignments<\/strong>, as many workflows depend on them.
\u2022 Upload documents during onboarding to avoid compliance gaps later.
\u2022 Send the invite immediately so employees can access their profile and complete pending details.<\/p>\n\n\n\n

Troubleshooting<\/strong><\/h3>\n\n\n\n

\u2022 I cannot see Add New Employee
You likely do not have the required HR\/Admin permissions.<\/p>\n\n\n\n

\u2022 Employee is not appearing in directory
Refresh the directory or check if the record was saved successfully.<\/p>\n\n\n\n

\u2022 Cannot assign reporting manager
Ensure the manager already exists in the system and is active.<\/p>\n\n\n\n

\u2022 Salary or benefits are missing
Check if compensation structures are configured in Allowances & Benefits.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[7],"help_tag":[23,36,41,42,45,56,62],"class_list":["post-49","help_article","type-help_article","status-publish","hentry","help_category-employee-management","help_tag-add-employee","help_tag-employee-directory","help_tag-employee-onboarding","help_tag-employee-profile","help_tag-hr-admin","help_tag-onboarding-process","help_tag-peoplemanager"],"yoast_head":"\nHow to Add a New Employee in Synclo - Synclo Helpdesk<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to Add a New Employee in Synclo - Synclo Helpdesk\" \/>\n<meta property=\"og:description\" content=\"Before you begin Before adding a new employee, make sure you have:\u2022 administrator or HR access to PeopleManager\u2022 basic employee details (name, email, contact information)\u2022 job details such as department, designation, and reporting manager\u2022 salary structure and benefits information if payroll is enabled\u2022 required documents such as ID proof, contracts, or certifications If your company […]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/\" \/>\n<meta property=\"og:site_name\" content=\"Synclo Helpdesk\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/synclo.com\\\/help\\\/help-article\\\/how-to-add-a-new-employee-in-synclo\\\/\",\"url\":\"https:\\\/\\\/synclo.com\\\/help\\\/help-article\\\/how-to-add-a-new-employee-in-synclo\\\/\",\"name\":\"How to Add a New Employee in Synclo - Synclo Helpdesk\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/synclo.com\\\/help\\\/#website\"},\"datePublished\":\"2026-04-23T05:00:12+00:00\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/synclo.com\\\/help\\\/help-article\\\/how-to-add-a-new-employee-in-synclo\\\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/synclo.com\\\/help\\\/help-article\\\/how-to-add-a-new-employee-in-synclo\\\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/synclo.com\\\/help\\\/help-article\\\/how-to-add-a-new-employee-in-synclo\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\\\/\\\/synclo.com\\\/help\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Add a New Employee in Synclo\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/synclo.com\\\/help\\\/#website\",\"url\":\"https:\\\/\\\/synclo.com\\\/help\\\/\",\"name\":\"Synclo Helpdesk\",\"description\":\"\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/synclo.com\\\/help\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"How to Add a New Employee in Synclo - Synclo Helpdesk","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/","og_locale":"en_US","og_type":"article","og_title":"How to Add a New Employee in Synclo - Synclo Helpdesk","og_description":"Before you begin Before adding a new employee, make sure you have:\u2022 administrator or HR access to PeopleManager\u2022 basic employee details (name, email, contact information)\u2022 job details such as department, designation, and reporting manager\u2022 salary structure and benefits information if payroll is enabled\u2022 required documents such as ID proof, contracts, or certifications If your company […]","og_url":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/","og_site_name":"Synclo Helpdesk","twitter_card":"summary_large_image","twitter_misc":{"Est. reading time":"3 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"WebPage","@id":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/","url":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/","name":"How to Add a New Employee in Synclo - Synclo Helpdesk","isPartOf":{"@id":"https:\/\/synclo.com\/help\/#website"},"datePublished":"2026-04-23T05:00:12+00:00","breadcrumb":{"@id":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/synclo.com\/help\/help-article\/how-to-add-a-new-employee-in-synclo\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/synclo.com\/help\/"},{"@type":"ListItem","position":2,"name":"How to Add a New Employee in Synclo"}]},{"@type":"WebSite","@id":"https:\/\/synclo.com\/help\/#website","url":"https:\/\/synclo.com\/help\/","name":"Synclo Helpdesk","description":"","potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/synclo.com\/help\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"}]}},"_links":{"self":[{"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/help_article\/49","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/help_article"}],"about":[{"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/types\/help_article"}],"version-history":[{"count":0,"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/help_article\/49\/revisions"}],"wp:attachment":[{"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/media?parent=49"}],"wp:term":[{"taxonomy":"help_category","embeddable":true,"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/help_category?post=49"},{"taxonomy":"help_tag","embeddable":true,"href":"https:\/\/synclo.com\/help\/wp-json\/wp\/v2\/help_tag?post=49"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}