{"id":53,"date":"2026-04-24T21:44:59","date_gmt":"2026-04-24T21:44:59","guid":{"rendered":"https:\/\/synclo.com\/help\/?p=53"},"modified":"2026-04-24T21:44:59","modified_gmt":"2026-04-24T21:44:59","slug":"how-to-set-up-allowances-and-benefits-in-synclo","status":"publish","type":"help_article","link":"https:\/\/synclo.com\/help\/human-resource-management\/allowances-benefits\/how-to-set-up-allowances-and-benefits-in-synclo\/","title":{"rendered":"How to Set Up Allowances and Benefits in Synclo"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Before you begin<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before setting up allowances and benefits, make sure you have:<br>\u2022 Company Admin access to PeopleManager<br>\u2022 defined salary structure or compensation framework<br>\u2022 clarity on allowance types (fixed, variable, or formula-based)<br>\u2022 benefit eligibility criteria (role, department, location, or grade)<br>\u2022 payroll configuration ready for integration<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If your organization uses grades or bands, finalize them before configuring allowances and benefits to ensure proper alignment.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why this setup matters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Allowances and benefits are key components of employee compensation. Proper setup ensures accurate payroll processing, fair distribution of benefits, and alignment with company policies. It also enables automation in salary calculations and eligibility-based compensation management.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Steps<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>1. Sign in to Synclo and open PeopleManager<\/strong><br>Log in to app.synclo.com with Company Admin access. From the main navigation, open PeopleManager.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. Navigate to Allowances &amp; Benefits<\/strong><br>Go to <strong>Manage Company &gt; Setup &amp; Policies &gt; Allowances &amp; Benefits<\/strong> to access compensation settings.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. Choose view mode<\/strong><br>Select either <strong>Table View<\/strong> or <strong>Grid View<\/strong> depending on how you prefer to manage and visualize records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. Add or edit allowance<\/strong><br>Click <strong>Add\/Edit Allowance<\/strong> to create a new allowance or modify an existing one.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. Define allowance details<\/strong><br>Enter the allowance name, type, and value (fixed amount or formula). Choose whether it applies <strong>With Grade<\/strong> or <strong>Without Grade<\/strong>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6. Save allowance configuration<\/strong><br>Save the allowance so it becomes available for payroll and employee assignment.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7. Switch to Benefits section<\/strong><br>Navigate to the <strong>Benefits<\/strong> area within the same module to manage employee benefits.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8. Add or edit benefit<\/strong><br>Click <strong>Add\/Edit Benefits<\/strong> to create or update benefit entries.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9. Configure eligibility rules<\/strong><br>Define who is eligible based on role, department, location, or grade to ensure correct benefit allocation.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10. Save and review setup<\/strong><br>Save the benefit and review any warnings or system messages to confirm correct configuration.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>11. Validate with payroll<\/strong><br>Verify that allowances and benefits are correctly reflected in payroll before applying them organization-wide.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens next<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After setting up allowances and benefits, you can:<br>\u2022 link them to employee salary structures<br>\u2022 include them in payroll processing<br>\u2022 manage compensation adjustments and revisions<br>\u2022 ensure accurate payslip generation<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This ensures that employee compensation is structured, consistent, and automated.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[20],"help_tag":[27,34,45,52,53,62],"class_list":["post-53","help_article","type-help_article","status-publish","hentry","help_category-allowances-benefits","help_tag-attendance-management","help_tag-employee-attendance","help_tag-hr-admin","help_tag-leave-management","help_tag-leave-tracking","help_tag-peoplemanager"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - 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