{"id":57,"date":"2026-04-24T22:39:57","date_gmt":"2026-04-24T22:39:57","guid":{"rendered":"https:\/\/synclo.com\/help\/?p=57"},"modified":"2026-04-24T22:39:57","modified_gmt":"2026-04-24T22:39:57","slug":"how-to-manage-employee-records-in-synclo","status":"publish","type":"help_article","link":"https:\/\/synclo.com\/help\/human-resource-management\/employee-management\/how-to-manage-employee-records-in-synclo\/","title":{"rendered":"How to Manage Employee Records in Synclo"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Before you begin<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Before managing employee records, make sure you have:<br>\u2022 HR Admin or Company Admin access<br>\u2022 employees already added to the system<br>\u2022 departments and roles configured<br>\u2022 permission to view and edit employee data<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If employee data is incomplete, update profiles first. This helps avoid errors when managing records.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why this setup matters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Accurate employee records support payroll, attendance, and reporting. Clean data also ensures that managers can access the right information when needed.<\/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 the HR module<\/strong><br>Log in to app.synclo.com with the required access. Then open the HR section from the dashboard.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>2. Open Employee Directory<\/strong><br>Go to <strong>Manage Company &gt; Employee Management &gt; Employee Directory<\/strong> to view all employee records.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>3. Search for an employee<\/strong><br>Use filters or search to find a specific employee. This helps when managing large teams.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>4. Open employee profile<\/strong><br>Click on an employee to view full details such as personal data, job role, and documents.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>5. Edit employee information<\/strong><br>Update fields such as contact details, designation, or reporting manager. Make sure changes are accurate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>6. Update job details<\/strong><br>Modify department, role, or location when an employee changes position. This keeps the structure correct.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>7. Manage documents<\/strong><br>Upload or replace documents such as contracts or ID proofs. This keeps records complete.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>8. Review permissions<\/strong><br>Check assigned roles and access. Adjust them if responsibilities change.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>9. Save changes<\/strong><br>Save updates to ensure all changes are applied.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>10. Verify updates in directory<\/strong><br>Return to the directory and confirm that the updated details appear correctly.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What happens next<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">After updating employee records, you can:<br>\u2022 reflect changes in payroll and attendance<br>\u2022 update reporting lines and approvals<br>\u2022 maintain accurate employee history<br>\u2022 prepare for audits or reporting<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This keeps employee data consistent across the system.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[7],"help_tag":[30,36,40,43,45,71],"class_list":["post-57","help_article","type-help_article","status-publish","hentry","help_category-employee-management","help_tag-data-management","help_tag-employee-directory","help_tag-employee-management","help_tag-employee-records","help_tag-hr-admin","help_tag-synclo"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to Manage Employee Records 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-manage-employee-records-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 Manage Employee Records in Synclo - Synclo Helpdesk\" \/>\n<meta property=\"og:description\" content=\"Before you begin Before managing employee records, make sure you have:\u2022 HR Admin or Company Admin access\u2022 employees already added to the system\u2022 departments and roles configured\u2022 permission to view and edit employee data If employee data is incomplete, update profiles first. This helps avoid errors when managing records. 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