Before adding reporting authorities, make sure you have:
\u2022 Company Admin or HR Admin access
\u2022 employees already added to the system
\u2022 departments and roles configured
\u2022 a clear reporting hierarchy<\/p>\n
If reporting lines are not defined, approvals and workflows may not function correctly. Set at least a basic hierarchy before assigning employees.<\/p>\n
Reporting authorities define who reports to whom. This structure controls approvals, visibility, and workflow routing. When set correctly, managers can review requests and monitor their teams without confusion.<\/p>\n
1. Sign in to Synclo and open the HR module<\/strong> 2. Go to Employee Management<\/strong> 3. Open an employee profile<\/strong> 4. Locate reporting authority field<\/strong> 5. Assign reporting manager<\/strong> 6. Save the changes<\/strong> 7. Repeat for all employees<\/strong> 8. Verify reporting structure<\/strong> After assigning reporting authorities, you can: This ensures that workflows follow the correct chain of command.<\/p>\n","protected":false},"featured_media":0,"template":"","help_category":[5,14],"help_tag":[48,67,71,75,76,77],"class_list":["post-97","help_article","type-help_article","status-publish","hentry","help_category-human-resource-management","help_category-setup-human-resource-management","help_tag-hr-setup","help_tag-reporting-hierarchy","help_tag-synclo","help_tag-manager-assignment","help_tag-approvals","help_tag-employee-structure"],"yoast_head":"\n
Log in to app.synclo.com with the required access. Then open the HR section from the dashboard.<\/p>\n
Navigate to Manage Company > Employee Management<\/strong> to access employee records.<\/p>\n
Search for the employee and open their profile. This is where reporting relationships are assigned.<\/p>\n
Find the reporting manager or supervisor field within the job details section.<\/p>\n
Select the appropriate manager from the list. Make sure the selected user is active in the system.<\/p>\n
Save the profile to apply the reporting relationship.<\/p>\n
Assign reporting managers across the organization to complete the hierarchy.<\/p>\n
Review employee records to confirm that reporting lines are accurate and complete.<\/p>\nWhat happens next<\/h2>\n
\u2022 enable approval workflows for leave and attendance
\u2022 give managers access to team data
\u2022 support performance reviews and reporting
\u2022 maintain clear organizational structure<\/p>\n