How to Add Your Company Information

Step 1: Go Via Wizard (For New Users)

When you first join Synclo, you'll be guided through a simple and intuitive onboarding wizard. This step-by-step process will prompt you to enter all necessary company details right from the start. Just follow the instructions on your screen, and you'll have your company profile set up in no time!

Step 2: Navigate to Company Setup (For Existing Users)

If you're already a Synclo user and need to add or update your company information:

1. From your Synclo dashboard, locate the "Settings" option on the left side of the screen.
2. Click on "Settings" to expand the menu.
3. Under the "Settings" options, click on "Company Setup."
4. Here, you will find the "General Information" form and other sections to fill in all your company's essential details.

Step 2: Fill in General Information:s

The Company Setup form is designed to capture all the vital information about your business. Based on the "General Information" section

Step 3: Proceed to Company Info:

After completing "General Info," go to the "Company Info" tab. Enter:

• Timezone and Currency your organization uses
• Locations: country, number of locations, and whether to add them now
• Main Departments: number and option to add now
• Total Employees: number and option to add now

Step 4: PExplore Other Company Setup Sections (Optional)

• Navigate through additional tabs to configure:
• Locations (if skipped earlier)
• Departments (if skipped earlier)
• Designations
• Compensation & Benefits
• Grades
• Documents
• Theme Settings

Step 5: Save Your Information

• Once you've entered all desired information on a tab, click "Save Changes" to save your current updates, or "Save & Continue" to save and move to the next logical setup step or tab.
• You can click "Cancel" to discard any changes made on the current tab.