As an HR Manager, you can efficiently manage employee information within the system, including adding new employees individually or in bulk. This ensures that all employee records are accurately captured and maintained for reporting and operational needs.


Adding an Individual Employee:


To add a single new employee:

  • Navigate to People > My Team


  • Click Add > Add Employee



  • Enter all the required details in the employee profile form.



  • Click Save.


Once saved, additional tabs will appear, allowing you to capture and update other relevant details such as Reporting Structure, Personal Details, and more.


To assign a Primary Manager Relationship:


  • Navigate to the Reporting Structure tab.


  • Select Primary Manager from the Relationship field.


  • Choose the relevant employee (the primary manager), set the Effective From date, and click Save.


Adding Employees in Bulk:


If you need to onboard multiple employees at once, use the Bulk Import feature as below:


  • Click Add > Bulk Import Employees



  • Select Import Employee Details - this opens the bulk import page.



  • Complete the following steps:
    • Step 1: Download the Excel template and fill in the employee details (make sure to fill in the mandatory columns).
    • Step 2: Upload the completed Excel file along with photo files (Optional), then click Import & Validate.
    • Step 3: Choose one of the import options:
      • Create & Update: Creates new employees and updates existing ones.
      • Update Only: Updates existing records; ignores new entries.
      • Create Only: Creates new employees; ignores existing records.




  • Enable Notification to email login credentials to the new joiners (Optional).


  • Click Start to begin the import process.


Once the process reaches 100% completion, all employee data will be successfully imported into the system.


For faster navigation, employees and HR administrators can use the Quick Links feature.




PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.