SyneraHR
Enterprise Plan — This module is available on the Enterprise plan.
SyneraHR is your all-in-one people management hub. It brings together employee records, leave tracking, performance reviews, structured onboarding, and strategic workforce planning in a single, connected module — so your HR team spends less time switching between tools and more time supporting your people.
What's Included
- Employee management — Full employee lifecycle from profile creation to offboarding, including document storage
- Leave management — Leave requests, approvals, calendar view, and personal leave history
- Performance reviews — Configurable review cycles (quarterly, biannual, annual, probation, custom) with self-review and manager review flows, plus goal tracking
- Onboarding templates — Reusable task checklists you assign to new hires, with per-task completion tracking
- Workforce planning — Compensation bands, succession pools with readiness scores, and multi-horizon workforce plans
- Org structure settings — Branches, departments, positions, and leave types fully configurable per your organisation
Managing Employees
Navigate to SyneraHR → Employees to see your full employee directory.
- Select Add Employee to open the employee creation form.
- Fill in personal details, department, branch, and position.
- Save — the employee profile is now active and appears in leave, performance, and payroll lookups.
From an employee's profile you can upload documents (contracts, ID copies, certificates), download them at any time, or delete them when they are no longer needed.
To edit an existing record, open the employee profile and choose Edit. All changes are saved immediately.
Leave Management
Go to SyneraHR → Leave to view all pending and historical leave requests.
Submitting a leave request
- Choose Request Leave (or direct employees to their personal My Leave view).
- Select the leave type, date range, and add any notes.
- Submit — the request enters the approval queue.
Approving or rejecting requests
Managers see incoming requests in the main leave list. Open a request and choose Approve or Reject. Employees can also cancel their own pending requests.
Use Leave → Calendar for a month-by-month view of who is out across the team.
To add or modify leave types (annual, sick, parental, and so on), go to Settings → Leave Types.
Performance Reviews
Navigate to SyneraHR → Performance to manage review cycles.
Creating a review cycle
- Choose New Cycle and set the name, type, date range, and rating scale (1–5, 1–10, or percentage).
- Optionally enable self-review. When you save, the system automatically creates a review record for every active employee.
Running a review
- Employees complete their self-assessment from the review detail page.
- Managers submit their assessment separately for each employee.
- The cycle dashboard shows counts for pending, self-submitted, manager-submitted, and completed reviews.
Goal tracking
Each employee has a goals list under their profile. Add, edit, or remove individual goals at any time. Goals carry context into performance conversations.
Onboarding Templates
Go to SyneraHR → Onboarding to build reusable checklists for new hires.
- Choose New Template and give it a descriptive name (for example, "Engineering Hire — Month 1").
- Add tasks to the template with titles, due offsets, and responsible parties.
- When a new employee joins, open their profile and choose Assign Onboarding. Select the template and the system creates a live onboarding instance.
- Track progress by marking individual tasks complete as the employee works through them.
Workforce Planning
Navigate to SyneraHR → Planning to manage strategic HR plans.
- Compensation bands — Define min/max salary ranges per currency and position scope. The dashboard shows the total budget delta across all active bands.
- Succession pools — Group employees as candidates for specific positions. Assign readiness scores to each candidate so leadership can see who is ready now versus in development.
- Workforce plans — Create rolling plans with a horizon of 1 to 60 months. Include assumptions and scenario data to model headcount growth, restructuring, or skill gaps.
Settings
Configure the building blocks of SyneraHR under Settings:
| Setting | What it controls |
|---|---|
| Branches | Physical offices or locations |
| Departments | Business units employees belong to |
| Positions | Job titles linked to compensation bands |
| Leave Types | Categories of leave and their rules |
| Onboarding | Default onboarding preferences |
API Reference
Automate HR data ingestion, sync employee records from an external HRIS, or query workforce plan data via the REST API.