Branches & Employees

Overview

The Branches & Employees section allows you to manage branch offices and employee records. You can store personal information, employment details, and contact information to streamline HR and operational management.

How to Create a Branch / Employee Record

1. Go to Data Management → Branches & Employees

2. Click Create New Branch

3. Fill in the employee or branch details:

   Personal Information

   • First Name (required) — Enter the employee's first name.
   • Last Name (required) — Enter the employee's last name.
   • Middle Name — Enter the middle name (optional).
   • Branch Number — Assign a branch or badge number.

   Employment Information

   • Job Title — Role of the employee (e.g., Regional Office).
   • Employment Type — Select type (e.g., Full Time, Part Time).
   • Job Level — Assign job level (e.g., Entry, Manager).
   • Hire Date — Date employee was hired.
   • Start Date — Date employee started current role.
   • Employment Status — Set as Active or inactive.

   Contact Information

   • Work Email — Official work email address.
   • Personal Email — Personal email address (optional).
   • Work Phone — Work phone number.
   • Personal Phone — Personal phone number (optional).

   Additional Information

   • Notes — Internal comments or additional details.

4. Click Create Branch to save, or Close to exit.

Actions

• Edit: Update branch or employee information anytime.
• Delete: Remove inactive or duplicate records.
• Assign to Departments: Link employees to branches or departments for HR and operational management.

Tips