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Adding or Editing Branches

Adding or Editing Branches Help for Administrators. Managing Employee Information.

To add a new branch or edit an existing one:

  • Select Employees from the Admin menu.

  • Click the arrow next to Employees, then select Branches.

  • To add a new branch, click Add. To edit an existing branch, select the record, then click Edit. The New Branch or Edit Branch screen appears.

  • Complete or edit the following fields:

  • Branch Number – Enter the branch number.

  • Branch Name – Enter a name that describes the location or nature of this branch.

  • Employees Assigned to this Branch – Select and move employees assigned to this branch from the Available Employees pane to the Assigned Employees pane.

  • Click Update to save the new branch or to save your changes to a branch record.