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Product guide · Company Admin or authorized HR user

Branch setup

Create company branch records and connect employees to the correct workplace context.

  1. STEP 01

    Map the actual branches

    List the operating branches the company needs in its employee records. Decide consistent names and codes before creating records so the same workplace is not represented more than once.

  2. STEP 02

    Use organization settings

    From Company Settings, use the branch management destination to maintain branch records. Review the supported fields and save the actual branch information.

  3. STEP 03

    Verify employee assignment

    Select the appropriate branch in the employee record and review the directory afterward. Branch placement provides organization context; review attendance location settings and permissions independently.

Before you finish

  • Branch labels are consistent and unambiguous.
  • Employees are assigned to the intended branch.
  • A branch assignment is not treated as automatic permission approval.

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