Branches & Locations

How branches work

Branches are your physical locations and offices. Employees are assigned to a branch, so branch data drives multi-location reporting and lets you filter people, rotas and costs by site.

Adding a branch

1. Go to HCM → Branches and click Add Branch.
2. Enter the name and an optional short code.
3. Add the address, city, postcode and country.
4. Add a phone number and email for the site.
5. Tick Head office if this is your main location — you should have exactly one.
6. Save.

Assigning employees

Set an employee's branch on their record in HCM → Employees. The branch dashboard shows how many people are assigned to each site, which is the quickest way to spot people who were never assigned to one.

Closing a branch

Mark the branch inactive rather than deleting it. Inactive branches stay attached to historic records so past reporting does not change, but they no longer appear in pickers.

Tip: Set branch codes if you report by site regularly. A short code is far easier to scan in an exported report than a full site name.