Add a Branch in HRM

Create and manage organisational branches to support location-based employee assignment, payroll grouping, and attendance tracking.

🔐 Access Control

• Only Admin users or staff with HRM setup permissions can add or edit branches
• From the Dashboard, use the side menu to navigate: HRM → System Setup → Branch

🧭 Step-by-Step: Add a Branch

1️⃣ Open Branch Setup

• Navigate to the Branch section under System Setup
• Click the ➕ icon to open the “Create Branch” form

2️⃣ Enter Branch Details

• Name*: Enter the branch name (e.g. UK, HQ/Head Office, Support Centre, Training Facility)
  • Use clear, location-based naming for reporting clarity
• Optional: Use dropdown icon for additional settings (if available)

3️⃣ Save the Branch

• Click Create to add the branch
• The new branch will appear in the branch list with action icons:
  • 🖊️ Edit
  • 👁️ View
  • 🗑️ Delete

✅ Best Practices

• Use consistent naming (e.g. UK, HQ/Head Office, Support Centre) for scalability
• Add all active branches before assigning employees
• Review branch list quarterly to deactivate unused entries
• Link branches to payroll, attendance, and reporting modules for full traceability
• Avoid duplicate names to prevent confusion in reports