How do I add my company's branches, and link each employee to their branch?

What you will do

You record your company's branches or offices, such as "Head Office" and "Alexandria Branch", with the address of each one. Then you link each employee to a branch, so you can see the employees of any branch in All Employees.

Before you start

• A branch organizes your employees. Projects, vouchers and treasuries are not recorded against it.
• Your account starts with no branch. If your company works from one place, you do not need to add one.
• Your subscription sets how many branches you can have: one, two, 5, or no limit, depending on your plan.

Steps

Add a branch

1. Open Branches in the side menu, then All Branches.
2. Click Add Branch. A side drawer opens.
3. Type the Branch Name and the Address. Both are required.
4. Click Save Data. "Branch saved successfully" appears, and the branch shows in the list.

Link an employee to a branch

1. In All Employees, click Edit on the employee's row. Or click Add Employee for a new employee.
2. Open Employment, and choose the Branch.
3. Save. "Employee updated successfully" appears.

To add a branch without leaving the form, choose "+ Add New Branch" at the end of the list. Type the name, and the address if you want, then click Save. "Added and selected" appears.

See the employees of a branch

In All Employees, choose the branch from All branches.

Edit a branch

1. In All Branches, click Edit on the branch's row.
2. Change the Branch Name or the Address.
3. Click Modify Data. "Branch updated successfully" appears, and the new name shows on its employees.

Delete a branch

1. Tick the box next to the branch.
2. Click Delete selected, then Yes, Delete. "The items have been deleted successfully" appears.

The system does not stop you from deleting a branch that still has employees, and it does not warn you. After the deletion, the branch disappears from All branches and from the Branch list in the employee form, so you cannot find its employees with the filter. So before you delete a branch, show its employees from All branches, and move each one to another branch.

If you reach your plan's limit

If your plan has a branch limit, the top of All Branches shows how many branches you have and the limit, such as "2 / 2". When you reach it, Add Branch disappears, and Upgrade Subscription shows in its place.

To add another branch, upgrade your subscription, or delete a branch you no longer need. A deleted branch does not count toward the limit.

What changes after you save

• After a rename: the new name shows on every employee in the branch, so you do not need to edit them.
• After a deletion: the branch cannot be restored from the screen, and its place in your plan's limit is freed.

Permission you need

You are the account owner, so you have every permission. If you want an employee to do this for you, give their permission level View Branches, Add Branches, Edit Branches and Delete Branches.

If you can't find the button or saving is refused

• "Please enter both branch name and address", "Branch name is required" or "Branch address is required": fill in what is missing, then save.
• "Branch address is required" when you edit a branch: the branch was added from the employee form without an address. Type its address, then save.
• Add Branch is missing and Upgrade Subscription shows: you have reached your plan's limit.
• "Plan limit reached" with a message about your plan's maximum: you tried to add a branch after reaching your plan's limit, and you are taken to the plans page. The message itself shows in Arabic. Upgrade your subscription, or delete a branch.
• Neither Add Branch nor Upgrade Subscription shows: your account does not have Add Branches.