Custom Branches Overview
Custom Branches are used to represent different work locations for staff. Each branch can have its own unique details, including branch specific public holiday, which apply to staff assigned to that location.
Custom branches can be assigned directly to staff via the Staff Form. Once assigned, the associated branch will appear on that staff member's
One of the key advantages of assigning custom branches is the ability to manage branch specific public holidays. This ensures accurate rostering and compliance based on the location's holiday calendar.
For guidance on setting up public holidays for specific branches, refer to the Configure Custom Roster Public Holidays support article.
Configuring Custom Branches
Note: You must have the appropriate admin permissions to configure branches or make changes to administrative settings.
To create or edit custom branches:
Navigate to Admin -> Configuration -> General.
From the menu, select the Branches dropdown option.
You'll now see the Branches Form, where you can;
Create new branches
Edit existing branches
Define relevant branch details
Staff with the appropriate permissions can create as many custom branches as needed.
To add a new branch:
Scroll to the bottom of the dropdown list.
Click the plus (+) icon located beneath the last existing branch to create a new branch.
Branch Details
When creating or editing a branch, you can specify the following details:
Branch Name
Description
Phone Number
Colour (to show within the roster)
Archive Option (to deactivate a branch no longer in use)
Saving Changes
After entering or updating branch details, make sure to click the blue Save button located at the bottom right corner of the page to apply your changes.