Before You Start
You need access to the Admin area and permission to update configuration settings.
Required permissions:
View the configuration tab in the admin panel
Make changes to organisational configuration settings in the admin panel
Go to Admin
From the left navigation menu, click Admin.
This opens the Admin area, where you can manage users, roles, logs, integrations, billing, configuration, and notifications.
Open the Configuration Tab
At the top of the Admin page, click Configuration.
This opens your organisation’s configuration settings.
Open General Settings
From the Configuration side menu, click General.
The General page contains settings such as:
General
Clock On Modal
Clock Off Modal
Branches
Certificates
Find the Branches Section
Scroll down to the Branches section.
The Branches section is used to add branches that can be assigned to staff and used for public holidays.
Expand the Branches Dropdown
Click the Branches dropdown to expand the section.
Once expanded, the branch form will appear.
Add Branch Details
Complete the branch details in the form.
Fill in the following fields:
Branch Name
Enter the name of the branch or work location.
Description
Add a short description for the branch.
Phone Number
Enter the phone number connected to the branch, if needed.
Active
Use this toggle to set whether the branch is active or inactive.
Colour
Select a colour for the branch. This can help identify the branch in roster-related areas.
Add Another Branch if Needed
To create another branch, click the plus button inside the Branches section.
This adds another branch form where you can enter a new branch name, description, phone number, status, and colour.
Save the Branch
After entering or updating the branch details, click Save.
The branch will be saved and can be used in staff profiles, roster settings, and public holiday configuration.
Important Notes
Branches are used to represent different work locations.
Branches can be assigned to staff members.
Branches can be used for branch-specific public holidays.
A branch colour can help identify the branch in roster-related areas.
If a branch is no longer used, set it to inactive instead of deleting it.
If the Save button is disabled, check whether changes have been made or whether all required fields are complete.
Troubleshooting
If you cannot create or update a branch:
Refresh the browser.
Check your internet connection.
Make sure you are in Admin > Configuration > General.
Make sure the Branches section is expanded.
Make sure the Branch Name field is completed.
Check that your role has permission to update configuration settings.
Try saving again.
Contact an administrator if the issue continues.