Branches: How to create and give access to a Branch

enableHR utilises a structure made up of branches to help you segregate and organise various types of records (ie. candidates, employees, contractors, hazards and incidents) according to the branch each record is assigned to.

Generally, the branch structure is set-up to reflect your organisational structure. However, branches can be set up to reflect your regional structure, cost centre structure and/or even job types.

 

Creating a new Branch

  1. Navigate to 'Settings' then 'Account Settings'. 

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  2. Navigate to the Branches Tab
  3. Click on 'New Branch'
  4. Enter the details required for your new branch.

    There are two options when creating a new branch:
  • You can choose to have the new branch set-up as a 'separate legal entity' (this will affect the name that appears in employment documentation).  The parent company should generally be set-up as the legal entity; or
  • You can choose to have the new branch set-up as a 'separate department of the original entity' such as "Operations", "Marketing", "WA" or "VIC" that would operate under the parent legal entity / company.

If you'd like to set up sub-branches, set up the Parent Branch you would like the new sub-branch to operate under.

Should you prefer all your existing users to be automatically assigned with access to the new branch you're creating, select "Give access to all existing users" from the bottom of the screen prior to clicking on the "Create" button.

 

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Alternatively, if there are only limited users who need access to the recently created branch, we recommend going into the User permissions to ensure that the existing Users in the system have the required access to each branch according to the defined requirements for each User. This also means you have to give branch access to yourself - otherwise you won't be able to access/see this new branch at all.

 

Provide access to a Branch

  1. Navigate to 'Settings'
  2. Click 'Usernames and Passwords'
  3. Click 'Users' tab
  4. Select the user's name from the list 
  5. Click 'Access Control' tab
  6. Click 'Branches' tab
  7. Click 'Edit'
  8. Tick the new branch
  9. Click 'Update' to save changes

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Adding or Updating the Integration (API) Branch Key

The Integration API Branch Key is a code which is used in a number of our standard importers to ensure that the records are imported into the correct branch within the application. In short, the API Branch Key acts as a unique identifier to help the application designate and identify a branch.

1. Once you've created a branch, the new branch will appear as an option in the left hand branch listing.

2. Click on the branch name.

3. Click on the 'Integration' option to enable the management of unique branch identifiers for that branch.

 

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