Branches

The organization may have various branches and employees work out of different branches. The information about branches is used where applicable on PeopleWorks.

As an administrator, you can add, delete or update the branches of an organization. You can also associate a vintage and vintage effective date for every branch of the organization so that it will help in planning purpose.

In case, the organization refers to a branch by a different name, you can include the name as an alias and the alias name is used for display wherever applicable on PeopleWorks.

To view branch details:

On the PW Admin menu, under Nurture and Manage, click Branches.

The Branches page appears.

The details of branches displayed are:

Branch details

Field	Description
Name	Displays the name of the branch
Code	Displays the code for the branch
Cities	Displays the name of the city where the branch operates
Description	Displays the description for the branch
Vintage	Displays the selected vintage associated with the branches
Vintage Effective Date	Displays the vintage effective date associated with the branches
Active	Displays whether the branch is active - Yes or No If active, the branch is available for the users to select wherever applicable on PeopleWorks, else it is not available
Default	Displays whether this branch remains selected by default

If you want to add details of a new branch, click Add

‘Add Branch’ dialog box appears.

Enter the name of the branch in the Name text box.
Enter the code of the branch in the Code text box.
Select the city from the City drop down box.
Enter the branch description in the Description text box.
Select the vintage from the Vintage drop down box i.e. Vintage 1, Vintage 2 and Vintage 3.
Select the Vintage Effective Date from the calendar that appears.
Select Active check box to set the branch as active.
Select Default check box if you want the branch to be set as default.
Perform the following steps:

Click Save and Close to save the changes done or else click Cancel.
Click Save and Continue to save the changes done and continue adding another branch details.
Click Cancel to exit from the window without saving the changes done.

If you want to edit details of an existing branch, select the check box corresponding to the branch, click Edit, make the required changes and Save.
If you want to delete details of an existing branch, select the check box corresponding to the branch, click Delete and confirm.

Note: Ensure that you do not delete records that are mapped to any employee records or any other data on PeopleWorks.

If you want to use a different name for branch on PeopleWorks, in the Alias text box, enter the alias name for branch and click Update.

Click Download Template link to download the ‘Branch Data Upload Template’ report.

Update the details in the downloaded template.

Click Choose File, browse and select the file to upload new branches details and then click Upload – New Branch button.
If the user wants to update the existing branch details, click Download Template link.

Update the details in the downloaded template.

Click Choose File, browse and select the updated file to upload the existing file details.

Note: If the user uploads the data of the vintage from Vintage 1 to vintage 2 to vintage 3 then it will be successful values. If the sequence is changed then the user will get an error message in the log file and those records will have to be allowed to update manually through the front end.

Click to know more:

Nurture and Manage