COMPANY & PEOPLE

Set up branches and departments

Give each work location the correct time zone, clock-in boundary and people.

2 min readOwner · Admin

In this article

Create an active branch Organise people into departments Use a branch request when someone else supplies the details Archive or restore a branch

Create an active branch

Time zones affect scheduled dates, working hours and overnight shifts. The branch radius controls distance from the workplace; GPS uncertainty is a separate policy setting. Making one larger does not correct an inaccurate value in the other.

Open Company → Branches and choose the action to add a branch.
Enter a recognisable name and the branch’s time zone.
Set the actual workplace location. Review the map or coordinates carefully; a map’s viewing centre is not always the workplace pin.
Set the allowed clock-in radius around that location.
Save, then verify the branch details before assigning staff.

Organise people into departments

Departments group staff for administration and report filtering. Manager permissions still follow branch access, not department membership.

Open Company → Departments and create a department, such as Operations.
Open Team → Your people and choose View profile for a staff member.
Choose the department and save the person’s work assignments.

Use a branch request when someone else supplies the details

Branch requests lets a representative propose a location for an existing company. Owners and admins can create a setup link from Manage request links. Share it with the intended representative; it is different from a normal staff invitation.

Review the proposal, location, time zone and requester before approving it. Submission alone does not create unrestricted company access. Requesters can review their own requests through My branch requests in the profile menu.

Archive or restore a branch

Make sure everyone at the branch has finished their open attendance sessions.
Open the branch’s archive action and read the confirmation.
Move affected staff to an active branch before their next workday, or restore the archived branch when appropriate.
After restoration, recreate necessary invitation links and assign manager access again.

Keep going

Invite people to your companyCreate and share a branch-specific invitation, then check the new person’s setup.Manage people and manager accessMaintain work assignments without confusing staff roles, departments and branches.Fix common problemsStart with the message on screen, then check the right assignment, phone or date.

COMPANY & PEOPLE

Set up branches and departments

Give each work location the correct time zone, clock-in boundary and people.

2 min readOwner · Admin

In this article

Create an active branch Organise people into departments Use a branch request when someone else supplies the details Archive or restore a branch

Create an active branch

Open Company → Branches and choose the action to add a branch.
Enter a recognisable name and the branch’s time zone.
Set the actual workplace location. Review the map or coordinates carefully; a map’s viewing centre is not always the workplace pin.
Set the allowed clock-in radius around that location.
Save, then verify the branch details before assigning staff.

Organise people into departments

Departments group staff for administration and report filtering. Manager permissions still follow branch access, not department membership.

Open Company → Departments and create a department, such as Operations.
Open Team → Your people and choose View profile for a staff member.
Choose the department and save the person’s work assignments.

Use a branch request when someone else supplies the details

Archive or restore a branch

Make sure everyone at the branch has finished their open attendance sessions.
Open the branch’s archive action and read the confirmation.
Move affected staff to an active branch before their next workday, or restore the archived branch when appropriate.
After restoration, recreate necessary invitation links and assign manager access again.