Branch settings

Branch settings

Use this to add an office or worksite, change its address or timezone, lock clock-ins to the office network or a distance from the site, or set the minimum wage for the people who work there. A branch is not just a label: its timezone decides how attendance is read, and its minimum wage can change the basic wage of minimum wage earners.

Where: My Team › Settings › Organization › Branches

You need: the Team Organization right. Read lets you view branches, write lets you add, change and delete them.

Before You Start

Every employee belongs to exactly one branch. Your company always has a primary branch: new employees land there when no branch is chosen, and it cannot be deleted. A new branch starts with the primary branch's timezone, so change it if the site is elsewhere.

How to add a branch

  1. Go to My Team › Settings › Branches.
  2. Select Add new branch.
  3. Enter the Branch Name. Add the Branch Number, Branch Tax ID, Phone Number and Email if you use them.
  4. Under Address, search for the address or type it in, then check the Timezone, Latitude and Longitude.
  5. Under Attendance Settings, tick Web IP Lock or Mobile IP Lock if people must clock in from your network, and list the addresses in Allowable IP. Set Checkin Distance in metres.
  6. Under Minimum Wage, enter the Minimum Wage, the Minimum wage basis and the Min Wage Effective Date, if a legal minimum applies here.
  7. Under Operating Hours, select Add Operating Hours, tick the days and set the Start Time and End Time.
  8. Select Save.

How to change a branch

  1. Go to My Team › Settings › Branches and select the branch on the left.
  2. Select Edit.
  3. Make your changes. If you change the Minimum Wage, you must also enter a Min Wage Effective Date.
  4. Select Save.

How to delete a branch

  1. Select the branch, then select Delete and confirm.
  2. Everyone in it, and their attendance records, move to the primary branch. Minimum wages are then recalculated from the primary branch.
⚠️ A cost centre limited to the deleted branch is deleted with it, and the employees on it are left with no cost centre. Check Cost centres first.

What each field does

FieldWhat it does
Branch NameThe name shown on profiles, filters and reports. Must be unique
Branch NumberYour own code for the branch, up to 10 characters
Branch Tax IDThe branch's tax registration number, where your country uses one
Phone Number, EmailContact details for the site
Address, Village, Zip Code and the region fieldsThe site's address. The region labels follow your country
TimezoneThe local time attendance is read against for everyone in the branch
Latitude, LongitudeThe point clock-in distance is measured from. The map shows it
Web IP LockWhen ticked, clock-ins from the web app must come from an address in Allowable IP
Mobile IP LockThe same check for the mobile app
Allowable IPThe allowed IP addresses or ranges, one per line
Checkin DistanceHow far from the branch, in metres, someone can be to clock in. 1 to 1,000. Default 50
Minimum WageThe legal minimum for this site. Blank or 0 means none
Minimum wage basisWhether the amount is Monthly, Daily or Hourly. Default Monthly
Min Wage Effective DateWhen a new minimum takes effect. Required when you change the amount
Operating HoursThe days and hours the site is open, for reference. It does not change attendance rules or pay

What Happens Next

  • Timezone applies at once to how everyone's attendance in the branch is read.
  • IP locks and distance apply to the next clock-in.
  • A minimum wage change recalculates the basic wage of everyone in the branch who has Minimum Wage Earner turned on in their payroll details. With an effective date today or earlier, it changes now. With a future date, it is scheduled for that day, so payrolls before it keep the old rate. Each change is recorded on the employee's Lifecycle.
  • People not marked Minimum Wage Earner are not affected.
  • Moving someone to another branch does not start a Profile Automation, but it can change which groups they are in.

Tips

  • Set the timezone before anyone is assigned. A wrong timezone makes every clock-in look late or early.
  • Test an IP lock with one person first. A missing address in Allowable IP stops a whole office clocking in.
  • Keep Checkin Distance realistic. GPS drifts indoors. 50 to 100 metres suits most offices.
  • Enter a new legal minimum as soon as it is announced, with its effective date, so payroll changes on the right day.
  • Use Branch Number for your payroll or ERP code, so exports match your other systems.

Troubleshooting / FAQ

Q: Everyone at one site shows as late. Check the branch Timezone.

Q: People cannot clock in from the office. An IP lock is on and their network address is not in Allowable IP, or they are further away than Checkin Distance.

Q: I changed the minimum wage and nobody's wage changed. Only people with Minimum Wage Earner on are updated. A future effective date also holds the change until that day.

Q: Why can't I delete this branch? It is your primary branch.

Q: I saved and got "effective date required". You changed the Minimum Wage. Enter a Min Wage Effective Date.

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