Add Branch

The add branch workflow creates a record for address and phone information for the staffing agency location that owns Candidate, Company and Job records. Permission for this component is granted via the manage branches permission under the general administration category; default with general and financial administration security profiles.

  1. From the Manage Branches segment, click the Add button below the list box.
  2. The Add Branch workflow displays in a new window.
  3. In the Branch Code field, enter a short code to identify the branch. You can use up to 8 characters. REQUIRED.
  4. In the Branch Name field, enter the full name of the branch. REQUIRED.
  5. The Active checkbox defaults to checked (Active). If you would rather create a non-active branch (one that does not appear in lists to select a branch, click the box to uncheck it. Clicking on the box toggles it between checked (Active) and unchecked (Not Active).
  6. In the Address 1, Address 2, City, State and Postal Code fields, enter the address of the branch office. If you are tabbing through the fields, after entering Address 2, you are taken to the postal code field. Entering a postal code automatically fills in the City and State fields. Postal Code is REQUIRED.
  7. In the Phone and Fax fields, enter the phone number and fax number of the branch office.
  8. In the Division field, use the Code Selection icon to select the default Division for this branch. Division are added using the Manage List option. REQUIRED.
  9. In the Region field, use the droplist to select the Region which this branch is part of. Regions are added using the Manage Regions option. REQUIRED.
  10. In the Compass Portal Site field, use the droplist to select the Compass Portal Site to which this branch is associated. If you do not use the Compass Add-on, leave this field as "--Select a Site--".
  11. In the Web Description field, enter the name of the branch as you would like it to appear on the Compass Portal. If you do not use the Compass Add-on, leave this field blank.
  12. In the Additional Burden (%) field, enter any additional burden to be added with calculating costs for workflows associated with this branch. If you do not want to add an additional burden, leave this field blank.
  13. In the Target GM % field, enter a target gross margin. If your assignment does not meet the target gross margin, you will receive a warning when completing the assignment. If you do not want a target margin, leave the field at 0.000.
  14. In the Minimum GM % field, enter a minimum gross margin you want to make on the assignment. If your assignment does not meet the minimum margin, you will receive a warning when completing the assignment. If you do not want a minimum margin, leave the field at 0.000.
  15. When you are satisfied with your selections, click Confirm.