Branch Summary

The contact information for a branch record is saved in the summary segment of the branch record. Branch specific burden, gross margin and division information are also located on this segment. Edit the segment to modify all information. If you want to update divisions, go here.

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. Select Summary in the segments drop-list. The segment refreshes to display the address and phone information for the branch record.
  2. Click on the Edit button to modify the information.
  3. The Branch Code field cannot be edited.
  4. In the Branch Name field, enter the full name of the branch. REQUIRED.
  5. The Active checkbox indicates whether the branch is an option on any branch field. 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 County field, use the Code Selection icon to select a county from the list. If you want to add a county to the list, please contact Bullhorn Support.
  8. In the Country field, use the Code Selection icon to select a country from the list. If you need to add a country to the list, please contact Bullhorn Support.
  9. In the Email field, enter the email address that is typically used to contact someone at this branch location.
  10. In the Website field, enter the URL for the branch's website. You can click the global icon to access the site.
  11. In the Phone and Fax fields, enter the phone number and fax number of the branch office.
  12. In the Region field, use the lookup icon to search and select the Region which this branch is part of. Regions are added using the Manage Regions option. REQUIRED.
  13. 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 Site--".
  14. 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.
  15. 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.
  16. 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.
  17. 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.
  18. In the WC Code field, use the droplist to select the workers compensation code that will default on job orders associated with this branch. If you don't want a default code, leave the field as "--Select--".
  19. The Divisions area allows you to add and remove divisions from the branch, as well as set a division as the default when creating new records. Please click here for more information on editing Divisions.
  20. When you are satisfied with your changes, click Save.