This page guides you through the process of establishing and managing Branch Rostering against the employee profile and updating the branch scheduling setting on the organisation record.
These are the topics on this page
Introduction
Linking multiple branches to the Employee
Unlinking branches
Disabling branch Rostering
Utilising branch scheduling for staff allocation
Introduction
If your Brevity instance has been configured with more than two branches, you have the option of associating the employee (user) with multiple branches. Branch rostering allows you to schedule client services to an employee, where the Main Branch value listed against the client profile is different to that listed on the employee (user) profile.
Linking multiple branches to the Employee
To establish branch rostering on the employee (user) profile observe the following steps:
Select the Employees>employees sub menu to open the User list page into the browser.
Search for the employee (user) record from within the User list.
Highlight the employee record to be edited.
Either click on the edit button or double click on the Client record to open it within the Client page within the browser.
Scroll the client page down to the Branch Roster panel.
Select the Link Record icon located above Rostering Branch data grid to present a drop down field listing branch values.
Within the drop down field either input or select the branch name.
Once done, click on the save button within the ribbon bar to save your changes.
Click on the close button to exit back to the User List page.
Unlinking Branches
To unlink one or more branches from branch rostering on the employee (user) profile observe the following steps:
Observe the steps 1 - 5 as outlined under the topic Linking multiple branches to the Employee.
Select the remove link icon to the right of the branch record to remove it from the Rostering Branch data grid.
Click on the close button to exit back to the User List page.
remove a rostering branch from the employee profile click the Remove Link icon.
Disabling branch Rostering
Brevity by default will enable employee branch rostering, although the feature will not be noticeable unless your organisation is maintaining two or more branch records. To disable branch rostering observe the following steps:
Select the Administration>Branch setup sub menu to open the branch page into the browser.
Position your cursor into the organisation field and click to open a drop down list.
Select the Edit Selected Record icon, to open the organisation page into the browser
Within the Enable Branch Scheduling field set the field value to No.
Select the save button to set your changes against the organisation record.
Select the close button to exit the page.
Utilising the branch scheduling for staff allocation
Where your organisation is operating two or more branches you will observe that if you have enabled branch scheduling only those employees that have been rostered with the same branches as your clients will be available through the Add Shift screen for assignment to client services.
In the following example, branch scheduling has been set to YES within the organisation record, there are multiple branches, however the branch rostering data grid on the employee profile has not been updated with the particulars of the branch associated with the client.
In this example, branch scheduling has been set to NO within the organisation record, and in the presence of multiple branches, all support workers are available for assignment to the client service.
