Branch Setup is a Section from Brevity where you can input your company information, control the content of your support worker and client app, upload your company logo and upload the Service Agreement Template. This is also the section in Brevity where you could use to set the travel pay item and Invoice setup for your invoices.
You can reach this page by going to the Administration and then Clicking on the Branch Setup
These are the topics on this page:
We will be listing the fields and their functions inside Brevity.
Branch Details
This is the main setup of your Brevity Branch. This includes the name of the branch, code, Organisation, GST and Timezone. Each field on this sub section has an effect if you change the details.
Name
The name of the Branch can be seen from different section in Brevity. When you will assign the branch for the client / employee, the name from the name field will be displayed.
Code
The Branch code can be used if you have multiple branches that you could select from the schedule board or from the approved timesheet page. The code will be displayed from the Branch dropdown instead of display the Branch Name. The branch dropdown is located on the upper right portion of the schedule board / approved timesheet and will only appear if you have 2 or more branches in your Brevity.
Organisation - Organisation field is a look up and this is a link from another table. Organisation is a section in Brevity where you could use to configure the system settings and configure your SMTP details and other details for the organisation.
GST % - This is a field where you could input the Tax percentage for your client's invoice
Timezone - This is the field where you need to setup your timezone. This will affect the employee's login from the Brevity Mobile app if the timezone you set in Brevity is not correct.
Travel Setup
This is the section where you could setup your travel details and your travel mapping to third party Application
Hours Between Shifts: This is the time difference between the shifts.
Travel Reset Hours: This is the time that Brevity will reset the travel details. If you have a limitation for the employee's travel pay, it will be reset based on the time that you will set in here.
Travel Time Pay Item: This is the field that you could use to add the travel time pay item. This is the field where if the employee has a travel time, it will be sync to this pay item that you specify from this field.
Travel KM Pay Item: This has the same function with travel time but this time, if the employee has a travel / transport KM, it will be transferred to the pay item that you will specify from this field.
Invoice Setup
This is the section where you could add / remove some information for your client's invoice. You could add the invoice footer and remove the time from the invoice on this section.
Before proceeding, you could see the default invoice settings of Brevity
Invoice Footer Left / Right: You could add details / text and it will be shown in the left side / right side of the invoice footer.
Invoice Include Employee Names: If you set this option to Yes, the invoice will display the name of the employee that worked with the client for this service schedule.
Invoice Show Times: By default, this is set to Yes. If you set this to No. The time from and Time to will be removed from the invoice.
This what the invoice will look like if you change the default details of the Invoice Setup. We have added the invoice footer left and right. We set yes to include employee name and we set No to invoice show times.
Support Worker Apps
This is the section where you could control all the details that you wanted to show / hide from the support worker / portal app of Brevity. The red text that this will be seen from the mobile app. The blue text means that this will be seen from the portal app.
Show Portal Service History - This will hide the service history of the client if you set this to No. If you set this to Yes, your support workers could see the portal history of the client
Show Mobile app Leave - This is the section where you could allow your employee to create their leave. If you set this option to No, the leave tab from the mobile app will disappear so they could not create a leave request.
Show Client Feedback Rating - You could turn this off if you don't want the client to rate the employee's service. The client feedback rating could be found when the client will sign on the shift.
Show Portal Address / Phone / Mobile - This will hide the client's details (such as address / phone and mobile) from the support worker. If you set this to No, the client's address will be hidden when you click on the shift to see the shift details.
Show Portal funding - This option will let you hide or show the client's funding from the portal. You could see the funding when you open the client's record from the client's tab.
Show Portal All documents - This option will let you control all the document that they could see from the portal. If you set this to No, Brevity will just show all the shared documents. If you set this option to Yes, it will show all the document of the client from the portal.
The next option are for the client's mobile app. There are two option that you could set for the client's mobile app. If you want to see the full guide for the client mobile app, click on this link (Client Mobile App)
Allow Client Service Request - This will give you an option if you want the client to request for a service schedule from the client's mobile app.
Show Client plan Balances - This option will let show show their funding balance from the client's mobile app. If you set this to No, all their funding will be hidden from the client's mobile app.
Editing the Branch Details
By default, the Branch information is already filled in on this page. Change the Branch Information and once done, click on the save button to save your Branch Information
Changing the Letter Head
Letter Head is a picture for your company logo. Brevity includes the letter head in generating reports. You can change the letter head by clicking on the Choose File button.
The open window will popup. Browse the location of your company logo, click on the logo and then click on the open button to upload the file
For Mac users, you can browse the logo you want to upload and click on the choose button.
Service Agreement Template
Service Agreement Template is a document that can be used in generating Service Agreement Document. This section will let you manage the documents wherein you can add a new service agreement template, delete the template or download the template.
Uploading the Service Agreement Template
You can upload the Service Agreement Template by clicking on the upload files
It will open another window where you can browse the template and upload it to Brevity. Select the file you want to upload and then click on the open button to upload the file.
For Mac users, browse the file you want to upload and then click on the choose button
Changing the file view
You can change the view of the file by clicking on the horizontal bars
It will display the Service Agreement Template in List View
Action Button
Action Button will let you download or delete the Service Agreement Template.
Click on the Download Template will download the template to your computer. Clicking on the Delete button will delete the template on the list. If you delete the template, you cannot retrieve the template so please be careful in deleting the template.
File Preview
If you want to view the document, click on the document you want to view.
A new window will pop up. It will show you the contents of the file.
Adding Another Branch
If your company have two or more branches, you can add another branch in Brevity. From the Branch setup, click on the + New button from the upper right corner of the branch setup.
Fill in the details for the New branch. Once done, click on the save button to create the new branch.
