Branches are how Citation HR Software separates and organises Employee Records. Put simply, branches are set up in Citation HR Software to mirror your organisation’s structure. Branches are central to your Citation HR Software account because they structure the relationship between your managers, your employees and the HR documentation you upload or generate from our legally compliant templates.
Citation HR Software uses two types of branches:
- Legal entity branches are used when the name of the branch needs to appear on documents generated by the system, such as a contract or a letter for instance.
- Department / group branches sit below a legal entity and are used to reflect the organisation’s structure. Typically, they represent locations or departments/teams. For instance, "Operations", "Sales", "New South Wales" or "Auckland" would operate under the parent legal entity / company.
The top branch (parent company) will always be setup as a legal entity
A branch can have an unlimited number of sub-branches. Sub-branches can be linked to one and only one parent branch.
Employees are attached to branches within your account. When a new employee is created, uploaded or imported, you attach them to a Primary Branch. You can then link them to additional branches if you need to.
Management Users are given access to one or more branches to see and manage all the employees attached to these branches. It is important to note that a Management User's own employee record does not need to be attached to a branch that they have access to as a Management User.
How many ‘branches’ can I setup?
As many as you need!
How can I create or update my ‘branches’?
Creating or updating your branch structure is nice and simple: Branches - How to create and give access to a Branch
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