Window - Branch management (PRIM046)
The concept of a branch has been integrated into PRIM in order to offer you the possibility of making a link between your employees, your clients, your candidates and your various offices or workplaces.
If your agency has several offices located in different cities, you can associate your employees, candidates and clients with these branches. This will provide you with information related to each of your offices.
Note that the division always represents the legal entity of the agency. For example, for tax management.
Some important facts about branches
•The association between the different types of records and the branch is optional.
•If your agency has only one branch, all types of files will be linked to it.
•The link between the file types and a branch is registered in the files. For example, a link between an employee and a branch is registered in the employee's file.
•The branch is not used for accounting purposes, however, the name of the branch is displayed in the lists of requests, requests to pay and requests to invoice.
•The column or field "Branch" is found in several PRIM windows.
•The concept of a branch will allow you to collect different information using filters in a more targeted way, for example, to obtain a list of requests for each branch.
•If the branch is linked to an employee or client, you will not have to enter this information when creating requests. The branch defined as default branch in a client's file will be automatically populated.
•The branch is independent of the division. When you create a request, you can change the branch or division if necessary.
•A candidate associated with a division and a branch as defaults may be assigned to requests from another branch.
•If a « Candidate » file has been created using the automatic resume analysis ( parsing) , this file will be linked to the branch and division of the employee who performed the analysis. This information may be modified later.
Si l'utilisateur ayant lancé l'analyse n'a pas de succursale par défaut, la succursale principale sera utilisée et assignée au candidat comme succursale par défaut.
Presentation of the window
The Branch management window contains all the information on each branch, for example, contact information, opening hours, associated candidates and clients, public holidays calendar used as well as default country and province/state. Here is a short description of the various tabs :
•Contact: You will find in this tap basic and contact information about the branch
•Infos/Ranking/Criteria: Although no subjects are included with the basic configuration, you can set up subjects that can be used in different ways, depending on your needs (for example, to configure some automation, or else).
•Docment management: Allows you to view or add documents related to the branch.
•Business hours: In this tab, you can define the opening hours for the branch, which can be used to create exceptions to the Assignment method.
•Settings: In this tab, you can specify the default holiday calendar for the branch, as well as default values (country and province/state).
•Links: List of candidates, clients and agency employees linked to this branch.
Tab - Business hours
Tab - Settings
Tab - Links
