Branches

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A Branch identifies the physical location where the employees are punching in or out. For time recording, TimeTrex recommends at least one branch, or location be added. If there are multiple branches, each one should be added.

An employee can be assigned to a single default branch in their Employee Record. This will be the branch used for this employee across the entire application unless otherwise specified.

See the Basic Operation section for details on viewing, adding, editing and deleting.

Branch Tab

FIELD

DESCRIPTION

Status

Select a status from the drop-down. Employees can only track their time to branches that are Enabled..

STATUS	DESCRIPTION
Enabled	Allowed to be used by employees for punching In /Out.
Disabled	Not allowed to be used by employees for punching In /Out.

Name

Enter a name for the branch.

Code

Numeric Code used to identify this branch by the employees when they punch In or Out. The system automatically increases to the next number in sequence, or the administrator can use a different value.

Address, City, Country, Province/State, Postal/Zip Code, Phone & Fax

Enter or select the address, phone and fax numbers for the branch.

Allowed GEO Fences

Select the GEO Fences that the employee is allowed to work within for the branch.

Tags

Enter a descriptive tag. Separate each tag with a comma.

Employee Criteria Tab

FIELD

DESCRIPTION

Employee Groups

There are two drop-down fields to complete:

EMPLOYEE GROUPS	DESCRIPTION
Selection Type	Select the Employee Groups that are eligible to work in this branch.
Selection	Select the groups for this branch (ie: Executives, Non-exempt hourly, etc.). If All Groups was selected in the above Selection Type drop-down, then leave this field blank.

Employee Titles

There are two drop-down fields to complete:

EMPLOYEE TITLES	DESCRIPTION
Selection Type	Select the employee Titles that are eligible to work in this branch.
Selection	Select the titles for this branch (ie: carpenter, electrician, etc.). If All Titles was selected in the above Selection Type drop-down, then leave this field blank.

Default Branch

There are two drop-down fields and a check box to complete:

BRANCHES	DESCRIPTION
Selection Type	Select the employee default branches that are eligible to work in this branch.
Selection	Select the default branches that employees are assigned to that can use this branch. If All Default Branches was selected in the above Selection Type drop-down, then leave this field blank.
Include This Branch	Check the box to enable this option, which sets TimeTrex to always include the Default Branch, as defined in each employee's record.

Default Department

There are two drop-down fields to complete:

DEPARTMENTS	DESCRIPTION
Selection Type	Select the default departments that are eligible for this branch.
Selection	Select the default departments that employees are assigned to that can use this branch. If All Default Departments was selected in the above Selection Type drop-down, then leave this field blank.

Include Employees

If there are additional employees that were not included by the criteria selected above, you can include them here.

For example, if you setup the above criteria to allow all employees who have the title of Carpenter to work on this branch, but you want to include just one Construction Manager, you would use this field to include that one employee. If you are unsure, do not select any employees, as by default all employees are eligible.

Exclude Employees

If there are employees that are included in the above criteria that you wish to be excluded from this branch, you can exclude them here.

For example, if you setup the above criteria to allow all employees in the Human Resources group work on this branch, but you want to exclude just one employee from this group, you would use this field to exclude that one employee. If you are unsure do not select any employees, as by default all employees are eligible.