How to create branch

In this article we learn about

How to add branch
How to edit branch
How to delete branch

Note:
1.To create a new branch you need to have permission: HR > Branch >> view: yes & create: yes
2.To edit a branch you need to have permission: HR > Branch >> view: yes & edit: yes
3.To delete a branch you need to have permission: HR > Branch >> view: yes & delete: yes

How to add new branch

Using the side bar menu , navigate to settings

On clicking you will reach settings page, then click on HR tab and then click Branch

Now click to Add button , then you will see a form

The form section includes:

1. Name: This is the mandatory field, enter the name of the branch

2. State: This is also mandatory field, choose the state from drop down

Note: After filling the form , don't forget to click save

How to edit Existing branch

To edit the branch, click on the pencil (Edit) icon of the branch that you want to edit

after clicking edit icon , a form will appear displaying current details

Now, you can make the necessary changes like branch name and state change.

Once you finish updating the required information click on Save Button to save any changes made to the branch .

How to delete existing branch

To delete a Branch simply click the delete(Trash bin) Icon next to the branch you want to delete.

after clicking delete you will get confirmation pop-up will appear with the options to cancel and delete. If you still wish to delete the contact click yes delete, if not click cancel.