How to manage staff by Branches and Departments using SalaryBox?

How to manage staff by Branches and Departments using SalaryBox?

What is the difference between a Branch and a Department?

How to create Branches on SalaryBox?


How to create Departments on SalaryBox?


How to add employees in a specific department?


How to generate Branch and Department wise reports?


Can departments be assigned to Manager roles in SalaryBox (eg Branch Admin, Attendance Manager, and Advanced Attendance Manager)?



Admins can now define both Branches and Departments for their company to easily manage the staff and provide selective access to Branch Managers and Attendance Managers based on branch and department combinations.

What is the difference between a Branch and a Department?


Branches are individual locations from where your company staff operates. If you use the geofencing feature provided by SalaryBox, your staff will only be able to mark their attendance within the radius you have set for your respective branch location to which the staff belongs.

Departments are not linked to location, but instead the nature of the role. For example: Sales, Support, HR, etc.



How to create Branches on SalaryBox?

Admins can set up the company branches on the below platforms:

Android


1. Open the SalaryBox app and go toSettings.Set your company branch


2. Now, click onEditin front of the logo and company name.Click on edit to set the company branch
3. Click onBranches. Click on Branches to add company branch
4. Click on+Add Branch.Click on Add Branch


5. Fill in theBranch Nameand click onContinue.Fill in Branch Name to add the company branch


6. Select theBranch Addressand set theMaximum Attendance Radius. Now, click onAdd New Branch.Click on Add New Branch


7. Here, you will see a pop-up, you just have to click onYes to add the new branch. Click on Yes to add the new branch



iPhone


1. Open the SalaryBox app and go to Settings.Go to settings


2. Click onMy Branches.Click on my branches


3. Click on+Add Branch.Click on add branch

4. Enter theBranch Name, SetBranch Address, andRadius in metre. Now click on +Add to add the branch.Click on add to add the branch


Desktop


1. Open the SalaryBox desktop application, and click on Settings on theleft sidebar.Click on Settings to add company branch


2. Now, go to theMy Branches. Click on My Branches to add new company branch
3. Click onAdd New Branch.Click on Add New Branch to add company branches


4. Enter theBranch Name,Branch Address, andRadius in metre. Now, click onSave.Click on Save to add the new company branch



How to create Departments on SalaryBox?


Admins can set up the company branches on the Web. 

Note: Currently you can't create departments on Android and iPhone.


Desktop


1. Open the SalaryBox desktop application, and click on Settings on the left sidebar.Click on Settings


2. Now, go to theMy Departments. Go to My Departments to create departments


3. Click onAdd Departments.


4. Enter theDepartment Name, and click onAdd Department.Enter the Department name to create new department

Note:There are no departments defined for a company. Only Admins can create/edit and delete departments in the company


How to add employees in a specific department?


Once a department has been created, the admin can add employees to specific departments. 


Desktop


1. Open the SalaryBox desktop application, and click on Settings on the left sidebar.Click on Settings to add employee in department


2. Go toMy Departments.Click on My Departments to add employee


3. Now, click onManage Employees.Click on Manage Employees


4. Here, click onAdd in front of the employee's name you want to add in the specific departments. Similarly, you can remove the employees from the specific department by clicking onRemove.Click on Add to add the employee in specific department


Note:In case the admin deletes a department to which staff is already assigned, the staff is also removed from the deleted departments. 


Admins can also assign Departments to any staff from theEdit Employee Screenunder theEmployee Details section.


How to generate Branch and Department reports?

Yes, after admins have set up company Branch and Departments and assigned staff to said Branches and Departments, they can generate various reports such as Attendance and Payment reports based on Branch and Department filters from the Reports section on the Web and Android app (iOS coming soon).

Android


1. Open the SalaryBox app and go toSettings.Click on Settings


2. Now, go toReports.Click on Reports to download attendance reports


3. For example, click onAttendance.Click on Attendance to download attendance reports

4. Click onAttendance Summary Report, selectBranch,select the Department, turn on thetoggle for Payroll Attendance Cycle, and selectDurationandFormat. Now, click onDownload Report. Similarly, you can download all types of reports.Click on Download Report


Desktop


1. Open the SalaryBox desktop application, and click on Reports on the left sidebar.Click on reports to download employee report

2.For example, click onAttendance.SelectReport Type, Branch,Department,MonthandFormat. Now, click onGenerate Report. Similarly, you can download all types of reports.Click on Generate report to download report

Can departments be assigned to Manager roles in SalaryBox (eg Branch Admin, Attendance Manager, and Advanced Attendance Manager)?


Yes. If a Manager is assigned a department (or multiple departments), their access will be restricted to the specified departments only within their assigned branches.

Please refer to below sample example below for Manager access for different scenarios based on the Branch and Department assigned


RoleBranch AssignedDepartments AssignedCan Manage
Manager (Branch Admin, Attendance Manager, Advanced Attendance Manager)Branch A, Branch BSales, SupportOnly staff in Sales or Support Departments within Branches A and B
Manager (Branch Admin, Attendance Manager, Advanced Attendance Manager)Branch A, Branch BnoneAll staff in Branches A and B


For further assistance, contact our support atsupport@salarybox.in





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