How to manage staff by Branches and Departments using SalaryBox?

Modified on Mon, 27 Nov 2023 at 06:23 PM

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)?

Android
iPhone
Desktop

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 to Settings. Set your company branch

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

5. Fill in the Branch Name and click on Continue. Fill in Branch Name to add the company branch

6. Select the Branch Address and set the Maximum Attendance Radius. Now, click on Add New Branch. Click on Add New Branch

7. Here, you will see a pop-up, you just have to click on Yes 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 on My Branches. Click on my branches

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

4. Enter the Branch Name, Set Branch Address, and Radius 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 the left sidebar. Click on Settings to add company branch

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

4. Enter the Branch Name, Branch Address, and Radius in metre. Now, click on Save. 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 the My Departments. Go to My Departments to create departments

3. Click on Add Departments. Click on Add Departments to add new department

4. Enter the Department Name, and click on Add 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 to My Departments.

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

4. Here, click on Add 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 on Remove. 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 the Edit Employee Screen under the Employee 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 to Settings. Click on Settings

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

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

4. Click on Attendance Summary Report, select Branch, select the Department, turn on the toggle for Payroll Attendance Cycle, and select Duration and Format. Now, click on Download 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 on Attendance. Select Report Type, Branch, Department, Month and Format. Now, click on Generate 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

Role	Branch Assigned	Departments Assigned	Can Manage
Manager (Branch Admin, Attendance Manager, Advanced Attendance Manager)	Branch A, Branch B	Sales, Support	Only staff in Sales or Support Departments within Branches A and B
Manager (Branch Admin, Attendance Manager, Advanced Attendance Manager)	Branch A, Branch B	none	All staff in Branches A and B

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