Core - Adding a New Branch

What is a Branch?

Branch level is the lowest level or smallest division of data. Branches can be set up by company division or office locations for example.  A branch might contain a smaller amount of data specific to your department or location. 

For more information on Hierarchy see- TempWorks Core - Hierarchy

Adding a New Branch

When your company expands, so does your data. At some point you may find yourself needing a new branch in the system to go with a new office location or change in divisions for your company. Your system administrator can add branches in TempWorks Core. 

  1. Navigate to Administration > branch
  2. Select the + icon in the upper right
  3. Enter the following required information:
    • Branch Name
    • Branch Full Name
    • Branch Parent
    • Branch Address
    • Branch State
    • Zip Code
    • Select the EINC associated with that branch
    • Burden Rate
    • Select the default Worker Comp (utilize XXXX worker comp code if you do not have a default code) 
  4. Select Save
  5. Refresh your Hierarchy to see the new branch

Once a new branch is generated that branch is ready to have employees, customers, orders and assignment created for it. 

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