Employees and branches

1Step 1 of 11

1. Search, filter by role, status and branch.
2. People of your branch only.

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2Step 2 of 11

1. Email, username, password, name, Employee or Trainer, branch.
2. Notify user sends the welcome mail.

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3Step 3 of 11

1. The new person is first in the list.

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4Step 4 of 11

1. Same grouped form; Cancel returns to the list.

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5Step 5 of 11

1. Tick people, then Deactivate, Activate or Export.
2. A deactivated person cannot sign in; their records stay.

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6Step 6 of 11

1. Manage Employees → Branches: people per branch.

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7Step 7 of 11

1. Employee assignments: filter Unassigned branch.
2. Tick people, choose New branch, assign.

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8Step 8 of 11

1. Only an administrator creates branches.

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9Step 9 of 11

1. An administrator moves people between branches.

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10Step 10 of 11

1. An administrator sets any role, status and branch.

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11Step 11 of 11

1. Cancel account offers how to treat the person's content.

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