Managing Branches Tutorial

Learn how to add and manage company branches in EasyDo 365 to organize your multi-location business effectively. This tutorial covers the essential steps for branch management.

Video Tutorial

Note: This video tutorial is available in Hindi with captions.

Quick Branch Management

Managing branches in EasyDo 365 allows you to:

• Organize employees by location
• Configure location-specific settings
• Track branch-wise performance
• Manage multi-location operations

Key Branch Management Tasks

Adding New Branches

Add new office locations or business sites to your organization:

• Define branch name and location
• Set branch-specific working hours
• Assign branch managers
• Configure branch settings

Managing Existing Branches

Manage your current branch locations:

• Update branch information
• Modify branch settings
• Reassign employees
• View branch performance

Branch-Specific Settings

Configure unique settings for each branch:

• Working hours and schedules
• Holidays and leave policies
• Attendance locations
• Branch-specific approvals

Employee Assignment

Organize your workforce:

• Assign employees to branches
• Transfer between branches
• View branch headcount
• Manage branch teams

Branch Features

Branch Dashboard: View branch-specific data and metrics

Branch Reports: Generate location-based reports

Branch Attendance: Track attendance by branch

Branch Approvals: Manage branch-level approvals

Related Resources

For detailed instructions on branch management:

• Complete Branch Management Guide - Comprehensive branch management
• Company Dashboard - Access branch features
• Add Employee - Assign employees to branches
• Working Hours - Configure branch timings
• Company Reports - Branch-wise reporting

Need Help?

Branch management helps organize multi-location businesses. For step-by-step instructions and advanced features, refer to the Complete Branch Management Guide.