Complete guide to adding and managing multiple office branches, locations, and sites in EasyDo 365

Branch Management

For organizations operating across multiple locations, effective branch management is essential for maintaining operational control while accommodating location-specific requirements. EasyDo 365's branch management system enables you to add unlimited office branches, configure unique settings for each location, assign employees to specific branches, and manage multi-location operations from a single platform.

Each branch in EasyDo 365 can have its own working hours, attendance rules, leave policies, holiday calendar, and site locations—allowing you to respect regional differences while maintaining centralized oversight. Whether you're managing regional offices, retail stores, manufacturing plants, or client sites, the branch management module provides the flexibility and control needed for effective multi-location workforce management.

Branch configuration goes beyond just adding an address. You define branch-specific operational parameters including office timings, working day patterns, attendance late rules, leave entitlements, required documents, and employee assignments. This granular control ensures each location operates according to its unique requirements while still feeding into company-wide reporting and analytics.

Video Tutorial

Note: The video tutorial is in Hindi. Below is the complete guide in English.

Prerequisites

To manage branches, you need:

Administrative permissions in EasyDo 365
Company already created in the system
Branch addresses and location details ready
Working hours and policies for each location defined
Authority to configure organizational structure

Accessing Branch Management

Open EasyDo Tasks App

Launch the EasyDo Tasks app and log in with administrative credentials.

Navigate to Company Tab

Tap on the Company tab from the main interface.

Access Company Dashboard

Within the Company tab, go to Company Dashboard.

Open Branch Management

In the Company Dashboard, tap on the Branch option.

You'll see a list of existing branches (if any have been added).

Viewing and Editing Existing Branches

Before adding new branches, you can review and modify existing ones:

View Branch Details

Tap on any existing branch from the list to view its:

Branch name and address
Working hours configuration
Attendance rules
Leave policies
Assigned employees
Site locations

Edit Branch Information

To modify an existing branch:

Tap on the branch name
Update any necessary details
Modify configurations as needed
Save changes

This allows you to adapt branch settings as operations evolve.

Adding a New Branch

Initiate Branch Addition

To add a new branch, tap the plus icon (+) button.

The add branch form will open with multiple configuration sections.

Enter Branch Name

In the first field, enter the branch name.

Naming Best Practices:

Use clear, recognizable names
Include location identifier (city, area, region)
Be consistent with naming convention
Examples:
- "Mumbai Headquarters"
- "Delhi Regional Office"
- "Bangalore Tech Center"
- "Pune Retail Store #1"
- "Chennai Manufacturing Plant"

Purpose:

Easy identification in reports
Clear employee assignment
User-friendly branch selection
Professional presentation

Set Branch Address

Tap on the Address field to open the location selection interface.

You have two methods to set the address:

Method 1: Search

Use the search bar
Type the address or landmark
Select from search results
Location is pinpointed on map

Method 2: Map Selection

Navigate the map to your location
Tap on the exact spot
Pin is placed at that location
Address is auto-generated from coordinates

Tips:

Use specific landmarks for accuracy
Verify the pin is at exact office location
Check that address details are complete
Consider accessibility for navigation apps

Add Site Locations (Optional)

If employees work at additional sites associated with this branch (construction sites, client locations, temporary workspaces):

Tap on Site Location
Use search or map view to add each site
Name each site location clearly
Add multiple sites as needed

Site Locations Purpose:

Field employee attendance marking
Client site visit tracking
Project location management
Remote work location verification
Multi-site branch management

Examples:

Construction company: Multiple project sites under one branch office
Retail: Warehouse and store locations under regional office
Services: Various client locations served by branch

Confirm Location Selection

After setting the address and any site locations, tap the Submit button.

The system proceeds to timing configuration.

Configuring Branch Timings

Set Opening and Closing Times

The Edit Branch Timing screen opens.

Use the time pickers to set:

Opening Time: When the branch workday starts
Closing Time: When the workday ends

Considerations:

Local business hours
Customer-facing hours
Regional business practices
Time zone (for multi-timezone operations)

Configure Working Days

Select which days of the week this branch operates:

Check boxes for working days
Uncheck for off days
Common patterns:
- Monday-Friday (5-day week)
- Monday-Saturday (6-day week)
- Custom schedules for retail/hospitality

Set Minimum Working Days

Use the slider to define the minimum working days per week required at this branch.

This affects:

Attendance compliance
Salary calculations
Leave eligibility
Performance metrics

Configure Additional Timing Details

Set other timing-related parameters:

Break duration
Shift patterns (if applicable)
Flexible working hours allowance
Saturday work management
Other location-specific timing rules

Refer to Working Hours Documentation for detailed timing configuration.

Submit Timing Configuration

After configuring all timing details, tap Submit.

The system moves to attendance rules configuration.

Configuring Attendance Rules

Set Punch-In Rules

Configure how employees mark attendance at this branch:

Grace period for late arrivals
Early arrival policies
Location verification requirements
Selfie requirements
Biometric integration (if applicable)

Configure Late Arrival Handling

Define what constitutes late arrival:

Grace period (e.g., 15 minutes)
Late arrival penalties
Half-day calculation rules
Consecutive late arrival policies

Set Punch-Out Rules

Configure end-of-day attendance:

Minimum hours for full day
Early departure rules
Overtime start time
Forgotten punch-out handling

Additional Attendance Settings

Configure:

Half-day criteria (hours threshold)
Full-day criteria
Overtime calculation method
Weekend/holiday work rules

Submit Attendance Rules

After configuring attendance rules, tap Submit.

The system proceeds to leave rules configuration.

Configuring Leave Rules

Set Leave Entitlements

Using sliders or input fields, configure:

Annual leave days
Sick leave allocation
Casual leave entitlement
Earned leave accrual
Other leave types

Considerations:

Regional labor law requirements
Company policy standards
Industry norms
Competitive practices

Configure Leave Policies

Set:

Leave accrual method (monthly, yearly)
Carry forward rules
Leave encashment policies
Maximum leave accumulation
Notice period requirements

Submit Leave Configuration

After setting all leave rules, tap Submit.

Adding Branch Documents

Upload Required Documents

Add branch-specific documents:

Branch registration certificate
Lease or property documents
Business licenses
Compliance certificates
Facility permits
Insurance documents

Organize Documents

Categorize documents for easy retrieval:

Legal/Compliance
Property/Facilities
Financial
Operational

Assigning Employees to Branch

Add Employees to Branch

Select which employees work at this branch:

Tap to add employees
Search or select from employee list
Assign multiple employees as needed
Set primary vs secondary branch (for employees who work at multiple locations)

Define Employee Details

For each assigned employee, confirm:

Branch assignment
Role at this branch
Reporting manager at location
Working schedule
Start date at branch

Final Branch Submission

Review All Configurations

Before final submission, review:

✅ Branch name and address
✅ Site locations (if applicable)
✅ Working hours and days
✅ Attendance rules
✅ Leave policies
✅ Documents uploaded
✅ Employees assigned

Switch between branches in dashboard
View branch-specific data
Manage location-based operations
Compare branch performance

Branch-Specific Operations

Each branch maintains independent:

Attendance records
Leave calendars
Employee rosters
Holiday schedules
Reports and analytics

Centralized Oversight

While branches operate independently, administrators can:

View consolidated reports across all branches
Compare performance metrics
Manage company-wide policies
Transfer employees between branches
Monitor overall organizational health

Best Practices

Branch Setup

Plan Before Creating: Have all information ready before starting
Consistent Standards: Maintain core policies across branches where possible
Document Differences: Clearly record why branches have different rules
Test Configuration: Verify settings work as expected
Employee Communication: Inform employees about their branch assignment and policies

Naming Conventions

Geographic Clarity: Include city, region, or area
Function Indicator: Specify if HQ, regional office, store, plant
Numbering System: For multiple branches in same city (Store #1, Store #2)
Consistency: Follow same pattern for all branches
Future-Proof: Names should accommodate growth

Configuration Management

Legal Compliance: Ensure branch settings comply with local labor laws
Regular Reviews: Quarterly review of branch configurations
Change Documentation: Record all policy changes with reasons
Stakeholder Input: Involve branch managers in configuration decisions
Employee Feedback: Gather input on working hours, policies

Multi-Branch Coordination

Standardize Where Possible: Core policies should be consistent
Accommodate Differences: Respect regional and operational variations
Clear Communication: Ensure employees understand branch-specific rules
Transfer Protocols: Define process for employee branch transfers
Reporting Structure: Clear reporting lines across branches

Key Features

Branch management in EasyDo 365 provides:

Unlimited Branches: Add as many locations as needed
Custom Configuration: Unique settings for each branch
Site Locations: Multiple sites per branch
Independent Operations: Branch-specific attendance, leave, holidays
Centralized Control: Manage all branches from one platform
Employee Assignment: Clear branch allocation
Map Integration: Location-based features
Document Management: Branch-specific document storage
Comparative Reporting: Cross-branch analytics
Flexible Transfers: Easy employee movement between branches

Troubleshooting

Branch Not Saving

If branch creation fails:

Ensure all required fields are filled
Check internet connection
Verify address is properly selected
Try smaller file sizes for documents
Complete one section at a time
Contact support if issues persist

Employees Can't See Branch

If employees don't see their branch:

Verify employees are assigned to branch
Check employee app is updated
Ensure branch is marked as active
Refresh employee dashboard
Re-assign employee if needed

Incorrect Attendance Calculations

If branch attendance seems wrong:

Review working hours configuration
Check attendance rules are appropriate
Verify grace periods are set correctly
Ensure time zone is correct
Recalculate attendance if needed

Tips & Tricks

Template Branch: Set up first branch carefully, use as template for others
Bulk Assignment: Assign multiple employees to branch at once
Regular Audits: Monthly review of branch configurations
Employee Transfer: Document transfers for compliance and clarity
Backup Data: Export branch configurations for backup
Manager Training: Train branch managers on using branch-specific features
Clear Policies: Maintain written documentation of branch policies
Gradual Rollout: Add branches one at a time initially
Cross-Branch Best Practices: Share successful practices across locations

Company Setup - Initial company configuration
Working Hours - Detailed timing configuration
Company Holidays - Branch-specific holidays
Add Employee - Assigning employees to branches
Company Dashboard - Main management interface
Location Monitoring - Track employee locations across branches

Need Help?

Multi-location management can be complex. If you need assistance:

Setup Planning: Help designing branch structure
Configuration Support: Assistance with complex configurations
Legal Compliance: Ensuring branch policies meet local regulations
Best Practices: Learning from other multi-location organizations
Migration: Moving from single to multi-branch setup
Training: Branch manager training on system use
Optimization: Improving multi-branch operations

Effective branch management enables your organization to scale while maintaining operational control and respecting local requirements—a critical capability for growing businesses using EasyDo 365!

Branch Management

On this page