{"id":4095,"date":"2023-10-17T08:03:01","date_gmt":"2023-10-17T08:03:01","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&#038;p=4095"},"modified":"2026-06-23T11:57:14","modified_gmt":"2026-06-23T11:57:14","password":"","slug":"enrollment-report","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/enrollment-report\/","title":{"rendered":"Branches Data Settings\u00a0"},"content":{"rendered":"<p class=\"wp-block-paragraph\">The Branches Data Settings section enables administrators to register and manage specific structural records for distinct office branches, corporate facilities, or localized operational centers.&nbsp;This centralized configuration links key operational figures, official site locations,&nbsp;maximum&nbsp;human resource headcounts, and custom regional branding icons to ensure proper structural visibility across the platform.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This page serves as a centralized configuration hub to ensure the HR system&nbsp;operates&nbsp;efficiently and aligns with the organization&#8217;s policies and operational needs.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To access this section, follow these steps:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>From the\u00a0Human Resources\u00a0page.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select\u00a0Company and Branches Data Settings.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Click on the\u00a0Branches Data Settings\u00a0tab to open the configuration panel.\u00a0<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\">Configuration Workflow&nbsp;<\/h4>\n\n\n\n<h4 class=\"wp-block-heading\"><em>Adding Data<\/em>&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">To register a new corporate branch or setup regional profile boundaries, populate the input fields across the top of the management panel:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Branch Name:\u00a0Enter the unique descriptive identifier for the specific local facility or geographic branch.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Management Roles:\u00a0Assign oversight personnel using the designated dropdown lists:\u00a0<\/li>\n<\/ol>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Branch Head:\u00a0Select the primary head overseeing the branch.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"2\" class=\"wp-block-list\">\n<li>Administrative Manager:\u00a0Select the administrative manager assigned to the facility.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"3\" class=\"wp-block-list\">\n<li>Assistant Manager:\u00a0Assign a secondary or assistant manager.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"4\" class=\"wp-block-list\">\n<li>Financial Chief:\u00a0Select the lead financial officer or accountant.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"5\" class=\"wp-block-list\">\n<li>Executive Manager:\u00a0Select the operations execution manager.\u00a0<\/li>\n<\/ul>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Location &amp; Facilities:\u00a0<\/li>\n<\/ol>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Real Estate:\u00a0Input formal property registration codes or building identifiers.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"2\" class=\"wp-block-list\">\n<li>Branch Address:\u00a0Type the precise geographical street or regional mailing address.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"3\" class=\"wp-block-list\">\n<li>Training Period:\u00a0Select the standard training or probationary parameters tied to this branch profile.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">4. Communication Details:\u00a0Update tracking numbers and active organizational contact strings:\u00a0<\/p>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\"><\/ol>\n\n\n\n<ul start=\"1\" class=\"wp-block-list\">\n<li>Telephone Number 1, 2, 3:\u00a0Input official direct local telephone landlines.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"2\" class=\"wp-block-list\">\n<li>Mobile Number 1, 2, 3:\u00a0Input mobile contact numbers.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"3\" class=\"wp-block-list\">\n<li>Person Responsible for Mobile:\u00a0Add the name or position of the primary mobile contact holder.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"4\" class=\"wp-block-list\">\n<li>Fax:\u00a0Enter the regional office fax terminal number.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul start=\"5\" class=\"wp-block-list\">\n<li>Email 1, 2, 3:\u00a0Provide official central corporate email mailboxes.\u00a0<\/li>\n<\/ul>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Max Number of Employees Working in the Branch:\u00a0Define the strict human resources headcount or building occupancy maximum ceiling using the numerical stepper field.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Logo:\u00a0Click the file boundary box to upload or\u00a0modify\u00a0a dedicated visual brand logo icon for this specific branch.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"7\" class=\"wp-block-list\">\n<li>Is Active:\u00a0Toggle this checkbox to instantly enable or temporarily suspend the branch&#8217;s active structural status across the platform.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Click the\u00a0Save\u00a0button to\u00a0commit\u00a0the complete branch record configuration directly to the platform database.\u00a0<\/li>\n<\/ol>\n\n\n\n<h4 class=\"wp-block-heading\"><em>Data Table View<\/em>&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Once you save a record, the table grid down at the bottom of the interface instantly populates to show the active structural rules. You can review and verify column properties&nbsp;containing&nbsp;branch parameters\u2014such as the branch name, address, assigned oversight managers, logos, and distinct email data strings.&nbsp;<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><em>Grid Operations and Managing Records<\/em>&nbsp;<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">You can manage the existing records within the summary data table using the following control functions:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Search and Filter Results:\u00a0Type search text directly into individual column filter inputs at the top of the grid to dynamically isolate matching records.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Delete Records:\u00a0Select any active branch row to prompt\u00a0removal\u00a0adjustments and drop unneeded site profiles from the active system database.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Note:&nbsp;Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators&nbsp;modify&nbsp;these settings.<\/p>","protected":false},"excerpt":{"rendered":"<p>The Branches Data Settings section enables administrators to register and manage specific structural records for distinct office branches, corporate facilities, or localized operational centers.&nbsp;This centralized configuration links key operational figures, official site locations,&nbsp;maximum&nbsp;human resource headcounts, and custom regional branding icons to ensure proper structural visibility across the platform.&nbsp; This page serves as a centralized configuration [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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