{"id":4299,"date":"2024-03-13T14:02:35","date_gmt":"2024-03-13T14:02:35","guid":{"rendered":"https:\/\/usermanual.csmarx.com\/?post_type=docs&p=4299"},"modified":"2026-06-24T09:24:06","modified_gmt":"2026-06-24T09:24:06","password":"","slug":"home-page-2","status":"publish","type":"docs","link":"https:\/\/usermanual.csmarx.com\/fr\/docs\/home-page-2\/","title":{"rendered":"Branches Capacity\u00a0"},"content":{"rendered":"

The Branches Capacity section allows administrators to balance resource allocations by planning and auditing personnel density rules across individual company divisions. This control dashboard tracks current active headcounts against the budgeted human capital requirements requested for specific job positions and sections. <\/p>\n\n\n\n

This page serves as a centralized configuration hub to ensure the HR system operates efficiently and aligns with the organization’s policies and operational needs. <\/p>\n\n\n\n

To access this section, follow these steps:\u00a0<\/p>\n\n\n\n

    \n
  1. From the\u00a0Human Resources\u00a0page.\u00a0<\/li>\n<\/ol>\n\n\n\n
      \n
    1. Click\u00a0System Setting.\u00a0<\/li>\n<\/ol>\n\n\n\n
        \n
      1. Select\u00a0Branches Capacity\u00a0under the\u00a0OTHER SETTINGS\u00a0column.\u00a0<\/li>\n<\/ol>\n\n\n\n
        Configuration Workflow <\/h5>\n\n\n\n
        Data Table View<\/em> <\/h5>\n\n\n\n

        Active resource distribution rows populate the primary dashboard panel automatically. Administrators can track and verify the following property columns:\u00a0<\/p>\n\n\n\n

          \n
        1. Branch:\u00a0The specific corporate facility or localized branch name.\u00a0<\/li>\n<\/ol>\n\n\n\n
            \n
          1. Section:\u00a0The internal department or functional operational division mapped to the entry.\u00a0<\/li>\n<\/ol>\n\n\n\n
              \n
            1. Job Level:\u00a0The standard employee professional grading or structural assignment level.\u00a0<\/li>\n<\/ol>\n\n\n\n
                \n
              1. Number Of Employees Current:\u00a0The real-time headcount calculation actively processing inside that department.\u00a0<\/li>\n<\/ol>\n\n\n\n
                  \n
                1. Number Of Need:\u00a0The targeted operational\u00a0manpower\u00a0requirement budget defined for proper operations.\u00a0<\/li>\n<\/ol>\n\n\n\n
                    \n
                  1. Edit Records:\u00a0Click the Pencil icon located within the row path to modify capacity boundaries.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      \n
                    1. Delete Records:\u00a0Click the\u00a0Trash can\u00a0icon\u00a0located\u00a0within the row path to drop unneeded resource metrics from the system.\u00a0<\/li>\n<\/ol>\n\n\n\n
                      Adding Staffing Requirements Manually<\/em> <\/h5>\n\n\n\n

                      To log targeted staffing capacities directly through the platform interface: <\/p>\n\n\n\n

                        \n
                      1. Click the\u00a0Add Employees Number\u00a0button at the top left of the main data panel.\u00a0<\/li>\n<\/ol>\n\n\n\n
                          \n
                        1. An\u00a0Add Employees Numbers\u00a0modal form will open over the dashboard.\u00a0<\/li>\n<\/ol>\n\n\n\n
                            \n
                          1. Define the following department allocation properties:\u00a0<\/li>\n<\/ol>\n\n\n\n
                              \n
                            • Branch:\u00a0Select the targeted corporate branch facility from the dropdown menu list.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                \n
                              • Section:\u00a0Choose the specific department or internal division from the dropdown menu list.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                  \n
                                • Job Level:\u00a0Select the structural grading or employee position level from the dropdown menu list.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                    \n
                                  • Number Of Employees:\u00a0Set the targeted headcount cap\u00a0utilizing\u00a0the numerical stepper input box.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                      \n
                                    1. Click the\u00a0Add\u00a0button at the bottom of the form to register the requirement in the system\u00a0database, or\u00a0click the\u00a0X\u00a0button at the top right to close the window and cancel.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                      Importing Staffing Data via Excel<\/em> <\/h5>\n\n\n\n

                                      To populate multiple branch capacity targets simultaneously using standard spreadsheet templates: <\/p>\n\n\n\n

                                        \n
                                      1. Click the\u00a0Download\u00a0From\u00a0Excel\u00a0button at the top left of the master configuration grid.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                          \n
                                        1. A\u00a0Download\u00a0From\u00a0Excel\u00a0window will appear on screen.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                            \n
                                          1. Click the\u00a0Download Template\u00a0button to retrieve the structured spreadsheet formatting file required by the platform database.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                              \n
                                            1. Populate your external template sheet with your capacity metrics, then click within the\u00a0Choose\u00a0A\u00a0File\u00a0dashed boundary area to upload your saved document.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                                \n
                                              1. Click the\u00a0Upload\u00a0button to process the document data and update your\u00a0ledger, or\u00a0click the\u00a0X\u00a0button at the top right of the modal panel to close the view.\u00a0<\/li>\n<\/ol>\n\n\n\n
                                                Grid Operations and Data Export<\/em> <\/h5>\n\n\n\n

                                                The control toolkit located at the top right of the data panel allows you to process information dynamically: <\/p>\n\n\n\n

                                                  \n
                                                • Search and Filter Results:\u00a0Type parameters directly into individual column text inputs or use the central search bar to isolate targeted records on the fly.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                    \n
                                                  • Export to Excel:\u00a0Click the Excel icon to download the complete view into an\u00a0.xlsx\u00a0workbook.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                      \n
                                                    • Export to PDF:\u00a0Click the PDF icon to output a clean report\u00a0containing\u00a0visible structural bounds.\u00a0<\/li>\n<\/ul>\n\n\n\n
                                                        \n
                                                      • Show\/Hide Columns:\u00a0Click the Database\/Eye icon to change column visibility rules on the fly.\u00a0<\/li>\n<\/ul>\n\n\n\n

                                                        Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings. <\/p>","protected":false},"excerpt":{"rendered":"

                                                        The Branches Capacity section allows administrators to balance resource allocations by planning and auditing personnel density rules across individual company divisions. This control dashboard tracks current active headcounts against the budgeted human capital requirements requested for specific job positions and sections.  This page serves as a centralized configuration hub to ensure the HR system operates efficiently and […]<\/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 center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[26],"doc_tag":[],"class_list":["post-4299","docs","type-docs","status-publish","hentry","doc_category-other-settings"],"year_month":"2026-08","word_count":584,"total_views":"27","reactions":{"happy":"4","normal":"2","sad":"1"},"author_info":{"name":"n thabet","author_nicename":"n-thabet","author_url":"https:\/\/usermanual.csmarx.com\/fr\/author\/n-thabet\/"},"doc_category_info":[{"term_name":"Other Settings","term_url":"https:\/\/usermanual.csmarx.com\/fr\/docs-category\/other-settings\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4299","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/comments?post=4299"}],"version-history":[{"count":7,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4299\/revisions"}],"predecessor-version":[{"id":5207,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/docs\/4299\/revisions\/5207"}],"wp:attachment":[{"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/media?parent=4299"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_category?post=4299"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/usermanual.csmarx.com\/fr\/wp-json\/wp\/v2\/doc_tag?post=4299"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}