Branches

 - When setting up an Employee Profile they will need to be set against a Branch. 

 - You will need to set Risk Register entries against a chosen Branch. 

 - When an employee records a Hazard they will need to select a Branch. 

 - You will select a Branch when entering Health & Safety Meetings. 

 - Incident Reporting requires branch selection (or Other location) of where the incident occurred. 

 - You have the ability to Order Uniform by Branch. 

 - You can set up Procedures specific to each Branch. 

 - Training Courses can be allocated to selected Roles and Branches. 

 - You can assign Actions against a Branch. 

 - Contractor locations, and Contractor Workers need to be assigned to Branches. 

 - A Capex request requires a Branch location. 

 - When you create an Asset you will need to assign it to a Branch. 

 - Any Temporary Employees will need to have their Engage profile set against a Branch. 

 - You can set individual Policies at Branch level. 

 - You are able to break down Reporting as per entered Branches. 

If you are unsure on how to structure your Branches, please contact the Engage Support team for further information. 

To add a new branch, click on Customer Admin / Organisation / Branches / "New Branch".

Fill in the form, note that boxes with a red asterisk are compulsory fields.

Once completed, you have the ability to add policies, certificates, and areas to each branch. To do this, click View next to the branch, and open the relevant tab.

To learn more about setting up policies, please click here.

At Branch level, you are required to enter some main contacts. These can be accessed by clicking on Customer Admin / Organisation / Branches / "Edit" next to the applicable branch, and include:

Branch H&S Contact - The Branch H&S Contact will be notified about any incidents that occur at that selected branch via email. They will be able to complete the incident investigation, and see any incidents listed against that branch. Branch H&S Contacts can also be assigned Incidents to review at their listed branch, or at another specified location as required. 

Branch Admin Contact - The Branch Admin can be used in a custom order approval process for internal suppliers, and has the ability to make changes set at branch level as required. 

Division Manager - The Division Manager can be used at either a Capex approval process level, or at a custom order approval process for internal suppliers as needed. 

Branch Manager(s) - Branch Manager(s) receive expense claim requests for approval from employees within their set branch, and feature as an option at the custom order approval process for internal suppliers. If you are on version 2 of our new employee screens, the Branch Manager(s) will also be the first step in the employee record approval process. 

If you no longer require a branch, you are able to 'Edit' your branch and set the status to Inactive to remove the branch from relevant drop-downs. Keeping the branch in the background keeps all of your data, and means that if you needed to re-set your branch to Active at a later stage you can do so.

You can later find Inactive branches by checking 'Show Inactive Branches':

In order to be specific in areas of asset storage / incidents / hazards etc, we have provided the facility to create areas and sections within your branches.

To set these up, go to Customer Admin / Organisation / Branches / "View" against the required branch / Areas / Add Area.

Employees have the ability to view and download copies of these certificates as required. 

If you are using the Leave module or TimeClock in Engage, it is recommended to set the relevant NZ Regional Public Holiday against your branches. You can do this by clicking on Customer Admin / Organisation / Branches / "Edit", and selecting the applicable holiday region. 

Once saved, this will automatically filter through to the employees applying for Leave / using the TimeClock that are part of the particular branch with the holiday region assigned. 

On the Edit screen, you may also want to set your Over Allocations if you are using the Engage Uniform module. The set up here dictates how orders will flow when uniform is purchased through an external supplier / internal supplier without a custom approval process. To learn more about Uniforms, please click here. 

If you are finding that an employee can see Uniform products that are outside of their allocation, it may be if the Allow Non-Uniform Ordering quesion has No selected. When No is selected for a branch, this means that employees can purchase uniforms outside of the uniform that they have been allocated. 

If you have any further queries about Engage or setting up Branches, please email support@engagesolutions.co.nz and we will get back to you as soon as we can.