Setup: Branches - General

Unique code to identify the Branch

The name of the Branch

The address of the Branch (two lines)

City that the Branch is located in

County that the Branch is located in

The postcode for the Branch

Telephone number for the Branch. If Click-To-Call has been enabled, the telephone icon will appear next to the Telephone number. Select to launch the dialler and caller the number

This is the time zone in which the Branch is located. Use this to choose the correct time zone from the drop-down list

This determines whether the Branch observes daylight saving times

Templates are produced to speed up data loading when adding new sites and employees. This is where the templates are stored for each Branch. For example, one branch can be a cleaning branch. They may have multiple templates, for example, one for a cleaning type sites and another for their Employees. Meanwhile, a branch could be a security branch and use security site and another for their employee templates

Template used for storing Employee information (see information explaining this in the SiteCard template)

Minimum wage schemes (Minimum Pay Rates) are assigned to a branch from Timegate Web version 20.4 onwards form the Admin | Finance | Pay Scheme Rules screen. Their name is shown he when assigned to a branch. Previously these had been assigned using a drop-down at the branch level. For more information about setting up Minimum Pay Rates see Admin | Finance | Pay Scheme Rules

This drop-down list will look like the one shown below. Use this to define how stand-down events will be recorded within the diary. The three choices provided are:

When selected, events will be displayed in the standard location before any other location first when using the Portal.

Select a branch level automation rule that will override the default, Timegate Web wide automation rule set. The automation rule profile that is assigned is created in Admin | Engagement | Automation Rules. This command governs the ability of self-service users within the Employee App to either swap a duty, give away a duty or pick up a duty.

This setting is used as a fall back for the Employee Average Period Hours Duty Check. The Average Period Hours Duty Check firstly checks the Employee average period hours and, if they are not set, uses the Branch average period hours details for the check.

Select the average period hours rule from the drop down list.

see Admin | General | Employee Settings | Average Period Hours Rule, Admin | System | Duty Checks and Setup | Employees | Ops. for more information

Select to choose an appropriate holiday profile for the Branch. Holiday rules are set up under General | Settings | Holiday Schedules. Select the magnifying glass to launch the following window from which you can select the profile of choice as shown:

Name of the contact at the Branch

The title of the contact at the Branch

Date of birth of the Branch i.e. the date that the branch was set up on the system

This setting determines if an Employee is paid for the hour that is not worked when the clocks go forward at the start of summer

This setting determines if an Employee is paid for the extra hour that he or she must work when the clocks go back in the winter

This setting determines if a Customer is billed for the hour that is not worked when the clocks go forward at the start of summer

This setting determines if a Customer is billed for the extra hour that is worked when the clocks go back in the winter

When selected (enabled) at a branch level, it enables those employees who are unable to take their annual leave because of their specific role, to gain an uplift on their hourly rate. this is to compensate for the loss of annual leave. The uplift will only be applied to those employees who have Use Hourly Holiday Pay selected in their Employee Record. If the employee record has this enabled but it is not enabled at a branch level, the uplift wont happen. If the branch record has the feature enabled, but an employee does not, the uplift will not be applied. For the uplift to be applied, it must be specified at both a branch and employee level. This feature works in conjunction with Hourly Rate Percentage and Qualifying Weeks below. See Employee | General, Use Hourly Holiday Pay for further information

The percentage uplift that is applied to an employees hourly rate if the Hourly Holiday Pay functionality has been enabled (See details in Use Hourly Holiday Pay) e.g. if 11.67% is entered here, an eligible employee’s hourly rate will increase by 11.67% to compensate for them not being able to take annual leave

The amount of weeks that the employee will have needed to work for the company before they qualify for the percentage uplift on their hourly rate to compensate for their inability to take their annual leave entitlement because of their role (See details in Use Hourly Holiday Pay and Hourly Rate Percentage)

From this drop-down list, choose whether to charge between Contracted or Budgeted pay to alert against

The percentage of variance at which point an alert is triggered to the Escalation Group

An Escalation Group comprises a list of system users that will get notified of certain events. In this instance, the Escalation Group for Pay Alerts is being selected. This can be used as follows to send alerts to those members of the given groups:

• When the budgeted pay is outside of the percentage range defined in the Alert Variance, a message will be sent to the chosen Escalation Group.

• When a Budgeted Pay and Alert Variance are not set, the chosen Escalation Group in this field is used to send a report that lists all sites that are currently over budget only, in terms of hours or pay. The report is, as standard configured to be run once a day

Escalation Groupsare set up under Admin | General | Escalation Groups

Number of weeks in the past that the system stores duties of those who were on the site team. These settings fall under the banner of “Contract Security” as Contract Users in the system are only allowed to look at certain sites. They are then allowed to look at Employees that are in the teams for those sites

Number of weeks that Timegate Web looks forward at duties, to determine who is on the site team. These settings fall under the banner of “Contract Security” as Contract Users in the system are only allowed to look at certain sites. They are then allowed to look at Employees that are in the teams for those sites

Select to Save the Branch record

Select on this to launch Branch View

Select to Delete the Branch record. Before being able to Delete the content, a screen similar to the one below will be displayed detailing how many records are linked to the Branch record. To Delete, select OK to confirm, otherwise press Cancel

Select to Refresh the screen and discard any unsaved changes