Branches, Departments & Positions

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Settings → Company. The three-level structure the rest of the system hangs off: Branches are your physical sites, Departments group staff within a branch, and Positions decide what an employee is allowed to do. Set these up before adding employees, because new staff inherit their branch, department and capabilities from here.

Branches

A branch is a physical location. Jobs, quotes, pay weeks and reporting can all be filtered and defaulted by branch.

A Branch record — A branch — its address and contact, plus flags that decide how it behaves for payroll and manufacturing, and the departments that sit under it.

Setting	What it does / affects
Name / Branch Type	Identifies the site (e.g. Head Office) and its type (head office, factory…).
Address / Suburb / Email / Phone	The branch’s contact details — used on documents and correspondence for jobs at that branch.
Is Active	Inactive branches drop out of the pickers when creating new records.
Is Payroll Enabled	Whether pay weeks can be run for this branch.
Is Manufacturing Site	Marks the branch as a factory — it counts toward manufacturing capacity and scheduling.
Change Manager (toolbar)	Reassign the branch’s manager.

Departments

A department groups staff within a branch, and carries the settings that drive attendance and reporting for its people.

Setting	What it does / affects
Name / Branch / Manager	The department, the branch it belongs to, and who runs it.
Payroll Code	The code its hours export under to your payroll provider.
Work Calendar	The working-day calendar that applies to the department’s staff (drives rostered times and auto sign-out).
Calculate Productivity	Include this department’s work in productivity calculations.
Include In Performance KPI	Include it in the performance KPI reporting.
Auto Sign In / Out	Automatically sign the department’s staff in/out to their rostered times.
Auto Select In Job Manager	The department is pre-selected on the Job Manager for its staff.
Exclude From Auto Sign Out	Skip this department when auto sign-out runs.
Exclude From Time Reports	Leave the department out of time reporting.
Is Active	Inactive departments drop out of the pickers.

Positions

A position is a role with capabilities — the tick-boxes here decide what an employee in that position is allowed to do across the system. This is how you keep estimating, purchasing, site measuring and management to the right people.

A Position record — A position's capability flags gate what staff in that role can do — sell, estimate, detail, site measure, purchase, manage and schedule.

Capability	What it lets the employee do
Is Manager	Access manager-level views and approvals.
Can Sell	Own opportunities and win quotes.
Can Estimate	Build and price estimates.
Can Detail	Do detailing/paperwork work.
Can Site Measure	Be assigned and carry out site measures.
Can Project Manage	Run jobs as project manager.
Can Purchase / Is Purchasing Officer	Raise and manage purchase orders.
Can Schedule Site Works Sales	Schedule site-works sales visits.
Can Do Variation Action	Make variations on a job.
Scheduling Capability	Which scheduling area (e.g. Manufacturing) the role can schedule.
Exclude From Time Reports	Leave staff in this role out of time reporting.
Is Active	Inactive positions can’t be assigned to new staff.

Because positions carry the capability flags, giving a new employee the right position is what grants their day-one access — you rarely need to touch individual users and roles for everyday staff.