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Assign an employee to a branch
Last Updated: 09/24/2026

Assign each employee to the branch where they work, so branch users can manage them and branch reports include them. Unassigned employees belong to the Headquarters branch.

From the employee record

  1. Open the employee from the Employees list and go to the employment status page.
  2. Select the branch in the Branch list.
  3. Select Update.

From the branch

  1. Open Company > Branches and select the branch.
  2. Open the Employees page.
  3. Find the employee in the employee search field and select Assign.

Tips

  • To move an employee back to Headquarters, select them on the branch's Employees page and choose Remove.

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