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How do I assign an employee to a branch?

How do I assign an employee to a branch?

  • To assign an employee to a branch, open the Employees tab in the left-hand menu.

  • In the list, click the three dots icon at the far right of that employee's row.

  • Assign is the option to choose.

  • On the screen that opens, choose Branch Assignment and click Continue.

  • Pick the employee's new branch in the window that opens, then click Save to finish.

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