Branch Staff

Where: Settings > Branch Staff
Who can use it: Menu: branches.view or manage branches. Looking needs users.view; adding, removing or switching people on and off needs branches.manage_staff. Owners, admins and super-admins can do everything. Not available on SureScreen plans.
Open this page in SureTill

If you have more than one branch, a person can work at several of them. This page works on the branch selected at the top of the admin and shows every account with its status at that branch. Without a selected branch the page only asks you to select one first.

A person belongs to a branch in two ways. The main branch is stored on the account (the Primary badge). Any other branch is an assignment. Both let the person sign in with a PIN at that branch’s terminals, and the assigned branches appear in the branch list they can switch between.

Step by step

Assign one person

1. Select the branch at the top of the admin and open Settings > Branch Staff.
2. Find the person. Use the Unassigned tab to list people who do not work here yet.
3. Click the person-add icon on the row. The badge changes to Assigned.

Make this branch the main branch of a person

1. Find an Assigned person who is not Primary here.
2. Click the star icon. The person becomes Primary here and the main branch of the account moves to this branch. The Primary mark of their other branches is cleared.

Remove a person from the branch

1. Click the person-remove icon on the row of an Assigned person.

Tip

The person-remove icon deletes the assignment. A person whose main branch is this branch still counts as working here. Make another branch their main branch first, or change it on the Users page.

Tip

Remove (n) in the bulk bar switches the assignment off instead of deleting it: the person shows as not working here, even when this is their main branch, and can no longer sign in with a PIN at this branch. Assign (n) switches it on again.

Assign or remove many people

1. Tick the check boxes of the people, or the box in the table header for everyone listed.
2. Click Assign (n) to add them all to this branch, or Remove (n) to take them out.

Tip

Remove (n) marks the assignments inactive and keeps them in the list, instead of deleting them like the single Remove icon. An inactive assignment no longer shows the branch in the person’s branch list, but the row still reads Assigned here.

Every setting explained

Setting	What it does
Total Staff	Number of accounts in the restaurant.
Assigned to Branch	Accounts whose main branch is this branch, plus accounts with an active assignment here.
Unassigned	Total Staff minus Assigned to Branch.
Search	Looks in name, email and employee ID.
All, Assigned, Unassigned tabs	All shows everyone. Assigned shows people with an assignment or this main branch. Unassigned shows the rest.
Staff column	Initials, name and the employee ID when there is one.
Contact column	Email and phone.
Role column	Role badges of the account. Roles are changed on the Users page.
Branch Status	Assigned (with a pulsing dot) and Primary, or Not Assigned.
Star icon	Make Primary. Shown for assigned people who are not primary here.
Person-remove icon	Remove from Branch.
Person-add icon	Assign to Branch.
Assign (n) and Remove (n)	Bulk buttons that appear when rows are ticked.

Related articles

• Users (sign-in accounts)
• Employees (Human Resources)
• Roles & Permissions