Setting Up Your Org Structure: Company, Branches, Departments, Job Titles

Recommended Setup Order

1. Company: declare legal information, logo, and contact details under Organization → Company.
2. Branches: add each branch with its address, GPS coordinates, and its own geofence radius.
3. Departments: create departments (Sales, Engineering, HR, etc.) and assign them to specific branches or share them company-wide.
4. Job Titles: declare job titles (Employee, Team Lead, Department Head, etc.) used to define approval hierarchy and allowances.

Why Setup Order Matters

When adding a new employee, the system requires assigning them to a specific branch, department, and job title — if these upper levels haven't been declared yet, you won't be able to complete the employee's profile.

Editing After Data Exists

You can still rename or add new branches/departments/job titles at any time; existing employees won't be affected unless you actively move them to a new unit.

Tip: Name branches after recognizable locations (e.g. "District 1 Branch") instead of codes, so employees can easily pick the right branch when needed.