From time to time, you may come across new Banks, Zones or Suburbs not in the default entireHR system or that need to be edited. Additionally, your business Office might move locations, addresses or have a name change.

Luckily you can update any of these at any time in the Masters yourself in a quick and mostly painless fashion!

Simply click Masters in the top menu and Main Masters will load as default which is the one you want, below you can see where to locate each option, lets go with Banks First.





   1.  Banks

Click the + icon to add a new Bank or Pencil Icon to edit, enter the required information and click save icon (green tick) to confirm.

Required information for a new Bank is; BSB Number, Bank name, Country, State and Suburb.

Note when adding a Bank for the first time you can create multiple BSB's for the same Bank for when for when there are different branches in the same area, speeding up data entry. 

If you're having trouble finding a Bank BSB, try this link: BSB Lookup





   2.  Zones

Click the + icon to add a new Zone or Pencil Icon to edit, enter the required information and click save icon (green tick) to confirm.

Required information for a new Zone is; State, Zone Name.

Zones
are used to group Suburbs and all Suburbs must be attached under a Zone. They may be known as an "area, region or province" and can be used to refine searches and some reports. One example of a Zone is the Mornington Peninsula in Victoria, Australia




   3.  Suburbs & Post Codes

Click the + icon to add a new Suburb or Pencil Icon to edit, enter the required information and click save icon (green tick) to confirm.

Required information for a new Suburb is; State, Zone, Suburb Name and Post Code.

Please note: To be created, Suburbs must be nested under a Zone, however Zone's are not used in calculating addresses for Google Maps like Suburbs, so if you can't find the Zone area on Google, a generic/dummy entry will do just fine.

If you're having trouble finding a Post Code of a Suburb try this link; Post Code Lookup





   4.  Offices

Click the + icon to add a new Office or Pencil Icon to edit, enter the required information and click save icon (green tick) to confirm.

Required information for a new Office is; Name, Email, Country, Phone Number, Office Manager, State, Suburb and Post Code.


Please note, Offices play an important role in the function of the entireHR system, and can affect applications, recruitment, allocations searching and pay and invoicing rates. If you are doing set up for your business and unsure how entireHR should handle your Offices please contact support for further assistance. 

If your Office moves location, changes details or you wish to change the name for business reasons, this is fine to do, and will update for all clients and members already attached to that Office instantly, you can also have a hidden office, if you don't wish it to be seen by applicants or members but want to use it for internal purposes.

Warning: We g
enerally advise against making an Office Inactive. This will make all clients and members also attached to that office to unable to be searched or allocated for bookings.