Understanding The Subsidiaries Feature In BrioHR
The Subsidiaries feature allows for seamless integration between the main account and subsidiary accounts, facilitating faster management and interaction. By using this feature, users can easily connect to any subsidiary account with the same login credentials, eliminating the need for multiple usernames and passwords.
Related Users For The Subsidiaries Feature
Users who will benefit from the Subsidiaries feature include:
- Admin: Manages users in subsidiary accounts.
- Manager: Processes approval requests for direct reports from subsidiary accounts.
Setting Up Subsidiaries In BrioHR
Follow these steps to set up the Subsidiaries feature:
1. Identify the Main Account:
- Determine the main account from the list of available accounts and inform BrioHR. The main account will be the one where the Admin user is located.
2. Connect the Admin User to Other Accounts:
- Admin user logs into their BrioHR main account.
- Click on Settings > Users.
- Identify the Admin user for Subsidiaries setup and click on the "…" icon to view extended options. Select Subsidiaries access.
- A list of available accounts will appear in the Configure subsidiaries access pop-up window. Toggle to enable the selected subsidiary account.
- Complete the required information (Department, Office, User Group) by selecting from the dropdown options, and click Save.
At this point, the connection to another subsidiary account has been set up.
How To Start Using The Subsidiary Feature
- Admin user: A new Subsidiaries menu will be visible on the Home page. Access the feature by clicking on Subsidiaries.
- Subsidiaries Overview page: View all accessible subsidiaries and pending actions. Log into a subsidiary by clicking on the arrow icon.
- Navigation: The Admin user will be directed to the subsidiary account’s Home page and can manage other users. To return to the main account, click on the Main Branch icon.
Managing Users In Both Main And Subsidiary Accounts
- Access the Subsidiaries feature by logging in from the main account.
- Only the Admin user can grant access to subsidiary accounts listed in the main account to other user groups.
- When connecting to a subsidiary account, a User profile will automatically be created in the subsidiary account. The user will appear as an employee in subsidiary accounts. Access can be adjusted to exclude users from Payroll processing, Leave entitlements, or Performance review, but users will still appear in Employee Reports.
Need Assistance?
If you have any questions or require assistance, please reach out to our support team via live chat or email us at support@briohr.com.