Branch Restrictions Tab of the Charge Trees Screen

Use the Branch Restrictions table of the Charge Trees screen to view or modify restrictions at the charge branch level or to add employee groups, similar to adding restrictions to a charge tree.

A graphical charge tree representation displays at the top of the screen as you drill down into a tree and its branches. Each level above the current level displays as a hyperlink in the graphical charge tree. Select any of these links to display the information at that level.

Note: This tab is available only if you have selected a branch that has the Restrict Access check box selected.

Table Window

Field Description
Group Description

This non-editable column displays all the employee group descriptions of the groups that are allowed to access the selected charge branch.

Group Code

This non-editable column displays all the employee group codes of the groups that are allowed to access the selected charge branch.

Add Employee Groups

Click Add Employee Groups to add an employee group to the charge branch. The employees within the group will have access to the charge branch.

When the screen initially displays, it contains all employee groups that are not already a member of the Restrictions tab.

Filter

Use the Filter feature to narrow down the number of employee groups for selection.

Group Description

Enter the group description or partial description for the group you wish to display.

Search

Select the Search button to re-populate the results table using the information you entered in the Group Description field as a filter. For example, if you enter "P" in the Group Description field and select Search, all groups not already associated with the charge branch whose description starts with "P" will be displayed. If you select the Search button with an empty Group Description field, all groups not already associated with the charge branch will be displayed.

Add to Charge Branch

Choose the groups that you wish to add to the Restrictions tab for the charge branch by selecting the check box to the left of the group's description. You can select multiple groups. Then click Add to Charge Branch. The Add Employee Groups dialog will remain until you select Close.

Delete Employee Groups

Choose the employee group or groups that you wish to delete by selecting the check box(es) to the left of the row. Then click Delete Employee Groups to delete the row(s) and to remove the employee groups' association to the charge branch.