TABLE OF CONTENTS
Additional Branch Form
You would process these forms the same way as you would process a new joiner there are just a few things to look out for.
Additional branch form checklist
- The process is very similar to the New Joiner process so always check on Site Admin to see if the company has an existing live branch.
- When creating the branch check the logo and description with the agent as it may be different due to different branding or a different area description.
- If they have a data feed check if they have a separate data feed account with the new branch.
- No dd is needed as the Payer is the same as the other branches.
- Although this company has had a Go-Live call before check if they want a training call as the staff members in the new branch may need it.
