Manage Franchises
  • 27 Feb 2024
  • 2 Minutes to read
  • Dark
    Light

Manage Franchises

  • Dark
    Light

Article Summary

Abstract

You can manage a franchise.

Introduction

This data can include field values, workflows, participants, approval processes, and evaluations (prescreen, phone screen, and interview questions). Job templates are tied to organization levels.

You use the Franchise Management screen to manage franchises.

What Is Franchise Management?

Franchise Management is functionality that allows employers with a broad footprint (global, national, or otherwise diverse) to provide employer-specific information that is used in conjunction with form mapping on the I-9, W-4, and State Forms.

There is no limit to the number of franchises a client can define.

What Is Franchise?

A franchise can represent a franchise, division, location, or some other client defined entity that has unique employer information, most typically an entity with a unique Employer Identification Number.

A franchise consists the following details:

  • Street Address

  • City

  • State/Province

  • Zip/Postal Code

  • Employer Identification Number

  • Office Code

  • Division Name

Note: Multiple franchises can share the same information.

How do I Configure a Franchise?

A system administrator user with the capability Administration > Jobs Related > Manage Franchises can access the Job Settings > Franchise Management screen to add or edit franchises.

Note: Once you create a franchise, you cannot change its name.

How Do I Select a Franchise on a Job Requisition?

A franchise is selected on a job requisition at the time of job creation. Jobs are created either through the standard BrassRing to Onboard integration, through custom integration, or manually in the Onboard Configuration application.

With respect to the BrassRing to Onboard integration, a franchise must be selected by name as part of the job details. This can ultimately happen in a number of ways, but should be based on job requisition information coming from BrassRing, either selecting a specific franchise based on a specific field in a requisition template or requisition form, or by translating multiple field values to select the appropriate franchise.

Creating a job requisition manually in the Onboard Configuration application is not a standard practice, but can be useful for sensitive hires, or other non-standard use cases. In such case, the franchise is selected directly when creating the job requisition.

Note: A job requisition can only have a single selected franchise. If no franchise is selected, the configuration of the default New Hire Portal is used. If no Default New Hire Portal configuration exists, errors may occur in activity completion or E-Verify case creation.

What Functionality Does Franchise Management Enhance?

Franchise Management is linked to the functionality of four tasks:

  • I-9 (I-9 Section 2)

  • W-4 (Onboard US W4)

  • State Forms (State Form Activity)

  • E-Verify

In the case of the I-9, W-4, and State Form tasks, the franchise configuration is used to map the following employer location information to a PDF.

  • Street Address

  • City

  • State/Province

  • Zip/Postal Code

  • Employer Identification Number

  • Office Code

How to Access the Screen

  1. In the Global Toolbar, display the Settings menu and select Settings.

  2. Select the Job Settings tab to display job workflow configuration options.

  3. Display the Show drop-down list and select Franchise Management. The Franchise Management screen displays.

Tasks You Can Do on This Screen

  • Add icon

    - Add a new franchise to the system.

  • Save icon

    - Modify and save a franchise.

  • Upload icon

    - Upload franchise in a csv or xls format.

  • Download icon

    - Download franchise to a csv or xls format.

Adding a Franchise

Abstract

You can add a franchise.

  1. Display the Franchise Management screen.

  2. Select the Add Add icon icon.

  3. Specify a franchise name .

  4. Specify address and other identifying information in the Franchise Section.

  5. Upload (Upload icon) or Download (Download icon) franchise information.

  6. Select the Save icon Save icon.

Modifying a Franchise

Abstract

You can modify a franchise if necessary.

  1. Display the Franchise Management screen.

  2. In the list pane, select the franchise you want to modify.

  3. If necessary, modify information in the Franchise Section.

  4. Upload (Upload icon) or Download (Download icon) franchise information.

  5. Select the Save icon Save icon.