Companies with multiple locations can create one or more legal entities, each with its own set of locations and sites to differentiate the employee information that needs to be captured. This is particularly useful for companies that operate in different regions with varying tax regulations or for those with a single legal entity but multiple locations and sites.
To get started, navigate to the Employee management section in Settings and select Company entities.
Adding company entities
To create a new entity click Add entity on the upper right. You will be prompted to define:
- Entity name: mandatory field; this should be unique per account
- Legal name: optional field
- Location: mandatory field; each entity should have at least one location. An entity can not stand on its own without a location under it.
- Site: optional field; one location could have different offices e.g. the main office and coworking spaces
Once ready click Done and then Save entity.
Assigning entities, locations and sites
Custom profile templates
When creating custom profile templates you can define entities, locations, or sites for the respective template. Multiple entities (and multiple locations, sites under them) can also be selected. By default, if an entity is selected, all locations and sites under it will be selected as well.
Employee profiles
When creating a new employee profile, you can select the entity location or even the site that the employee is assigned to.
Document templates
When creating a new document template you can define entities or entity locations/sites for which this document template will be used. Multiple entities (and multiple locations, sites under them) can also be selected.
Onboarding workflows
When creating a new onboarding workflow you can define entities or entity locations/sites for which this onboarding workflow applies. Multiple entities (and multiple locations, sites under them) can also be selected.