create entity

How to Create Entities?

Overview

Entities within the Workforce Module of HRplus represent the various hierarchical components of an organisation that define the organisational structure. The levels include:

  • Company: The overarching legal entity representing the entire organization.
  • Division: Major functional areas or business units within the company.
  • Department: Specialized teams or functions within a division.
  • Section: Sub-groups within a department for more granular categorization.

    • Steps to Create an Entity

    To set up an entity, follow these steps:

    Info
    Go to: Workforce > Setup > Entities

    1. Initiate Entity Creation:

      • Navigate to the "Entity Management" section.
      • Click on "Create New Entity".
      • ​

    2. Select Entity Type:

      • Choose the appropriate Entity Type (Company, Division, Department, Section) from the dropdown menu.

    3. Enter Entity Details:

      • Code: Assign a unique identifier for the entity.
      • Description: Provide a clear and concise name or description.

    4. Set Active Dates:

      • Start Date: Specify when the entity becomes active. 
        • Tip: The Start Date should be on or before the oldest position start date in the company to ensure historical accuracy and proper data alignment.
      • End Date: Indicate when the entity will be deactivated, if applicable. Leave this field blank if there is no planned deactivation date.

    5. Assign Account Segment Number:

      • Input the Account Segment Number for general ledger (GL) financial tracking.
      • Tip: Consult with your finance department to ensure correct alignment with GL structures.

    6. Review and Save:

      • Verify all entered information for accuracy.
      • Click "Save" to finalize the entity creation.