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Organizations (HCM) ​

This page documents the shipped Organizations screen (hcm-organization) — the top-level entity representing each legal/business organization your tenant manages, with its own regional and HR configuration (distinct from Org Units, which sit underneath it). Not for plugin developers.

Getting there ​

Organization → Organizations.

What you see ​

  • KPI cards: Total, Active, Inactive, Pending Approval.
  • Search, plus filters for Country, Status, and Organization Type.
  • A grid: Organization, Type, Parent Organization, Country, Currency, Default (whether it's your tenant's default org), Status, Actions (View / Edit / Set as Default).
  • Bulk actions: Activate or Deactivate selected organizations — both submit for approval rather than applying instantly (you'll see a hint saying so before you confirm), and there's a bulk Assign Parent action too.
  • Import — upload a CSV or XLSX with columns code, name, legalName, organizationType, parentCode, country, currency (code and name are required on every row).

Creating or editing an organization ​

New Organization opens a form with several sections:

  • Basic Information — Organization Name, Organization Code, Short Name, Legal Name, Organization Type, Parent Organization, Linked Legal Entity, Description.
  • Regional Settings — Country, Currency, Language, Time Zone, Date Format, Time Format, Number Format, Week Start Day.
  • HCM Configuration — Default Working Hours, Default Work Week, Default Probation Period (Days), Default Employee Number Prefix/Sequence, and the default Attendance Policy, Leave Policy, Payroll Calendar, and Holiday Calendar to use (referenced by ID).
  • Branding — Logo and Favicon uploads.
  • Address and Contact Information — add one during creation, plus whether it's the primary one.
  • Status — and whether this is your tenant's default organization.

Organization detail ​

Click a row to open a detailed view with nine tabs:

  • Overview — every field above, plus Corporate Identifier, Tax Identifier, VAT Number, Registration Number/Date/Authority under a Legal Information section, and Child Organizations count.
  • Hierarchy — where this organization sits in the parent/child tree.
  • Address / Contact — manage multiple addresses/contacts, each with its own type and a primary flag; Add Address / Add Contact.
  • Legal — edit the Legal Information fields directly.
  • Locations, Cost Centers, Employees — related records for this organization.
  • Documents — Upload Document with a Title, Document Type, and file.
  • Settings — a read-only, curated view of HR-wide settings relevant to this organization, showing the currently effective value and whether it comes from your own tenant override or the platform default (manage the actual values in HR Settings, not here).
  • Audit — change history for this organization.

There's also a Statutory Registrations section (Registration Type, Number, Country, Effective From/To, Status) for tracking legal registrations per jurisdiction, and an Organization Relationships section (link to a target organization, a relationship type, and its own effective dates) for modeling relationships between organizations beyond simple parent/child.