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Add a legal Entity (Organization Settings)
This article covers: Add Legal Entity.
Before you start
- Access. You need access to HCM Settings > Organization Settings. If you do not see it in the menu, ask your administrator for the role that covers this area.
Steps
- Open HCM Settings > Organization Settings.
- Select Add Legal Entity.
- In the window Legal Entity fill in the fields below.
| Field | What it means and what to enter |
|---|---|
| Legal Entity Name | The name people see for the record. |
| Legal Entity Code | A short, unique code that identifies the record. |
| Registration number | The official number from your registration papers. |
| Tax number | Type the tax number. |
| Currency | The currency of the amounts on this record, for example USD or INR. |
| Time zone | The time zone for dates and times on this record, for example Europe/London. For example: IANA time zone, for example Europe/London. |
| Country | The country. |
| Status | Whether the record is in use. Choose one: Active, Inactive. |
- Select Save Changes.
The window closes and the table shows the result.
If something does not work
- The button "Add Legal Entity" is missing. You do not have the permission, or the page is not in your menu. See Access above.
- A list in the window is empty. The records it picks from do not exist yet.
- The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.
