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Entities (Companies)

Who can use this: Admin and HR

Entities represent the different companies or legal business units within your organization.

Viewing Entities

  1. Click Entities in the sidebar.
  2. You will see a table with:
ColumnDescription
NameThe company name
DepartmentsHow many departments belong to this company
EmployeesHow many employees are in this company

Use the search box to filter by name. Results update as you type.

Creating an Entity

  1. Click New Entity at the top of the page.
  2. Enter a unique company name.
  3. Click Create.

Editing an Entity

  1. Find the entity in the table.
  2. Click the actions menu (⋮)Edit.
  3. Change the name.
  4. Click Save.

Deleting an Entity

  1. Click the actions menu (⋮)Delete.
  2. Confirm the deletion.
Deletion Blocked

You cannot delete an entity that still has departments or employees. Remove or reassign them first.

Exporting to CSV

Click Export CSV at the top of the page to download the current entity list as a spreadsheet.