Are you ready to add a new entity to your Payflip account? Follow these simple steps to set up and configure your new entity. 🏢✨
Step 1: Add a New Entity
Log in to your Payflip admin account.
Select the "all entities" button from the menu on the left.
Click on the pink "add entity" button.
Step 2: Activate the Necessary Components
The new entity will be an exact copy of your existing entities regarding budgets and benefits.
To make your new entity fully operational, you need to activate the following elements:
Complete company information: Fill in all required company details under the "company information" tab.
⚠️ Don't forget to re-add the signature of the legal representative. It's a must for legally binding attachments to the employment contract. 😉
Activate budgets:Follow the steps in our article to activate the relevant budgets for your new entity.
Activate benefits: Refer to our article for instructions on activating benefits for your new entity.
Activate payroll: For smooth integration with your payroll system, follow the guidelines in our article.
Add documents: Download the documents from the original entity (organization > documents) and upload them for the new entity.
Step 3: Add Employees
Now that your entity is set up, you can add employees:
For adding individual employees, follow the steps in our article.
To add multiple employees at once, use our bulk upload feature as described in this article.
Moving Employees Between Entities
⚠️ Note: If you want to migrate employees from an existing entity to your new entity, please contact us via the blue messenger button in the Payflip tool.
Need Help?
If you have questions or encounter issues while adding your new entity, don't hesitate to contact us via the chat function in the Payflip tool.