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Add Sub Entity

How to add a sub entity

Kevin avatar
Written by Kevin
Updated over 2 years ago

STEPS

  1. Click Settings

    Click Settings

  2. Click Sub Entities

    If you don't see this option, you may not have permission to access Sub Entities.

    Click Sub Entities

  3. Click +Add Sub Entities

    Click Add Sub Entities

  4. Enter Sub Entity Name

    Enter Sub Entity Name

  5. Select Business Significance
    This provides context for the sub entity within the overall org structure.

    Select Business Significance

  6. Select NAICS Code

    Select NAICS Code

  7. Enter # of Employees
    This # is used in calculations later.

    Enter Number of Employees

  8. Enter # of Remote Employees
    This # is used in calculations later.

    Enter Number of Remote Employees

  9. Click Save

    Click Save

  10. Click OK
    This is a billable action. Please read the terms.

    Click OK

  11. Add a sub entity whenever you're ready

    Add a sub entity whenever you're ready


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