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Managing Entities

Create, view, edit, and delete the organizational units that define your workspace structure.

Entities Dashboard​

The Entities Dashboard provides a centralized, paginated list view of all entities in your workspace.

What You See​

  • Actions Column: Displays a View (eye icon) and Delete (trash icon) button depending on your permissions.
  • Name Column: The bolded name of the entity.
  • Counter: At the top of the dashboard, you’ll see the total number of configured entities.

The table supports pagination and sorting to help you quickly find specific entities, especially in large workspaces.

Creating an Entity​

To set up a new organizational unit:

  1. Click the Create Entity button in the dashboard's header (requires write permission).
  2. The Create Entity modal will open.

Entity Details​

FieldDescriptionRequired
NameA unique, concise name for the entity (e.g., "North America Subsidiary" or "London Branch").Yes
CurrencyThe operational currency for this entity. Note: This is automatically populated from your workspace's base currency and is read-only.Auto-filled
  1. Click Create.

Note: The system will immediately validate that the entity name does not already exist. Upon successful creation, default absence management settings are applied automatically to ensure the entity is fully functional.

Modifying an Entity​

To alter an existing entity's details or configure its advanced settings:

  1. Locate the entity on the dashboard.
  2. Click the View (Eye) icon in the Actions column.
  3. A detail drawer will open on the right side of the screen.

Editing Core Information​

In the top section of the detail drawer:

  • Entity Name: Click the edit icon to rename the entity. Save your changes by pressing Enter or clicking the save checkmark.
  • Currency: Displayed for reference (e.g., US Dollar (USD)).

Entity Absence Settings​

Beneath the core information, you can override workspace-wide leave policies by enabling Absence Management Settings for this specific entity.

  • Toggle the switch to On to reveal the full settings form.
  • Disabling the switch removes all entity-specific rules, causing users assigned to this entity to fall back to the global workspace rules.

For detailed instructions on configuring these local policies, refer to the Entity Absence Settings guide.

Deleting an Entity​

  1. Locate the entity on the dashboard.
  2. Click the Delete (Trash) icon in the Actions column.
  3. Confirm the action in the popconfirm.

Bulk Delete​

You can also delete multiple entities at once using the bulk delete capability on the dashboard.

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