Organization & Employees
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      Adding and modifying Business Units

      TABLE OF CONTENTS

      What are Business Units?

      Business units are divisions within a company that focus on specific products or services. For example, in a company like "ABC Electronics," there might be separate units for smartphones, laptops, and TVs, each responsible for its product line. These units typically have their own strategies and revenue streams.

      In Keka, business units can be effectively managed to track performance, streamline operations, and align strategies with organizational goals.

      How to add Business Units in Keka?

       Let’s look at how to add business units in your organization.

      Navigate to the "Org" section in the left navigation pane. From there, select "Org Structure." Under the Business Unit tab, click the "+ Add Business Unit" button to proceed.

      In the Add Business Unit window, enter a name and a description for the new business unit, then click the Add button to proceed.

      You can view the list of business units you have created in the Business Unit screen, where additional details are also available under the Summary section.

      On this screen, you can also assign a Business Unit Head after you add employees to the portal. Search for the employees from the Business Units screen and add them as the Business Unit head here.

      Adding employees

      To add employees to a business unit, navigate to the employees section within that unit and click on the "Bulk Assign Employees" option. Follow the on-screen instructions provided to complete the upload process. 

      Alternatively, you can access an employee's profile, navigate to the Job tab under the Organization section, and click on the pencil icon to make edits.

      Repeat the above steps to add all the business units that you have defined in your organization.

      Editing a business unit

      To edit a business unit you have created, navigate to the Business Unit page and select the specific unit you wish to modify from the left-hand pane. Next, click on the three-dot icon and choose the Edit option from the dropdown menu.

       

      On the Edit Business Unit screen, you can edit information such as the Name of the business unit, Group Email, and Description. Click on Update after you have made all the necessary changes. 

      Deleting a business unit

      To delete a business unit, first, select the desired unit from your list. Then, click on the three-dot icon located on the page. From the dropdown menu that appears, choose the Delete option.

      Click Confirm on the confirmation screen to delete the business unit.

      You cannot delete a business unit with employees assigned to it. Remove the employee assignments first before attempting to delete the business unit.


      Please let us know if you find this article helpful.