Setting up the organizational structure

What is an organization structure?

An organization structure (or org structure) defines how an organization arranges its employees, departments, and functions to achieve its goals.
A clear org structure enhances understanding of roles, communication, and decision-making, improving overall efficiency and effectiveness.

A typical org structure includes:

1. Legal Entity: Different companies or subsidiaries within the organization.

2. Business Units: Divisions or departments within each legal entity.

3. Locations: Physical places where your organization operates.

4. Departments: Functional areas within each business unit.

How to configure organization structure details?

1. Go to Keka Setup and select Core HR Setup.

2. Click on Organisation Setup.

3. Select Add Legal Entity to configure the legal entity details, including Establishment ID and other key info.

Adding Organization structure

1. After saving the legal entity, click Add Organization's Structure.

2. On the Setup Organization Structure page:

   • Choose whether your organization has a single or multiple business units.

   • Enter the Business Unit Name and select the associated Legal Entity.

   • Click Save.

3. To add locations:

   Click Setup, then + Add Location fill in the details, and click Add.

Viewing and Managing Org Structure

1. Go to Org in the left navigation pane and select the Org Structure tab.

2. Here you can view and manage your organization’s structure, including departments, locations, and more.

Conclusion

Setting up your organization structure in Keka—covering legal entities, business units, locations, and departments—requires careful planning. Following these steps ensures your structure supports your business goals and helps manage HR more effectively.