Adding and modifying Business Units

What are Business Units?

In a company, business units are divisions that focus on specific products or services. For example, in a company like ABC Electronics, there might be separate business units for smartphones, laptops, and TVs, each handling its product line with dedicated strategies and revenue streams.

In Keka, business units help streamline operations, track performance, and ensure that strategies align with organizational goals. By organizing your workforce into business units, you can improve management efficiency and monitor the success of each unit.

How to add Business Units in Keka?

Keka allows you to create and manage business units for different segments of your organization. Here’s how you can add a new business unit:

Navigate to the Org Section:
From the left navigation pane, click on Org and then select the Org Structure tab.
Go to the Business Unit Tab:
In the Org Structure tab, select the Business Unit tab.
Add a New Business Unit:
Click on +Add Business Unit to create a new unit.
Enter Business Unit Details:
In the Add Business Unit window, provide the name and description of the new unit.
Save the Unit:
After entering the details, click Add to save the new business unit.

Once added, the business unit will be visible in the Business Unit screen under Org Structure.

Assigning a Business Unit Head

Once you’ve created a business unit, you can assign a Business Unit Head to lead the unit. Here's how:

Go to the Business Unit screen.
Find the business unit you want to assign a head to.
After you’ve added employees to the system, you can search for a Business Unit Head and assign them to the unit.
You can assign the head from the Business Unit screen by searching for employees and clicking Assign.

Adding employees

You can add employees to a business unit in two ways:

Bulk Assignment:
- Navigate to the Business Unit section of the employee profile.
- Click on Bulk Assign Employees.
- Follow the on-screen instructions to upload the employee details.
Individual Assignment:
- Access the employee’s profile.
- Go to the Job tab under the Organization section.
- Click the pencil icon to edit and assign the employee to the appropriate business unit.Repeat the above steps to add all the business units that you have defined in your organization.

Editing a business unit

Navigate to the Business Unit page.
Select the business unit you want to edit from the left-hand pane.
Click on the three-dot icon in the Actions column and select Edit.
Update details like the name, description, and group email.
Click Update to save the changes.

Archiving a business unit

Select the business unit you want to Archive.
Click on the three-dot icon and choose Archive from the dropdown.
Confirm the deletion when prompted.

Important: You cannot delete a business unit that has employees assigned to it. Before deleting, you must remove employee assignments or reassign them to another unit.

Managing business units in Keka is simple and efficient. By setting up business units, assigning leadership, and adding employees, you create a clear structure that supports your organizational goals and enhances operational efficiency.

We hope this guide helps you understand how to add and manage business units in Keka. Let us know if you found this article helpful or need further assistance!