Assigning Local Units to a Legal Employer

Assign local units to a legal employer from the Additional Organization Information window. Use the Local Units window to assign local units to legal employers. Linking the local units to the legal employer is essential for statutory reporting purposes. For example, for tax reporting, you must link sub-disbursement units to the legal employer as local units.

Note: You can assign multiple local units to a legal employer. You must assign at least one local unit to a legal employer to create a full reporting hierarchy. If there are no local units within your legal employer, then create a local unit with the same name as your legal employer and attach it to the legal employer.

arrow icon   To assign a local unit to a legal employer:

  1. In the Organization window, query the organization if it does not already appear there. In the Organization Classifications region, select Legal Employer, click Others, and select Local Units.

  2. Click in the Local Units field to open the Local Units window.

  3. Select the local unit to assign it to the legal employer.

  4. Repeat steps 2 and 3 to assign more local units to the legal employer. You can assign a local unit to only one legal employer.

  5. Save your work.