Single Sites with Multiple Legal Entities

Before You Begin: Make sure that you are familiar with the general concepts in Organization Hierarchy.

You can assign multiple legal entities to a single site within your organization by using overrides at the On-site Department level. This gives you greater flexibility in structuring the organization. It also provides an additional level of override so that on-site departments within a site can all report to their own legal entities and each have their own taxation address.

How Overrides Are Applied

Dayforce is bound by the following constraints when applying overrides:

• If the Employee Work Location Override is configured, it sets the override.
• Site level settings are the default if there are no other configurations.
• If an On-Site Department level override is configured, it overrides the Site level.
• If an override is needed, the tabled address must be used; otherwise the Site level address applies.
• Free form addresses in the Site level are used for taxation unless a tabled address is selected in the Site level.

Role Configuration

Configure a Role to Assign Multiple Legal Entities to a Single Site

1. Go to System Admin > Roles and select the role to which you want to grant access.
2. Click the Features tab.
3. Select the Org Setup > Org Setup > Org Payroll Setup > Location Addresses role feature.
4. Click Save, then click Refresh.

Ensure that Support has Released the Ability to Set Taxation Addresses on Work Locations

(Service Level Users Only) The ability to set the taxation address on an employee work location override isn't released to all instances, and must be released to instances specifically using the script: IsTaxationAddressAvailable.

Configure a Role to Set Taxation Addresses on Work Locations

1. Go to System Admin > Roles and select the role to which you want to grant access.
2. Click the Features tab.
3. Select the Org Setup > Org Setup > Organization > Organization > Taxation Address Available role feature.
4. Click Save, then click Refresh.

After Your Role is Configured

After your role has access to assign multiple legal entities to a site, you can proceed with the three main steps involved in assigning multiple legal entities to a site:

• Set Location Addresses for a Legal Entity
• Set Employee Work Location Overrides
• Set the Taxation Address for an Employee Work Location

Set Location Addresses for a Legal Entity

The first step for assigning multiple legal entities to a single site is entering the appropriate addresses in Org Setup > Org Payroll Setup > Location Addresses. The following screenshot is an example:

To set up location addresses:

1. Go to Org Setup > Org Payroll Setup > Location Addresses and click Add.
2. Add the following basic information to the new entry fields:
   • Enter a name for the location address.
   • (Optional) Enter a description for the location address.
   • Enter an cross-reference code for imports and exports.
   • Select the Is Taxation checkbox.
3. In the fields below the new entry, fill out the rest of the fields:
   • Short Name: This is populated with the name that you entered.
   • Description: This is populated with the description that you entered.
   • Reference Code: This is populated with the cross-reference code that you entered.
   • Address: Required field for the location address.
   • Address Line 2: Optional field for the location address.
   • Zip / Postal Code: Required field for the ZIP or postal code.
   • Country Code: Required drop-down list to select the country.
   • State / Province: Required drop-down list to select the state or province.
   • City: Required drop-down list to select the city; also has the Add a new city option.
   • County: Optional field for the county.
4. Click Save, then click Refresh.

Setting up the addresses here replaces the free form address option in the Employee Work Location Overrides tab with a table of addresses in the Location Addresses tab. This provides greater consistency and lets you select an existing address rather than enter addresses manually with an override.

Set Employee Work Location Overrides

Next, enter new employee work location overrides in Org Setup > Org Payroll Setup > Employee Work Location Overrides. The addresses that you created in the Location Address tab are options here in the Location Address drop-down list, and they also appear as options in the Taxation Address drop-down list in the Address tab.

To add an employee work location override:

1. Go to Org Setup > Org Payroll Setup > Employee Work Location Overrides and click Add.
2. Enter a name and, optionally, a description.
3. (Optional) Select the Allow Legal Entity Override checkbox if you want to configure a legal entity override the work location override. The Legal Entity tab is added to the screen.
4. Enter a cross-reference code in the Reference Code field.
5. In the Address tab, select an address in the Location Address drop-down list.
6. (Optional) Click the Legal Entity tab and complete the following steps:
   1. Click Add.
   2. In the Legal Entity drop-down list, select a legal entity.
   3. Enter a start date in the Effective From field.
   4. (Optional) Enter an end date in the Effective To field.
7. Click Save, then click Refresh.

Set the Taxation Address for an Employee Work Location

After you have set up the addresses and work location overrides for the organization to use, you are ready to set the taxation address for employee work locations.

To set the taxation address for an employee work location:

1. Go to Org Setup > Organization and click the Organization tab.
2. Select an org unit at the Site level or the Department org level.
3. Click the Address sub-tab and select an option in the Taxation Address drop-down list.
4. Click Save, then click Refresh.

In terms of when to apply the overrides, the application is bound by the following constraints:

• If configured, the Employee Work Location Override sets the override.
• The On-Site Department level overrides the Site level, if configured.
• Site-level settings are the default if there are no other configurations.
• If an override is needed, the tabled address must be used, otherwise the site-level address applies.
• Free form addresses at the site level are used for taxation unless a tabled address is selected at the site level.