Legal Entities

Activate User's Guide

Version
2025.1
Legal Entities

Use the Legal Entity Data template to upload address and organization identification information for the Legal Entities that were provided as part of the Employee Data template. Activate validates this data template against previously uploaded employee data to make sure that all Legal Entity data being uploaded matches the previously uploaded employee data and no additional legal entities are being introduced. The legal entities information is used to load the FEIN (Federal Employer Identification Number) for US entities and Business Number for Canadian Entities and the unique identification value for all other countries.

Note: Activate supports address uploads for 53 countries, which are listed in the Legal Entity Template Fields section (below) and on the Instructions tab of the Org Site Data template.

Using this page

The previously loaded employee information shows in an editable grid with the address-related fields that need to be populated.

You can enter information directly in the grid or you can download the Org Site Data template, populate it, and then upload the data.

If warning or errors are shown, you must review and correct the errors either by updating the data in the grid or uploading a corrected template.

Always enter required changes in the template to ensure that future uploads are accurate. If you decide to make edits directly in the grid, be sure to click Save and download the updated file for record keeping purposes in case you need to refer to it later.

The previously loaded legal entities tied to employees information display in an editable grid with the company ID and address fields that need to be populated to complete the legal entities configuration.

You can enter the information directly in the grid or you can download the LegalEntityData.xlsx template, populate it, and then upload the data. When you edit the data in the grid, Activate shows any applicable validation warnings or errors. If warnings or errors are shown, you must review and correct them by updating the data in the grid or by uploading a corrected template.

Before you begin

You completed the Site Addresses page.

Tasks

Results

Next steps

Complete the Review & Load page.

Legal Entity Data template fields

All templates have the same basic structure:

  • Instructions tab: Helps you understand the purpose of the data and complete the fields in the template.
  • Data tab: Contains headers for the data to be included in the template. The headers remain the same, but you can change the column order. If you add more columns, Activate ignores them.

All number ranges in the templates include the numbers at both ends of the range.

Important considerations