Legal entities enables the ability to capture Australian Business Register information in one place. This includes ABN, address, contact details and a default superannuation fund. With this feature, you can enter in multiple business details with different Australian Business Numbers within their system to help differentiate users in the system. Legal entities is available for clients who have purchased ELMO Onboarding, HR Core or Payroll.
The benefits to clients are:
When payroll is processed, employees will have correct business information on payslips.
When employees submit their Tax File Declaration Form, the correct business information is pre-populated on the form.
When employees are onboarded, they will be notified of the default superannuation fund offered for their Legal Entity.
⚠️ Superfunds are pulled directly from the ATO Superfund Lookup (External link)
Adding a new legal entity
To add a new legal entity:
1. Navigate to Administration → General → Legal entities
2. A new page will open, click on the Add legal entity button.
3. A new page appears allowing you to complete the entity’s details, including:
📝 | Click the "Active" box to ensure that this is available for assigning employees to the Legal Entity |
Jurisdiction*: Select from Australia, New Zealand or United Kingdom. Signifies the country within which the legal entity is operating. This selection will change some of the fields in this form to be specific to the jurisdiction.
Business Name*: Enter the legally registered business name for this legal entity.
Trading name: Enter this legal entity’s trading name if different from the business name.
ABN*: Provide this legal entity's Australian Business Number. This field is only available for the Australia jurisdiction.
IRD number*: Provide this legal entity's Inland Revenue Department number. This field is only available for the New Zealand jurisdiction.
Branch Number: A branch number is provided by the ATO for some Australian businesses.
Legal entity super fund: Select the default superannuation fund in use for this legal entity. Search using either the fund name or the Unique Superannuation Identifier (USI). This field is only available for the Australia jurisdiction.
Country of business registration*: Select the country which this business is registered.
Address*: Provide the address for this business.
State*: (No additional notes)
Postcode*: (No additional notes)
* these fields are mandatory
Contact details
Name*: Provide the contact details for this business.
Email*: (No additional notes)
Telephone Number*: (No additional notes)
* these fields are mandatory
4. Once this section has been completed, click the Add and save button. The legal entity has now been created.
Editing a Legal Entity
1. Navigate to Administration → General → Legal entities
2. Click Edit and make the required changes
3. Click Done Editing to confirm the changes to the Legal Entity
Adding / Editing a legal entity to a user’s profile
To add a legal entity to a user’s profile:
1. Navigate to Administration → General → Users
2. Click on the drop-down arrow to open your Actions. Once the list appears select Edit User Profile.
3. A new page appears allowing you to view and modify the user’s details. Select the Profile tab and a new field is available allowing you to select the Company (Legal Entity) that the user is associated with. If there is already an Existing Legal Entity, click the dropdown and make changes as required to edit the Legal Entity.
4. Once you have modified the user’s details, click on the Save button. The user’s profile has now been updated.
📝 You can also assign a Legal Entity to an onboarding user if needed. To do this, navigate to Administration → Onboarding → Onboarding Users and follow the instructions starting from Step 2 onwards to assign a Legal entity.
Employer nominated Superfund
When a superannuation fund has been added to the Legal Entity, employees can select the default fund when entering their Superfund & Benefits information on their user profile by choosing Employer Nominated Superfund. This will only appear once the Legal entity has been added to the user profile.
Example as shown below:
In the Payment Details → Super & Benefits section under the user profile, either HR Managers and Employees can select the default super fund by clicking Add Super & Benefits → Employer Nominated Super Fund.
📝 Employees may not have the ability to modify their Super & Benefits as the Modify setting is currently not selected. This is located under Administration → HR Core → HR Core Setup
To learn more about the HR Core setup page, please click this link