How Legal Entity Organisation Components work
Organisation Components that are set up as Legal Entities are the foundation for your payrolls. Each payroll must have a Legal Entity Organisation Component connected to it.
What you’ll find in this guide
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Before you start setting up a Legal Entity Organisation Component, these need to be created first:
Locations (if you want to connect Organisation Components to locations)
Autonumbers (if the Organisation Component is an Owner too)
How to add a Legal Entity Organisation Component
How to add an Australian Legal Entity Organisation Component
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What you’ll need before you begin:
Payer country code
Payer postcode
ABN number
Registered agent number
Branch code (if applicable)
Trading name
Contact name and details
Direct credit file format
Payer name
Financial institution
APCA number
BSB number
Account number
Go to BUSINESS > ORGANISATION COMPONENTS > ORGANISATION COMPONENTS.
Select Add component to open the ADD ORGANISATION panel.
Select a COMPONENT TYPE to open the COMPONENT TYPES backpack and choose one from the list.
Component types are configured specifically for your organisation. Refer to How to manage Component Types.
Enter the COMPONENT NAME.
We suggest using a name that helps you to quickly and easily identify the component.
The name will appear when connecting the component to a payroll, person, or position.
(Optional) Enter the COMPONENT DESCRIPTION.
The description you use can help you identify the purpose of the component.
The USAGE is an indicator for how many connections the component has.
Set ACTIVE to Yes or No.
Set to Yes to make the component visible and available to use in other areas of Jemini
Set to No to hide the component from other areas in Jemini until you're ready to activate it.
(Optional) Select a LOCATION by opening the LOCATIONS backpack and choosing one from the list.
Locations allow you to categorise your organisation components by area. For example, if your legal entity is based in your Melbourne head office, you might want add that location to the component.
Locations are configured specifically for your organisation. Refer to Locations - Getting started.
(Optional) Select a FUNCTION by opening the FUNCTIONS backpack and choosing one from the list.
Functions allow you another way to categorise your organisation components. There’s also a filter option in the Organisation Components Controls, allowing you to sort your organisation components by function.
Functions are configured specifically for your organisation. These are set up in Business Core Tables.
Set LEGAL ENTITY to Yes.
Select Australia from the COUNTRY drop-down list.
When the country is selected, the settings to add your legal entity details will appear.
Select the PAYER COUNTRY CODE from the drop-down list.
Enter the PAYER POSTCODE.
Enter the ABN NUMBER.
Enter the REGISTERED AGENT NUMBER.
Set IS THIS A BRANCH? to Yes or No.
If set to Yes, enter the BRANCH CODE.
If set to No, move on to the next step.
Enter the TRADING NAME.
Enter the CONTACT NAME.
Select the contact’s PHONE TYPE.
Enter the CONTACT PHONE.
(Optional) Enter the CONTACT FAX.
Enter the CONTACT EMAIL ADDRESS.
Select the DIRECT CREDIT FILE FORMAT from the drop-down list.
Enter the PAYER NAME.
Select the FINANCIAL INSTITUTION from the drop-down list.
Enter the APCA NUMBER.
Enter the BSB NUMBER.
Enter the ACCOUNT NUMBER.
Set OWNER to Yes or No.
If set to Yes, you’ll have the option to select the EMPLOYEE AUTONUMBER and POSITION AUTONUMBER.
If set to No, move on to the next step.
For more information on Owners, refer to How to add Owner Organisation Components.
Select the Green Tick Button to save and close the panel.
How to add a New Zealand Legal Entity Organisation Component
TIP
What you’ll need before you begin:
IRD number
IRD authorising officer
Trading name
Contact name and details
Direct credit file format
Payer name
Financial institution
Account name and number
Contact account number (if applicable)
ACC Levy Rate for BIC code (if applicable)
Go to BUSINESS > ORGANISATION COMPONENTS > ORGANISATION COMPONENTS.
Select Add component to open the ADD ORGANISATION panel.
Select a COMPONENT TYPE to open the COMPONENT TYPES backpack and choose one from the list.
Component types are configured specifically for your organisation. Refer to How to manage Component Types.
Enter the COMPONENT NAME.
We suggest using a name that helps you to quickly and easily identify the component.
The name will appear when connecting the component to a payroll, person, or position.
(Optional) Enter the COMPONENT DESCRIPTION.
The description you use can help you identify the purpose of the component.
The USAGE is an indicator for how many connections the component has.
Set ACTIVE to Yes or No.
Set to Yes to make the component visible and available to use in other areas of Jemini
Set to No to hide the component from other areas in Jemini until you're ready to activate it.
(Optional) Select a LOCATION by opening the LOCATIONS backpack and choosing one from the list.
Locations allow you to categorise your organisation components by area. For example, if your legal entity is based in your Auckland head office, you might want add that location to the component.
Locations are configured specifically for your organisation. Refer to Locations - Getting started.
(Optional) Select a FUNCTION by opening the FUNCTIONS backpack and choosing one from the list.
Functions allow you another way to categorise your organisation components. There’s also a filter option in the Organisation Components Controls, allowing you to sort your organisation components by function.
Functions are configured specifically for your organisation. These are set up in Business Core Tables.
Set LEGAL ENTITY to Yes.
Select New Zealand from the COUNTRY drop-down list.
When the country is selected, the settings to add your legal entity details will appear.
Enter the IRD NUMBER.
Enter the IRD AUTHORISING OFFICER.
Enter the TRADING NAME.
Enter the CONTACT NAME.
Select the contact’s PHONE TYPE.
Enter the CONTACT PHONE.
(Optional) Enter the CONTACT FAX.
Enter the CONTACT EMAIL ADDRESS.
Select the DIRECT CREDIT FILE FORMAT from the drop-down list.
Enter the PAYER NAME.
Select the FINANCIAL INSTITUTION from the drop-down list.
Enter the ACCOUNT NAME.
Enter the account details:
BANK ID
BRANCH NUMBER
ACCOUNT NUMBER
ACCOUNT SUFFIX
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Copy and paste your account details into the BANK ID field, and Jemini will automatically distribute the numbers into the appropriate fields.
(Optional) Enter the CONTACT ACCOUNT NUMBER.
(Optional) Enter the ACC LEVY RATE FOR BIC CODE.
Set OWNER to Yes or No.
If set to Yes, you’ll have the option to select the EMPLOYEE AUTONUMBER and POSITION AUTONUMBER.
If set to No, move on to the next step.
For more information on Owners, refer to How to add Owner Organisation Components
Select the Green Tick Button to save and close the panel.
