Organizing establishments and legal units

Before you get started

By default, you do not have access to create new establishments and/or legal units. Contact our Help desk teams if you wish to add another level to your current organization.  establishments and/or legal units.establishments and/or legal units

This helpsheet details the questions be asked, and the information to share with the Lucca Help desk.  

What is a legal unit and an establishment?

  1. The legal unit is a legal entity (legal or natural person) under public or private law. 

This legal entity can be:

  • a legal entity, whose existence is recognized by law independently of the persons or institutions that own or are members of it;
  • a natural person who, as an independent, can conduct an economic activity.

In France, the legal unit is the primary unit registered in SIRENE, and is therefore identified by the SIREN number.

  1. An establishment is a geographically individualized production unit, legally dependent on the legal unit.

In France, all establishments receive a SIRET number, including legal units operating a single establishment.

A legal unit must declare at least one establishment (which will be its head office). An establishment can be attached to only one legal unit. The establishment will be located in the country of the legal unit. 

Impact of a change of organization

The legal unit and establishments are the foundation for setting up your environment.

They must reflect your payroll organization (payroll file) in order to simplify your administrative processes further down the line. 

More specifically, the establishment you wish to create will have an impact on each Lucca application, particularly on generating and managing exports.

Establishments are also used as filters to isolate a population during report creation, allocating paid leave, or distributing payslips.

Creating an establishment or legal unit

Creating a new establishment or legal unit is no small matter. Your request must meet the following requirements :

  • Represent reality: existence of a separate company within the group;
  • (or) Represent a population with different management rules and/or managed by a separate administrator.

If you're sure you need to create a new establishment (or legal unit) and you don't have the permissions to do it yourself (see: Exception: create an establishment or legal unit by yourself), you'll need to submit a helpdesk request with the following information:

      • the name of the establishment
      • its code (automatically generated when the name is entered, but can be modified; it serves primarily as an identification key for various data import/export operations, such as accounting and payroll exports)
      • its legal unit (and the country of this legal unit)
      • for France only: the SIRET number and NAF code of the establishment
      • Optional: public holiday calendar of the establishment

Once you've created your establishment, you'll need to follow a number of different steps, which are dependent on your applications, to set it up: Steps by application: Add a new establishment to my Lucca solutions

Exception: create an establishment or legal unit by yourself

0. Before you get started

Creating establishments and legal units is reserved for only a few exceptional cases. If you're stuck at one of these steps, it's perfectly normal; in this case, ask the Lucca help desk to create the establishment or legal unit for you.

1. Creating the establishment

  1. Start by going to the “Legal units and establishments” administration page.
    To do this, click on the cogwheel and then on “Organization”.

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  2. You will then be able to create the establishment (point number 1) or create a legal unit (point number 2).
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You will then be able to fill in the information relating to your establishment. In the case of a legal unit, you must have completed the first creation step before accessing the establishment form.

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2. Attaching a contract to the establishment/legal unit

Next, you'll need to attach a contract to the newly-created establishment. The tool will automatically ask you to do so.

Rattachement.pngMake sure you attach it to the right contract by checking the applications you wish to use.

After this step, a confirmation message will appear.

3. Setting up your Lucca applications.

Once you've created your establishment, you'll need to follow a number of different steps, which are dependent on your applications, to set it up: Steps by application: Add a new establishment to my Lucca solutions

Attaching a new contract to an establishment

  1. The procedure for attaching a contract to an existing establishment is similar. First of all, open the contract attachment tool for the desired establishment.
    OutilRattachement.png
  2. You can then edit the contracts accordingly.
    RattachementVierge.png
  3. Then follow the various steps, depending on your applications, to set it up: Steps by application: Add a new establishment to my Lucca solutions

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