How to Handle a Change of Entity?

Background information

This file explains how to link an employee to a legal entity in Lucca. To create a new legal entity, you can visit the following help page: Creating a Legal Entity.

Changing legal entities

You can change an employee’s legal entity through the ‘Co-workers’ menu.

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Once you access a co-workers' user file, you will find the corresponding information in the ‘Contract’ section.
You can modify an employee’s ‘Legal entity’ information by editing their contract. This option is available once you click on the 'Current contract' menu. 

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When changing the legal entity, you may get an error message. Make sure to check the employee’s employee number. Two employees of the same legal entity cannot use the same employee number. You can generate a report to check the list of employees’ employee numbers. Please visit the following help page: Creating and Generating Reports.

 

Changing the Figgo acquisition profile

When an employee’s legal entity is changed, you must also change their Figgo acquisition profile so they can benefit from accruals.

You can change the Figgo application profile by going to the ‘Co-workers’ menu and then the ‘Application data’ section.

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If the employee was transferred to a foreign legal entity, make sure to also change their ‘Calendar’ in the ‘Organisation’ section of the Co-workers menu.

Now about Cleemy

Before switching an employee from one establishment to another, it is crucial to make sure that all expense reports have been submitted, approved and exported. By doing so, the expense reports will be handled according to the approval workflow set for the previous entity. Cleemy will distinguish them from the expense reports related to the new establishment.

Then, it will be necessary to update the Cleemy application profile in the employee's file, so as to match with the expense policy of the new establishment. Should the expense profile be mutual for both establishments, there will be no need for additionnal updates.

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