Setting Up a Fusion Business Unit and Legal Entity
This topic discusses the one-time setup for Public Sector Licensing and Permitting administrators who are not using Fusion Human Capital Management (HCM), Enterprise Resource Planning (ERP), and Sales Cloud.
If you have implemented both Fusion Financials and Public Sector Licensing and Permitting offerings, then you must ensure that you migrate Financials Business Unit related tasks before any Licensing and Permitting migrations. Migrate any changes you have made to the business unit configurations in the Financials offering before the Public Sector offering or the implementation projects are migrated from a non-production environment to your production environment.
The following setup steps are prerequisites for creating an agency staff in the system.
Configure the following tasks in the order mentioned here:
Set up reference data sets (to create a Set ID)
Create a business unit
Create a legal address
Create a Legislative Data Group
Create a Legal Entity
Register a Legal Entity
Create Legal Entity HCM Information
Setting up Reference Data Sets
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel locate the Manage Reference Data Sets task and click the row to open the Manage Reference Data Sets page.
On the Manage Reference Data Sets page, click the New button and include values for the fields:
This table lists the fields and their descriptions on the Manage Reference Data Sets page.
Page Element
Description
Set Code
Enter a code value that represents your agency.
Set Name
Enter a name that represents your agency.
Description
Enter a description about your agency.
Click Save and Close to save the newly created SetID.
Creating a Business Unit
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel locate the Manage Business Units task and click the row to open the Manage Business Units page.
On the Manage Business Unit page, click the New button and include values for the fields:
This table lists the fields and their descriptions on the Manage Business Unit page.
Page Element
Description
Name
Enter a name for the business unit.
Default Set
Select the SetID you created in the previous section
Click Save and Close to save the newly created business unit.
Creating a Legal Address
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, locate the Manage Legal Addresses task and click the row to open the Manage Legal Addresses page.
On the Manage Legal Addresses page, click the New button and enter the agency address in the Agency Line 1 field. The other fields are optional.
Click OK to return to the Manage Legal Addresses page and click Save and Close to save the newly created address.
Creating a Legislative Data Group
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legislative Data Group and click Select to open the Manage Legislative Data Groups page.
On the Manage Legislative Data Groups page, click Create to enter the new legislative data group details.
Enter your legislative data group name in the Name field. Search and select your country from the Country field.
Click Submit to save and return to the Manage Legislative Data Group page.
Click Done.
Creating a Legal Entity
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, locate the task named Manage Legal Entity and click to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity task radio button.
Click the Legal Entity drop-down and select Create New. Click Apply and Go to Task button to open the manage Legal Entities page.
On the Manage Legal Entities page, click the New button to open the Create Legal Entity page and enter values for the fields:
This table lists the fields and their descriptions on the Manage Legal Entities page.
Page Element
Description
Country
Select the country (United States is the default selection).
Name
Enter the name of your agency.
Legal Entity Identifier
Enter a code for your agency.
Payroll Statutory Unit
Select the check box.
Legal Employer
Select the check box.
Legal Address
Select the legal address (created in the previous section) using the Search and Select page.
EIN or TIN
Enter your agency’s EIN or TIN value. You can enter a value of your choice if you do not have EIN or TIN for your agency.
Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.Legal Reporting Unit Registration Number
Enter your agency’s legal reporting unit registration number. You can enter a value of your choice if you do not have a registered number for your agency.
Note: If you are using Fusion HCM or Fusion ERP, the value you enter here must be legitimate. It is recommended that you refer to Fusion documentation to know about the required value for entry in the field.Click Save and Close to save the newly created legal entity.
Registering a Legal Entity
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legal Entity Registration and click Select to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity Registrations task radio button.
Click the Legal Entity drop-down and choose Select and Add. Select Click Apply and Go to Task button to open the Manage Legal Entities page.
On the Manage Legal Entities page expand the Search section and enter the legal entity name you created in the previous section. Click Search.
Select the row from the search results and click Save and Close, to save the entity and open the Manage Registrations page.
View your values on the new Manage Registrations page and click Done to confirm and complete the registration process.
Creating Legal Entity HCM Information
Select the Setup and Maintenance tile on the Agency Springboard. On the Setup page, select the offering: Public Sector Permits, Public Sector Planning and Zoning, Public Sector Code Enforcement, or Public Sector Business Licenses. Then select the Agency Staff functional area.
On the right panel, select the task named Manage Legal Entity HCM Information and click Select to open the Select Scope page.
On the Select Scope page select the Manage Legal Entity HCM Information task radio button.
Click the Legal Entity drop-down and choose Select and Add. Click Apply and Go to Task button to open the Manage Legal Entities page.
On the Manage Legal Entities page expand the Search section and enter the legislative data group you created in the previous section. Click Search.
Select the row from the search results and click Save and Close, to save the entity and open the Legal Entity page.
On the Legal Entity page, click Edit and then click Update to open the Update Legal Entity page to enter an action reason.
On the Update Legal Entity page, select Action Reason drop-down button and select the option Reorganization. Click OK to save and return to the Legal Entity page.
On the Legal Entity page, select the Payroll Statutory tab to associate the data group to the HCM legal entity.
Under the Payroll Statutory Information section select the Associated Legislative Data Group drop-down. Search and select the legislative data group you created using the previous section.
Click OK to return to the Edit Legal Entity page. Click Submit and then click Done to complete the creation of a Legal Entity HCM Information.
For information on creating an employee record, refer to the documentation Managing Agency Staff Profiles.