Steps for adding subsidiaries in Jisr

The following steps are followed to add subsidiaries to the main company:

1. The system Admin of the main company clicks on the main company logo at the bottom of the sidebar on the screen and then clicks on "Manage Subsidiaries".

Note: The "Manage Subsidiaries" option only appears for the main company, as subsidiaries can only be added to the main company.

2. The user clicks on "Add Subsidiary" if it is the first subsidiary to be added.

However, if subsidiaries have already been entered for the main company, all the subsidiaries that have been defined and linked to the main company will appear as shown in the image.

The user clicks on the "Add" button in the top right corner of the screen and then clicks on the "New Subsidiary" button.

3- The following image appears for the user to enter the data of the subsidiary, such as: name, country, address, etc.

4. After entering the details of the subsidiary, click the "Next" button and then enter the details of the admin who will set up the subsidiary. The User can either choose "I will set up the subsidiary" in which case the user creating the subsidiary will be responsible for setting it up, or he can choose "Invite another Admin to set up the subsidiary". In the latter case, the system will send an email to the selected Admin with instructions on how to complete the subsidiary setup process."

5. After entering the admin details, click "Next" to enter the subscription details. This is done by entering the number of employees for the subsidiary, the plan duration, and choosing between the Essential Core HR plan and the Professional plan.

6. After completing the subscription details, click "New Subsidiary" to add the subsidiary to the system.

After clicking on "New Subsidiary", the system will send an email to the admin's email address that was previously specified in the "Admin Email" field in the admin details.

The admin can use this email to access the details of setting up specific data for the subsidiary, such as:

• Annual leave policy: This can be set up manually or import the same policy from the main organization.
• Payroll setup: This can be defined manually for the subsidiary or import the same policy from the main organization.

Related articles:

The role of the account admin in subsidiaries

Steps to add employees in subsidiary Organizations