How do I add a Subsidiary and assign an employee?

Subsidiaries represent your company’s units or offices, each with its own registration.

Creating subsidiaries lets you separate employees by location and provides more accurate reports.

They are usually defined when you implement Day.io and may be updated as the company grows.

Key actions or configuration

1. Create a new subsidiary
   • Go to Company Structure > Subsidiaries.
   • Click New Subsidiary.
   • In Code, enter an internal code (e.g. 001).
   • In Name, enter the subsidiary name.
   • In CNPJ, enter the subsidiary’s tax ID.
   • Click Add to save.
     • Tip: If there are many subsidiaries, keep a standard for numbering and naming.
       
       
2. Edit or remove an existing subsidiary
   • In the same page, hover the cursor on the desired row.
   • Use Edit to change Code, Name or ID and click Save.
   • Use the Delete option to remove the subsidiary; it is suggested to only remove a subsidiary if no employees are linked to it.
     
     
3. Assign a subsidiary to an employee
   • Navigate to People and find the employee.
   • Open the profile and go to Details > Employee details.
   • In the Subsidiary field, select the subsidiary from the list.
   • Click Save.
     • Tip: You can filter employees by subsidiary in the employees list. For multiple updates, use the bulk selection option in the employees module and Assign to a unit.
       
       
       

Tips or Troubleshooting

• Invalid ID: check if you included all digits and the correct formatting.
• Subsidiary not available: verify it was saved and refresh the page.

Best Practices

• Register all subsidiaries before importing employees.
• Use standard names (e.g. city or district) to ease reporting.
• Update the ID field if there are legal changes.

Frequently Asked Questions

How many subsidiaries can I create? There is no limit; create as many as needed.

Can I change a subsidiary’s CNPJ? Yes. Use Edit, update the ID field and save.

How do I view employees by subsidiary? In the employees list, use the subsidiary filter or add the “Subsidiary” column.