Product docs

Setup

Companies

A single organization (tenant) in Onboardly can span multiple companies (payers). Each company has its own details, templates, providers and limits, and onboardings and employees belong to a specific company.

The organization is the top level of the account. Within it you run one or many companies — each company is a separate payer that you hire on, sign contracts under, and register employees to ZUS with.

What belongs to a company

  • NIP, REGON and address.
  • Data for contracts and ZUS filings.
  • Its own document templates.
  • Its own providers (signature, OHS, medical exams, legalization).
  • Plan and limits.

Data assignment

Onboardings and employees belong to a specific company, not to the organization as a whole. When you create an onboarding, you always work in the context of a single company.

Switching company context

  1. 1In the panel you select the active company (context switcher).
  2. 2Onboardings, employees and templates narrow down to that company.
  3. 3Switching context moves the entire panel to the data of the selected payer.

Who multi-entity is for

Multiple companies within one organization matter for corporate groups and agencies that hire across several entities. You run them from a single account, but keep data, templates and limits separated per payer.

Related: Onboarding wizard · Settings and providers · Team and permissions

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