TABLE OF CONTENTS

• What are Business Units?
• How to add Business Units in Keka?
• Editing a business unit
• Deleting a business unit

What are Business Units?

Business units are parts of a company that focuses on a particular product or service. Think of a business unit as a small team within a larger company that works on a specific project or task.

For example, let's say there is a big company called "ABC Electronics" that makes different types of electronics like TVs, smartphones, and laptops. ABC Electronics may have different business units, each focusing on a particular type of product.

One business unit could be the "Smartphone Unit" which is responsible for designing and producing smartphones. Another business unit could be the "Laptop Unit" which focuses on making laptops.

Business units typically have their own P&L ownership including a distinct revenue stream and distinct business strategies.

How to add Business Units in Keka?

Let’s focus on adding various business units that are defined in your organization. Business units are usually structured as independent revenue-making units that operate as separate entities using different brand names or under the same brand names but dealing with different products or services.

Let’s take a look at how you can add the various business units you have configured for your business.

Go to Org from the left navigation pane. Select the Org Structure tab, Select the Business Units tab, and then click on the Add Business Unit button.

On the Add Business Unit window that opens up, you have fields where you can enter the name of the business unit, the group email id, and a short description of the business unit.

Once you have entered these details, select Add to complete adding the business unit.

On the Business Unit screen, you can now see the details you just added. Once you have added employees to the Keka portal and have assigned them to their respective business units, you will be able to see the details of those employees who are in each unit here.

On this screen, you can also assign a Business Unit Head after you add employees to the portal. Search for the employees from the Business Units screen and add them as the Business Unit head here.

Repeat the above steps to add all the business units that you have defined in your organization.

Editing a business unit

To edit a business unit that you have added, from the Business Unit page, select the specific business unit to be edited from the left pane and then click on the three dots icon. Select Edit from the drop-down to edit the details of that business unit. 

 On the Edit Business Unit screen, you can edit information such as the Name of the business unit, Group Email, and Description. Click on Update after you have made all the necessary changes. 

Deleting a business unit

To delete a business unit, select the business unit you want to delete and then click on the Three Dots on the page. Select Delete from the drop-down menu. 

Click Confirm on the confirmation screen to delete the business unit.

You cannot delete a business unit with employees assigned to it. Remove the employee assignments first before attempting to delete the business unit.

Hope this helped you understand how to add and manage business units on Keka. More questions? Reach out to our product experts today!