Legal entity mapping establishes the foundation for connecting locations, jobs, and employees between R365 and an HCM system. Only mapped records will sync across systems.
For AllianceHCM, legal entities are mapped in coordination with cost centers. Each legal entity must be linked in R365, and its cost centers defined for locations and jobs. This mapping must be completed before moving on to locations, jobs, or employees, since it controls how data flows across those screens.
For Netchex, companies are mapped in coordination with data distribution levels (division, business-unit, and department). Each legal entity must be linked in R365, and its data levels defined for locations and jobs. This mapping must be completed before moving on to locations, jobs, or employees, since it controls how data flows across those screens.
For UKG, companies are mapped directly to R365 legal entities. This provides the base for downstream mapping of locations, jobs, and employees. Not every UKG company or R365 legal entity must be mapped, but only mapped records will sync.
Workday HR Employee Management integrations do not require legal entity mapping.
Security
Only users with the following permission can map legal entities for an HR Employee Management integration:
Administration → Integrations → 3rd Party HR Admin
Map HR System Legal Entity
Follow these steps to map an HR system legal entity:
Click steps to expand for additional information and images.
1) Navigate to the Integration Connection page.
Navigate to the Integrations page.
Select the desired integration.
2) Click Edit Account Mapping to open the Integration Mapping page.
3) Confirm that the record source toggle is set to display records from the HR system.
The record source toggle sets the record source for the displayed legal entities.
HR System: Legal entities/companies from the HR system are displayed. Linked legal entities are R365 legal entities.
R365 - Legal entities from R365 are displayed. Linked legal entities are HR system legal entities.
4) Select the Legal Entity tab.
5) Click the Unmapped filter to display unmapped legal entities/companies. (Optional)
6) For AllianceHCM and Netchex integrations, set the Alliance cost code or Netchex level associated with locations for the legal entity/company. For UKG integrations, skip to step 8.
Alliance provides five ‘cost centers’ (CC1–CC5) that each company can configure in different ways.
Netchex provides 3 levels of data distribution: division, business-unit, and department. The fields are flexible and may be used for a variety of purposes, depending on your organization’s setup.
To complete the integration in R365, it is necessary to identify which cost center/level is used for locations.
7) For AllianceHCM and Netchex integrations, set the Alliance cost code or Netchex level associated with jobs for the legal entity/company.
Alliance provides five ‘cost centers’ (CC1–CC5) that each company can configure in different ways.
Netchex provides 3 levels of data distribution: division, business-unit, and department. The fields are flexible and may be used for a variety of purposes, depending on your organization’s setup.
To complete the integration in R365, it is necessary to identify which cost center/level is used for jobs.
8) Open the Link Legal Entity dropdown menu. Select the desired R365 legal entity from the available list.
Each HR system legal entity/company can be mapped to multiple R365 legal entities. Only legal entities that the user has access to will be listed.
9) Save the updated legal entity mappings.
Update Legal Entity Mapping
Legal entity mapping can be updated at any time, however, changing a mapped legal entity will clear existing location, job, and employee mapping. Review and update location, job, and employee mapping tabs when legal entity mapping is changed.
Learn more about mapping locations.Learn more about mapping jobs.
Learn more about mapping employees.