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Managing my company account

About legal entities How to set up company details How to create a Factorial account How to set up Single Sign On (SSO) How to configure SAML provider with Google How to configure SAML provider with Microsoft Azure How to configure SAML provider with Okta About login and authentication methods How to Create API Keys About Audit Logs How to export employee data How to customize your company workspace How to register your company’s domain About custom fields About custom tables About workplaces How to add employees Errors when importing employee data from excel How to log in to an employee account as an admin About Security Settings Pricing & packaging: hubs, modules and payment methods How to contact Customer Support?

Managing my employee profile

About the dashboard How to complete my personal employee profile How to set up mobile and email notifications About your Inbox: notifications and requests centralized How to sync Factorial with your calendar app How to configure your personal settings How to set up 2-Factor Authentication How to enable biometric authentication on mobile devices

Mobile App

How to manage your personal data from the mobile app
Time tracking & Absences

Time tracking

About time tracking policies About time tracking tolerance About work location tracking How to clock in/out by ID How to clock in/out with Face Recognition About time tracking systems How to use geolocation in time tracking How to record and edit your clock in/out manually How to clock in/out with the QR code How to clock in/out on Desktop About breaks How to review and approve timesheets How to exclude employees from the time tracking About overtime request and approval About estimated hours and hours balance About overtime compensation with time off How to export a time tracking report How to create and assign work schedules FAQ about Time tracking About breaks v1

Absences & approvals

About absences and approvals How to create absence types How to request and assign time off About the time off supervisor How to create time off approval systems How to approve and reject time off requests How to create time off allowance adjustments What happens if an employee requests time off during a blocked period? How to set up blocked periods for time off How to export the time off report of your employees About time off calendar About time off counters FAQ about Absences and approvals

Time-off settings

About time off settings How to create and assign time off policies About time off allowances How to configure fixed balance time off allowance How to configure based on time worked time off allowance How to configure overtime time off allowance What happens when I delete a time off policy What happens with absences that include more than one cycle About tenure periods FAQ about Time off settings How to import time off allowances How to configure Jours Ouvrables and Jours Ouvrés About the time off policy assignments

Shift management

About the Time planning tools About Shift management tool About Shift Management views How to create and assign shifts How to edit and delete shifts About rotating shifts About saved shifts How to add rest days to shifts How to manage overnight shifts How to export planned shifts How to set up automatic rest days FAQ about Shift management About shifts coverage
Payroll & Finance

Configuring Payroll

How to configure Payroll Management? About payroll Policies About overtime compensation through Payroll How to register a Bookkeeper? About Digital Bookkeeping How to activate Coffre-Fort Numérique? How to set up meal voucher calculations in France? FAQ about Configuring Payroll

Managing the payroll cycle

About the payroll cycle About the payroll cycle v1 How to manage payroll supplements How to manage payroll supplements v1 How to import supplements How to import supplements v1 How to involve other profiles in the supplements definition? How to download payroll data How to download payroll data v1 How to manage payroll results How to manage payroll results v1 How to manage payment How to manage payment v1 About payroll issues FAQ about Managing the payroll cycle

Incidences

How to manage payroll incidences?

Finance

About Cost Centers About Financial Workspace About Software FAQ about Finance How to set up approval flows for software cards
Documents & Signatures

Documents management

About Documents About Documents in bulk How to use custom fields in Documents How to send payslips in bulk How to check my payslips About the Documents setting page FAQ about Documents management

Reports & analytics

About Insights About the Advanced Reports dashboard How to use the widget library How to use the widget builder How to use the SQL editor How to use AI in Advanced Reports Common errors in Advanced Reports and solutions FAQ about Reports & Analytics

E-signature

How to create an E-signature Why can't I introduce the E-signature on my document? About the E-signature How to ask for E-signature FAQ about E-signature

Document templates

About Document templates About fillable PDF’s About variables FAQ about Templates & variables How permissions to use document template work How to send document templates How to store document templates How to preview a document template with employee’s data How to create a document template
Expenses & Cards

Expenses management

About expenses How to manage expenses How to approve or reject an expense? Expenses reimbursement through the Payroll feature About the expense form settings FAQ about Expenses management How to connect Expenses to Projects and Subprojects About smart rules for auto-approving expenses

Factorial cards & digital wallets

How to create and manage cards and transactions? How to edit card controls and settings? About Digital Wallets FAQ about Factorial cards & digital wallets
Recruitment & Organization

Applicant tracking system

About the candidate's database About the Recruitment functionality About the message templates About the hiring pipeline About internal Job Portal and Referrals About permissions in ATS How to add external recruiters to Factorial How to use the message inbox How to use the message board How to create a job opening and manage it About the Offer letter About adding tags to candidates General Data Protection Regulations with Factorial WhatsApp click-to-chat feature Chrome+Factorial Sourcing Extension How to display job openings About the company page About the Onboarding space How to import the candidate database About requisition approvals How to leave notes through the ATS and mentions? FAQ about the Applicant tracking system About the hiring evaluation forms How to leave notes through the ATS and mentions How to import the candidate database How to schedule interviews

Contracts & terminations

About Contracts v1 About Contracts How to manage Contracts v1 How to manage Contracts About the Contracts approval system v1 About the Contracts approval system How to customize Contracts About terminated employees’s

Teams, jobs & organizational chart

About the Job Catalog About the Teams functionality About the Organizational Chart About the Manager role About the Administrator role How to hide future employees How to set employees’ probationary period? What are the different roles within the platform? FAQ about Teams, jobs & organizational chart

Tasks & Projects

How to check and complete pending tasks? How to create and assign task templates? How to create and assign tasks? About Tasks Manager tool About Project Management tool How to create and assign projects? How to add projects in registered shifts? How to view and export project data? FAQ about Tasks & Projects About flexible project tracking

Space Control

About Space Control How to book spaces How to create bookable spaces How to manage your bookings FAQ about Space control
Permissions & Workflows

Permission groups & levels

About authorization groups How to manage permissions How to manage access levels in permissions How to configure visibility in the authorization groups How to delegate permissions About external users Short Guide to Permissions An explanation of the permissions found in Factorial

Workflows & automations

About custom notifications automations About the Workflow center
Performance & Engagement

Performance review

About Analytics in Reviews About the Performance Overview About Reviews Configuration About Responses to reviews About Participants in Reviews About Questions in Reviews About the Reviews functionality About 1:1 meetings FAQ about Performance review About 1:1s in Factorial About Performance reviews

Competencies & goals

About the Assessments in the Competencies About the Goals functionality About the 9-box grid in Competencies About Competencies FAQ about Competencies & goals

Complaints channel

About the Complaint channel FAQ about the Complaints channel

Surveys & eNPS

About Analytics in Surveys About Results in eNPS About Analytics in eNPS About eNPS About Responses to surveys About Questions in Surveys About the Surveys configuration About the Surveys functionality About the Engagement Insight Dashboard About anonymous surveys About Climate survey FAQ about Surveys & eNPS

Communities

How to create a post About celebration cards and Claps About Communities FAQ about Communities

Training

About the Training functionality About Training insights How to export training reports FAQ about Training
Apps & Integrations

Integrations Marketplace

About A3innuva Nómina integration About Datev Lodas integration About Innux integration About the Indeed integration About Datev Lohn und Gehalt integration About QuickBooks integration About the idealDisc integration

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Apps & Integrations

Integrations Marketplace

About A3innuva Nómina integration
About Datev Lodas integration
About Innux integration
About the Indeed integration
About Datev Lohn und Gehalt integration
About QuickBooks integration
About the idealDisc integration

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