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Contract Importer

In this article you will learn how to import Contracts in Bulk with the Contract Importer in Factorial!

Where can I find the contract importer? 

  • Go to Employees
  • Click on (...) up on the left corner 
  • Click on Import Contracts 

contract importer


Excel file 

  • Click on your legal entity to download the excel file

file ecxel

In the file you will be able to fill in these information 👇

  • Name and Last name
  • Email 
  • Job Title

  • Contract start date (mm/dd/yyyy)

  • Has trial period

  • Trial period end date (mm/dd/yyyy)

  • Working day type

  • Job description

  • Education level

  • Professional category

  • Citizen group

  • Contract observations

  • Work schedule hours

  • Work schedule unit

  • Gross salary amount

  • Gross salary type

 

  • Drop the excel file filled with all the information
  • Click on Import file

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👀 You will see a preview with all the information that has been added in the excel, if everything is correct click on; Import Selected contracts.

🚨These changes are applied only to the current version of the contract, for now. 

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Import historical contract versions data and edit them in bulk

With the contract importer you can also:

  • Create multiple new contracts versions in bulk for all employees
  • Update multiple existing contract versions in bulk. It is possible to insert, update and remove information inthe fields of these contract versions. 
    • Insert = cell that was empty → now has a value
    • Update = cell that had value → now has a different value
    • Remove = cell that had data → now has no data

👉 Companies won't be able to remove contract versions. 

How to create/update contracts versions? 

  • Head to to Employees 
  • Click on the (...) button - 📍 located on the top right corner
  • Select Import Contracts
  • Select which contract versions you would like to manage (Current contract versions; All contract versions) 
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Statistics view

In case you modify something wrong, don't worry! Before finishing the process it will appear a helicopter view that allow you to see what are the changes that you've made and confirm the import.

helico