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How to manage payroll employee updates

Learn efficient ways to handle employee updates in your payroll system for streamlined processes and accurate record-keeping.

Stay on top of employee changes and movements in your company. Choose the events you want to track—like new hires, contract changes, or terminations—and ensure clear communication with your team and bookkeeper for a smooth payroll process.

  1. On your sidebar, go to Compensation product and click on Employee updates
  2. A table will appear, showing the following information:
    • First and last name of the employee
    • Type of update (new hire, termination, contract change, personal change, absence, etc.)
    • Legal entity
    • Effective date of the update
    • Status: To do, in progress, done, discarded
  3. You can apply filters to search for some specific updates:
    • Date
    • Type of update
    • Status
    • Legal entity

How to change the status of an employee update

  1. Click on a row to see the details of the employe update.
  2. A side panel will open, showing all the following details:
    • Employee update: Type of update
    • Status: Current status of the update
    • Information: Relevant details
    • History: Log of changes
    • Notes: Additional comments or context
  3. After reviewing the update, you can:
    • Change the status to In Progress, Done or Discarded
    • Send the update to your bookkeeper’s Factorial Professional (in case you have it enabled in your account)
    •  

The status of the employee updates can be changed in bulk by:

  1. Selecting multiple employee updates using the checkbox next to each update.
  2. Click Actions in the toolbar.
  3. Choose the action you want to perform:
    • Change status (in progress, done, discarded)
    • Send to bookkeeper in Factorial Professionals (if enabled in your account)
 

 


How to create a manual employee update

  1. Go to Compensation product and click on Employee updates
  2. Click on the + icon in the top right corner of the toolbar
  3. A pop-up window will appear. Fill in the following details:
    • Legal entity
    • Subject
    • Employee
    • Description
    • Effective date
  4. Click Create update to save your changes

 


How to configure the employee updates

  1. On your sidebar, go o to Compensation and click on Employee updates
  2. Click on the Settings button in the top-right corner
  3. Scroll down until the Employee Updates section and click on it
  4. Review the list of events that you can track. Enable the events that you want to track and disable the ones that you don’t want to track. Employee updates will be created from now on, but past updates will not be generated.

Using Factorial Professionals? You can view the employee updates, but changes to the settings won’t be possible.You will need to ask the bookkeeper to edit the settings from their Professionals account.

What is Factorial Professionals? It is a platform designed for bookkeepers managing payroll through Factorial. It enhances communication and streamlines information sharing between companies and bookkeepers. If you are interested in knowing more, contact your Account Manager to learn more about this solution.

 

 

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