Overview

The Employee-based benefit transaction summary export allows you to generate transaction summaries with one row per employee, instead of one per benefit category.
This new format is designed to integrate smoothly with external payroll systems and simplify data management for HR and Finance teams.

How to use

1. On your sidebar, go to the Benefits section in Factorial
2. Click on summary tab
3. Go to the red Export button
4. In the sidebar, you’ll now see one column for each benefit instead of a single Category column
   (Optional) Reorder or rename the benefit columns to match your payroll software’s structure
5. Click Export to download the file
6. Your export will now display one row per employee, making it ready for direct import into your payroll system

Troubleshooting

1. My payroll system rejects the file.
   • Double-check that column headers match your payroll software’s required format.
   • Verify the file delimiter (CSV or XLSX) matches what your system accepts.
     If issues persist, contact the Factorial Support team for assistance.
2. Some benefit columns appear empty.
   Solution:
   • Confirm that all employees have benefit transactions recorded for the selected period.
   • Re-export the file ensuring the correct date range is selected.

FAQ

1. What changed in the export format?
   The old export created one row per benefit category. The new version generates one row per employee, consolidating all benefits into columns.
    
2. Can I still access the previous export format?
   No, the new employee-based format has replaced the old category-based export for improved compatibility and ease of use.
    
3. Can I customize which benefits appear in the export?
   Yes, you can reorder and rename columns directly in the export sidebar before downloading the file.