Managing contracts one by one can be time-consuming, especially when handling large teams or multiple changes at once. In this article, you'll learn how to edit or import contracts in bulk in Factorial, helping you save time and reduce manual errors.
Overview
The bulk contract editing and import feature allows HR teams to update or upload multiple employee contracts at once using a CSV file. This is ideal for mass changes like salary updates, position changes, or importing new contract data into Factorial.
Use this feature when:
- You're onboarding a large number of employees and need to import contract data quickly.
- You need to apply changes (e.g., updated compensation or job titles) to multiple contracts at once.
- You’re transitioning from another HR system and need to migrate contract information.
How to use
Editing employees in bulk
- On your sidebar, go to Organisation
- Choose the employees you want to edit by checking the boxes on the left
- On the bar down below, click on Edit employees
- In the editing page, change the details you want
- You can filter the manager by name
- Save changes
Importing employees in bulk
- On your sidebar, go to Organisation
- Click on the arrow besides Add person
- Select Import people
- Choose the legal entity
- Download the template and fill it with your employee's contract data
- Upload the template with the correct data
- Confirm the data is correct and import the contracts
Tips for a better import:
- If your file has many employees, consider splitting it into smaller files.
- Before importing your employees, make sure to configure contracts.
- You can import new contract versions or update existing ones.