How to import compensations

1. Go to the Compensation module in the sidebar menu
2. Click on the Cycles tab and access a cycle
3. Click on Import in the upper-right corner
4. Choose to import Compensations
5. Download the template, fill it and upload your file (accepted formats: .xls or .xlsx).
6. Review the automatically matched columns and manually match any remaining ones
7. Click Confirm
8. Review the preview and resolve any possible errors
9. Click Complete import
10. Click Submit

Managing imported values in the compensation module

In Factorial’s Compensation module, every import generates a new entry for each employee in the side panel. You can import as many files as needed—for example, one for each payroll concept.

Editing imported values:

• Individually: Open the side panel and update the value directly for the selected employee.
• In bulk: Import a delta file containing the changes you want to apply to multiple employees at once.

Deleting imported values:

• Individually: Remove the entry directly from the side panel for each employee.
• In bulk: Re-import the same values as negative amounts. This will generate negative entries, but the final total in the table (the value that is exported) will correctly reflect the deletion.

Choose how employees are matched during import

When importing compensations or payroll results, you can choose how employees are matched to the imported data. This helps reduce manual mapping and improves matching accuracy, especially for large payroll runs.

Select a matching method

Before uploading your file, use the Match employees by selector to choose one of the following options:

• Full name (default)
• ID (such as DNI, NIE, or another national ID)
• NIF / SSN (taxThe selected matching method is applied to every row ID or Social Security number)
• Payroll code (the employee code assigned by your payroll provider)

How matching works

The selected matching method is applied to every row in the imported file. When using an identifier, the importer performs an exact match against the employee data for the payroll run. This avoids mismatches caused by:

• Different name formats or ordering
• Accents or special characters
• Middle names
• Employees with the same name

Safeguards

To ensure accurate matching, the importer includes the following safeguards:

• If the same identifier is assigned to multiple employees, the row is not matched automatically. You can resolve it manually, with employees distinguished by legal entity.
• Only employees included in the payroll run being imported are considered during matching.
• Identifier-based matching respects user permissions:
  • NIF / SSN is available only to administrators who can access personal information.
  • Payroll code is available only to users with permission to view company identifiers.