We give you the control to decide what data to sync and when to sync it—this process is not automatic. You can perform the sync in the Payroll section of Factorial.
New hires
When a new employee is created in Factorial, an update will automatically appear in the Payroll > Employee Updates section.
- Open the employee update, review the employee’s information.
- Validate the details by ensuring all mandatory fields are complete.
- Once everything is correct, click the ‘Sync to DATEV’ button to sync the data.
Important: Some employee fields are mandatory for syncing to DATEV. If any required information is missing, you will see a notification banner highlighting the missing fields.
Employee updates
Whenever an employee’s details are modified in Factorial, the system creates an update in the Payroll > Employee Updates section.
- Open the employee update and review the changes made.
- Validate the information to ensure the updated data is correct.
- Once confirmed, click ‘Sync to DATEV’ to send the update.
Absences
When an employee’s absence is approved, a new update will appear in Payroll > Employee Updates.
- Open the employee update to review the absence details.
- Once you have reviewed the dates, click ‘Sync to DATEV’ to sync the absence data.
Electronic Sick Leave (eAU)
Requirement: Activate Lohndatenaustauschservice service in Datev.
- When an employee wants to request a sick leave, they go to their time-off page and create a sick leave request. Unless the employee clicks on the checkbox ‘Don’t send the eAU request’, the eAU will be send to DATEV and the manager will need to wait for their response.
2. Once the employee has requested the sick leave, the manager can open up the sick leave and they will see the status of the eAU as Pending. Factorial will check for updates from DATEV every morning. It can take several days for DATEV to send us an update back.
3. Once DATEV has processed the request and sends a response back to Factorial, the sick leave will be updated with the correct status and description.
Supplements
To manage supplements, go to the Payroll > Run Payroll section. Here you can manage both contract-related and manually added supplements during the payroll cycle.
- Click ‘Start Payroll’ to initiate the payroll process.
- Add all relevant supplements for each employee.
- Once you’ve validated the supplements and they are ready for syncing, click ‘Continue’ to proceed.
- You will receive a confirmation message asking you to proceed to the ‘Payroll Calculation’ stage, which will trigger the synchronization of the supplements to DATEV.
