Managing my company account

  1. About legal entities

    How to add a new legal entity On your sidebar, go to Settings In General, click on Company details...

  2. How to set up company details

    In this article, we'll guide you through finding and configuring your company details in Factorial. We'll cover essential tasks...

  3. How to create a Factorial account

    Steps to follow Access FactorialHR Click on Log In Click on Get started now in the upper right corner Add your...

  4. How to set up Single Sign On (SSO)

    What is Single Sign On (SSO)? SSO (Single Sign On) is a method of authentication that allows users to...

  5. How to configure SAML provider with Google

      💡 To make the SSO configuration with Factorial the person responsible for the SSO connection within the client...

  6. How to configure SAML provider with Microsoft Azure

    In Azure portal 1. Click on Enterprise Applications   2. Click on New application 3. Click on Create your...

  7. How to configure SAML provider with Okta

      💡 To make the SSO configuration with Factorial the person responsible for the SSO connection within the client...

  8. About login and authentication methods

    Login and authentication methods are essential aspects of user access and security. They determine how users verify their identities...

  9. How to Create API Keys

    API keys enable seamless integration between external applications, services, or systems and Factorial. They facilitate data exchange, communication, and...

  10. About Audit Logs

    What is an Audit Log? An audit log is a document that records all the events and changes in information technology...

  11. How to export employee data

    By downloading this data, you will obtain comprehensive information about your company's current and past employees, including details about...

  12. How to customize your company workspace

    Where to find customization options On your sidebar, go to Settings In General, click on Customization   To add...

  13. How to register your company’s domain

    To enter your company’s domain: On your sidebar, head to Settings In General, click on Company page In Company page...

  14. About custom fields

    Custom fields provide a flexible way to add additional data fields to employee profiles. You can define and configure...

  15. About custom tables

    Custom tables provide a structured way to organize and store specific sets of information.   Where to find custom...

  16. About workplaces

    A workplace refers to a specific physical location or establishment where employees carry out their work. ❗Keep in mind...

  17. How to add employees

    How to create an employee manually? ❗Only administrators and managers with permissions can create employees.   On your sidebar,...

  18. Errors when importing employee data from Excel

    1.Errors due to the format: Date Formats: The correct date format is: DD/MM/YYYY. Account number format: the correct format...

  19. How to log in to an employee account as an admin

      How to log in as an employee? There are three different methods to log in to an employee account as...

  20. About Security Settings

    The Security Settings tab inside your company settings is designed to provide you with enhanced control over your organization's...

  21. Pricing & packaging: hubs, modules and payment methods

    Thanks to our modular approach, you have the flexibility to choose the products that perfectly align with your company's...

  22. How to contact Customer Support?

    Contact us by phone call or by filling out a form   By email:  product.support@factorial.co   By phone call:...

  23. About multi-account and legal entities

    Keep in mind the distinction between workplaces and legal entities: a workplace is more focused on the physical aspect...

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