1. Errors due to the format:
It is important not to modify the structure of the provided excel file. Only enter data in the designated blank fields without altering the layout or format.
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Date and Number Format
The date and number format is automatically adjusted based on the selected language or regional settings in the platform. Make sure to check your settings to avoid mistakes when entering or reading dates and amounts
For example:
In Spanish, the format will be: 30/04/2025 – 1.234,56 €
In German, the format will be: 30.04.2025 – 1.234,56 €
- Account number format: the correct format for the IBAN includes the country code, check digits, bank code, bank branch code, national code, and bank account number.
- Office Name: The correct format for names for office in Lyon (France) is: LYON. It should be written in uppercase letters to be recognized by excel.
- Drop-down menus: It’s important to use the available options and not add any extra information.
- Extra Blank Columns or Rows in the Excel File: Make sure your Excel file does not contain extra blank rows or columns, Even if they appear empty, Excel may interpret them as containing data, which can lead to import errors or cause the system to try and process non-existent employees.
2. Errors due to the required fields:
When updating or reassigning employees in Factorial, it is essential to ensure that each employee has a unique identification number assigned to them.
- The mandatory fields are: the employee’s name, surname, and email (corporate email). The others are optional, depending on your requirements.
Email must match the one used in Factorial. The email address you enter must be the one the employee uses to access Factorial.
Note: It is not possible to update an email directly in the Excel because if an employee creates a new email, as an administrator, the employee will be duplicated and have another existing email.
To solve this problem:
- If the employee has access to Factorial:
- On the sidebar, click on Me
- Head to Profile
- Edit the email in the Work details section
- Click on Submit
- Confirm the password
- Press on Submit

- If the employee doesn't have access to Factorial, the administrator can:
- On the sidebar, click on Organisation
- Select a person
- Head to Profile
- Edit the email in the Work information section
- Click on Submit
- Confirm the password
- Press on Submit

3. Errors due to the Org chart management:
- It’s important to assign each employee to their respective manager in the field because Factorial's organizational chart is built on the hierarchy of managers.
- Assigning Managers and Supervisors by Email, Not Name: When assigning a Manager or a Time-Off Supervisor, use the email address of the person in Factorial — not their name. Using a name instead of an email may result in import errors, especially if there are duplicate or similar names.
When an employee doesn’t have a manager or time off supervisor, it is important to leave the field empty to avoid any confusion or errors.