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Help Center

I am an Administrator

I am an Administrator

Deepen your knowledge as an Administrator.

Employee

What Can an Employee See at Factorial?

How to Terminate an Employee?

Contracts in Factorial

Contract Versions

Change Employee's Job Title

How Can I Create My Organizational Chart?

Which Emails from Factorial will Employees Receive?

Teams in Factorial

Manager Role in Factorial

Install and Set Up Performance Management

How can I Obtain a Report based on the Performance Reviews of my Workers?

Tasks Feauture in Employee´s

Export your Company's Data

Check Past Employees' Data

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Administrators

Factorial HR - Admin Guide 💼

Types of Administrators

Can I Have Different Offices on the same Account?

Permissions Groups Samples that You Can Create

How Can I Create Surveys?

Create Custom Fields

Collect Custom Fields in a Report

Create Custom Reports with Factorial

Report Library

How to Download Reports

Tasks Templates for Administrators

Create a Company Event

Create a Company Announcement

How Can I Obtain my Factorial Invoice?

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Time-off Management

What does Time-Off Supervisor mean?

Time-Off Allowances

Cycles in Time-Off Allowances

Requests for Medical Leaves

Time and attendance

Time Tracking Guide

How to use the QR code to Clock In/Out?

Geolocation in Time Tracking

Get the Hour Balance

How can I Create and Track my Workers' Projects?

Create a Report based on Monthly Project´s Total Hours

How to Modify the Time Tracking of Previous Months?

Exclude your Employee´s from the Time Tracking

How are the Estimated Hours Calculated in Factorial?

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Documents

Know thoroughly the Files Feature

E-Signature for Administrators

Hide or Publish Documents

Move Documents

Configurations

How to Set up Notifications?

How Can I Change my Account Language?

Restricted Visibility

Muti-account versus Legal Entities

How to use Dynamic Groups?

How to Unsubscribe from the Weekly Digest?

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Enterprise

Use cases with Workflows - The information of your workers has been updated.

Custom fields in Documents

Employee Document Directory

Company Documents Directory

How the 'Updates Tag' Works?

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Templates

Survey Template - Employee Motivation

Survey Template - Recruitment Satisfaction

Survey Template - Employee Exit

Survey Template - Employee Satisfaction

Survey Template - New Hire Onboarding

Performance Improvement Template

Professional Development Evaluation Template

Upward Feedback Template

Annual Performance Review Template

Quarterly Performance Check-In Template

Mid-Year Performance Review Template

Survey Template - Working from Home

Goal Setting Template

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