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Help Center

I am an Administrator

I am an Administrator

Deepen your knowledge as an Administrator.

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Employee

External Users on Factorial

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

Configure the Reviews Functionality

Tasks Feauture in Employee´s

Export your Company's Data

Check Past Employees' Data

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Administrators

Set up Custom Tables for your Company

How to Create and Configure your Goals

Survey and Performance Review Templates

Make the Most of Communities

Download the Organizational Chart

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?

All About Custom Fields

Create Custom Reports with Factorial

Report Library

How to Download Reports?

Tasks Templates for Administrators

Learn How to Create a Company Event

Learn How to Create a Company Announcement

How Can I Obtain my Factorial Invoice?

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Time-off Management

About Tenure Periods

Absence Types - FAQ´s

Defining the Concepts found in the Time Off Counters

All About Time Off by Hours

What does Time-Off Supervisor mean?

Cycles in Time-Off Allowances

Requests for Medical Leaves

What are Accrued Days/Hours?

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Time and attendance

How to Create and Assign Work Schedules?

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?

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

How to Send Payslips in Bulk?

How to Upload Documents in Bulk?

Know thoroughly the Files Feature

E-Signature for Administrators

Hide or Publish Documents

Move Documents

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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

What types of Documentation do Companies Upload?

Get Ideas for Custom Fields

Company Documents Directory

Custom fields in Documents

Employee Document Directory

Use cases with Workflows - Notify your Bookkeeper whenever there is a Medical Leave.

Use cases with Workflows - Notify Users when a Document is Created.

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

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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Reports

Create a Report on Gender Distribution

Create a Report on Average Salary by Gender

Create a Report on Average Salary by Position and Gender

Create a Report on Gross Annual Cost per Department

Create a Report to See the Estimated Hours vs The Clocked In Hours.

How to Obtain Surveys Reports from your Company?

Control the Expiration Dates of Identity Documents

Keep track of your Employees' Upcoming Medical visit Dates

Create a Report based on Monthly Project´s Total Hours

Collect Custom Fields in a Report

How to Create a Report Based on Geolocation

Create a Report based on Published Shifts

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

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