Help Center

Back to home

Help Center

I am an Administrator

I am an Administrator

Deepen your knowledge as an Administrator.

Contract Importer

Automated Offer Letter

How to create different types of reports

The Approval System and workflows

How Admins can log in to their employees' accounts in Factorial

Administrators

Hide employees who haven't started working for the company.

Make the Most of Communities

Learn How to Create a Company Event and/or a Company Announcement

Legal Entities in Factorial

Multi-account VS Legal Entities

Restricted Visibility

Tasks Templates For Administrators

Comply with the Legal Recognition of Different Genders

Audit Logs

External Users with Factorial

How Can I Set Up the Organizational Chart?

Learn How to Manage Expenses BETA

See more

Employee

How to Convert an Employee into an Administrator?

Change Employee's Job Title

Editing your Employees' Information in Bulk

Teams in Factorial

Export your Company's Data

Check Past Employees Data

Managers' Manual

See more

Time-Off Management

Time-off based on hours worked

Configure your Company Time Off Policies

How Can I Create Absence Types?

Understanding Time-Off Allowances

How to Create Time off Allowance Adjustments?

How to Import Time-Off Adjustments?

Defining the Concepts found in the Time Off Counters

What are Accrued Days/Hours?

About Tenure Periods

All About Time Off by Hours

Configure Time Off Counters in France

Discover the Trainings Feature

See more

Clock In Systems

How to use Clock In with ID?

Geolocation in Time Tracking

What you need to know about Face Recognition

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

Time & Attendance

Scheduled Overtime

How to Create and Assign Work Schedules?

How can I Create and Track my Workers' Projects?

How are the Estimated Hours Calculated in Factorial?

Time Planning Tools

Get the Hour Balance

Exclude your Employees from the Time Tracking

Time Tracking Tolerance

Automatic Breaks

Reviewing and Approving Time Sheets

Locations & Comments in Shift Management

Learn How to Create Shift Templates

All About the Shift Management Tool

Understanding and Configuring Working Days & Ouvrables Days

Manual Breaks

See more

Documents

Discover the Files Feature

Documents in Bulk

How to Modify a Format to PDF when Importing Documents in Bulk

Types of Document Directories

How to Send Payslips in Bulk?

E-Signature for Administrators

Move Documents

Why can't I introduce the E-Signature on my Document?

What types of Documentation do Companies Upload?

Common Errors when Importing Employee Excel

Document Templates

See more

Configurations

Customise your Account with a Logo

How to Change the Date Format in Factorial

How to Set up Notifications?

How Can I Change my Account Language?

How to Unsubscribe from the Weekly Digest?

How can I Register my Company's Domain?

Install & Customize your Company Page

See more

Customizations

Custom Fields in Documents

Get Ideas for Custom Fields

Custom Tables Importer

Set up Custom Tables for your Company

All About Custom Fields

Custom Fields in Contracts

Collect Custom Fields in a Report

See more

Reports

Reports Library

Track the progress of your employees task through a report

Data update time in reports

Create Custom Reports with Factorial

Common Errors in Reports and Solutions

Discover Dynamic Filters in Reports

Create a Report based on Published Shifts

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 based on Monthly Projects Total Hours

Create a Report on Gender Distribution

Create Reports : Economics and Finances

Control the Expiration Dates of Identity Documents

Keep track of your Employees' Upcoming Medical Visit Dates

Create a Report for Pending Documents to be Electronically Signed

Create Reports: Team Building Activities with Custom Fields

Create Reports: Total Number of Hours Worked Per Employee

Create Reports: Total Meal Expenses per Month per Employee

Learn How to Create Reports related to your Employees' Clock In

See more

Templates

Survey Template - Employee Motivation

Survey Template - Recruitment Satisfaction

Survey Template - Employee Exit

Survey Template - Employee Satisfaction

Survey Template - New Hire Onboarding

Survey Template - Working from Home

Performance Improvement Template

Professional Development Evaluation Template

Goal Setting Template

Upward Feedback Template

Annual Performance Review Template

Mid-Year Performance Review Template

Quarterly Performance Check-In Template

Survey and Performance Review Templates

How to perform the Pay Equity Template through Factorial HR?

See more

Workflows

Workflow Automations

Updates Tag Function in Workflows

Workflows: Notify your Users whenever there is a Medical Leave

Workflows: Notify Users when a Document is Created

Workflows : The information of your workers has been updated.

How to Set your Employees Probationary Period?

See more

Permissions

An Explanation of the Permissions found in Factorial

Learn How to Delegate Permissions

Attribute Different Permissions to Employees

Access Groups in Permissions

Permissions Groups Samples that You Can Create

How to use Dynamic Groups?

See more

Performance Management

Performance Evaluation Use Case

Set Up the Survey Functionality

Survey Analytics

Set Up the Reviews Functionality

Review Analytics

How to Create and Configure your Goals

Everything you need to know about Competencies

Competencies Dashboard

Learn all about Competencies

The 9 Box Grid in Competencies

See more

ATS Recruitment

Hiring Managers in Recruiting

Set Up the Recruitment Functionality

ATS Message Board

General Data Protection Regulations with Factorial