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Help Center

I am an Administrator

Administrators

I am an Administrator

Deepen your knowledge as an Administrator.

Integrating idealDisc Assessment with Factorial

Chrome+Factorial Sourcing Extension

Learn how to add tags to candidates

Cost Centers

Overtime Compensation with Payroll

Generate and manage payment

Overtime compensation with time off

Contract Importer

Download & upload payroll results

The Approval System and workflows

Automated Offer Letter

How to create different types of reports

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

Job Catalog

How to manage overnight shifts?

Administrators

Inbox for notifications and requests

Overtime Request & Approval

Sidebar menu

Search Bar

Ways to set up SSO in Factorial

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

Digital Wallets

Request single-use cards

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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

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Time-Off Management

Time-off exports

How to set up Blocked periods for Time Off

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

Disable prorated calculation

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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

Work Location Tracking

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

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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

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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

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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

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Reports

Why data is refreshed on 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

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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

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?

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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?

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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?

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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

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ATS Recruitment

WhatsApp click-to-chat feature

Hiring Managers in Recruiting

Set Up the Recruitment Functionality

Messaging with candidates

General Data Protection Regulations with Factorial

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