Import Employees in Bulk Mode

If you have just started using Factorial and need to add multiple employees, you can do so through our importer. 

Follow these simple steps:

  1. Access the Employees section

  2. Click on the (...) option -📍 located in the upper right corner

    Import employees

  3. Press on Import Employees
  4. Download the employee template

    ezgif.com-gif-maker (4)

  5. Find the file in the Downloads folder on your computer and open it

  6. Add your employees and fill in the information you need
    (→The Name, Surname and Email fields are required). 

  7. Once you have finished adding your employees, upload the file back to Factorial with the same format (.XLSX).

    Drag and drop-1

  8. Press in Import File 

Tips for a Successful Importation: 

  • Do not modify any part of the Excel Structure, just enter data in the blank fields.
  • Remember that: It is not necessary to complete all the fields, only the name, surname and e-mail  will be indispensable.
  • For the registration of the account number remember to include these number with spaces. As for example: 0034 2732 2812.
  • The Orgchart is based on Managers. 
  • If a person does not have a Manager, leave this field empty.( Do not enter the same email address of the person)
  • If a person does not have a Time Off Supervisor, do not enter any information in this field.