If you have just started using Factorial and need to add multiple employees, you can do so through our importer.
Follow these simple steps:
Access the Employees section
Click on the (...) option -📍 located in the upper right corner
- Press on Import Employees
Download the employee template
Find the file in the Downloads folder on your computer and open it
Add your employees and fill in the information you need
(→The Name, Surname and Email fields are required).
Once you have finished adding your employees, upload the file back to Factorial with the same format (.XLSX).
- 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.