Managing my company account
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How to manage legal entities using Factorial
What Is a Legal Entity? A legal entity is a distinct company or organization that has its own legal...
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How to set up company details
In this article, we'll guide you through finding and configuring your company details in Factorial. We'll cover essential tasks...
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How to create a Factorial account
Steps to follow Access FactorialHR Click on Log In Click on Get started now in the upper right corner Add your...
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How to set up Single Sign On (SSO)
What is Single Sign On (SSO)? SSO (Single Sign On) is a method of authentication that allows users to...
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How to configure SAML provider with Google
To make the SSO configuration with Factorial the person responsible for the SSO connection within the client company...
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How to configure SAML provider with Microsoft Azure
In Azure portal 1. Click on Enterprise Applications 2. Click on New application 3. Click on Create your...
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How to configure SAML provider with Okta
To make the SSO configuration with Factorial the person responsible for the SSO connection within the client company...
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About login and authentication methods
Login or authentication methods are used to verify the identity of users and grant them access to factorial. These...
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How to Create API Keys
API keys enable seamless integration between external applications, services, or systems and Factorial. They facilitate data exchange, communication, and...
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About Audit Logs
What is an Audit Log? An audit log is a document that records all the events and changes in information technology...
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How to export employee data
By downloading this data, you will obtain comprehensive information about your company's current and past employees, including details about...
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How to customize your company workspace
Where to find customization options On your sidebar, go to Settings In General, click on Customization To add...
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How to register your company’s domain
In Factorial, registering your company's domain allows you to personalize the URL of your public company page, where you...
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About custom fields
Custom fields provide a flexible way to add additional data fields to employee profiles. You can define and configure...
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About custom tables
Custom tables provide a structured way to organize and store specific sets of information. Where to find custom...
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About workplaces
A workplace refers to a specific physical location or establishment where employees carry out their work. Keep in mind...
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How to add employees
How to create an employee manually? Only administrators and managers with permissions can create employees. On your sidebar,...
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Errors when importing employee data from Excel
1. Errors due to the format: It is important not to modify the structure of the provided excel file....
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How to log in to an employee account as an admin
Why Log in as an Employee? As an admin, you may need to view the platform exactly as one...
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About Security Settings
The Security Settings tab inside your company settings is designed to provide you with enhanced control over your organization's...
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About multi-account and legal entities
Keep in mind the distinction between workplaces and legal entities: a workplace is more focused on the physical aspect...
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How to set up 2-Factor Authentication
2-factor authentication works for users accessing with email and password. Single sign-on users won't have the 2-factor authentication available....
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Multifactor Authentication - MFA
Multi factor authentication works for users accessing with email and password. Single sign-on users won't have the Multi factor authentication available. Why is MFA Important for Your Security? At Factorial, protecting your account is...
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How to deactivate 2-factor authentication
If you are using app-based multi factor authentication and are changing devices, you need to disable it and configure...
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How to Import Employees
The import tool allows you to upload employee data using an Excel or spreadsheet file. You can either use...
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What can an employee do in the Welcome Space?
The Welcome Space is a temporary area within Factorial where future employees can begin their onboarding journey before their...
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Welcome space Permission group
Overview The Welcome Space Permission Group allows companies to manage the visibility of features and fields for future employees....
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Smart Decision Making in the Inbox
Feature Overview Smart Decision Making provides managers with data-based recommendations to help them review and approve Time Off requests...