How to import compensations

1. Go to the Compensation module in the sidebar menu
2. Click on the Cycles tab and access a cycle
3. Click on Import in the upper-right corner
4. Choose to import Compensations
5. Download the template, fill it and upload your file (accepted formats: .xls or .xlsx).
6. Review the automatically matched columns and manually match any remaining ones
7. Click Confirm
8. Review the preview and resolve any possible errors
9. Click Complete import
10. Click Submit

When the import finishes, a Compensations imported message links to the imported file.

Managing imported values in the compensation module

In Factorial’s Compensation module, every import generates a new entry for each employee in the side panel. You can import as many files as needed—for example, one for each payroll concept.

Values created by an imported file show Imported from <file name> in the employee side panel. These values can't be edited or deleted one by one. To change them, delete the file and import it again.

See your imported files

1. Go to the Compensation module and open the cycle
2. Open Activity → Documents
3. In Imported compensations, you'll find every file imported into the cycle, with:
   • Who imported it and when
   • Its status: Importing, Imported or Imported with errors
   • How many entries and people it wrote
4. Use the file's menu to Download the original file, View details or Delete it

Delete an imported file

If you imported a wrong or repeated file, you can undo it in one go:

1. In Activity → Documents → Imported compensations, open the file's menu
2. Click Delete
3. Review how many compensations and people will be affected and confirm

The deletion runs in the background and the table updates when it's done.

What happens when you delete a file:

• The values the file created are removed
• The values the file filled in, such as a contract amount still to be defined, are emptied
• Any value someone changed by hand after the import is kept
• The deletion is recorded in the activity log, with the file name, the compensations removed and the people affected

You can also ask One, for example: "Delete the compensations file I imported into the October 2026 cycle". One finds the file, asks you to confirm, and removes what it wrote, exactly as Delete does from Activity → Documents.

Values from files imported before this feature

Editing imported values:

• Individually: Open the side panel and update the value directly for the selected employee.
• In bulk: Import a delta file containing the changes you want to apply to multiple employees at once.

Deleting imported values:

• Individually: Remove the entry directly from the side panel for each employee.
• In bulk: Re-import the same values as negative amounts. This will generate negative entries, but the final total in the table (the value that is exported) will correctly reflect the deletion.

Choose how employees are matched during import

When importing compensations or payroll results, you can choose how employees are matched to the imported data. This helps reduce manual mapping and improves matching accuracy, especially for large payroll runs.

Select a matching method

Before uploading your file, use the Match employees by selector to choose one of the following options:

• Full name (default)
• ID (such as DNI, NIE, or another national ID)
• NIF / SSN (tax ID or Social Security number)
• Payroll code (the employee code assigned by your payroll provider)
• Employee number (the employee number set in the employee's Work details)

The Employee number option is shown with the name of the profile field in your language, for example Matricule or Número de empleado. When you match by employee number, each matched row shows the employee number followed by the employee's name, so you can quickly check that every row is assigned to the right person.

How matching works

The selected matching method is applied to every row in the imported file. When using an identifier, the importer performs an exact match against the employee data for the payroll run. This avoids mismatches caused by:

• Different name formats or ordering
• Accents or special characters
• Middle names
• Employees with the same name

Safeguards

To ensure accurate matching, the importer includes the following safeguards:

• If the same identifier is assigned to multiple employees, the row is not matched automatically. You can resolve it manually, with employees distinguished by legal entity.
• Only employees included in the payroll run being imported are considered during matching.
• Identifier-based matching respects user permissions:
  • NIF / SSN is available only to administrators who can access personal information.
  • Payroll code is available only to users with permission to view company identifiers.
  • Employee number is available only to administrators who can see the employee number of every employee.