Teams in Factorial

Learn all about Teams in Factorial! How to create teams? How to add members? How to assign team leaders?


How Can I Create Teams? 

  1. Go to Employees
  2. Select Teams
  3. Click on +New Team  - 📍Located in the upper right corner
  4. Introduce a Team name
  5. Press Save 

Captura de pantalla 2022-03-11 a las 15.45.40


How Can I Add Members in Teams? 

  • Press on +Add Members
  • Select the employees you want to add as members 
  • Click on Add members 

Add members to teams


How Can I Set a Team Leader? 

💡 You can add as many team leaders as you want

Team Leaders Can: 

◻ See information of the team members they lead
◻ Can manage absences of the team members they lead
◻ If the administrator grant these permissions, the leader will have access to the payroll, contracts or documentation of the team members.

  • Go to the person you want to assign as Leader
  • Click on the configuration tool ⚙
  • Press on Set as Team Leader

screenshot-newtab-2021.10.11-09_01_10

☝ Follow these same steps and you will be able to Remove a Team Member. 

How Can I Check the Gender Diversity in Teams? 

  • Head to Employees
  • Go to Teams tab
  • Scroll down through your teams and check out the gender diversity column

ezgif.com-gif-maker - 2022-07-11T114525.137

⚠️ To be able to have visibility to this function, you need to set the gender options in the Customization part of your company account. Click here to learn how to create gender options on your company. 

👀 This functionality helps you visualize how the company deals with the diversity of people and assists in making future hiring decisions.


How Can I Rename or Delete a Team? 

  • Access the Team
  • Click on the (...) - 📍 Located in the upper right corner

Captura de pantalla 2022-03-11 a las 15.51.04