Types of Document Directories

Factorial gives you the option to configure the folder structure of all your employees' documents and option to configure the folder structure of your company’s documents.


Employee Document Directory

How do I Create Custom Folders? 

  • Head to Company 
  • Select Documents 
  • Employee Directory 
  • Add Folder
    Create as many folders as you like 

    screenshot-app.demo.factorialhr.com-2022.03.23-17_38_08
  • Add the Folder Name 
  • Add Folder 

    screenshot-app.demo.factorialhr.com-2022.03.23-17_33_55-1

Where can I Check the Custom Folders? 

  • Head to Company 
  • Select Documents 
  • Scroll until you find Employee Directory 

screenshot-app.demo.factorialhr.com-2022.03.23-17_39_18

How can I Edit or Archive the Folders that I have Created? 

  • Head to the Folder in question 
  • Click on  the configuration tool

In the case of Archiving, the folder will no longer be visible to the user. However, it will not be wholly deleted but will remain as an archive. If you want to retrieve the folder and the documents stored in it, you can activate it again by following the same steps mentioned above ☝, but this time choosing Unarchive Folder . 

screenshot-app.demo.factorialhr.com-2022.03.23-17_40_19 

Where can my Employees Check their Folders? 

  • My Documents 

screenshot-app.demo.factorialhr.com-2022.03.23-17_41_03


Company Documents Directory

💡 You must repeat the same procedure as for the Employee Document Directory by creating custom folders.

  • Scroll until you find Company Directory 
  • Press Add Folder

Where can I Check the Custom Folders? 

  • Head to Company 
  • Select Documents 
  • Scroll until you find Company Directory

screenshot-app.demo.factorialhr.com-2022.03.23-17_35_32

How can I Edit or Archive the Folders that I have Created? 

  • Head to the Folder in question 
  • Click on the configuration tool

In the case of Archiving, the folder will no longer be visible to the user. However, it will not be wholly deleted but will remain as an archive. If you want to retrieve the folder and the documents stored in it, you can activate it again by following the same steps mentioned above ☝, but this time choosing Unarchive Folder . 

screenshot-app.demo.factorialhr.com-2022.03.23-17_36_11