The Financial Workspace in Factorial provides an overview of payroll and agreement data, helping you manage salary costs and employee compensations efficiently. This article explains the structure of the workspace, how to filter and group data, and the sources of information displayed.
Sections of the Financial Workspace
The Financial Workspace is divided into two main sections:
- Payroll Data: Includes a detailed salary breakdown, provided that customers upload their payroll information.
- Agreement Data: Displays gross salary data extracted from employee agreements.
Both sections allow filtering and grouping options for customized data visualization.
Payroll Data
Payroll data is essential for tracking salary expenses. However, it is only available if customers upload their payroll details.
- Filtering Options. You can filter payroll data by:
- Employee
- Manager
- Legal entity
- Workplaces
- Cost center
- Teams (under development)
- Payroll line
- Grouping Options. After applying filters, payroll data can be grouped by:
- Employee
- Manager
- Legal entity
- Workplaces
- Cost center
- Teams (under development)
Once customized, views can be accessed directly in the tool or exported to Excel.
Agreement Data
Agreement data provides information about gross salaries.
This section pulls data from the Agreements → Compensation tab, showing:
- Gross salary
- Payroll policy
- Additional compensations (if applicable)
- Filtering Options
- Users can filter agreement data by:
- Legal entity
- Manager
- Workplaces
- Cost center
- Grouping Options
- The data can be grouped by:
- Employees
- Legal entity
- Manager
- Workplaces
- Cost center
Where Does the Data Come From?
There are two data sources in the Financial Workspace:
- Payroll: Provides a full salary breakdown, available only if customers upload their payroll data.
- Agreements → Compensation: Displays gross salary data extracted from employee agreements.