Managing my company account
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How to manage legal entities using Factorial
How to add a new legal entity On your sidebar, go to Settings In General, click on Company details...
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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
To enter your company’s domain: On your sidebar, head to Settings In General, click on Company page In Company page...
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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: Date Formats: The correct date format is: DD/MM/YYYY. Account number format: the correct format...
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How to log in to an employee account as an admin
How to log in as an employee? There are three different methods to log in to an employee account as an...
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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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Pricing & packaging: hubs, modules and payment methods
Thanks to our modular approach, you have the flexibility to choose the products that perfectly align with your company's...
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How to contact Customer Support?
Contact us by phone call or by filling out a form By phone call: Customer Support Spain📞 +34...
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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
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 Request a Password Change and Requirements for the New Password
For security purposes, our platform provides a simple and secure way to reset your password in case you forget...
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How to Open and Review Your Requests for Customer Support
Efficient communication is essential for resolving any inquiries or issues you might encounter. This guide will walk you through...
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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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Requests for Customer Support: General Inquires - Ask a Question form
Click here to open the Ask a Question form. Ask a question form Purpose: Use this option...
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Requests for Customer Support: General Inquires - UI Glitch/Translation Issues form
Click here to open the UI Glitch/Translation Issues form. UI Glitch/Translation Issues Purpose: Select this if you've...
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Requests for Customer Support: General Inquires - Improvements form
Click here to open the Improvements form. About Improvements form Purpose: Use this option to suggest enhancements...
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Requests for Customer Support: Technical Inquiries - API or Integrations form
Click here to open the API or Integrations form. About API or Integrations form Purpose: Use this...
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Requests for Customer Support: Technical Inquiries - Incidents form
Click here to open the Incidents form. About Incidents form Purpose: Select this option to report any...
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Requests for Customer Support: Technical Inquiries - SQL form
Click here to open the SQL form. Requirements To avoid delays, please ensure that your request includes...
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Requests for Customer Support: Billing Inquires - Questions and Inquires
Click here to open the Questions and Inquires form. About Questions and Inquires form These requests will...
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Requests for Customer Support: Billing Inquires - Change VAT or company billing name
Click here to open the Change VAT or company billing name form. About Change VAT or company...
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Requests for Customer Support: Security and Privacy - MFA
Click here to open the MFA form. How to Complete the Form Fill in the required fields...
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Requests for Customer Support: Security and Privacy - User Deletion
Click here to open the user deletion form. Permanent Action Deleting an employee from an account is...