Factorial allows you to automatically generate and send course completion certificates using training workflows—available across all markets.

This feature helps HR and training teams streamline training administration, reduce manual work, and ensure participants receive their signed certificates once a course is completed.

How it works

Create a Training

1. Go to the Trainings section in the sidebar
2. Click on + New course
3. Fill in the required information

Choose a Workflow Template

Factorial provides workflow templates for training processes. You can use or customize them to fit your needs. Examples:

• FUNDAE documentation workflow (only available in Spain)
• Send course certificate

To configure:

1. In your sidebar, go to Workflows
2. Under Training workflows, select a template or create your own
3. Add steps like:
   • "Send certificate to participants"
   • "Notify manager to sign"

Certificates and documents are generated automatically

Once a training is completed:

• Factorial will generate a PDF certificate or documents for each participant.
• The document includes:
  • Participant name
  • Course name
  • Signatures from both the participant and their manager

The system will:

• Send a task to each participant to sign their certificate
• Notify their manager to sign as well

Where can participants and training managers find the certificates?

Participants can access their signed certificates in:

• My Documents → under the folder Training Certificates

Training managers and admins can find participants’ certificates in:

• Training → Courses → open the course → go to the Participants table
• From there, they can download each participant’s certificate.