How to import compensations

1. Go to the Compensation module in the sidebar menu
2. Click on the Cycles tab and access a cycle
3. Click on Import in the upper-right corner
4. Choose to import Compensations
5. Download the template, fill it and upload your file (accepted formats: .xls or .xlsx).
6. Review the automatically matched columns and manually match any remaining ones
7. Click Confirm
8. Review the preview and resolve any possible errors
9. Click Complete import
10. Click Submit

Managing imported values in the compensation module

In Factorial’s Compensation module, every import generates a new entry for each employee in the side panel. You can import as many files as needed—for example, one for each payroll concept.

Editing imported values:

• Individually: Open the side panel and update the value directly for the selected employee.
• In bulk: Import a delta file containing the changes you want to apply to multiple employees at once.

Deleting imported values:

• Individually: Remove the entry directly from the side panel for each employee.
• In bulk: Re-import the same values as negative amounts. This will generate negative entries, but the final total in the table (the value that is exported) will correctly reflect the deletion.