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Integrate Factorial with TravelPerk

  • Updated
  • You need a Pro or Premium account to use this feature

Factorial provides intuitive HR solutions for companies around the world. Their tools automate and centralize administrative tasks to provide insights and help organizations run more smoothly.

Factorial offers solutions for HR analytics, document management, performance appraisals, goal tracking, and company culture. 

 

The Factorial integration

The Factorial integration makes it easy for you to import your whole employee directory into the TravelPerk platform and manage user accounts, including:

  • User provisioning - onboarding and offboarding - from your employee directory
  • Auto-filling employee profile information on TravelPerk
  • Manual triggers to sync new employees and archive those who left
  • Fully automated sync between Factorial and TravelPerk
  • Automated account setup, such as adding Cost Centers and Approval processes

Important information

  • If you have SSO enabled for TravelPerk, we recommend turning off Allowing user creation and Allowing user updates, as this could conflict with the integration. For more information, see Customize SSO settings.
  • If a user's first name, last name, or email in the identity provider (IDP) is different from Factorial's, the IDP will override the data from Factorial synced to TravelPerk.
  • If the user who enabled the integration is no longer active, the sync will fail, and you'll need to re-enable the integration with a new Admin.
  • To disable the Factorial integration, follow the instructions on Manage integrations.
  • If you have any questions or need assistance with setting up the integration, contact your Account Manager. 

 

1. Enable the Factorial integration

You need to be an Admin on TravelPerk and Admin on Factorial to enable the integration following these steps:

  1. Go to Account Settings and select Integrations
  2. Find the Workday integration and click Set up
  3. Click Enable
  4. On the pop-up detailing the Read permissions TravelPerk will access from Factorial, click Continue
    factorial3.png
  5. Click Open window
    factorial_4.png
  6. You will be redirected to Factorial’s website. On the pop-up, click Authorize.
    factorial5.png
  7. You will be redirected back to TravelPerk and there will be a pop-up stating the integration has successfully been set up
  8. On the Sync fields between TravelPerk and Factorial pop-up, click Skip for nowfactorial 11.png



2. Configure the Factorial integration

After you connect the integration, you will be taken to the page to configure the Factorial integration within TravelPerk.

  1. Decide if you want to sync All employees or Selected employees - you can filter Selected employees by Cost Centre, Company or Employment Type
    lucca9.png
  2. Decide if you want to sync full employee data or select employee details

    - Full employee data - all mandatory and optional data will be synced.

    - Select employee details - you can select Sex, Date of Birth, Contact number and Line Manager.

    - For Line Manager approvals to work correctly, you must select Line Manager.     
  3. To set up automated approvals:
    - If your account was created before the 1st of July 2024, follow the instructions on Set up automated approvals for your HR integration.

    - If your account was created after the 1st of July 2024, follow the instructions in section 4 at the bottom of this article - Set up Line Manager approvals.
  4. Click Save & Sync and the settings will be applied. The first synchronization will happen automatically.

3. Manual sync and turning on Auto Sync

On the Factorial Integration Settings page, you can Run Manual Sync, which will import the latest data. 

Once you are happy with how the manual syncs work, click Turn on Auto sync to enable daily automatic syncs from Factorial.

If there were any errors during the sync, you can download the XLS log to receive more details. For more information, see Understanding the Integration Sync Log. 

Screenshot

Synced employees are indicated with the Sync icon on the People page:

wdtk19.png

 

4. Set up Line Manager approvals

If you want to set up automated approvals that send approval requests directly to a traveler's manager, you need to create an approval process following these steps:

  1. Go to Account Settings
  2. Under Travel Management, click Approval processes
  3. Click New approval process
  4. Under Who should approver their trips?, click the select approver field next to Request approval from and choose Line manager
  5. Click Create approval process

If a traveler has an approval process assigned, it will always take priority over default approval processes for all travelers.

If the traveler doesn't have a Line Manager assigned, the approval request will be sent to the company Admin. 

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