Factorial HR

Factorial HR


Factorial HR is a comprehensive human resource management software designed to streamline HR tasks, such as payroll, time tracking, and employee data management. It helps businesses automate administrative processes and improve overall HR efficiency.
 
By integrating Factorial HR with Zoho Cliq, you can receive alerts on various events like adding employees, creating tasks, and viewing details of employees and tasks directly within Cliq.
Info:
The extension is available in the following regions: United States (US)
Note: Recruitment module use cases are not supported in this integration, as Factorial HR has moved this module to a premium plan.

Installation   

  1. Go to the Zoho Cliq Marketplace and search for "Factorial HR",, or install it directly from this link.
  2. Choose whether to install the extension for your entire organization or specific teams.
  3. Accept the extension's permission requests, and you're ready to go.

Features   

Employee Management   

Add Employee 

  • Bot Menu Action: Go to the Factorial HR bot, then click Create, followed by Employee. Fill in the Email, First Name, Last Name, Role, and Start Date.

  • Widget
    Navigate to the Employee tab in the Factorial HR widget, then click New Employee. Fill in the necessary details.
  • Slash Command: Use the /employee slash command in any chat to view the list of employees. The list will display employee details, such as name and email address, in a tabular format.
  • Click More Info to view more information on an employee.

View Employee 

  • Bot Menu Action: Go to the Factorial HR bot, then click View, followed byEmployee to view the list of employees. The list will display employee details, such as name and email address, in a tabular format. You can also view more information on the employee, as well as update the employee details.

  • Widget: Navigate to the Employee tab in the Factorial HR widget to view all employees.
The following options are available under the employee tab:
  • New Employee: Add an employee to your account.
  • Search: Search for an employee from the drop-down.
Each employee card has two options: Teams and More. You can use the Teams to assign an employee to a team. You can use the More option to view more information on the employee.

Task Management   

 Create Task 

  • Bot Menu Action: Go to the Factorial HR bot, then click Create, followed by Task. Fill in the Name, Description, and Due Date.

  • Widget: Navigate to the Tasks tab in the Factorial HR widget, click Add Task, and fill in the necessary details.

  • Message Action: Use the Add to Task message action to convert messages to tasks.

View Task 

  • Bot Menu Action: Go to the Factorial HR bot, then click on View, followed by Task to view the list of tasks
Here, the tasks will be displayed in a tabular format with task name, due date, and assignees. You can also use the 'Update' option to edit your task details.
  • Widget: Navigate to the Tasks tab in the Factorial HR widget to view all tasks.

Project Management   

  • Widget: Create and view projects using the Projects tab in the Factorial HR widget.
Here, you will be able to view the following options:
  • Create Project: You can create a project by adding Project Name, Description, Status (active or closed), Due Date, and Start Date.
  • Search: You can search for a project using the drop-down menu in the search.
  • Slash Command: Use the /viewprojects slash command to view projects.

Post Management   

  • Slash Command: Use the /post slash command to create posts. You can add the Title, Description, Type of Post, Start Date, Location, and enable Allow Comments and Reactions.

  • Message Action: Use the Add to post message action to convert a message to a post.

Alerts   

Bot menu action 

You can use the bot menu action to enable, modify, and disable alerts.

  • Enable Alerts: Enable alerts from the bot or post them in a channel for various events in Zoho Cliq. This helps in track and update changes more efficiently.

Once you have enabled alerts, you will receive a notification in the bot or channel whenever the event you specified occurs.
  • Modify Alerts: You can update any changes you want to apply for alerts.
  • Disable Alerts: You can disable Factorial HR alerts using the disable bot menu action.

 Help   

Use the 'Help' bot menu action or widget tab to get detailed information about the extension's features.

 

 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Encrypted Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal
                          Mobile App
                          Form Designer HR
                          Mobile Forms
                          Card Forms Food Offline Forms
                          Assign Forms Photography
                          Mobile Forms Features
                          Translate Forms Real EstateKiosk in Mobile Forms
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Anonymous Ally

                                                                                                                Anonymous Ally allows users to send anonymous messages and share anonymous polls in Zoho Cliq. It provides a secure and confidential environment for team members to express their thoughts, ideas, and feedback without revealing their identities. ...
                                                                                                              • What are Organization Channels in Cliq?

                                                                                                                The purpose of organization channels is to enhance collaboration across the organization members. If a channel is open to all users, any organisation member can find and join it at anytime. If it's a closed channel, you'll need an invite.   These ...
                                                                                                              • Data loss prevention in Zoho Cliq

                                                                                                                Data is prone to leaks and theft, especially when it involves external parties. With Zoho Cliq's DLP, you can implement organizational strategies to help reduce data leaks and theft across your organization. Getting started is easy—simply create a ...
                                                                                                              • Difference between Group Chats and Channels on Cliq

                                                                                                                If you consider how you communicate in your workplace, there are two modes of communication you can categorize them into. Planned organized topic centric discussions, meetings and impromptu, casual discussions about various short term topics. Though ...
                                                                                                              • Stack Overflow

                                                                                                                View answers to developer problems right inside Cliq Stack overflow is a question and answer site for professional and enthusiast programmers and in fact the largest network for developers to learn, share their knowledge and build their career. A few ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources