Factorial

Benefits of using Factorial & Expiration Reminder

• Consolidate employee information in one place.
• Reduce manual data entry and errors.
• Keep employee credentials and compliance up to date effortlessly.

How the Integration Works

Once connected, the Factorial and Expiration Reminder integration offers several powerful features:

• Employee Syncing
  • Employees in Factorial are automatically synced to Expiration Reminder as contacts.
  • This includes key details such as:
    • Employee name
    • Email address
    • Mobile phone number
    • Job title
    • Department
    • Location
  • Any updates made in Factorial will reflect in Expiration Reminder automatically.
• Automatic Archiving for Terminated Employees
  • If an employee is marked as terminated in Factorial, they will be automatically archived in Expiration Reminder.
  • This ensures no notifications are sent to inactive employees.
• Streamlined Notifications
  • Once synced, you can assign credentials, licenses, or training with expiration dates to employees in Expiration Reminder.
  • Expiration Reminder will automatically notify employees when documents or certifications are nearing expiration.

Connecting Factorial to Expiration Reminder

1. Access the Integration Settings
   • Log in to your Expiration Reminder account.
   • Navigate to the menu where your name is listed in the top-right corner.
   • Click on Settings to view the list of available integrations.
   • Click on Integrations.
2. Select Factorial
   • Scroll down to the HRIS Integrations section and select Factorial.
3. Enter Your Credentials
   • Confirm that you are an admin when prompted.
   • A new window will open where you'll log in to Factorial.
4. Authorize Access
   • After logging in, Factorial will ask you to authorize access for Expiration Reminder.
   • Review the information that will be shared between the two applications.
   • Click Allow Access to proceed.
5. Finalize the Connection
   • Once authorized, the system will configure the connection.
   • Click Finish to complete the setup.

Configuration Options

After setting up the integration, you can manage settings under the Configure button:

• Enable or disable employee syncing as needed.
• Update settings to match your organization's workflow.