Factorial | Activating time off integration

Prerequisites

• You have Admin access to your company's account.
• You are logged in to the Oyster Platform with your admin credentials.
• You have connected Factorial to Oyster.

Enable the time off add-on

In the Oyster platform, click Company Integrations. Select the My integrations tab. Click Settings on the Factorial integration.
Select the General tab.
Scroll down and click Edit next to Integration Add-ons.
Check the box next to Time off records and click Save changes.

Map the Oyster time off types to the Factorial time off types

Mapping time off types ensures the data coming from Factorial is reflected correctly in Oyster.

On the Factorial integration page, select the Mapping tab. Click Edit.
For each time off type on Oyster, select the corresponding time off type(s) on Factorial using the dropdown.  💡 Vacation and Sick leave time off types get mapped automatically. You can adjust as necessary.
If there is no match, you can create a custom match only for the “Other (paid)” and “Unpaid leave” types in Oyster. Click Expand subtypes for the corresponding type, scroll to the bottom and click Create custom subtype.
Select the fields you’d like to setup a custom subtype for and click Create. 🚨 Pay special attention to whether the custom subtypes are for the “Other (paid)” or “Unpaid leave” types. Creating a custom subtype for the incorrect type will lead to payroll error for your Team Members!
Once you have mapped all the time off types, click Save changes.

You're done! When your Team Members request time off in Factorial, the request is automatically pulled into Oyster.

• All time off requests must now go through Factorial.
• The Oyster's Request time off button is hidden for both Team Members and Admins.
• This integration only picks up PTO types from the requests from Factorial. If you have PTO types that aren’t represented in Oyster, it means Oyster doesn’t have a request of that type yet. When the integration gets a request with a new PTO type, it will be visible as “unmapped.” Learn more about resolving unmapped errors here.
• Updates in Factorial are automatically pulled into Oyster (approvals, rejections, etc.).
• All notification emails are sent by Factorial, Oyster will not send notification emails.
• The integration currently does not support file transfers (medical notes). The process will remain manual for now where the Support team gets notified and will follow up if necessary.
• If the time-off integration is switched off, Oyster will stop pulling time-off records from Factorial.
  • If switched back on, Oyster will sync with Factorial and pull only the requests that occurred while the integration was off. After the sync, balances will be up to date. Duplication of requests will not occur.