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Factorial Integration

ApproveThis manages your Factorial Integration approvals.

April 17, 2025

Integration Category: Hr

When Bureaucracy Meets Its Match

Let's be real - approval processes are where productivity goes to die. HR teams drown in leave requests. Finance loses invoices. IT gets 47 Slack pings about laptop setups. Enter ApproveThis and Factorial HR: the tag team that automates approval workflows so your people can actually do their jobs.

Factorial handles the employee lifecycle; ApproveThis handles the decisions. Together through Zapier, they turn "Hey, can someone approve this?" into a closed-loop system that works while you sleep. No more chasing down VPs in parking lots. No more spreadsheet trackers that lie. Just clean, auditable workflows that move at business speed.

Why This Combo Works for Mid-Sized Companies

Companies between 50-5,000 employees hit a breaking point: what worked manually now causes delays. Departments develop their own "systems" (read: messy workarounds). ApproveThis becomes the connective tissue between Factorial's HR data and the actual decisions needing to happen.

Key Benefits

HR Teams: Automate leave approvals, equipment requests, and onboarding checklists directly from Factorial data. Approval thresholds auto-approve standard PTO requests while flagging edge cases.

Finance: Link Factorial's payroll data to budget approvals. Calculated fields in ApproveThis automatically check department spend against targets before routing requests.

IT Managers: New Factorial employee? Auto-trigger device provisioning approvals with exact role-based requirements. No more over/under-equipping hires.

Best part? Approvers only need ApproveThis access - no extra Factorial licenses required. Perfect for external contractors or cross-department reviews.

Real-World Use Cases That Actually Matter

1. Leave Approvals That Don't Suck

Scenario: Employee submits PTO in Factorial → Zapier triggers ApproveThis request → Managers approve/deny via email → Approved days auto-sync back.

Why it works: Approval groups in ApproveThis ensure the right people review based on department/tenure. Vacation delegation covers for OOO managers. Thresholds auto-approve 1-2 day requests if under team capacity.

Who needs this: Retail chains managing shift coverage, agencies with client-facing roles, any company where unplanned leave causes operational issues.

2. New Hire Onboarding That Doesn't Embarrass You

Scenario: HR adds employee in Factorial → Zapier triggers ApproveThis workflow → IT approves laptop specs, Facilities approves desk setup → All approved? Factorial gets notified to proceed.

Why it works: Sequential approvals in ApproveThis ensure IT provisions before Facilities orders hardware. Calculated fields check budget against new hire tier (entry-level vs exec). Real-time tracking shows exactly where delays happen.

Who needs this: Scaling tech companies, remote-first teams shipping equipment, industries with compliance-heavy onboarding (healthcare, finance).

3. Budget Control Without Micromanaging

Scenario: Department lead submits Factorial payroll change → ApproveThis calculates impact on quarterly budget → Routes to CFO if over threshold → Approved? Auto-updates Factorial.

Why it works: Approval thresholds in ApproveThis act as guardrails. Finance teams set rules like "Any payroll increase over 5% requires CFO review" instead of vetting every request.

Who needs this: Companies with cost-center budgets, seasonal businesses managing labor costs, startups extending runway.

Setting This Up Without Losing Your Mind

Zapier's the glue here. You'll create "Zaps" that connect Factorial triggers to ApproveThis actions. Example for leave approvals:

  1. Zap Trigger: "New Leave Created" in Factorial
  2. Action: "Create Request" in ApproveThis (maps employee/data fields)
  3. ApproveThis handles approval logic/notifications
  4. Zapier listens for "Request Approved/Denied" to update Factorial

Total setup time? Maybe 20 minutes if you're slow at clicking. ApproveThis's pre-built templates for Factorial cuts this to 10.

Pro tip: Use ApproveThis's calculated fields to auto-flag requests needing special attention. Example: "If leave duration > 10 days AND role = Manager, require CEO approval."

Features You'll Actually Use (No Bloatware Here)

ApproveThis plays nice with Factorial because it's not trying to be an HR system. It's the decision layer. Key features mid-sized companies abuse:

  • Email approvals: Approvers can reject PTO requests from their phone during standup. No login required.
  • Conditional routing: IT requests go to Helpdesk first, only escalating if hardware costs exceed $1k.
  • Audit trails: Every approval/rejection in ApproveThis timestamps and records the reason. Later dispute? Pull the record.

Factorial stays the source of truth; ApproveThis becomes the system of record for how decisions get made.

When to Steal These Ideas

This isn't just for HR. Any team drowning in Factorial-related decisions can adapt these workflows:

Facilities: New office location in Factorial? Auto-approve furniture orders against budget.

Procurement: Vendor contract updates in Factorial trigger legal review workflows.

Even IT: Employee role changes in Factorial auto-request access reviews.

The pattern's simple: When Factorial data changes, decide who needs to approve what. Then make it automatic.

Why This Beats "Just Using Factorial"

Factorial's approval features are... basic. ApproveThis adds:

Multi-tiered approvals: Require sequential sign-offs from team lead → department head → CFO based on amount/type.

External participants: Contractors, clients, or partners can approve without Factorial access.

Real-time analytics: See approval bottlenecks (Looking at you, Accounting Team) with dashboards.

Basically, if Factorial is where requests live, ApproveThis is where they get resolved.

Getting Started (Without the BS)

1. Grab an ApproveThis trial - takes 2 minutes.
2. Connect to Factorial via Zapier (pre-built integration).
3. Clone a template workflow and modify it over lunch.

Or, if you'd rather see it working: Book a 12-minute demo. We'll show how a 500-person manufacturing company cut approval delays by 70%.

Either way, stop letting approval chaos dictate your operational speed. That spreadsheet tracker isn't getting any prettier.

🥳

Integrate with Factorial Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for Factorial

Suggested workflows (and their Zapier components) for Factorial

Create leave approval requests for new leaves in Factorial

Manage team leaves more effectively by initiating an approval process whenever a new leave is created in Factorial. This automation ensures that each leave request is reviewed and approved through ApproveThis, reducing bottlenecks and ensuring compliance.

Zapier Components

Factorial Logo

Trigger

Time - Leave Created

Triggers when a new leave is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create new Factorial employees from approved requests

Streamline your onboarding process by automatically creating new employee profiles in Factorial upon approval of their onboarding request in ApproveThis. Ensure timely access to company resources without administrative delays.

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

Factorial Logo

Action

Core - Create Employee

Creates an Employee on the current company.

Initiate resource approval requests for new employees in Factorial

Automate the resource allocation process by creating an approval request in ApproveThis whenever a new employee is added in Factorial. This ensures all necessary tools and accesses are approved before their first day, enhancing onboarding efficiency.

Zapier Components

Factorial Logo

Trigger

Core - New Employee

Triggers when a new employee is created.

Action

Create Request

Creates a new request, probably with input from previous steps.