Bulk Modification of Profile Information

You can update the profiles of several employees at once by exporting their data, adjusting the file, and reimporting it into Folks.

This article covers two common cases: updating salaries and updating supervisors.

To edit a single employee, see the article Edit an Employee Profile instead.

Updating Salaries in Bulk

1. Go to Employees > Employee List and click View summary in the top right corner.
2. Click Show/Hide to select only the Employee Number and Salary, then return to the summary to export. All changes will be made on the same date for all affected employees. You can choose a retroactive date or the current date.
3. Open and adjust the Excel file. It is important to delete the rows for employees whose salary is not changing and to ensure that employee numbers are unique.
4. Save the file in CSV (separator: semicolon) format.
5. In Folks, go to Settings > Import/Export.
6. Upload the CSV file and click Import.
7. Map the columns correctly. Entering the date of the salary change is essential. You can also add explanatory notes if necessary.
8. Start the import and wait for the process to finish. You can then review the import log to identify and correct errors, and run the import again after making corrections if necessary. Confirm the updates by checking a few employee profiles.

Updating Supervisors in Bulk

Before proceeding with an import, check whether modifying the supervisor at the department or operating site level is sufficient. In that case, modify the supervisor in the organizational structure. All employees who have the default supervisor will be updated automatically (see Assigning the Default Supervisor).

To modify the supervisor for multiple employees, proceed as follows.

1. Go to Employees > Employee List and click View summary.
2. Click Show/Hide to select only the Employee Number and Supervisor, then return to the summary to export.
3. Open the Excel file and enter the employee number of each employee’s new supervisor in the Supervisor column.
4. Save the file in CSV (separator: semicolon) format.
5. In Folks, go to Settings > Import/Export.
6. Upload the CSV file and click Import.
7. Check the field mapping and select the Update only checkbox.
8. Start the import and wait for the process to finish.