Employee - Getting Started with Folks

Want to learn more about Folks? You've come to the right place!

In this tutorial, we present the main features available to employees. We explain how to request absences and manage leave balances, among other things.

Discover the Folks platform and follow our steps to get started.

Step 1 - Create your account

The first step is to click on the link in the email you receive from Folks to create your password.

Step 2 - Validate your information

When accessing the platform, click the icon at the bottom of the left-hand menu and select My information to validate or complete your personal information. You can also change your password and system language.

Here are some useful resources to help you:

Your information can also be accessed from the home page in the header on the right. On the home page, you'll find a summary of your banks, tasks, and requests awaiting approval.

Step 3 - Send requests and access tools

In the header, the hand icon (Requests) allows you to make requests, while the wrench icon (Tools) allows you to access the portal, phonebook, and calendar.

My Portal - This is a directory of documents shared by your company (employee handbook, group insurance documents, policies, etc.).
Phonebook - The phonebook contains the phone numbers and emails of all employees.
Calendar - This tool can be used to view your colleagues' vacations (depending on your company's configuration).

Tools and requests can also be accessed from the left-hand menu.

As far as requests are concerned, you can send an absence request, for example, as follows.

Click on the hand icon and select Absences.
On the request page, complete the necessary information. The number of days will be adjusted directly according to the period selected. Weekends are highlighted in yellow.
You can allocate an absence request to your sick bank, depending on your needs and your company's rules. Click Charge the sick leave bank and your sick bank information will appear.
The Reason is a drop-down navigation menu detailing the criteria available to you. Please use only the relevant choices, and add comments if necessary.
You can also attach files to your request. Please refer to your system administrator for more information on when to add attachments.
When you have finished, click Send Request.

Once submitted, your request will automatically generate an email to your immediate manager and other relevant people to notify them of your request. Once your request has been processed, you'll receive an email informing you whether it has been accepted or rejected.

To make other types of requests, check out the following resources:

Step 4 - View your employee profile

When you click Employee in the left-hand menu, you can select Employee Profile to open your profile. You'll find the following information:

Name
Birth date
Position
Department

Start date
Seniority date
Address
Phone

Experience
Emergency contacts
etc.

At the bottom of the profile, you'll find your performance indicators:

Bank balances
Results versus your objectives or norms (you might see the results of the 2 previous years to see your progress).

You can also access your expense accounts and attachments at the top of your profile.

Step 5 - Manage your hours

If your company uses the timesheet to track your working hours, you'll need to fill it in under Time Management > Timesheet. Folks offers daily and project-based timesheets.

In a standard timesheet, simply enter the number of hours worked for each day or each week. Be sure to save your entries, and you're done!

Other important features

Employee Development - Your company may have given you access to certificates. If so, you'll be able to see them on the Certificate Summary page.
Performance Evaluation - If the performance evaluation module is available, you may be asked to complete self-assessments (see Complete a performance evaluation).
Atmosphere - You may also be asked to complete a work atmosphere survey for your company. The Atmosphere page will then be visible under Human Resources Management in the left-hand menu.

Tips and tricks

When you're in the left-hand menu, you can use Ctrl + click to open a new tab.
To return to the home page, you can click on the Folks icon at the top of the left-hand menu at any time.
The left-hand menu can be reduced and expanded as required.