New Admin - Getting Started with Folks

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

This introductory guide is intended for anyone new to Folks administration. It provides you with the resources you need to keep the platform running smoothly.

0 - Changing the admin

If you haven't already done so, your system's current administrator must transfer their access to you (How to change our Company Administrator).

If this person has left your organization, our team will handle the change of administrator for you. A written authorization from your management is required before we can proceed with the change. This should be sent to support@folksrh.com

1 - Logging in to the platform

If you're new to Folks

When accessing the platform, click the icon at the bottom of the left-hand menu and select My Information. Here you can change your password and system language (see How can I Modify my Login Information).

If you were already using Folks, go to step 2.

2 - Exploring the Admin menu

Discover the different sections of Folks' Admin menu and what you can configure there (see Admin Menu Overview).

To validate your company information, click Admin > Company > Control Panel in the left-hand menu.

Completely new to Folks? Check out our overview article for an overview of the main features.

3 - Viewing training sessions

When you're ready, ask our customer success team to view our three training sessions.

We will then be able to assist you with the various tasks involved in administering the platform, such as user management.

To ensure that your meetings with our team are as effective as possible, it's crucial to get the right people together and familiarize yourself with the content in advance. Proper preparation is essential to maximize meetings and ensure the success of your project.

Useful resources

A number of resources are available to help you become an expert on the system and your HR data.

Check out our introductory guides and list of training videos for more information on the platform's various features.

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