In Folks, profiles present all employee information. Discover the different tabs available and what you can find depending on your permissions.
Administrators can access employee custom fields by clicking on the icon. To view employee history, simply click on View summaries.
Information
This tab displays the employee's personal, corporate and bank information. Only the employee's general information is visible to colleagues.
To edit information, simply click on the pencil icon in the desired section (if available). Employees can edit their personal information and add a picture to their profile. The employee's status can also be edited to reflect their career path or changes in employment.
When adding a new employee, you need to enter basic information. You can then access their profile to complete any missing information.
If your Folks is integrated with payroll software, certain fields must be filled in to ensure complete transmission of data to your payroll system. To find out what these are, hover over the warning icon(s).
File notes
This tab allows the manager and any other authorized person to add notes to the employee's file. To do so, click on Add new notes at the bottom of the page.
The employee does not see the notes added to his or her file.
Documents
The document management feature integrated into the profile allows you to centralize and organize all documents relating to an employee within the organization.
Depending on your access rights, you can add, share, move, download, rename, view and delete documents. You can also create, rename and delete folders.
Add/manage a document
In the Documents tab, click on the add button. Once the document has been uploaded, the following actions are available: Move to, Download, Rename, Show preview and Delete.
To share the document with an employee, click on the switch.
Create/manage a folder
To create a folder, click on the + Create button to the right of the document list. Once the folder has been created, the following actions are available: Rename and Delete.
The Permanent folder is present by default and cannot be modified/deleted.
For more details about how to manage the documents in an employee's profile click here.
Time
This tab allows you to view an employee's absences, vacations and overtime. It also allows you to view the employee's timesheet.
Onboarding
This tab displays a list of employee onboarding and integration tasks.
Performance and Careers
This tab displays the employee's training and certificates. It also displays the employee's performance.
Expense Accounts
This tab displays a list of the employee's expense accounts.
Discipline
This tab allows the manager and any other authorized person to add disciplinary incidents to the employee's file.
To do so, click on the + Add button.
Surveys
This tab displays the survey for the selected year.
Statistics
This tab contains performance indicators enabling you to observe an employee's evolution in relation to the HR objectives defined by the company.
Work accidents
This tab displays a list of the employee's work-related accidents. Only the manager or an administrator can view this tab.