The “Import/Export” option is a handy feature that lets you quickly import data on several employees at the same time.
If you're ready to start using Folks and would like to import your employees, read on to learn how.
Step 1: Download the import file
Open the import file provided by our team. If you haven't received it yet, you can download it here. The link is also at the bottom of this page. If you are unable to open it, please contact support@folkshr.com.
Step 2: Enter data
For each employee, complete the following fields.
*These fields are mandatory:
- Last name
- First name
- ID number
- Start date (Date of hire)
Once you've filled in all the fields for your employees, be sure to save the file to your computer. To ensure successful import, choose one of the following formats: .xlsx, .xls, or .csv.
Step 3: Import
In your account, select Settings and then Import/Export (or click here for quick access). Choose the file you previously saved by browsing the folders on your computer. Finally, click “Import” to complete the operation.
Step 4: Correspondence
A new page will open, and you'll need to link each column in your import file to the corresponding field. Once you've made these connections, click on Import. If any errors are detected, they will be indicated. Make sure to correct them in the original file before re-importing it.
Step 5 : Final verification
Once the import is complete, verify that all employees have been correctly added to your Folks environment by navigating to :
Employees > Employee List
- Check that the number of employees imported matches your file.
Confirm that the information (last name, first name, employee number, dates) is accurate.
If there are any errors or omissions, you can either restart the import or manually correct the employee records.
For any issue, please contact us at support@folksrh.com.
Tips for filling out the spreadsheet correctly:
- The identification number is unique. Make sure not to assign an existing number to any employee in your file.
- The following fields must match existing entries exactly: job title, department and working site. If they do not already exist in your Folks environment, they will be created.
- All dates must be entered in yyyy-mm-dd format.
- Language must be entered in uppercase: French or English.
- Job type must correspond to one of the options supported by the system:
- Casual Relief
- Part-time CDD
- Full-time CDD
- CDI part-time
- Part-time fixed-term contract
- Full-time CDD
- CDI part-time
- CDI full-time
- Maternity/Parental Leave
- External consultant
- Contract worker
- Contract - Part-time
- Contract - Full-time
- Student
- Disability
- Occasional
- Early retirement
- Probationary
- Seasonal worker
- Subcontractor
- Trainee
- On-call/full-time
- Supernumerary
- Temporary
- Part-time
- Full-time
- Temporary foreign worker
- Province names must be written exactly as they appear in the system, with the first letter capitalized (e.g., Ontario, not ontario).
- Country names must also begin with a capital letter.