The Employee summary page shows all your employees’ information in a table, including salaries. You can use it to check your data after an import, export the list to Excel or prepare a bulk change.
You need the Reports › Summary lists › Employee summary permission to view and export the summary. Some fields may be hidden, depending on the permissions set for the role or user. Payroll and salary data also depend on your access.
Interface overview
You can open the employee summary in several ways:
- Employees > Employee Summary
- Employees > Employee List, then click View summary in the top right corner
- Reports > Summary lists > Employees > Employee Summary
The page shows a table with one row per employee and one column per profile field. The Employee column stays visible when you scroll to the right. Click a name to open the employee’s profile.
Use the search bar to search all columns or a specific column. To include inactive employees, check the box above the table. The number of employees shown appears above the table, on the right. To choose which columns to display, click Show/Hide.
The columns you see depend on your permissions and your company’s custom fields. Payroll fields only appear for companies that use Folks Payroll. You’ll find them near the end of the table, along with the number of hours per pay period. The Updated by column shows the initials of the last person who edited the profile.
Actions
- Export - Exports the summary to Excel.
- Validate emails - Sends a validation email to all unvalidated addresses in the email column.
- Attachment - Adds attachments to the employee’s profile.