Folks Help Center

The Folks interface is evolving with an all-new navigation experience to enhance your productivity. Discover the upcoming changes through this video!

If you missed our introductory webinar, you can watch the recording here: Folks 2.0 Overview

You'll find all the features you use in just a few clicks!

We're determined to offer you a smooth transition. That's why your Customer Success Advisor will contact you over the next few months to prepare you for the rollout and answer any questions you may have.

Improved navigation

The header contains a shortcut to make requests and a user menu to access your profile and account settings (your user information).

A search bar is also available to enable you to quickly find any employee in Folks.

Note the disappearance of the key icon (Tools). To access the tools :

• Phonebook: This tool no longer exists. However, you can go to Employees > Employee List to obtain the phone numbers and e-mails of all employees.
• My portal: Go to Documents > Documents Resources.
• Calendar: Go to Time > Calendar.

Main menu

The main menu is on your left. Click the icon to open it. Here's an overview of the different sections you can access:

• Home - The home page, also known as the reminder and notification center, displays the same information. It is possible for a manager to navigate between the Me view (visibility of their information only) and the All view (visibility their team's information).

• Employees - This section contains the employee list and the expense account module. By clicking an employee's name in the list, you can access their profile. For full details, see New employee profile. The functions for adding and editing an employee are also available. At present, only personal information can be edited.

  Administrators can access employee profile customization (custom fields) by clicking the gear icon located at the top right of the employee list. To view the summary, simply click the shortcut.

  In the expense account module, eligible expenses can be configured by clicking the icon (admin only).

  In the disciplines module, you can add a discipline by clicking the add button, and view the summary of disciplinary incidents by clicking the shortcut.

• Time - The time management module still allows you to create absence, vacation and accumulated time entries for employees, and to approve the requests received. Entries can be added by clicking the add button, and summaries can be viewed by clicking the shortcut. In addition, company administrators can now access certain configurations, such as adding reasons for absence, by clicking the icon.

  You can also enter hours worked and approve timesheets at any time. As an administrator, you can access timesheet configuration options by clicking the icon.

  Any user can view the Calendar under the timesheet.

• Onboarding/Offboarding - This section includes the following modules:
  • Onboarding - This page allows an administrator to configure the arrival and departure
    by clicking the icon. It
    displays the list of employees for whom an arrival process has been triggered.
  • Offboarding - This page allows an administrator to configure the arrival and departure processes and add departures. It displays the list of employees for whom a departure has been added.
• Career development - Performance evaluation and professional development modules are grouped under this section.
  • Performance - The performance appraisal module enables you to create tailor-made
    performance evaluations and incorporate best practices for collaboration
    between employees and managers.
  • Careers and Certifications - This module allows you to document employee certificates and receive automated reminders for renewals, if applicable. A career management page also allows you to view the certificates of all employees, including training requirements, as well as the objectives and career plan defined when associating certificates to employees.
  • Training - This module enables you to document employee training costs.
• Recruiting - This section allows you to access the personnel requisition module (if activated) and the ATS. To configure the ATS link, add your link in the Career site field of your company file (Company > Information).
• Health and Safety - This section provides access to the work accident module. Accidents can be added by clicking the add button, and the summary can be consulted by clicking the shortcut.
• Company - This section groups together the pages relating to the configuration of your organization's structures. Only an administrator can view this section.
  • Information - This page is your company fact sheet. It is used to document essential information about your organization. It is also on this page that you can activate two-factor authentication (2FA) for your users.
  • Organizational Structure - The pages in this menu allow you to create your organizational structure and view the organization chart.
  • Norms - The Organizational Standards, Employee Standards and Bank Transfer pages are located in this menu.
  • Salary Grid - This page is used to add a salary grid.
• Documents - This section provides access to document resources (formerly My portal) and the electronic signature module.
• Reports - This section provides access to the list of summaries, the dashboard and its summary, and the KPIs.
• Payroll - A payroll module is coming soon!
• Settings - This section contains all the pages relating to system management. Only an administrator can view this section.
  • Roles and Permissions - This page corresponds to the security roles management page. Please note that some permissions have been moved and/or renamed.
  • Users - This page lets you add or generate users. It displays the list of platform users.
  • Integrations - The integration configuration pages (single sign-on, Nethris, etc.) and the API key management page are located in this menu.
  • Import/Export - The pages in this menu allow you to import and export employees.
  • Notification Management - This page lets you manage mailing lists.

New employee profile

The most important new feature is undoubtedly the employee profile, with its tabs providing access to the various information available on the employee.

Among the tabs available, the Documents tab allows you to centralize and organize all documents relating to an employee within the organization.

Available tabs

• Information - This tab displays the employee's personal and corporate information (which cannot be edited at present), as well as their banks. Only the employee's general information is visible to colleagues.
• File notes - This tab allows the manager and any other authorized person to add notes to the employee's file.
• Documents - As mentioned above, this tab contains the employee's documents. Depending on your permissions, it will be possible to add, upload, rename, view and delete documents.
• Time - This tab allows you to view an employee's absences, vacations and overtime. It also allows you to view the employee's timesheet.
• Expense Accounts - This tab displays a list of the employee's expense accounts.
• Onboarding - This tab displays a list of the employee's onboarding tasks.
• Performance and Careers - This tab displays the employee's training and certificates. It also allows you to view the employee's performance.
• Discipline - This tab allows the manager and any other authorized person to add disciplinary incidents to the employee's file.
• Work accidents - This tab displays a list of the employee's work-related accidents. Only the manager or an administrator can view this tab.
• Surveys - This tab displays the survey for the selected year.

Administrators can access the employee's personalized fields by clicking the icon. To view historical data, simply click the shortcut.

Single Sign-On (Google and Microsoft) 

Single sign-on (SSO) allows users to log in to the Folks platform using their existing business credentials, simplifying access while strengthening security.

An administrator can configure and activate integration with their company's authentication provider in Settings > Integrations by clicking the + Add button.

When a user accesses the login page, they will notice a new button enabling them to continue with single sign-on.

This release profoundly transforms your recruitment experience: artificial intelligence analyses your CVs, your LinkedIn and email exchanges are now centralised within the ATS, and comparing your candidates has never been easier.

• New Features
• Improvements
• Fixes
• Additional Resources

New Features

• Unified LinkedIn & Email Messaging: Connect your Gmail, Outlook, and LinkedIn accounts to communicate with your candidates directly within the ATS. All your exchanges are grouped into a chronological history on the candidate profile, with real-time notifications so you never miss a message (see Email and LinkedIn Messaging in Folks ATS).
• Side-by-Side Candidate Comparison: Select multiple candidates from the Kanban view or the list and compare them on a clear grid: your criteria in rows, candidates in columns. The best values are highlighted, and you can change a candidate’s stage or view their profile directly from the grid.

Improvements

• Quick Add Candidate and Job: The new Add new+ button accessible from the header now opens a window to add a candidate (manually or via AI analysis) and add a job.
• AI CV Analysis : AI analysis automatically generates a bilingual summary, extracts education and experience, and allows you to make an immediate decision without leaving your screen. Your ongoing analyses are saved and accessible from the main menu.
• Access to AI Features Based on Your Plan: Artificial intelligence features (CV analysis, candidate-job matching) are now managed according to your organisation’s plan (Standard, Premium, or Agency). AI buttons remain visible to all; a clear guide directs you if an upgrade or consent is required.

Fixes

• Kanban View: The horizontal scroll bar in the Kanban view of a job now functions correctly again.
• Messaging: The language of the messaging login window and the display of the identifier on the candidate profile have been corrected.
• Career Page: The translation of candidate language on the career page has been restored.

Additional Resources ✨

Some articles have been added to the help centre to help you get the most out of Folks ATS.

Whether you are setting up the solution or exploring advanced features, you will find clear answers just a click away.

• Choosing Your Career Page Type in Folks ATS
• Viewing a Candidate Profile in Folks ATS
• Creating and Configuring a Process in Folks ATS

This release marks an important milestone for Folks Payroll users. It allows importing time entries from an external system to send them to payroll.

• New Feature Folks Payroll
• Improvements
• Bug fixes

New Feature Folks Payroll

Upload the CSV file exported from your time system, validate the data, and send it to payroll (see Importing Time Entries into Folks Payroll). Contact us to enable this feature.

Review the required configurations for time import here.

Improvements

Folks HRIS

• Renewal of performance evaluation objectives: Resume objectives from a previous occurrence with one click, or renew objectives in bulk from one evaluation campaign to the next. No need to re-enter them one by one.
• Detailed analysis hidden for clients who do not use it: The Detailed Analysis tab in performance evaluations is now hidden for organisations that do not use it. It remains available for those who need it.

Folks Payroll

• Easier T4A production for self-employed workers: The new Company Name field and the social insurance number of self-employed workers are now synchronised to Folks Payroll, enabling the production of T4A slips.
• Entry of second bank account via employee importer: It is now possible to import an employee’s second bank account directly via the import file, without having to enter it manually afterwards.

Bug Fixes

Folks HRIS

• Employee profile:
  • Attachments transferred from the ATS now download correctly.
  • CVs transferred from the ATS display properly in the employee profile.
  • When modifying the checkbox for seniority calculation upon an employee’s return, it affects the overall calculation instead of the original configuration.
• Expense accounts: When approving by viewing the expense account instead of the checkbox, the system redirects to the correct location.
• Performance evaluation:
  • An evaluated employee can once again open attachments from their evaluation toolbox.
  • When submitting an evaluation, there is no longer an error message and the save completes correctly.
  • When a process is configured for the hire date, only the employee who has reached their hire date is targeted.
• E-Signature: Removal of an error message incorrectly displayed when sending a document for signature.
• KPI: When an employee is hired and then made inactive before the first day of the following month, they may or may not be included in the KPI for number of hires.
• Users: The permission related to timesheet approval no longer blocks user modifications for companies without Folks Payroll.

This release includes the following items. Use the links to navigate more easily to the ones you're interested in:

• New Features Folks Payroll
• Improvements
• Bug fixes
• Upcoming Holidays for Folks Payroll

New Features Folks Payroll

• Multiple registration number management: It is now possible to configure multiple registration numbers within the same HRIS account for an employer operating under several distinct companies, or for an employer whose single company holds multiple registration numbers. To learn more, see Create a Company for Folks Payroll and Registration Number Configuration.
• Contractor identification: A new dedicated Contractor status in the employee profile for Folks Payroll makes it possible to clearly distinguish self-employed workers from salaried employees and compensate them correctly (no source deductions, with T4A production at year-end).
• Addition of Remuneration-type custom fields: HR administrators can now create custom fields linked to the Remuneration section of the employee profile. The Remuneration option has been added to the Profile section dropdown when creating a custom field.

Check out our new introduction article on the payroll module!

Improvements

Folks HRIS

Several improvements have been made to the performance module.

• Toolbox access restriction: Attachments and notes stored in the toolbox can now be restricted to evaluators only, without being automatically shared with the employee being reviewed.
• "All" selection for organizational structures: When configuring a process, it is possible to target All departments, job titles, or operation sites, so that newly created structures are automatically included without requiring manual reconfiguration.
• Edit and reorder objectives at any time: A supervisor can now edit the content of an existing objective and reorder objectives at any time, without having to delete and recreate the objective (and lose its position).
• Hidden inactive employees by default: The Process Monitoring view now hides inactive employees by default, keeping the interface clean and focused on active reviews.

Folks ATS

• AI-assisted job description improvement: Recruiters now have access to an AI assistant to improve a job description they have already written, without starting from scratch.
• Smoother candidate application submission: A new centered window provides a clearer input experience when adding a candidate, whether from the Kanban view or the list view.

Bug Fixes

Folks HRIS

• General - authentication: Logging out no longer displays an error message.
• Employee List: Employee numbers can now be reused when no matching employee is found in the list.
• Self-onboarding: Information forms are now sent to employees without errors.
• Employee profile:
  • Spoken languages can now be directly removed using the X button.
  • The supervisor is now correctly assigned when creating an employee on a position whose supervisor is not accessible.
• Job Requisition: Logos now display correctly in emails related to personnel requisitions.
• E-Signature: Single signature requests are now sent to the correct email address.

Folks ATS

• Jobs list: Jobs created with an approval request now appear in the awaiting approval list.
• Candidates: A candidate's step change is now correctly saved and persists after navigation.
• Interview schedule: Reminders created in Outlook no longer block recruiter selection when scheduling interviews.
• Mass mailing: SendGrid configuration can now be completed without generating an error.
• Employees: Job titles are now correctly synchronized between the HRIS and the ATS when multiple titles share the same code.
• Consents: A candidate's Law 25 consent form can now be downloaded correctly from their profile.
• Isarta: Logos are now correctly integrated into XML feeds for Isarta.
• ATS Legacy: Keyword search results in the legacy ATS now display in the expected order.

Folks Payroll

• Employees are no longer displayed twice in payroll preparation.

Upcoming Holidays for Folks Payroll

Please check your payroll calendar to plan for the impact of Canada Day. You may need to submit your payroll earlier, or your payroll may be deposited in advance.

Please note that provincial holidays, such as Quebec's National Holiday, do not impact money transfers. However, we recommend submitting your payroll in advance on that day to ensure access to support services.

This release includes the following items:

🚀 New Features

Folks HRIS

• Self-onboarding form: new mandatory fields. It is now possible to make certain fields mandatory in the form. Before this update, including a field in the form did not guarantee it would be filled out. See details in the article employee auto-onboarding.

✨ Improvements

Folks ATS

• Addition of city in the report for “Detailed web applications”.

🛠 Fixes

Folks HRIS

• SSO login: a user created in an SSO environment now becomes active upon their first login using the company code.

• Excel file export of the employee summary: the salary and annual salary columns now display correctly in the exported file. The status in the Excel file now matches the status shown in the employee's profile & summary.

Folks ATS

• Career page: The URL generated for posting a job for English-speaking accounts changes from l=fr?l=en to l=en, thus ensuring the page displays correctly.

• Candidate calendar: When the “notify candidate” box is unchecked, it now properly prevents the notification and creation of the event for the candidate.

• “Education and licences” widget: Display corrected for the degree value which was showing under the label “Country”.

• Jobs — Status: Automatic switch to “offline” is applied for cancelled and filled positions.

Folks Payroll

• Fix for synchronization of payroll exclusions between Folks and NMBR: when an employee is excluded from payroll in Folks, they are also excluded on the NMBR side.

• “Send to payroll” button: hours from approved and locked timesheets are now correctly transmitted to the payroll system without requiring multiple attempts.

• Fix for timesheet transfer to NMBR for employees returning to work whose hours were not being synced to payroll.

This release includes the following items: 

🚀 New Features

Folks HRIS

• Generic folder management: it is now possible to create folders for all employees at once. For more information: Create a folder for all employees

Folks ATS 

• BETA version of artificial intelligence for content production. This feature helps reduce the time spent on writing. [Activation Required] See the full list here. 
   

🔌 API Enhancements (Career Sites)

Documentation: the technical specifications and new endpoints are available at https://api.folksats.app/documentation/

✨ Improvements

Folks HRIS

• Zoom adjustment for better display on small screens, with accessibility menu and auto zoom detection. This feature is available on all pages by clicking on the profile picture at the top right.

  

Folks ATS 

• Display of territory in the Job List
  Territory field restored: The territory information, missing since the transition to the new interface, is now displayed again in the job list.
  Better multi-site readability: Clients managing multiple locations can once again visually identify the location of each job without having to open the record. 

🛠 Fixes 

Folks HRIS

• Fixed the discrepancy of the sick leave balance between the employee profile and the Statistics tab

• Fixed the removal of a form in an evaluation process containing multiple forms

• Fixed the display of the job status column in the employee summary

• Fixed a 500 error when exporting a zip of discipline files

Folks ATS

• "Add Job" widget — on-the-fly creation of entities;
  Newly created component not automatically selected: When a user creates a component on the fly (e.g., new job category) from the modal, the component is now automatically selected in the relevant field, without any additional action.
  Retention of "Process" and "Job Title" fields: The values entered in these fields are no longer reset after creating a component on the fly

• Job management & kanban: It is again possible to add a manager user with client-specific restrictions to the recruiter team when creating the job, without having to do a later edit.

Folks Payroll

• Fix allowing to include an inactive employee during synchronization

This release includes the following : 

🚀 New Features

Folks ATS 

• Agency recruiters can now select the job type Position to fill or Permanent when creating, to better qualify and distinguish assignments.

• Views widget: The dashboard now displays a clickable widget to navigate to jobs filtered by broadcasting platform.

• Job visuals are now in cards mode. Click here to see more details. 

Folks Payroll

• It is now possible to have two bank accounts for payroll. These accounts are configurable in the compensation tab of the employee profile. It is possible to choose a split by % or by $ amount.

• Manual exclusion of an employee between payroll periods: when an employee is manually removed from a payroll period (button “included”), they remain automatically excluded from subsequent periods, without further HR manager intervention.

• New self-employed job types: it is possible to identify workers as “self-employed” according to the type of employment; 

  External consultant

  Subcontractor

  Contractor

  Contractor - Part-time

  Contractor - Full-time

   

✨ Improvements

Folks Payroll

• Employees are now displayed in alphabetical order in the Payroll > Synchronization list. 

   

🛠 Fixes 

Folks 

• Seniority calculation in the employee summary

• Recalculation of KPI retention rate

• All templates are editable in the e-sign module

Folks ATS

• The “Job History” widget is now displayed on a candidate’s profile, even if they have no application history. 

Resolution
Following our analysis, we were able to trace the issue to an internal task progress tracking mechanism. Status validation was generating a high load, which led to an overload when the service was restarted.

Although the queue was managed and reset, we identified the contributing factors and implemented the necessary changes to prevent recurrence.

Update – 2:02 PM (ET)
Login issues have been resolved. Certain requests causing slowdowns have been identified and are currently being addressed. Overall performance is improving.

Update – 12:45 PM (ET)
Improvements have been observed since this morning, but some users are still experiencing slowdowns. The team is continuing its investigation to identify the root cause and fully stabilize the situation.

Update – 9:25 AM (ET)
The situation has partially improved following actions taken by the development team. However, some slowdowns persist and continue to be reported by certain clients.

Initial report – 8:30 AM (ET)
We observed slowdowns on the Folks platform, primarily affecting navigation and, in some cases, login.

Our technical teams were mobilized to identify the cause and implement fixes. Further updates will be shared as needed.

Thank you for your understanding.

Update – 10h15 (EST)

Glow will be back online within 30 minutes. Investigations will be carried out to understand the cause of the problem.

Initial Report – 9h30 (EST)

We are currently experiencing technical difficulties preventing users from logging in to Glow.

Our technical teams are actively investigating and working to identify solutions to resolve the issue. We will share updates as soon as possible.

Thank you for your understanding.

Update – 4:09 PM (EST)

The situation has been resolved.

Update – 3:17 PM (EST)

Loading performance appears to be slightly improving.

Update – 2:20 PM (EST)

The technical team will switch Folks to an alternative service in an attempt to bypass the issue.

Initial Report – 2:00 PM (EST)
We are currently experiencing moderate to significant delays in accessing our platform.

While the exact cause has not yet been confirmed, early indications suggest a link to a third-party service: unpkg.com, a content delivery network (CDN) used to load files from npm packages.

Our technical teams are actively investigating and working to identify solutions to stabilize loading speeds. We will share updates as soon as possible.

Thank you for your understanding.