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.

To simplify application management, recruiters can now view candidates for an open position in the form of a Kanban board, where each column corresponds to a stage in the recruitment process selected when the position was created. 

1. To access the Kanban view, go to the job details (Positions > Job list). Find the position you are interested in and, to the far right of that position and click the green eye icon, labeled Details.
2. A new page will open. Under Candidates Presented, click on the table view icon.

Under the first tab (Details), you'll find request details and recruitment campaigns along with information about the position and employment conditions.

Configuring the Kanban view

If necessary, you can hide table columns by clicking on the three vertical dots (Minimize). Search, filter (by Date added and Sources) and sort options are also available. To view newly added candidates, click on New applications (option only available if you are not using the automatic approval of web applications option).

You can filter candidates by recruiter(s) by clicking the profile photo bubbles at the top of the page.

Move candidates

You can move a candidate by dragging them into the desired column. To move several candidates, select them and click Move.

When you select one or more candidates, the following actions are also available: Transfer to a position and Submit a form.

Options available for candidates

To view a candidate’s profile or edit their information, simply click on the candidate's name. A candidate preview window will open.

Under each candidate’s name, you can access their documents, add comments (by mentioning your collaborators), schedule interviews, send emails, and view the pre-selection form. You can also change the candidate’s assigned recruiter by clicking on their photo (or their initials).

Once you've found the right candidate (in the Selected column), the Job creation + option is visible under the candidate's name. By creating the job, the candidate becomes an employee of your company and the job status automatically changes to Filled.

Adding a candidate

To add a candidate to the position, click the Add a candidate button (magic wand icon). To the left of the button, you'll also find an option to search for candidates based on their skills and assets.

Other options

From the icons on the right, you can search for candidates (advanced search), view the job's approval and change history, duplicate the job and publish it. You can also edit the job by clicking on the gear icon. Several other options are available below the add button: Report of pre-selection form Report on changes to candidates statuses Send documents to a manager History of applications Contact (candidates) Download Sort

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. 

This release includes the following items:

🚀 New features

Folks 

• New payroll tab in the employee's profile. All salary-related information will be located in this new tab and will no longer appear in the corporate tab

  

• Ability to configure the display (view) from Employees > Employee List. By clicking the button on the far right of the first row, you can customize your view by choosing whether to display certain information and by reorganizing the order of the columns.

  

Folks Pay

• Automatic inclusion of employees in payroll based on their employment dates.
• Automatic deposit of R1 and T4 slips into the employee’s document management for the Folks payroll system. 

✨Improvements

Folks 

• Addition of a new permission allowing control over the visibility of file notes in the employee file (user permissions under Accessible Options > Employee Profile).

• Enhancement of the employee summary with payroll data.

• Improvement of the fields available in the electronic signature.

Folks Pay

• Addition of the payroll slip Language field.

• Improvement to the management of employee inclusions based on their employment dates

ATS Folks 

• The entire Diversity, Equity and Inclusion module now consistently uses the term DEI, ensuring uniform terminology across the platform.
   

🛠 Bug fixes

Folks 

• It is now possible to properly delete the hire date.

Folks Pay

• Fix for the missing View banking information” permission in Folks Payroll.

ATS Folks 

• It is now possible to upload an Excel file in the Documents section.

This release includes the following items: 

🚀 New Features

Folks ATS 

• New: Candidate score cards now available. This allows you to assign a score to a candidate based on different criteria. Learn more about this by viewing the article How score cards work.  

• Single Sign-On (SSO) configuration for Folks ATS. It is now possible to enable SSO login for Folks ATS users. Click here for instructions to configure your organization's Single Sign-On (SSO).

• For multi-site companies: 

  • Recruiters can now segment unsolicited applications by Client and by Department.

  • Metadata can be automatically injected via our API for perfect synchronization with your third-party tools.

• New self-identification data forms related to Diversity, Equity, and Inclusion (DEI) now available. For more details on this, see the article here. 

• The departments and clients (Branches) fields are now available via the API, making filtering and metadata injection easier. The complete set of technical specifications and the new endpoints is available on our Folks ATS API documentation page.

• Performance report improvements:

  • Step typing: you can now mark any custom step as being of type Interview or Offer.

  • Accuracy: no matter what you name your steps, the system will correctly identify key milestones to calculate your conversion rates and recruitment times in your dashboards (KPIs).

• The job boards Hotellerie Jobs and Canada Motor Jobs are easier than ever to link with your ATS. 
   

✨ Improvements

Folks 

• The actual effective date is now used when changing an employee's rate.

Folks ATS 

• The job history is now visible directly in the candidate profile modal, whether you are in Kanban view, list view, or via your widgets.

• When adding a skill to a candidate, the first level of your list is now selected by default.

🛠 Fixes 

Folks 

• Attachments to file notes are no longer converted to TXT files.

• Fixed errors when bulk downloading a large number of documents.

• New users now appear correctly in the list after their creation.

• Fixed inconsistency between the sick leave bank and actual leave taken.

• Consistent calculation of seniority.

Folks ATS

• Career Beacon: technical fix on the XML feed to ensure job categories are also sent.

• Emploi en résidence: the job board is operational again due to a change in their XML structure.

• Recruitment reports are now functional.

This release includes the following items:

✨Improvements

Folks 

• Added an integrated preview allowing signed documents to be viewed directly in the E-sign module without prior download.

• Attachments for file notes are now better structured in ZIP exports, making them easier to review.

• Custom fields in the employee creation modal are now available.

🛠 Bug fixes

Folks

• On the home page, the date displayed in the leave section now shows the last day of leave rather than the return date.
• Supervisors can once again access the evaluations they completed after submitting them.

• Fixed errors that could occur when bulk-uploading a very large number of documents.

   

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.