Administrator guide

Admin - Folks Overview

Folks is evolving and putting the employee at the center of its ecosystem. Learn more about the upcoming improvements and changes in this excerpt from our webinar for admins!

Configuration options

As a platform administrator, you'll see the Settings section, where several configuration options are grouped. Other options are also available throughout the platform by clicking the gear icon⚙️.

Discover the different sections of Folks and what you can configure in each.

  • Employees:
    • Employee List: profile customization (custom fields)
    • Profile of employee: visibility settings and custom fields
    • Expense Accounts: expense customization
  • Time:
    • Absences: display/hide/add absence reasons
    • Vacation: display/hide vacation types
    • Overtime: display/hide overtime types/values
    • Timesheet: timesheet configuration
  • Onboarding/Offboarding: onboarding and offboarding processes
  • Career development: performance evaluation processes
  • Recruiting: job requisition requests
  • Company: organizational structure and norms
  • Documents: document resources and e-sign templates
  • Settings: role management, users, integrations, and much more!
New Admin - Getting Started with Folks

Want to learn more about Folks? You've come to the right place!

This introductory guide is intended for anyone new to Folks administration. It provides you with the resources you need to keep the platform running smoothly.

Changing the admin

If you haven't already done so, your system's current administrator must transfer their access to you (How to change the Company Administrator).

If this person has left your organization, our team will handle the change of administrator for you. A written authorization from your management is required before we can proceed with the change. This should be sent to support@folksrh.com

1 - Logging in to the platform

If you're new to Folks keep reading. If you were already using Folks, go to step 2.

When accessing the platform, click the icon with your picture or initials at the top right corner and select Account Management. Here you can change your password and system language (see How can I Modify my Login Information).

2 - Exploring the Admin menu

Discover the different sections of Folks Admin menu and what you can configure in each (see Admin Playlist).

To validate your company information, click Company > Information in the left-hand menu.

Completely new to Folks? Check out our overview article for an overview of the main features.

3 - Viewing training sessions

When you're ready, ask our customer success team to view our two training sessions:

We will then be able to assist you with the various tasks involved in administering the platform, such as user management.

To ensure that your meetings with our team are as effective as possible, it's crucial to get the right people together and familiarize yourself with the content in advance. Proper preparation is essential to maximize meetings and ensure the success of your project.

Useful resources

A number of resources are available to help you become an expert on the system and your HR data.

Check out our introductory guides and list of training videos for more information on the platform's various features.

💡Tip: share these guides with your colleagues if needed!

Admin Training #1

In this first training session, we'll explore the essential features of the platform to help you navigate and manage your environment effectively.

Here's the link to view Training 1.

📽️ Recording: Folks HRIS - Training #1 (duration: 1h)

Next step

Get ready for the second training session, in which we'll cover time management and career development modules.

Admin Training #2

In this second training session, we'll introduce you to the time management and career development modules.

Here's the link to view Training 2.

📽️ Recording: Folks HRIS - Training #2 (duration: 1h)