Adding, Editing and Deleting Employees in myFolio

In addition to importing a csv file, employee profiles can be created manually throughout a Cycle. In order to add, edit, or delete employees on the myFolio platform, school myFolio Admins will need to navigate to the "Employee Management" page via the Manage drop-down list. 

How-to Manually Add an Employee

1. From the Employee Management page, click on the "+ Import" button in the Employees section. 
2. Type Prefix
3. Type First Name (required)
4. Type Last Name (required)
5. Type Email Address (required)
6. Type Employee ID (required)
7. Type Year Hired (required)
8. Click Create Employee

Editing/Updating Employee Information

1. On the Employee Management page, select the Employee or search for them by name, email address, or ID. Click edit next to the employee's name.
2. Once on the Edit Employee screen, proceed to update any of the editable fields displayed on the screen.  When finished, click Update Employee to save your changes.

Deleting an Employee

NOTE:  If a Supervisor is deleted, their direct reports should be reassigned using Supervisor Assignments prior to deleting the Supervisor. Data from deleted employees will still be included in reports. 

1. On the Employee Management page, select the Employee or search by name, email address, or ID.
2. Click the Delete button at the end of the employee's row.
3. Click OK.

Deleted employees can be restored. 

Restoring an Employee

Profile, Notes, and Comments data will be restored for the Employee. 

1. On the Employee Management page, in the EMPLOYEES section, click Restore Deleted Employees.
2. Find the Employee on the page.
3. Click RESTORE  in their row.
4. Click OK.