Adding, Editing and Deleting Employees in myFolio

Description and Utility

In order to add, edit, or delete employees on the myFolio platform, school myFolio Admins will need to navigate to the "School Data" page via the Manage drop-down list. 

How-to Manually Add an Employee

1. From the School Data page, click on the "+ Import" button in the Employees section. It's right next to the "Manage Employees" button.
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 School Data page, under Employees, click Manage Employees
2. Select the Employee or search for them by name, Email Address, or ID
3. Click edit
4. 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 School Data page, click the Manage Employees button.
2. Select the Employee or search by name, Email Address, or ID.
3. Click the Delete button at the end of the employee's row.
4. Click OK.

Deleted employees can be restored. 

Restoring an Employee

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

1. On the School Data 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.