Employees can be added to myFolio in one of two ways: manually (one-at-a-time) or in bulk by importing a Comma Separated Value (CSV) file. This article explains how to add employees using a CSV import file.
How-to Bulk Import Employees
To begin, navigate to the "School Data Manager" page by clicking Manage, then selecting "School Data" from the drop-down options.
To Import Employees using a CSV file, follow these steps:
- Click the “+ Import” button to reach the Import Employees page.
- Download the EmployeeTemplate.csv file to use as the foundation for your import CSV file.
- Enter the necessary information and save your CSV file.
- Click Choose File and locate your CSV file.
- Click Import.
After you click "Import Employees," you will be taken to a page where you will verify the import data. Confirm whether your first row contains headers or not and check the checkbox.
Then, drag each label from the top to its corresponding field next to the rows. Click "verify" once you have all of the required fields mapped.
Clicking the Verify button starts the import process.
You will see the screen below as your import file is being processed.
When the import process is complete, you will reach this page:
