Folio_ColoronTrans_Full lockup horz

Importing Employees

Importing Employees

Employees can be added to Folio one of two ways, manually, (one-at-a-time) or in a batch by importing a Comma Separated Value file.  This article explains how to add employees using a CSV import file.

To begin, reach the School Data Manager page by clicking Manage, then School Data.  

Importing Employees ()_image-0

 

 

To Import Employees using a CSV file, follow these steps:

  1. Click Manage, then School Data to reach the School Data page.
  2. Click the “+ Import” button to reach the Import Employees page.
  3. Download the EmployeeTemplate.csv file to use as a basis for your import CSV file.
  4. Click Choose File and  locate your CSV file.
  5. Click Import.
Importing Employees ()_image-1

 

Importing Employees ()_image-2

 

Importing Employees ()_image-3

 

 

Clicking the Verify button starts the import process.

Importing Employees ()_image-4

 

You will see the screen below as your import file is being processed.

Importing Employees ()_image-5

 

When the import process is complete, you will reach this page:

Importing Employees ()_image-6

 

About the author

Folio Support

The team behind technical support to myFolio! Create a Support Request using this link: https://share.hsforms.com/1NC3Yt6naRIylsT4ofVlUHQr4oys