Support Articles

Bulk Importing Employees

Written by Folio Support | Sep 11, 2024 2:06:39 PM

Description and Utility

Employees can be added to myFolio in one of two ways. Either 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:

  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 the foundation for your import CSV file.
  4. Enter the necessary information and save your CSV file.
  5. Click Choose File and locate your CSV file.
  6. Click Import.

 

 

 

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: