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.
To Import Employees using a CSV file, follow these steps:
- Click Manage, then School Data to reach the School Data page.
- Click the “+ Import” button to reach the Import Employees page.
- Download the EmployeeTemplate.csv file to use as a basis for your import CSV file.
- Click Choose File and locate your CSV file.
- 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: