First steps for admins

This page is for org admins setting Folke up. Most of it takes a few minutes, and the Getting started card on your dashboard ticks things off as you go.

Folke’s defaults lean towards rest: weekends and bank holidays don’t come off anyone’s allowance, and nobody needs to give notice unless you ask for it.

1. The essentials

Your first sign-in asks for these, because leave can’t be counted without them:

When your leave year starts and Annual Leave’s allowance. Both live under Organisation Settings > Leave & Calendar. See Leave types and allowances.
A bank holiday country, under Organisation Settings > Bank Holidays. See Bank holidays.

It asks for your own country and date of birth too, as it does everyone.

2. How your organisation works

Under Organisation Settings > General, add your logo, check your working hours and decide who can join. Under Organisation Settings > Leave & Calendar, choose how far ahead your team can book, who sees whose leave, and whether unused days carry over. Organisation settings goes through each one.

3. Your team

Create your team roles, like Design or Support.
Add your team. Invite team members yourself, or share your invite link or organisation code. Anyone who joins with the link or code waits for you to approve them.
Already tracking leave somewhere else? Import it.

4. Dates that affect everyone

Go to Dates and start with the Christmas break, so everyone knows when they can switch off. Then add any busy periods when you’d rather nobody booked. See Organisation dates.

5. If you’re on Pro Pro

Add your offices and rooms under Organisation Settings > Rota, so your team can book desks. See Setting up the rota.
Connect Slack under Organisation Settings > Integrations. See Slack.
Decide how far team members may shift their own working hours, under Organisation Settings > General.

Still stuck? Email hey@myfolke.com.