During Set Up, you will be asked to enter information about your employees. This information can provide names, positions, and pay rates to help TimeForge manage your employees. TimeForge also provides employee contact information to enable the software to contact them through email and phone messages. To avoid unnecessary time spent during set up, you can import this data from an existing Excel spreadsheet (or CSV) with your employees’ information on it.
Create CSV file in Excel
Set up your staff in Excel and save it as a CSV file.
Go to Import Data
Navigate to the Set Up tab, then click on Import Data.
Upload CSV file
You can import your data (positions, employees, departments, pay rates) in a CSV and TimeForge will process it.
Click on Browse, and find your Excel (or CSV) file. Click Upload to continue.
Preview then Import Data
Preview data by using the Previous and Next buttons, and align the proper field titles, then click Import Data.
Finish Importing Data
Click the Finished button to save information that was imported from your CSV or Excel file.