Start by creating a CSV file with the necessary information, such as the sales category, position or department, the start date and end date, the threshold, and minimums and maximums.

Note: Each threshold should be on its own line.

Navigate to the Import Data screen.

Click on Browse and navigate to the CSV file, and then click on Upload Data.

You can choose to import a number of fields in the thresholds. For example:

• Sales Type / Sales Category – Enter the sales category, such as Gross Sales, or Total Skiers
• Position Name – Enter the TimeForge Position Name (you can use positions or department thresholds)
• Department Name – Enter the TimeForge Department Name (you can use positions or department thresholds)
• Threshold Start Date – Enter the date the threshold begins
• Threshold End Date – Enter the date the threshold should end
• Threshold Min Value – Enter the minimum value for the threshold
• Threshold Max Value – Enter the maximum value for the threshold

When you’re done, click on Import Data, and TimeForge will load your data, and show you any warnings or errors when it’s done.

To import sales, first navigate to the Sale Categories list.

Select the Import Sales for the sales category you would like to import.

A pop-up will appear to allow you to import your sales data. Sales data should follow the format specified – and should be in a CSV (not Excel) format. The columns should be:

Date
Start Time
End Time
Amount
Department (if applicable)

Choose if the sales are Manager Projections or Actual Figures.

A few hints for using the software import:
1. You cannot currently import data on top of data that already exists. The import tool cannot be used for updating information at this time.
2. Make sure that your number formatting for the Amount column doesn’t include commas. For example, “1234″ is a valid number to import, but “1,234″ is not a valid number.
3. If you are importing data for the whole day, set the start time and end time to be your open and closing times for your location or business.
4. If you are using departments, make sure to the names match the TimeForge names exactly – otherwise, those sales will not be imported.

If you are using departments within TimeForge, make sure check the sales import check box for the departments you want to import. If the import check box is not selected, your import will fail for those departments.

After logging in, navigate to Employee->Positions

Locate the position that needs to have the sales thresholds modified, and click Edit.

All of the sales thresholds are stored within the Threshold sub tab. Choose this tab.

At this point, choose an applicable sales category for the position, and then modify or update the start date, end date, desired ratio, the minimum, and the maximum. Make sure to click on Save before you finish.

Defining Thresholds can be somewhat confusing, because there are a number of ways to budget for your business, location, department, or position. Here’s a guide to some of these values:

1. Each Sales Category can be tied to different metrics for comparison. For example, you can compare labor costs, hours, or shifts in a day to your sales numbers. In this case, Paid Skier Visits is being compared to an “H”, or hours.

Additionally, sales can be categorized by department or by location. For example, a single department may have sales, and the location may have some additional sales. In this case, Paid Skier Visits is a “L”, or Location level sales category.

2. Sales Thresholds can be established by day, week, month, quarter, year, or whatever other date range you would like. Enter a start date range here.

3. End the end date of your sales threshold.

4. Enter the desired ratio you would like to have, when comparing this particular position to your sales for the day or week. This number can be either a “large” number (such as 20, representing 20%), or a “small” number (such as 0.0135, representing an actual number).

5. Enter the minimum number for your staffing requirements. In this case, we are comparing the threshold to hours, so this field represents 8 hours as a minimum (per day).

6. Enter the maximum number for your staffing requirements. In this case, we are comparing the threshold to hours, so this field represents 32 hours as a maximum (per day).

Navigate to the Employees tab and click on Human Resources.

If you have not already added HR Types, do so now. Click on the blue Edit link next to the Human Resource Document you want required.

On the Human Resources Information page, click on the Positions tab, then choose the positions for which you would like this document required.
Remember to save!

Navigate to the Schedules tab and click on Schedules.

Click on the title of the schedule you would like to view.

At the top of the Schedule’s page, click on the Employee bubble. You will now be able to see the schedule by employee.

Navigate to the Set Up tab, and click on Locations.

When you have multiple locations (or multiple businesses), you can also view these in your Corporation Settings page. Navigate to the top right corner and click on the blue Corporation Settings link.

On the Add or Modify Locations page, click on the blue Edit link to edit a location’s information. Click on the red Delete link to delete a location.

Go to the list of employees by first navigating to the orange Employees tab, then clicking on the gray Employees link.

Click on Edit next to the salaried employee for whom you wish to track their pay as hourly.

You should be on the Employee tab of the Employee Information page.

Scroll down to the Employee Positions section. The position(s) that the employee works should be checked and his or her pay rate should be set as “annually”. An Hourly Rate will automatically be calculated. Enter the calculated Hourly Rate into the Fixed Rate box. Now, scheduled shifts will always be calculated by the hourly rate input, helping you to better understand and more accurately analyze your labor percentages and attendance. Remember to click Save (at the bottom of the page) when you are finished!

If your salaried employees do not clock in and out when they start or end a shift, and you don’t care to track their costs, you can simply set their Fixed Rate to $0.00. Follow the same steps as Option 1, but simply enter 0 into the Fixed Rate box. Remember to click Save (at the bottom of the page) when you are finished!

It’s easy to automatically copy an employee’s scheduled hours to his or her attendance hours. Simply navigate to the Employee tab of the Employee Information page (follow the first two steps in Option 1) and check the “Auto-copy schedule for staff member?” box by clicking on it. Now, your salaried employee’s attendance will be automatically filled in so that you can more accurately track your labor percentages. Remember to click Save when you are finished!

Navigate to the orange Sales tab and click on Manager Projections.

On the Manager Projections page, choose the sales type, the department, and the date for which you would like to make a projection. This is the week you are copying to. Then click the orange Copy Last Week’s Manager Projections button.

Select the projection type and the week from which you are copying, then click on the Copy Week button.

Navigate to the Schedules tab and click on Schedules.

Click on the title of the schedule you would like to view.

At the top of the Schedules page, click on the Daily View link.

To copy multiple shifts, check the boxes next to the shifts you want to copy by clicking on the box. When you have selected all the shifts you want to copy, click on the Copy selected shifts link.

Navigate to the Schedules tab and click on Schedules.

Click on the title of the schedule you would like to view (the schedule containing the shift you want to copy from).

At the top of the schedules page, click on the Daily View link.

Click on the white “Copy” icon to copy the shift.