Get started quickly with the Setup Wizard

The TimeForge Setup Wizard makes getting started easy.

The Setup Wizard is a user friendly software guide that helps you quickly set up your location, positions, and employees. Labor scheduling and time attendance have never been simpler!

When you create an account, TimeForge automatically takes you through the wizard, but you can return to it anytime by logging in and following the steps below.

Open the Set Up tab, then select Set Up Wizard

The Set Up Wizard can be found under the Set Up tab while at the Location Level.

Enter your company and location information

For the first step, enter your basic company and location information, such as the name, address, phone, and fax number for your store. Then, set the day of the week that your schedule starts. If you use bi-weekly or monthly schedules, choose the most appropriate day.

Make sure to enter a valid address, as TimeForge will automatically set your time zone based on the location information you enter here.

Click the Next button when you’re ready to proceed.

Enter your positions and pay rates

For Step 2, enter the positions or job codes that your business uses to schedule employees. Base pay rates and pay scales can also be entered for each Position (don’t worry, you can override these rates on a per-employee basis if needed).

Pay rates will be useful later to compute schedule costs and determine sales to labor ratios, and if you’re using TimeForge Attendance, they’re also used when employees clock in and clock out.

For example:

  • A table service restaurant might have positions for:  Waiter, Food Runner, Busser, Bartender, Delivery Driver, Cook, Assistant Manager, Bar Manager, etc.
  • A quick service restaurant might have positions for:  Cashier / Register, Drive Through, Cook, Assistant Manager, Manager, etc.
  • A car wash retail business might have positions for:  Cashier, Attendant, Car Wash Detailer, Team Member, Assistant Manager, Manager, etc.
  • Other retail businesses could have positions for:  Register, Security, Carry Out, Delivery Driver, Bagger, Assistant Manager, Manager, Supervisor, etc.

If you set a Pay Scale to “Annually” (for example, a salaried manager), the software will automatically compute an equivalent hourly rate in the “Hourly Rate” column. You may override this field if necessary.

Click Continue – Add Employees when you’re ready to move on.

Create employees and assign them positions

For the last step, enter the employees at your business that will be on the schedule and assign them positions by checking the boxes in the far right column. Each employee will need to have a first and last name in the system, but the middle name or initial is optional.

If you know your employees’ email addresses, you can click the Enter Email link at the top to enter them in. When you complete the wizard, TimeForge will automatically send those employees an email with instructions to access TimeForge.

Employees can have more than one job code or position assigned to them. To assign multiple job codes, simply check each of the necessary positions for the employee.

When you’re done entering employees and assigning positions, click the Start Scheduling Now to save your changes. That’s all there is to it!

heartWhat some of our clients have to say ...

We are one year into it now, well past being enamored with the newness. We are married to TimeForge. It's as essential to us now as any of our management tools today, and we very happy about that.- Steve @ Hermosa Cyclery
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
I would highly recommend TimeForge to anyone making work schedules. ... What used to take 1-2 hours, now takes 15 minutes. The reports section is comprehensive and useful.- Lawrence Payne @ Mid Pacific Country Club
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

Quick Contact

7412 University
Suite 9
Lubbock, TX 79424

Phone: 1 866 684 7191
Fax: 1 866 684 7191
E-Mail: info@timeforge.com

 

About TimeForge

The best tools available for managing labor in the retail, restaurant, food-service, and hospitality industries. Includes applicant tracking, time management, employee scheduling, payroll, and other labor management tools.

© 2010 Labor Management – TimeForge Manual | All Rights Reserved