Getting Started 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 more simple!

Go to the “Set Up Wizard” page.

Go to the "Set Up Wizard" page.
  • Login
  • Hover over the “Set Up” tab
  • Click “Set Up Wizard”

Create Company Settings (Step 1 of 3 in the Setup Wizard)

Create Company Settings (Step 1 of 3 in the Setup Wizard)

Step 1 of the Setup Wizard includes basic company or location settings, such as the name, address, phone, and fax number of your store.  Additionally, set the day of the week that your schedule starts (if you use bi-weekly or monthly schedules, choose the most appropriate date).

Note: Make sure that the information on the Company Settings is correct before continuing because TimeForge will automatically choose your time zone and download weather information based on what is entered on this page.

Click “Next” when finished.

Create Positions and Set Pay Rates (Step 2 of 3 in the Setup Wizard)

Create Positions and Set Pay Rates (Step 2 of 3 in the Setup Wizard)

On Step 2 of the Setup Wizard, 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 (you can override these rates on a per-employee basis). Pay rates will be useful later to compute schedule costs and determine sales to labor ratios, and they are also used when employees clock in and clock out (if you are using TimeForge Attendance).

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, Assistant Manager, Manager, etc…

 - Other retail businesses could have positions for:  Register, Security, Carry Out, Delivery Driver, Assistant Manager, Manager, etc…

If a Pay Scale is chosen as “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” at the bottom of the page when finished

Create Employees and Assign Positions (Step 3 of 3 in the Setup Wizard)

Create Employees and Assign Positions (Step 3 of 3 in the Setup Wizard)

In the last step of the Setup Wizard, enter the employees at your business that will be on the schedule. Each employee will need to have a first and last name (the middle name or initial is optional). If you know the employee’s email address, you can enter their email address – TimeForge will automatically send them an email and give them access to TimeForge.

Note: 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.

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

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Phone: 1 866 684 7191
Fax: 1 866 684 7191


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.

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