Add multiple HR documents to an employee’s profile using HR Activities

Activity Templates are a huge time saver because they allow you to send multiple HR documents at once to your employees. You may already know how to create HR Activities for your entire company, location, or subset of employees, but this guide will show you how to use HR Activities at the employee level. This can be super helpful if you need to train or onboard a single employee here or there, as it allows you to send a standard onboarding or training packet without having to upload each individual document to the employee’s profile.

Before following this guide, you should first set up either a company-wide Activity Template or a location-based HR Activity to use. Templates can easily be created from existing HR documents or even existing HR Activities.

Select the Activities tab

Create a new HR activity or use an existing

From here, you can create a new HR activity from a template and apply it directly to the selected employee, OR you can add this employee to an existing activity in the system:


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data-target-step-uuid="87f898f1-292d-46dd-ac0c-0e65fb93f6b3">
Use a template to create a new activity

Click on New HR Activity

Fill out the New HR Activity form

Give the activity a name/description, start date, end/due date, and provide email addresses for anyone who should be notified.

Then, select a template to apply to this activity.

Click Save to save your new activity

When you hit Save, TimeForge will do two things. First, it will create a new HR Activity for this location, using the template you chose and the options you specified, and second, it will add the selected employee to to the new activity. You can then re-use the activity with additional employees, if desired.


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Use an existing HR activity

Click on Add to existing HR Activity

Select the existing activity, then click Save

The employee will be added to this activity, and the activity will appear in the employee’s Activities list.

Track the status of this employee

Now that this employee has an activity to complete, you can use the dropdown menu under Status to indicate the employee’s progress with this activity.

Click the file disk icon to save any changes

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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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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