Using Templates to Create an Employee Schedule

The “Templates” feature of TimeForge can help you quickly build an employee schedule, as long as you simply spend some time in advance thinking about your labor needs. By eliminating the unnecessary steps of inputting the same recurring schedule over and over, templates will decrease your time spent making schedules for staff members so that you have more time to spend with your customers. After creating several daily templates, or weekly templates, you can begin making an employee schedule using any of those templates.

Here are the steps you need to take to use “Schedule Templates” to quickly and easily manage your workforce and reduce the amount of time that you must spend changing the schedule on a weekly basis.

Go to the “Schedules” page.

Go to the "Schedules" page.
  • Log in
  • Hover over the “Schedules” tab
  • Click on “Schedules”

Add an employee schedule.

Add an employee schedule.

Choose an applicable start and end date, name your schedule, and if necessary, choose other options such as the department or sales category.

Click “Add This Schedule” when finished.

Choose an appropriate template.

Choose an appropriate template.

If you have templates set up at your location or store, you will see a screen prompting  you to use templates to quickly build your schedule.

1. You can choose an appropriate “Weekly Template” or other template that has multiple days.

2. If you have a schedule as a CSV file saved on your computer, you can upload it to TimeForge, and that schedule will be used as a template for your new schedule in TimForge.

3. Use this option if you don’t want to use a schedule template.

4. You can select specific templates for each day of your schedule.

When you are ready to build the schedule, click “Assign Employees.”

Review the employee schedule.

Review the employee schedule.

TimeForge will then create your schedule, based on the templates you have chosen. TimeForge will assign employees where they are available, create Open and Bid shifts, and may attempt to run the AutoScheduler if any AutoSchedule shifts are available.

If staff members are unavailable to work, but have been indicated to work in the template, TimeForge will normally run the AutoScheduler to find you a better fit for the schedule. You will then be notified of any changes it needed to make, based on staff availability or staffing shortages.

Create a work scheduletemplate based on the work schedule – “Daily View”

Create a work scheduletemplate based on the work schedule - "Daily View"

Additionally, while editing the schedule, you can create a template, or use an existing template, for a single day. This gives you greater flexibility while managing your work force.

In the TimeForge Daily View, click Use Templates to add shifts from a template to the day, or click Make Templates to create a template based on the shifts you have already created.

Create an employee schedule template based on the work schedule – “Weekly View”

Create an employee schedule template based on the work schedule - "Weekly View"

In the TimeForge Schedule “Weekly View,” click on the header for the day, and you will also be able to Use a Template, or Make a Template.

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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