Using the ShiftBuilder to Generate Shifts Based on Manager Projections

There are many ways that you can build an employee schedule in TimeForge. Whether you want to build shifts yourself, use templates to expedite the scheduling process, have the Autoschdeduler automatically assign shifts for you, or have the ShiftBuilder automatically create employee shifts, TimeForge will save you time and headaches when creating a work schedule.

One unique feature to the already powerful ShiftBuilder is the ability to generate shifts based on manager projections. Doing this is easy and will better control your labor costs by essentially putting your work schedule on a budget.

The first thing you’ll need to do is set up some manager projections. Then, follow these steps to use the ShiftBulder to generate shifts based on those projections.  

Navigate to the “Schedules” page.

Navigate to the "Schedules" page.

After you input some manager projections,

  • Hover over “Schedules”
  • Select “Schedules.”

Create a schedule.

Create a schedule.

Click the yellow “Add A New Schedule” button at the bottom of the Schedules page.

Enter the schedule information.

Enter the schedule information.

The boxes above are mandatory fields.

  1. Select the day your schedule will start.
  2. Select the day your schedule will end.
  3. Choose a title for your schedule (TimeForge will give the schedule a default name based on the start and end days).
  4. Choose which department is associated with this schedule.

Fill out the remaining boxes as needed. Click the yellow “Add This Schedule” button.

Do not use templates.

Do not use templates.

Since you will be using the ShiftBuilder, click the blue “Do Not Use Templates for this Schedule” link.

Open the ShiftBuilder.

Open the ShiftBuilder.

Click the orange “ShiftBuilder” link on the top left of the page.

Enter shift information.

Enter shift information.

Decide whether you would like to build your shift in 15 minute, 30 minute, or 1 hour increments. Also, define the minimum and maximum hours each shift can last.

Apply manager projections to the ShiftBuilder.

Apply manager projections to the ShiftBuilder.

Choose a “Sales Category and set the type to “Manager Projections.” The “Total” will be filled in automatically. Click the yellow “Generate” button.

Watch as your shifts are built.

Watch as your shifts are built.

Coverage will be automatically decided based on manager projections. Of course, you can edit the numbers as needed.

Click the yellow “Continue” button once you’ve finished.

Your shifts are now built!

Your shifts are now built!

You can now assign an employee to each shift or let the AutoScheduler find the best fit.

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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