Creating a Security Template

TimeForge Security Templates allow you to stipulate which Supervisors and Managers have access to view and change specific settings and data in TimeForge. They may be applied to individuals or an entire Position in TimeForge. Here is a brief tutorial of how to create and configure Security Templates in TimeForge

Log in at the Corporate Level.

Log in at the Corporate Level.
  • Log in
  • Click on the “Corporations Settings” link on the right-side of the page.

Navigate to the “Security Templates” page.

Navigate to the "Security Templates" page.
  • Hover over the “Set Up” tab
  • Click “Security”.

Add a Security Template

Add a Security Template

On this page, you will find all of your Security Templates. To create a new one, click “Add A Security Template”.

Add a name and application.

Add a name and application.

1. Name the Security Template in this field.

2. Click on this drop-down menu to select whether the Security Template should apply to Managers or Supervisors. Some options can only be applied to Managers, not Supervisors. These are:

  • Locations
  • Departments
  • Leave Types
  • Payment Options
  • Corporation Hierarchy
  • Company Settings
  • Security Templates
  • Positions
  • Own Employee Account
  • Unassigned Locations
  • Add/Edit Work Periods
  • Sales Categories
  • Sales Options
  • Dashboard
  • Edit Attendance
  • Attendance Reports (unless selected from box at bottom)
  • TimeClock Mode

3. These are the options that correspond with each item in the Description rows. You can choose to have each item either be Add/Edit, where the user will actually be able to alter the information, View, where users can only see that information, and No Access, where users won’t be able to access the information at all. So, in the above example, this user can Add/Edit My Settings, Locations, and Departments.

Security template options.

Security template options.

1. This option allows users to change or view their own personal settings, including usernames, passwords and alerts, in TimeForge.

2. This option allows users to change or view information related to multiple locations within TimeForge. Managers and Supervisors with Add/Edit access can add additional locations. Supervisors and Managers with access to View or Add/Edit can see information regarding any location in the corporation.

3. This option allows users to change or view the Departments page in TimeForge. Managers and Supervisors with Add/Edit access can add and edit department information. Managers and Supervisors with access to View or Add/Edit can see department information on the Departments page. Managers and Supervisors with access only to View departments will be unable to edit department information.

4. This option allows users to change or view information related to Leave Types (i.e. sick or vacation time) in TimeForge. Managers and Supervisors with Add/Edit access can add and edit Leave Types. Managers and Supervisors with access to View or Add/Edit Leave Types can see information regarding existing Leave Types.

5. This option allows users to change or view the Payment Options page. Managers and Supervisors with Add/Edit access can change payment methods and the company’s TimeForge plan details. Managers and Supervisors with access to View or Add/Edit Payment Options can see information regarding payment to and the cost of TimeForge on the Payment Options page. Users with access only to View Payment Options cannot see options to “Cancel TimeForge” accounts, “Change Payment Methods”, select email addresses that TimeForge will automatically “Send payment emails” to, or “View Previous Invoices”.

Note: Payment details, such as credit card numbers, are not displayed in full in TimeForge to any user.

6. This option allows users to change or view the corporate structure of the company in TimeForge, including the regional or district groupings of locations. The Corporation Hierarchy also restricts access of Managers to only locations that they are assigned to. Managers and Supervisors with Add/Edit access can see, create and organize groupings of locations into the Corporation Heirarchy. Managers and Supervisors with access to View the Company Hierarchy can see the existing Corporation Hierarchy, but cannot see options to add “New” groupings, or “Edit”/“Delete” existing groupings.

7.This option allows users to change or view settings for all locations in the corporation within TimeForge. Managers and Supervisors with Add/Edit access can see and alter Company Settings. Managers and Supervisors with access to View Company Settings can see the company’s settings, but cannot see the option to “Save” changes.

8. This option allows users to change or view Security Templates within TimeForge. Managers and Supervisors with Add/Edit access can add or alter Security Templates. Managers and Supervisors with access to View or Add/Edit Security Templates can view existing Security Templates.

9. This option allows users to change or view Positions within TimeForge. Managers and Supervisors with Add/Edit access can add or alter Positions. Managers and Supervisors with access to View or Add/Edit Positions can view existing Positions.

10. This option allows users to change or view Employees and employee information in TimeForge. Managers and Supervisors with Add/Edit access can view, add new employees, and edit existing employee information. Managers and Supervisors with access to View can see employee information, but cannot see the option to “Save” changes or new Employees.

Security template options continued.

Security template options continued.

1. This option allows users to view employee information, including attendance, for employees in Departments the user is not assigned to. Managers and Supervisors with access to View can view employee information for employees in other Departments.

2. This option allows users to change or view employee Pay Rates. Managers and Supervisors with Add/Edit access can change and view employee Pay Rates. Managers and Supervisors with access to View can view employee Pay Rates, but cannot “Save” changes.

3. This option allows users to view and edit their own account information,including assigned Positions, Departments, and Locations. Managers and Supervisors with Add/Edit access can view and edit their own account information. Managers and Supervisors with access to View can view their own account information, but cannot “Save” changes.

4. This option allows users to view and edit Locations that the user is not assigned to. Managers and Supervisors with Add/Edit access can view and edit Unassigned Locations. Managers and Supervisors with access to View can view Unassigned Locations, but cannot “Save” changes.

5. This option allows users to view and edit their Own Attendance. Managers and Supervisors with Add/Edit access can view and edit their own attendance records. Managers and Supervisors with access to View can view their own attendance records, but cannot “Save” changes.

6. This option allows users to switch into another user’s account. Managers and Supervisors with access to View can Switch User and access other users’ accounts.

7. This option allows users to view or edit Applicant information, including employment applications and hiring information. Managers and Supervisors with Add/Edit access can view, edit, and add hiring information. Managers and Supervisors with access to View Applicants can view hiring information, but cannot “Save” changes.

8. This option allows users to view or edit employee Availability. Managers and Supervisors with Add/Edit access can view, add, and edit Availability. Managers and Supervisors with access to View can view Availability, but cannot “Save” changes or new Availability.

9. This option allows users to view or edit their Own Availability. Managers and Supervisors with Add/Edit access can view, add, and edit their Own Availability. Managers and Supervisors with access to View can view their Own Availability, but cannot “Save” changes.

10. This option allows users to view or edit Age Rules, including the number of hours and particular times that minor employees may work. Managers and Supervisors with Add/Edit access can view, add, and edit Age Rules. Managers and Supervisors with access to View can view Age Rules, but cannot “Save” changes.

Security template options continued.

Security template options continued.

1. This option allows users to view or edit the Breaks page, including adding Break Rules. Managers and Supervisors with Add/Edit access can view, create, and change Break Rules. Managers and Supervisors with access to “View” Breaks can see existing Break Rules, but cannot “Save” changes.

2. This option allows users to change or view the available Human Resource types, including employee certifications and onboarding documents. Managers and Supervisors with Add/Edit access can view, upload, and edit Human Resource types. Managers and Supervisors with access to View Human Resources can view existing Human Resource types, but cannot “Save” changes.

3. This option allows users to view or edit their own Schedules. Managers and Supervisors with Add/Edit access can view and edit their own Schedules. Managers and Supervisors with access to View can view their own Schedules, but cannot make changes.

4. This option allows users to view or edit employees’ schedules. Managers and Supervisors with Add/Edit access can view, add, and edit employee schedules. Managers and Supervisors with access to View schedules can view employee schedules.

5. This option allows users to view or edit Shift Confirmations, including shifts that employees have confirmed or have not confirmed. Managers and Supervisors with access to “View” can view Shift Confirmations.

6. This option allows users to view or edit Shift Swaps, including shifts that employees have given up and picked up. Managers and Supervisors with Add/Edit access can view, add, and edit Shift Swaps. Managers and Supervisors with access to View can view Shift Swaps.

7. This option allows users to view or edit schedule Templates. Managers and Supervisors with Add/Edit access can create, edit, and use schedule Templates. Managers and Supervisors with access to View can view schedule Templates.

8. This option allows users to view or edit Work Periods, including defining day shifts or night shifts. Managers and Supervisors with Add/Edit access can view, add, and edit Work Periods. Managers and Supervisors with access to View can view defined Work Periods.

9. This option allows users to view or edit ShiftBuilder Rules, which ensure that ShiftBuilder creates shifts that are the appropriate duration. Managers and Supervisors with Add/Edit access can view, add, and edit ShiftBuilder Rules. Managers and Supervisors with access to View can view defined ShiftBuilder Rules.

10. This option allows users to view or send Messages in TimeForge. Managers and Supervisors with Add/Edit access can send and receive Messages. Managers and Supervisors with access to View can receive Messages.

Security template options continued.

Security template options continued.

1. This option allows users to view or send Messages in TimeForge. Managers and Supervisors with Add/Edit access can send and receive Messages. Managers and Supervisors with access to View can receive Messages.

2. This option allows users to view and run Schedule Reports. Managers and Supervisors with access to View can run and view Schedule Reports.

3. This option allows users to view, edit, or add Sales Categories, such as “Net Sales” or “Total Sales”. Managers and Supervisors with Add/Edit access can view, create, and edit Sales Categories. Managers and Supervisors with access to View can view existing Sales Categories.

4. This option allows users to view or edit Manager Projections for Sales Categories. Managers and Supervisors with Add/Edit access can view, add, and edit Manager Projections. Managers and Supervisors with access to View can view Manager Projections.

5. This option allows users to view or edit Actual Figures for Sales Categories. Managers and Supervisors with Add/Edit access can view, add, and edit Actual Figures. Managers and Supervisors with access to View can view Actual Figures.

6. This option allows users to view System Forecasts for Sales Categories. Managers and Supervisors with access to View can view Sales Forecasts.

7. This option allows users to view the various Analytics TimeForge provides regarding Sales Categories. Managers and Supervisors with access to View can view the Analytics page in TimeForge.

8. This option allows users to view and alter Sales Options, including settings for sales and labor comparison. Managers and Supervisors with Add/Edit access can adjust Sales Options. Managers and Supervisors with access to Add/Edit or View can view existing Sales Options.

9. This option allows users to view the Sales Reports page, which includes reports that compare sales and labor. Managers and Supervisors with access to View Sales Reports can access the Sales Reports page.

10. This option allows users to view the Dashboard page in the Sales tab. The Dashboard details a variety of information related to actual, projected, and forecasted sales. Managers and Supervisors with access to View the Dashboard can view the data on the Dashboard page.

Security template options continued.

Security template options continued.

1. This option allows users to view their own TimeCard. Managers and Supervisors with access to View their own Time Cards can view attendance information on the Time Card page.

2. This option allows users to view and update the “Clocked-in Employees” page, which displays all employees who are currently clocked in. Managers and Supervisors with access to Add/Edit can view clocked-in employees and clock employees out from the “Clocked-In Employees” page (provided that employees clocked in with the TimeForge.com website and not with integrated hardware). Managers and Supervisors with access to View the “Clocked-In Employees” page can view employees who are currently clocked in.

3. This option allows users to view and edit the “Edit Attendance” page, including adjustments made to punches and breaks. Managers and Supervisors with access to Add/Edit can view and edit attendance entries. Managers and Supervisors with access to View the “Edit Attendance” page can to view attendance entries.

4. This options allows users to view and edit the time duration of attendance entries, without editing the clock in and out times for punches. Managers and Supervisors with access to Add/Edit TimeForge Attendance Calculations can view and adjust punch durations without adjusting clock in and out times. Managers and Supervisors with access to View overridden TimeForge attendance calculation can view adjustments to punch duration.

5. This option allows users to access the “Approve/Export Payroll” page, which includes the option to apply PTO and export to a select payroll provider. Managers and Supervisors with access to Add/Edit this page can edit, approve, and export payroll. Managers and Supervisors with access to View this page can view payroll information.

6. This option allows users to view and edit the “Attendance Options” page. Managers and Supervisors with access to Add/Edit this page can view and change settings in “Attendance Options”. Managers and Supervisors with access to View this page can view existing “Attendance Options”, but cannot “Save” changes.

7. This option allows users to run and view Attendance Reports, including employee time sheets and payroll reports. Managers and Supervisors with access to View Attendance Reports may run and view reports.

8. This option allows users to access TimeClock Mode, which allows a computer to operate solely as a time clock. Managers and Supervisors with access to View TimeClock Mode can enable and disable TimeClock Mode.

9. This option allows users to view and edit Daily Log Categories, which may used to filter notations in the Daily log. Managers and Supervisors with access to Add/Edit Daily Log Categories can view, create, and edit Daily Log Categories. Managers and Supervisors with access to View Daily Log Categories can view existing Daily Log Categories, but cannot “Save” new Daily Log Categories..

10. This options allows user to view and edit the Daily Log, which may be used to record important events and notes about the day. Managers and Supervisors with access to Add/Edit Daily Log Notes can view and add notations to the Daily Log. Managers and Supervisors with access to View Daily Log Notes can view notations made to the Daily Log, but cannot add new notations.

11. This option allows users to view Important Notes from the Daily Log. Important Notes are marked with a star on the Daily Log. Managers and Supervisors with access to View Important Notes will be able to view Important Notes when in the Daily Log.

Allowed reports list.

Allowed reports list.

This list includes all Schedule, Attendance, and Sales reports available in TimeForge. Selecting reports from the left column adds them to the “Allowed Reports List” in the right column. To add reports to the “Allowed Reports List”:

  • Hover over the name of the report you wish add to the “Allowed Reports List”
  • Click the green plus sign icon.

The report will be added to the “Allowed Reports List”.

Don’t forget to click “Save” at the bottom of the screen once you’re finished!

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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
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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
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Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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