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!
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)
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).
- 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)
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.