Manager Manual
Ready to go with TimeForge? Not sure how to do something? Look below for the answers …
In TimeForge, every manager is also a staff member, and staff members should read the Staff Manual to find out more about using TimeForge for themselves. (Everything in the Staff Manual is applicable to managers as well)
Training Videos
- TimeForge University, Staff Members 101: Employee Basics
- TimeForge University, Staff Members 102: Advanced Staff Members
- TimeForge University, Availability & Requests 101: Availability & Request Basics
- TimeForge University, Availability & Requests 102: Advanced Availability & Requests
- TimeForge University, Schedule Templates 101: Schedule Template Basics
- TimeForge University, Schedule Templates 102: Weekly Schedule Templates
- TimeForge University, Schedule Templates 201: Using Schedule Templates
- TimeForge University, Timecards 201: Editing Time Sheets
- TimeForge University, Timecards 202: Edit Time Cards by Employee
- TimeForge University, Timecards 301: Export and Approve Payroll
- TimeForge University, Timecards 302: Sick, Vacation, and PTO
Terminology – Getting Started
- What is the TimeForge Corporation Level?
- What is the TimeForge Location Level?
- How Do I Organize Locations?
- How Do I Edit or Delete a Location?
- What is a TimeForge Employee?
- What is a Position or Job Code?
- What is the Difference Between a Manager, Supervisor, and Employee?
- What is a Skill Level?
- What is a Department?
- What is a Shift?
- What is a Schedule?
- What is a Schedule Template?
Today Tab
Setup Tab
- How Do I Use the Setup Wizard to Bulk-enter Employees and Positions?
- How Do I Import CSV or Excel Data into TimeForge?
- How do I Add, Edit, and Delete Locations?
- How do I Add a Location?
- How do I Add a Location From the Corporate Level?
- How do I Create and Use a Web Service Username and Password?
- How do I Add or Edit Sales and Labor Departments?
- How do I Create a Sub-Department?
- How do I Delete a Sales / Labor Department?
- How do I Edit the Positions in a Department?
Employees Tab
- How do I Add, Edit, or Delete Employees?
- Can employees share an email address?
- How do I Terminate a Staff Member?
- How do I re-hire or re-activate a staff member?
- How do I change the security settings or passwords for a staff member?
- How do I view the pay rate history for staff members?
- How does TimeForge handle salaried staff?
- How do I view the schedule for a single employee?
- How do I set the default / home location for a staff member?
- How do I add an employee to a department?
- Why can’t I see other departments or staff members?
- TimeForge University, Staff Members 101: Employee Basics
- TimeForge University, Staff Members 102: Advanced Staff Members
- What’s the difference between an availability and a request in TimeForge?
- How do I approve or deny availability requests?
- TimeForge University, Availability & Requests 101: Availability & Request Basics
- TimeForge University, Availability & Requests 102: Advanced Availability & Requests
- How do I modify Age Rules?
- How do I add an HR Category?
- How do I make HR Categories required for scheduling or clocking in?
- How do I add HR items to a staff member?
- How do I upload HR documents into a staff members account?
Schedules Tab
- How do I create daily labor templates?
- How do I create daily labor templates by employee?
- How do I use weekly templates?
- How do I use schedule templates to create a work schedule?
- How do I post a schedule for staff to see?
- How do I prevent overstaffing?
- TimeForge University, Schedule Templates 101: Schedule Template Basics
- TimeForge University, Schedule Templates 102: Weekly Schedule Templates
- TimeForge University, Schedule Templates 201: Using Schedule Templates
- How do I create a labor schedule?
- How do I schedule by position?
- How do schedule by employee?
- How do I AutoSchedule a shift?
- How do I view daily labor costs?
- How do I sort shifts on the Daily View?
- How do I filter the positions in a schedule?
- How do I copy a shift?
- How do I copy multiple shifts?
- What is the lock icon, and how do I use it on the Daily View?
- How do I add notes for a shift?
- How do I delete a shift?
- How do I use schedule snapshots?
- How do I schedule with forecasts?
- How do I use sales analytics to compare schedules vs. sales vs. attendance?
- How Do I Set the Sales Category While Building a Schedule?
- How do I move shifts from one staff member to another?
- How do I view shift confirmations?
- How do I turn off shift confirmations?
- How do I view the schedule for a single employee?
- How do I make Human Resource Categories required for scheduling or clocking in?
- How can I read messages sent to me by other staff members?
- How can I send a message to other staff members?
- How do I see who has read my messages?
Sales Tab
- How do I set up forecasting?
- How do I enter forecasts and actual values?
- How do I Copy a Previous Week’s Projections?
- How do I use sales analytics to compare schedules vs. sales vs. attendance?
- How do I enforce the labor to sales ratio?
- How do I enter sales thresholds?
Attendance Tab
- How do I Add Time Punches?
- How do I Edit Time Punches?
- How do I Delete a Time Card Entry?
- TimeForge University, Timecards 201: Editing Time Sheets
- TimeForge University, Timecards 202: Edit Time Cards by Employee
- How do I Add Time Card Entries (By Employee)?
- How do I Edit Breaks (By Employee)?
- How do I Edit Time Card Entries (By Employee)?
- How do I Edit Breaks (By Date)?
- How do I Remove Time Card Entries (By Employee)?
- How do I Approve Payroll?
- How do I Export Payroll?
- TimeForge University, Timecards 301: Export and Approve Payroll
- TimeForge University, Timecards 302: Sick, Vacation, and PTO
- How Do I Start Time Clock Mode?
- How Do I Exit Time Clock Mode?
- How Do I Require Passwords in Time Clock Mode?
- How Do Employees Record Tips and Mileage?
- How Does TimeForge Handle Salaried Staff?
- How Do I Set Up Payroll Periods for Payroll Processing?
- How Can Time Punches Be Limited to a Single Computer?
- Can Staff Clock-In or Clock-Out at Home, or from a Cell Phone?
- How Do I Round Time Punches Inside of TimeForge?
- How Do I Automatically Clock-In Employees Based on the Schedule?
- How Do I Automatically Clock-Out Employees Based on the Schedule?
- How Do I Clock Employees In At an Earlier Time, or Out At a Later Time?
- How Do I Set Up Grace Periods for Clocking In and Out?
- How Do I Allow Employees to Witness Time Punches for Each Other?
- How Do I Enforce Clock Ins and Clock Outs?
Daily Log Tab
- What is the Daily Log?
- How do I add new Daily Log entries?
- How do I add or change Daily Log categories?
Fingerprint Scanner
- How Do I Use the TimeForge Fingerprint Scanner?
- How Do I Register an Employee To Use the Fingerprint Scanner?
- How Do I Change the Fingerprint Scan for an Employee?
Time Clocks
- How Do I Set IP Addresses for the TF100 Time Clock?
- How Do I Add Users to the TF100 Time Clock?
- How Do I Add TimeClock IP Addresses to the TimeForge Software?
- How Do I Link TF100 Users to TimeForge Staff Members?
- How Do I Get the IP Address of the TF100 TimeClock?
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