How do I use Schedule Templates to Create a Work Schedule?
After creating several daily templates, or weekly templates, you can begin making a schedule using the templates.
Templates allow you to rapidly build a schedule, if you will simply spend some time in advance thinking about your labor needs.
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.
Add a Labor Schedule
Navigate to the Schedule tab, then the Schedule sub-tab, and create a new schedule. Choose an applicable start and end date, name your schedule, and if necessary, choose other options such as the department or sales type.
Choose Weekly Templates and Daily Templates
If you have templates set up at your location or store, you will see a screen prompting for you to use templates to quickly build your schedule. Choose an appropriate Weekly Template, or alternatively, identify specific templates for each day of your schedule.
When you are ready to build the schedule, choose “Assign Employees”.
Review the Created 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. The software will then notify you of any changes it needed to make, based on staff availability or staffing shortages.
Create a Template 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 on the Use Templates link to add shifts from a template to the day, or click on the Make Templates link to create a template based on the shifts you have already created.
Create a Template based on the Work Schedule – Detail View
In the TimeForge Schedule Detail, click on the header for the day, and you will also be able to Use a Template, or Make a Template.
What some of our clients have to say ...