How Do I Use the Setup Wizard?
Getting started is easy with the TimeForge Setup Wizard.
The Setup Wizard is a user friendly software guide that helps you quickly set up your location, positions, and employees. Labor schedules and time attendance have never been more simple!
Login and Today Page

Login to the TimeForge web application using your username and password (or fingerprint scanner, if you have one), and you will be presented with the “Today” tab. On this page, you will a similar a screen similar to the above picture. Choose the “Setup Wizard” from the Setup tab.
Scheduling Employees: Create Company Settings (Step 1 of 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).
Make sure that the information on the Company Settings is correct before continuing, as TimeForge will automatically choose your time zone and download weather information based on the information entered on this page.
Scheduling Employees: Create Positions and Set Pay Rates (Step 2 of the Setup Wizard)

On Step 2 of the Setup Wizard, enter the positions or job codes that your business uses to schedule employees. Base payrates and pay scales can also be entered for each Position (you can override these rates on a per-employee basis). Payrates will be useful later to compute schedule costs, and determine sales to labor ratios, and are also used when employees clock in and clock out (if you are using TimeForge Attendance).
For example:
- 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.
Scheduling Employees: Create Employees and Assign Positions (Step 3 of the Setup Wizard)

In this step, begin entering 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 to allow them to access TimeForge.
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.
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