How do I Set Up Break Rules?

The TimeForge Breaks module inside of TimeForge Scheduling is a powerful and flexible management system for scheduling breaks and meal periods for staff members. TimeForge Breaks are controlled using the Break Rules, and these Break Rules become scheduled breaks on the schedule that can be controlled and monitored using TimeForge Attendance, or with a worksheet and signatures by staff members.

TimeForge Break Rules are designed to allow management staff to specify the language and requirements of paid, unpaid, optional, and required breaks, similar to how they might be specified by federal, state, or local authorities

For example, in some states, it may be required to provide a 15-minute optional and unpaid break to staff members who work at least 6 hours.

Navigate to the Break Rules

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Go to the Employees tab, and the Breaks sub-tab.

Review the Break Rules

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Review the Break Rules, which specify the number of breaks, duration of break, recurrence, whether or not the break is required (or optional), whether the break is paid (or unpaid), a description for the break, the position the break applies to, and how long the employee must be at work for the break to apply.

Configure Break Rules

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To add a break rule, click on the Add a New Break Rule button [7]. Some information about this screen:

1 – Breaks applying to any position are listed under the “Any Position” section. Breaks for specific positions are listed under their respective position names. This flexibility allows management breaks, or FOH and BOH to have different break set ups.

2 – Select the number of breaks, and the duration of the break(s). For example, in the picture, we are describing “2 breaks”, and each break lasts “5 minutes”.

3 – Choose the duration for repetition of the break(s). For example, in the picture, we are describing breaks that occur once every 6 hours. If the breaks should be awarded every 2 hours, but the shift is 4 hours long, the staff member may be awarded 2 sets of breaks.

4 – Decide whether the breaks are paid, unpaid, required, or optional, and add a description for the break. For example, in the picture, we are describing a required, but unpaid break, with no description.

5 – Decide if the break applies to all positions, or only one type of position, and also decide which specific shifts will receive the break. For example, in the picture we are awarding breaks to staff members who work Bartender shifts that are at least 6 hours long, but no longer than 8 hours.

TimeForge will tie all of the Break Rules together and will apply / award the breaks to staff members working applicable shifts. Based on the picture for this step, TimeForge will provide (2) 5-minute breaks to bartenders who work at least 6 hours, but less than 8 hours. These breaks will both be required, but are unpaid.

When you’re done working with the breaks, make sure to click on the Save Break Rules button [6].

Test the Break Rules

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TimeForge provides management staff with the ability to test the break rules, to ensure that the break rules are configured exactly as you need them for your business.

To test the break rules, choose an applicable position, and then simulate the duration of a work shift, and click on Test Break Rules.

How Do I Configure Attendance (Actual) Break Options?

The TimeForge Breaks module is a comprehensive module inside of TimeForge Attendance that allows management to control employee breaks and meal periods.

You can set the Break Options as needed for your business, providing you significant flexibility in managing and monitoring staff member breaks and meal periods.

Navigate to the Attendance Options

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If you have TimeForge Attendance, it is really easy to configure employees breaks. To begin, navigate to the Attendance tab.

Turn On Break Tracking

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To start working with breaks, make sure to turn on break tracking, by setting the option to Yes.

Configure the Break Rules As Needed

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After turning on break tracking, TimeForge will display a number of new configuration options to control meal periods and breaks.

Force Staff to Use Scheduled Breaks

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If set to “No“, staff must take their breaks based on the scheduled break times and the posted schedule. If no breaks are scheduled, staff cannot take a break.

If set to “Yes“, staff are allowed to take a break at any time, regardless of the scheduled break times or types.

Require Breaks Based on Scheduled Order and Type

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If set to “No“, staff must take their breaks based on the order of their scheduled breaks and the posted schedule. For example, if an unpaid/required break is scheduled first, and then a paid/optional break, employees may take either break, in any order.

If set to “Yes“, staff are allowed to take a break at any time, regardless of the scheduled break times or types. For example, if an unpaid/required break is scheduled first, and then a paid/optional break, employees must first take the unpaid/required break, and then they can take the paid/optional break.

Automatically Take Breaks for Staff

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If set to “No“, employees must take their breaks manually (by going to TimeForge and starting their break).

If set to “Yes“, TimeForge will automatically take scheduled breaks for any staff member who forgets to take their scheduled break. For example, if an unpaid/required break is scheduled at 10:00am, but the employee forgets to take the break, TimeForge will automatically take the break for the staff member.

Automatically End Breaks

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If set to “No“, employees must end their breaks manually (by going to TimeForge and ending their break).

If set to “Yes“, TimeForge will automatically end scheduled breaks for any staff member who forgets to end their scheduled break. For example, if an employee starts a 15 minute unpaid/required break at 10:00am, but forgets to end the break at 10:15am, TimeForge will automatically end the break for the staff member.

Allow Breaks Prior to Scheduled Time

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If set to “No“, employees are allowed to take their scheduled breaks at any time, regardless of the scheduled start times for the breaks. For example, if a break is scheduled at 11:15am, the employee can click on “Take a Break” at 11:00am, and will be allowed to start the break at 11:00am.

If set to “Yes“, employees must take their breaks no earlier than the scheduled start time of the break. For example, if a break is scheduled at 11:15am, the employee can not click on “Take a Break” until 11:15am.

Require Break Duration Minimums

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If set to “No“, employees are allowed to take breaks that are of any duration, regardless of the scheduled break times. For example, if an employee ends a scheduled 30 minute break after 20 minutes, they will be allowed to do so.

If set to “Yes“, employees must take a break that is at least as long as the scheduled break time. For example, if an employee attempts to end a scheduled 20 minute break after 15 minutes, TimeForge will not allow them to do so. They must be on break at least 20 minutes, if this option is set.

Convert Unpaid Breaks to Paid Breaks

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If set to “No“, breaks that are unpaid will never convert to any other type of break. For example, if an employee ends a scheduled 15 minute unpaid break, it will continue to remain as an unpaid break.

If set to “Yes“, any break that is unpaid, but ends prior to the scheduled duration, will be converted from an unpaid break to a paid break. For example, if an employee ends an unpaid 30 minute lunch break after 28 minutes, then the 28 minute unpaid lunch break will convert to a 28 minute paid break.

How do I Take or End a Break?

TimeForge Attendance is a powerful time tracking tool for businesses and staff members alike. Staff members can clock in and out using TimeForge, and can also track scheduled and unscheduled breaks such as those required by law in some states, lunch breaks, meal periods, and others. Taking breaks is easy with TimeForge!

Login to TimeForge

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If you are on a computer which allows employee clock ins with TimeForge Attendance, go to the Today Page and you will see a button to clock in.

Navigate to the Today Page to Take a Break

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If you are scheduled or allowed to take a break, and you have already clocked in, you can go to the Today Page and you will see a Take a Break button.

Click on the Take a Break button to actually take your break.

Choose the Break Type (if Configured)

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Depending on your employer’s TimeForge settings, you may be allowed to choose the type of break, and those options might include:
paid required
paid optional
unpaid required
unpaid optional

Click on the Break Type drop-down and choose the type of break you would like to take.

Please note: You may not be prompted to choose a break type, depending on how the breaks are configured at your location.

Click Take a Break or Cancel.

Ending Breaks is Also Easy

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When you are ready to end your break, go to the Today Page and you will see an End Break button.

Click on the End Break button to finish your break.

How Do I Automatically Switch the Clocked In Position for Staff Members?

TimeForge is a powerful, but easy to use, labor management platform for service oriented industries (restaurants, retail, c-stores, grocers, hotels, etc…). Service-oriented businesses often have difficulties managing the complexities of their ever changing and high turnover workforce.

TimeForge can help manage labor by making labor management simple. Staff are commonly scheduled to work doubles, or back-to-back shifts. In some cases, a staff member may transition from one job (or position) to another without ever leaving the business, and may forget to switch their position in the attendance system.

To help ease administration of employees clocking in and out throughout the day, TimeForge can automatically switch staff to the correct position.

For example, a waiter or waitress (server) may work from 10:00am – 3:00pm as a waiter, and then transition to a bartender from 4:00pm – 8:00pm. Or, a lifeguard may work from 8:00am – 1:00pm, then as a swim coach from 1:00pm – 3:00pm.

Navigate to the Attendance Options

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Locate the Attendance Options tab inside of TimeForge.

Set the Auto-Switch Position Flag

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Locate the option to automatically switch positions, based on the schedule, for staff members who are clocked in.

Switch this from No to Yes, and then save your options.

TimeForge now will automatically switch jobs / positions for staff members who work back-to-back shifts.

Please note: The staff member needs to clock in to the first scheduled shift to allow TimeForge to transition between positions.

How Do I Automatically Clock-In Employees Based on the Schedule?

TimeForge is a flexible, but simple to use, workforce management platform for service oriented industries (restaurants, retail, c-stores, grocers, hotels, etc…).

TimeForge can help manage the workforce by making labor management simple and intuitive. Staff often forget to clock in, causing business disruption and a loss of profits when managers are disrupted to enter a time entry for the staff.

To help ease the administrative burden of keeping accurate time clock entries for staff members, TimeForge can automatically clock staff in based on the schedule.

For example, a cook might be scheduled at 9:00am, but forget to clock in. TimeForge can automatically clock them in at 9:00am if they have not already done so.

Navigate to the Attendance Options

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Locate the Attendance Options tab inside of TimeForge.

Set up Automatic Clock In

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Locate the option to automatically clock employees in, based on their schedule, and switch the value from No (the default) to Yes.

How Do I Automatically Clock-Out Employees Based on the Schedule?

TimeForge can help manage your labor by making workforce management simple and intuitive for day-to-day tasks. Staff often forget to clock out for the end of their shift, causing business disruption and a loss of profits when managers are disrupted to enter a time entry for the staff.

To help ease the administrative burden of keeping accurate time clock entries for staff members, TimeForge can automatically clock staff out based on the posted schedule.

For example, a bartender might be scheduled to work from 4:00pm – 2:00am, but forget to clock out at the end of the shift. TimeForge can automatically clock them out at 2:00am if they have not already done so.

Navigate to the Attendance Options

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Locate the Attendance Options tab inside of TimeForge.

Turn On the Automatic Clock Out Option

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Locate the option to automatically clock employees out, based on their schedule shift, and switch the value from No (the default) to Yes.

How Do I Clock Employees In At an Earlier Time, or Out At a Later Time?

TimeForge is a powerful labor management solution for your business. Most hourly wage workers in a business need arrive at work on time – too early will cause payroll problems, and too late will cause customer service disruptions. Four clock in and clock out scenarios will create problems for your business:

1. Arriving before the scheduled in time will reduce business profits, as staff members will arrive at work before they are needed.
2. Arriving after the scheduled in time causes customer service problems, as staff will not be available to service the customer’s needs.

3. Leaving before the scheduled out time can cause similar problems as clocking in late. Customers may not be serviced properly, and other staff may be overworked.
4. Leaving after the scheduled out time will increase payroll costs for the business, decreasing profits.

TimeForge provides multiple technology enhancements that will enforce your labor schedule, ensuring that staff show up on time, and that management know of time entries that affect payroll costs and the bottom line. Enforcing the schedule will reduce your labor costs by 2 – 4% with the click of a button!

Navigate to the Attendance Options

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Locate the Attendance Options link or sub-tab (inside of the Attendance tab).

Enforce the Schedule by the Scheduled Time

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To require that employees clock in and out based on the scheduled time, without providing a grace period, set the options as follows.

Please check your local labor regulations to see which ones are applicable (and legal) for your business.

For clocking in:
1. Leave this option set to Yes, allowing employees to clock in at any time.
2. Switch this option from No, to Yes, requiring that staff members acknowledge that their clock in times will not show the actual clock in time, but will instead show the scheduled start time.
TimeForge will record the scheduled start time (not the real time), unless overridden by a manager.

For clocking out:
1. Leave this option set to Yes, allowing employees to clock out at any time.
2. Switch this option from No, to Yes, requiring that staff members acknowledge that their clock out times will not show the actual clock out time, but will instead show the scheduled end time.
TimeForge will record the scheduled end time (not the real time), unless overridden by a manager.

Example:
Using the above options, a staff member may be scheduled from 9:00am – 3:00pm. If the employee shows up at 8:30am, TimeForge will record a start time of 9:00am (not 8:30am). When leaving, if the staff member leaves after 3:00pm, TimeForge will record an end time of 3:00pm. A manager can override and change the behavior of TimeForge when the staff member clocks in or clocks out.

How Do I Set Up Grace Periods for Clocking In and Out?

TimeForge is a powerful labor management solution for your business. Most hourly wage workers in a business need arrive at work on time – too early will cause payroll problems, and too late will cause customer service disruptions. Four clock in and clock out scenarios will create problems for your business:

1. Arriving before the scheduled in time will reduce business profits, as staff members will arrive at work before they are needed.
2. Arriving after the scheduled in time causes customer service problems, as staff will not be available to service the customer’s needs.

3. Leaving before the scheduled out time can cause similar problems as clocking in late. Customers may not be serviced properly, and other staff may be overworked.
4. Leaving after the scheduled out time will increase payroll costs for the business, decreasing profits.

TimeForge provides multiple technology enhancements that will enforce your labor schedule, ensuring that staff show up on time, and that management know of time entries that affect payroll costs and the bottom line. Enforcing the schedule will reduce your labor costs by 2 – 4% with the click of a button!

Navigate to the Attendance Options

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Locate the Attendance Options link or sub-tab (inside of the Attendance tab).

Enforce the Schedule with Grace Periods

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To require that staff members clock in and out with a grace period, based on their scheduled shift, set the options as follows.

Please check your local labor regulations to see which ones are applicable (and legal) for your business.

For clocking in:
1. Switch this option from Yes, to No, requiring that employees must clock in at a predefined time.
2. Enter an appropriate grace period in minutes. This will allow employees to clock in prior to their shift starting.
Staff members who clock in too early will need a manager to approve their clock in.

For clocking out:
3. Switch this option from Yes, to No, requiring that employees must clock out at a predefined time.
4. Enter an appropriate grace period in minutes. This will allow employees to clock out after their shift ends.
Staff members who clock out too late will need a manager to approve their clock out.

Example:
Using the above options, a staff member who is scheduled from 10:00am – 4:00pm would be allowed to clock in after 9:50am, and must clock out no later than 4:20pm. Earlier than 9:50am or later than 4:20pm will require a manager override.

How Do I Round Time Punch Entries (Attendance) in TimeForge?

TimeForge includes a powerful and flexible time and attendance management system, and is able to track time punches on an accurate minute-by-minute clock (which is synchronized with the National Institute of Standards and Technology and is always on time). TimeForge can use the clock in and clock out time punches to calculate payroll for your pay period without any problems. Accurate time tracking is part of what TimeForge does!

However, some businesses (especially in the restaurant, hotel, and hospitality industries) prefer to round time punch for easier calculations. To make time punch calculations easier, TimeForge can round each clock in or clock out time to the nearest 5, 10, 15, 30, or 60 minute period.

Navigate to Attendance Options

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Navigate to the Attendance Options tab in TimeForge.

Set Rounding Rules for Clock In and Clock Out Times

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Pick the correct rounding rule from the drop-down for time punches in TimeForge. Make sure to Save your settings.

Please note: TimeForge will not round any time entries provided by your POS system. If you want to round time and attendance in your Point of Sale system, please do so within the POS software.

Please note: TimeForge will not round previous time periods. Changing the rounding rules will only affect upcoming time punch entries.

How Can Time Punches Be Limited to a Specific Computer?

There are many benefits to Software As A Service (SaaS software), which is why TimeForge was built from the ground up as a web-based software solution. More specifically, Managers do not have any software to install, nothing to upgrade, and there are no worries about backups or restoring of data. However, one common concern with web based software and time card tracking is ensuring that staff members are physically at work before they are allowed to clock in.

TimeForge is able to accomplish this by limiting time punches (clocking in and out) to a specific IP address. IP addresses are unique identifiers for computers on the Internet, and are normally provided by your Internet Service Provider (ISP). In many cases, multiple computers in a single office will share a single IP address through the use of a router or firewall device (such as those provided by Cisco, Linksys, D-Link, or Netgear). Similar to a phone number, only physical location at a time can have an IP address. For example, if your IP address is 208.45.167.3, no other computer system in the world will have that IP address.

TimeForge can require that staff members must be at the physical location that corresponds to your IP address before allowing them to clock in or out. This TimeForge lesson covers the specifics of configuring your IP address inside of TimeForge.

In some cases, your ISP will provide a dynamic IP address, which changes every few weeks. Most ISP’s will allow you to get a static, or sticky-static IP address for a nominal monthly fee.

Please note: Additionally, TimeForge can require that employees must clock in and clock out using a fingerprint scanner, which will restrict clocking in and out to a single physical computer at your location.

Navigate to the Attendance Options

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Locate the Attendance Options tab inside of TimeForge.

Add your IP Address to the list of allowed IP Addresses

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Within TimeForge, you can specify one or more IP addresses for employees to clock in.

To add an IP address for employees to clock in:
1. You can type your IP address into the text box. IP addresses should be separated by a space, comma, or on separate lines.
2. Instead of typing in the IP address, you can click on the “Add this computer to allowed IPs” link, and TimeForge will add your current IP address to the list of allowed IP addresses.

Make sure to Save your settings.

Employees Will Not Be Allowed To Clock In from Restricted Computers

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Employees that try to clock in to TimeForge from a computer at a different IP address than the IP addresses you have allowed, will receive a warning similar to the above screen shot.

These staff members will not be able to clock in or clock out.

heartWhat some of our clients have to say ...

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
We really like the program so far. I know that it is geared towards restaurants, but we are a real estate company and we love it because it is inexpensive and it is so easy to use.- Nicole @ Exit Premier Realty
The Timeforge scheduling system has not only increased our efficiency tremendously; decreased the errors in what is normally an error prone environment; it has also saved us ten times what it costs us each month.- Michael @ Tiara Cafe
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
I've been really pleased with this latest version of TimeForge. I'm really getting familiar with this program and its become a great time saver! Keep up the good work!- Loren @ Fresh Produce
Before using TimeForge, creating a schedule took 2 hours. With TimeForge, it takes less than 10 minutes.- Gail @ Kerr Drug

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Phone: 1 866 684 7191
Fax: 1 866 684 7191
E-Mail: info@timeforge.com

 

About TimeForge

The best tools available for managing labor in the restaurant, retail, food-service, and hospitality industries. Includes time management, employee scheduling, and other labor management tools.

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