How do I schedule by employee?

When scheduling your staff, TimeForge allows you to schedule by position or by employee.

An example of scheduling by position might be: From 3:30pm – 8:30pm, I need a cook, and that cook happens to be Joe Smith.

An example of scheduling by employee might be: From 3:30pm – 8:30pm, I need Joe Smith, and Joe happens to be a cook.

Some businesses find that scheduling by employee is best for them, and other businesses prefer scheduling by position. Use the one that makes sense
for your business, or switch between the two with a single click.

Go to the Schedules tab

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Navigate to the Schedules tab and click on Schedules.

Select a Schedule

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Click on the title of the schedule you would like to view.

View Schedule by Employee

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At the top of the Schedule’s page, click on the Employee bubble. You will now be able to see the schedule by employee.

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How do I sort shifts on the Daily View?

Shifts are sortable by Start Time, End Time, Employee, or Position. You can sort shifts by whichever method you choose. For example, you might choose to sort shifts by End Time if you want to see who gets off work at the same time, or you might sort by Position if you want to see which employees are working the same position.

Go to Schedules

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Navigate to the Schedules tab and click on Schedules.

Select a Schedule

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Select the schedule you would like to view by clicking on its title.

Go to Daily View

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At the top of the schedules page, click on the Daily View link.

Sort Shifts by Using the Tabs Above the Shifts

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To sort shifts, click on the title link (Start Time, End Time, Employee, and Position) above the schedule. To change the order (ascending/descending), click the grey arrows next to the selected title.

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How do I add HR information to an employee?

HR information might include pre-hiring information, onboarding paperwork, training documentation, certifications, or offboarding paperwork.

You can upload forms, specify which positions need specific HR documents, and customize your options. Below is information on adding HR information to an employee, after you have already customized HR settings. If you have not set up HR yet, go to the Human Resources link under the Employees tab.

Go to Employees List

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Navigate to the Employees tab and click on Employees.

Select an Employee

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To add HR information, choose a staff member and click on the blue Edit button next to their information.

Human Resources

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On the Employee Information page, click on the Human Resources tab.

HR Information

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Edit the information for the HR type, click Upload to upload the appropriate form (if applicable), and click the Save button.

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How do I upload HR information to an employee?

Human resources (HR) within TimeForge enables you to store and easily access all applicable paperwork regarding employees and their information. You can upload HR documents like I-9’s, W-4’s, training manuals, insurance verification, and other forms that are applicable to the labor management needs of your business. Below are instructions for uploading HR information to an employee’s account, which would be specific to a staff member.

Go to the Employees list

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Navigate to the Employees tab and click on Employees.

Select a Staff Member

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Click on the blue Edit link associated with the employee that you want to add HR information for. This will take you to the Employee Information page for that employee.

Human Resources

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On that employee’s Employee Information page, click on the Human Resources tab.

Upload

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If you have provided multiple HR Categories, click on the category you want to upload to.  Click on the blue Upload link.

Select a file

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Click Select to browse your files for the document you want to upload. After selecting the document, click Upload.

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How do I import an employee over to a new location?

TimeForge offers the ability to set up multiple locations to manager your labor. Employees can work at one location exclusively or at multiple locations, according to your settings. You may want to import an employee over to a new location if that employee is being transferred, or needs to work at a new location.

Location Settings

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Click on the Set Up tab, then select Locations. Make sure that the information for the location to which you are importing an employee is accurate.

Go to Employees

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Navigate to the Employees tab, then click on Employees.

Select an Employee to Import

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On the Employees page, click on the blue Bring Over an Employee from Another Location tab. Type the name of the employee into the Employee Name field, then click Add to this location. You can also add all employees to a location.

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How do I use the TimeForge Facebook application?

Want to get your schedule for the upcoming week? Need to see who’s clocked in … right now? Want to see your sales totals for the day while you’re at home? You can perform all of these labor management tasks, and more, on our TimeForge website.

However, you can also do these tasks (and others) using Facebook – from anywhere you can access Facebook applications.

This lesson discusses using the TimeForge Facebook app.

Search for TimeForge on Facebook

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From your facebook account search for TimeForge Employee Scheduling, or go straight to http://apps.facebook.com/timeforge

TimeForge Application

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From the TimeForge application page click on the Go to Application button.

Login to Facebook Application

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Using your TimeForge username and password, log in to the TimeForge Facebook application.

View your TimeForge Account Inside of Facebook

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Using the TimeForge Facebook application, you can view schedules and time cards, review and send messages, and perform many other TimeForge functions, without ever leaving Facebook!

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How do I rehire/reactivate an Employee?

It’s a common recurrence in many retail and restaurant businesses … staff members leave for the season or for another job, and return at a later time to be re-hired. In this scenario, it is often useful to restore a terminated employee to minimize re-entering all of the staff members data.

This lesson will walk you through the steps necessary to reactive a terminated staff member.

Navigate to the Employee List

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To begin reactivating a previously terminated employee, Navigate to the Employees tab. Click on the Employees sub-tab.

View Terminated Staff Members

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Click on the Show terminated employees box. If you want to look for staff who have worked a specific position, then choose the desired picture. Then click the Show button.

Locate the Staff Member

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Find the terminated employee that you would like to rehire. Click on Edit.

Remove the Termination Date

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Remove the termination date from the Basic Employee Information. Remember to click Save at the bottom of the page to reactivate the staff member.

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How do I Post a Schedule?

TimeForge schedules are private, and kept hidden from staff members, until a manager or qualified supervisor, chooses to post the schedule.

Once posted, the schedule is visible to all staff members through the TimeForge employee portal, and TimeForge will begin sending text messages and email alerts to staff members who want to receive schedule notifications. Also, once a schedule is posted, to minimize staff confusion, the schedule cannot be “un-posted”.

Additionally, if you are using TimeForge Attendance, the posted schedules can be enforced to ensure that staff are not riding the clock, buddy punching, or sweet-hearting.

Navigate to the Schedules Tab

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To post a schedule, you need to navigate to the Schedules tab. Then click on the Schedules sub-tab to see the list of schedules.

Build a Schedule, if Necessary

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If needed, create a new schedule and choose the start and the end date of the schedule. Click the Add This Schedule button.

Alternatively, you can edit an existing schedule.

Post the Schedule

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After editing the schedule, click on Post Schedule Changes.

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How do I Terminate an Employee?

TimeForge makes common HR tasks, such as hiring and terminating staff or implementing annual raises, a simple one-click process.

This lesson will help you terminate staff as necessary at your business.

Get to the Employee List

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Navigate to the Employees tab.

Locate the Employee to Terminate

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Find the employee that you would like to terminate. Click on the red Terminate link.

Listed Terminated Employees

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Please note: After you have terminated the staff member, they will appear on the list until the next day, but the red Terminate link will be removed.

Another Way to Terminate Staff

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You can also terminate an employee clicking the Edit button.

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If you terminate an employee this way, you can set the termination date, allowing you to terminate staff in the future. This TimeForge feature will allow you to easily manage seasonal help.

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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.

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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
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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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