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Feb
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
Locate the Attendance Options tab inside of TimeForge.
Set the Auto-Switch Position Flag
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.
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Feb
TimeForge is a powerful labor management platform, and is capable of meeting all of your workforce management needs. In many businesses with hourly wage workers, staff members need to arrive at work on time. Four clock in and clock out scenarios will create problems for your business:
1. Arriving earlier than scheduled will destroy business profits, as employees will be at work before they are needed, but will need to be paid for their time.
2. Arriving later than scheduled for work will cause problems with customers, as employees may not be available to service the customer’s needs.
3. Leaving earlier than scheduled can cause similar problems as clocking in late. Customers may not be serviced properly.
4. Leaving later than scheduled will increase payroll costs for the business, decreasing profits.
TimeForge offers a number of technology enhancements that can enforce your labor schedule, ensuring that staff show up on time.
Enforcing clock in and clock out time periods can reduce your payroll expenses by 2 - 4% with the click of a button!
Navigate to the Attendance Options
Locate the Attendance Options link or sub-tab (inside of the Attendance tab).
Locate the Enforcement Options for Clocking In and Out
TimeForge includes two primary options which will enable, or disable, attendance (time card) enforcement.
1. By default, TimeForge allows employees to clock in at any time that they would like. If you are using TimeForge for scheduling, you can enforce the schedule, requiring employees to clock in on time.
2. By default, TimeForge allows employees to clock out at any time that they would like. If you are using TimeForge for scheduling, you can enforce the schedule, requiring employees to clock out on time.
TimeForge provides two configurations for clocking in or clocking out. You can require staff members to clock in or out using grace periods, or using the scheduled time. Please check your local labor regulations to see which ones are applicable (and legal) for your business.
Enforce the Schedule with Grace Periods
To require that staff members clock in and out with a grace period, based on their scheduled shift, set the options as follows:
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.
Enforce the Schedule by the Scheduled Time
To require that employees clock in and out based on the scheduled time, without providing a grace period, set the options as follows:
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.
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Feb
How Do I Set Up Payroll Periods?
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TimeForge will allow you to manage your labor, employee schedules, and time and attendance in the way that works best for your business. If you want to manage different departments differently, TimeForge will let you.
However, to ease the administration of staff schedules, payroll exports, and labor statistics, TimeForge supports the concept of payroll periods. Each location, store, or unit can have a specific payroll period. Payroll periods can be:
- Weekly, where staff are paid every week
- Bi-Weekly, where staff are paid every other week (common in many hospitality and restaurant businesses)
- Monthly, where staff are paid on a specific date (common in many professional and teaching businesses)
- On the 1st and 15th, where there are always two pay periods in a single month
After setting up Payroll Periods, you will be able to quickly and easily export payroll, approve sick, vacation, and PTO time, and run reports that correspond to your pay periods.
Let’s walk through the simple set up of Payroll Periods in your account.
Navigate to the Attendance Options Screen
Navigate to the Attendance Options tab
Set Up Payroll Periods
Locate the options in the Attendance Options screen which allow TimeForge to calculate the payroll periods for you.
Make sure to set up:
- The previous payroll period date
- The payroll frequency (weekly, bi-weekly, monthly, or 1st and 15th pay periods)
Save the Pay Periods
After choosing the correct settings for your Payroll Periods, make sure to save your settings.
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Feb
TimeForge is a complete labor management package, and is able to track time and attendance for staff members. TimeForge can track hourly or salaried employees, and can also track information about each shift worked.
In many businesses, employees need to record tips and mileage on a per-shift basis. Tip tracking allows management to accurately report the income that individual staff members are earning, and mileage reporting allows staff members to receive mileage reimbursements for their vehicle usage.
Log Into TimeForge, and Navigate to the Attendance Tab
Navigate to the Attendance Options screen, located in the Attendance tab.
Configure the Options for Reporting Tips and Mileage
One option inside of TimeForge controls whether or not employees are required to report tips. Set this to “Yes” to require tips to be reported.
Another option in TimeForge controls whether staff members are required to enter mileage. Set this to “Yes” to require staff members to record driving mileage.
Choose Mileage Positions
In most businesses, only a few staff members record driving mileage for reimbursement. In hospitality-related businesses, these are commonly delivery drivers, caterers, or employees who are shopping for the business.
Choose which positions will be required to record mileage.
Employees are Prompted when Clocking Out
TimeForge will prompt employees when they clock out for their declared tips, start and ending mileage, and any necessary notes for the shift.
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Nov
TimeForge is an extensive and powerful time and attendance management package, and you can begin to see some of TimeForge’s power by clicking on the Attendance tab. Many, but not all, of the time and attendance capabilities occur within the Attendance tab.
With TimeForge, you can add or edit attendance by date or employee, approve payroll for pay periods, export time punches to a third-party payroll company, and run numerous reports to review employee attendance.
Additionally, TimeForge can monitor labor costs in real time. Instantly review staff members who are clocked in, view staff counts, and more.
Attendance Tab
Navigate to the View Clocked-In Employees page inside of the Attendance Tab.
Review Clocked-In Staff Members
TimeForge will display the staff members who are clocked in.
For each staff member, you can review their name, position, and when they clocked in. You can also see a computed cost for the staff member, if they were to be clocked out.
Clocking Out a User
In many cases, you will also see a Clock Out link, which will allow you to clock out the staff member. If this link is not displayed, you are most likely running TimeForge integrated with another system, such as a Point of Sale system. Some systems do not support clocking users out from the TimeForge website.
After clicking on the Clock Out link, you can modify the clock out time.
Review Position Summaries
TimeForge can display position summaries, including the number of staff members clocked in for each position.
To display this information, click on the Hide (or Show) Position Summary link.
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Nov
TimeForge is a complete labor management system, with both time card and work scheduling features.
Using TimeForge, staff members are able to take breaks, clock in and out, record tips, enter mileage, and do many other operations to streamline labor management. And although most employees are great at remembering to clock in and out, every once in a while someone forgets, and you’ll need to modify their time card.
Navigate to the Time and Attendance Screen
Navigate to the Edit Attendance by Employee page inside of the Attendance tab.
Choose a Staff Member
Choose a staff member from the employee drop-down to review, add, or edit their time card.
If TimeForge Departments are enabled, you will only see the staff members in your departments.
Edit Time Cards by Pay Period
If you have set up payroll periods in TimeForge, you can edit staff member time cards by payroll period.
Edit Time Cards by Date
Instead of using payroll periods, you can edit time cards by date range. Enter a date range into the calendar boxes to continue.
Edit Time Cards by Staff Member
TimeForge will display all of the applicable time punches / time card entries during the time range or payroll period that you have selected.
Click on the Delete link next to the shift you would like to remove.
Confirmation Before Delete
TimeForge will ask for confirmation before it deletes the time card entry
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Nov
TimeForge is a complete labor management system, with both time card and work scheduling features.
Using TimeForge, staff members are able to take breaks, clock in and out, record tips, enter mileage, and do many other operations to streamline labor management. And although most employees are great at remembering to clock in and out, occasionally someone forgets, and you’ll need to modify their time card.
Navigate to the Time and Attendance Screen
Navigate to the Edit Attendance by Employee page inside of the Attendance tab.
Choose a Staff Member
Choose a staff member from the employee drop-down to review, add, or edit their time card.
If TimeForge Departments are enabled, you will only see the staff members in your departments.
Edit Time Cards by Pay Period
If you have set up payroll periods in TimeForge, you can edit staff member time cards by payroll period.
Edit Time Cards by Date
Instead of using payroll periods, you can edit time cards by date range. Enter a date range into the calendar boxes to continue.
Edit Time Cards by Staff Member
TimeForge will display all of the applicable time punches / time card entries during the time range or payroll period that you have selected.
You can then edit the various fields, including the position, date, clock-in and clock-out times, the note, and make any tips or mileage adjustments.
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Nov
TimeForge is a complete labor management system, with both time card tracking and employee scheduling capabilities.
Using TimeForge, staff members are able to clock in and out, record tips, take breaks, enter mileage, and do many other operations to streamline labor management. And although most employees are great at remembering to clock in and out, occasionally someone forgets, and you’ll need to modify or add to their time card.
Choose Edit Attendance by Employee
Navigate to Edit Attendance by Employee, in the Attendance tab.
Select the Employee
Before you can edit an employee’s time card, you must first choose the employee.
If you have enabled TimeForge Departments, you will only see the employees that are in your department.
Select a Payroll Period
You can view time cards by payroll period by selecting a previous payroll period. Periods will include the current payroll period, as well as previous periods.
Enter a Date Range
If you want to look at attendance (or time cards) for a specific date range, or if you are not using TimeForge Payroll Periods, you can instead choose to enter your own time range.
To do this, select a start and end date for a date range, and then click on Go.
Review the Staff Time Card
TimeForge will display all of the time cards during the select time range (or payroll period).
Details displayed will include the position or job code worked, the date the shift started, clock in and out times, notes, tips, and mileage.
Add a New Time Card Entry
To add a new entry, first choose a position.
Finish the Time Card Entry
To finish the time card entry, enter the date, clock-in time, clock-out time, and notes as well as any tips, or mileage adjustments.
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Nov
TimeForge is a complete labor management system, with both scheduling and time card tracking capabilities.
Using TimeForge, staff members are able to clock in and out, record tips, take breaks, enter mileage, and do many other operations to streamline labor management.
Let’s review how to delete a time card entry (a single time punch).
Navigate to Time and Attendance
Navigate to the Edit Attendance page inside of the Attendance Tab.
Choose the Correct Date
You can enter a date using the calendar, or go forward or backwards in time using the Next and Previous buttons.
Review time card entries
Review the time card entries that are shown in the shift list, and click on the Delete link for the one you would like to remove.
Confirm Deletion
Confirm that you want to remove the shift before TimeForge will delete it.
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Nov
How Do I Add Time Punches?
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TimeForge is a complete labor management system, with both scheduling and attendance capabilities. Let’s talk about time cards inside of TimeForge.
Using TimeForge, staff members are able to clock in and out, record tips, take breaks, enter mileage, and do many other operations to streamline labor management. And although most employees are great at remembering to clock in and out, occasionally someone forgets, and you’ll need to modify their time card.
Navigate to the Time and Attendance Page
Choose Edit Attendance from the Attendance Tab.
Choose a Date
From this screen, you can navigate to a specific date, moving forward or backward in time.
If you have enabled TimeForge Departments, you will only see staff members / employees who are part of your departments.
Pick an Employee
Choose an appropriate staff member from the drop-down. If you have enabled TimeForge Departments, you will only see staff members who are in your departments.
Enter a Position
Next, select the position or job that the staff member should be working during the shift.
Enter Start and End Times for the Shift
Finally, enter an applicable start time, and end time for the shift.
Enter Notes, Tips, or Mileage
TimeForge can also track notes for each shift, as well as tips or mileage driven.
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