How do I set a staff member’s default location?

You will want to set a staff member’s default location if that employee works at multiple locations, but a specific location is that employee’s “home” location or that employee works at one location more than the other.  A default location specifies which location should be given preferential treatment when AutoScheduling, and which location is used when that staff member logs in (if they are a manager).

For example, Joe is an employee at the Big Blue Coffee Retailer. Sometimes, when he has extra time, he picks up shifts at the Little Red café, so he is an employee there too. If the Little Red café and the Big Blue Coffee Retailer both choose to AutoSchedule a shift, there’s no assurance that Joe will be chosen for the Big Blue Coffee Retailer over the Little Red café – he could end up having more hours away from his home location. By setting Joe’s default location to the Big Blue Coffee Retailer, you can make sure Joe is scheduled there first, and at the Little Red café second.

Below are instructions for setting a staff member’s default location.

Location Settings

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Go to the location where the employee is currently working. Select this location from the drop down menu at the top right corner of your screen.

Go to the Employees list

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Navigate to the Employees tab and click on Employees.

Select an Employee

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Choose an employee and click on the blue Edit button.

Locations

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On this employee’s Employee Information page, click on the Locations tab.

Select a Location

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To set this employee to a new default location, click on the drop down box and choose which location. Remember to save!

How do I organize locations?

TimeForge enables you to set up multiple locations in the TimeForge system to represent the physical locations of your stores. If you run a corporation or a company with multiple businesses, each business having multiple locations, this can get complicated. Organizing the levels of hierarchy in your operation will help make things run smoothly. For example, your company is Joe’s Confections. Joe’s Confections owns Joe’s Bakery and Joe’s Candy. There are two Joe’s Candy stores. The hierarchy would be (top to bottom): Confections at the top, then Bakery and Candy Store in the middle, then Bakery, Candy store #1 and Candy store #2 at the bottom.

Corporation Settings

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Go to Corporation Settings.

Go to the Locations list

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Navigate to the Locations tab, then click on Company Hierarchy.

Add a new Level

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On the Company Hierarchy page click on the Add a new Level to the Company Hierarchy button.

Add Hierarchy

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To add a hierarchy, click on the New button at the bottom of the page and begin editing. You can add as many levels of hierarchy as apply to your business/corporation.

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.

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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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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