reports

Entries Tagged as 'reports'

How do I run Schedule reports?

Reports enable you to view, print, and analyze your operations so that you can optimize your profitability by avoiding over- or under- scheduling in the future. Schedule reports provide a printable, streamlined view of the employee schedule, so that you can quickly print and post your schedule, or review on a computer. Below are instructions for running schedule reports and understanding your options.

Go to Reports

To run a schedule report, first navigate to Schedules and then click on Reports.

Select a Report

Click on the type of report you want to run. There are brief explanations below each report’s title for clarification.

Select a Schedule

Mark the check boxes next to the schedule(s) you would like to run a report on, and enter other relevant information.
If you want a run a report based on specific date range, rather than on a specific schedule, click the Run Report By Date Range link at the bottom of the page.

Run Report

When you are finished entering all relevant information and selecting your options, click on the “Run Report” button.

View Report

Your report should load at the very bottom of the page. Scroll down to view the report. From here you can print, download, etc.

Posted in Schedules Tab / No Comments.

How Do I Archive Reports (Schedules and Payroll)?

In some cases, it’s important to export and save time sheet or schedule information from TimeForge to something like Excel, for a backup, or if you sell your business, or need to further manipulate or crunch the data.

In this lesson, you’ll see how to export payroll information to an Excel spreadsheet, and save it for future use.

Tip: These steps will work for any TimeForge report, including the ability to export data from schedules, absentee reports, or any other TimeForge report.

Go To The Reports Section

Navigate to the Reports section in either Attendance, Schedules, or Sales (if configured).

Identify the Report to Run

Identify which report you want to run to export the time sheets, payroll hours, schedule, or other data.

While there are many different reports available in TimeForge, the Payroll Detail reports are going to be most helpful for archiving and filing time cards.

Enter Your Own Dates

1. Choose “Enter your own Dates” if given the option.

2. Enter the date range (begin date and end date) that you’d like to export

Export to Excel

1. Make sure to export to Microsoft Excel for easy copy / paste and manipulation if needed at a later date for analysis.

Save the File for Your Records

Finally, save the resulting spreadsheet on to your computer, or archive the file for use later.

Posted in Attendance Tab / No Comments.

How Do I Set Up Payroll Periods?

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.

Posted in Attendance Tab / No Comments.

What 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

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Labor Management – TimeForge Manual