How do I filter the positions in a schedule?

To more easily view only specific parts of the schedule, you may want to filter the positions. Filtering the positions also helps you to organize the schedule view in a way that might make more sense to your business than viewing the schedule .

Go to Schedules

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Navigate to the Schedules tab, and then click on Schedules.

Select a Schedule

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Click on the schedule that you would like to view.

Go to Filter Shifts

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On the top of the Schedules page, go to the orange Filter Shifts tab and click on it.

Select a Position

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On the Filter Shifts pop up page, select a position then click on the Continue button.

View Shifts of a Certain Position

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The filter shifts will only show the shifts of the certain position you selected.

Go to Daily View

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You can also view the filter shifts by going to the Daily View page.

Go to Filter Shifts

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On the top of the Daily View page, go to the orange Filter Shifts tab and click on it.

Select a Position

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On the Filter Shifts pop up page, select a position then click on the Continue button.

View Shifts of Certain Positions

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The filter shifts will only show the shifts of the certain position you selected.

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How do I add notes for a shift?

You may want to add a note to a particular shift if there are special circumstances or responsibilities associated with that shift. For example, you may want to add a note to a shift that says: “The supplier should arrive during your shift. Please be sure to give him the piece of paper on the desk” or “Gross sales need to be at 20,000 by the end of your shift. Push!”

Go to Schedules

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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.

Go to Daily View

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

Go To Pencil Icon

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Click on the pencil icon next to the shift you want to add a note to.

Add Notes

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Type your note into the Notes field, and select whether this shift is an “Extra” shift (or not) using the Yes/No drop down menu. Click Close when you are finished.

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How do I view the daily labor cost?

Your daily labor cost is how much your employee wages cost for the day. Analyzing your daily labor costs is important for understanding your business operations, noticing any room for improvement, and preventing over- or under- staffing in the future.

There are two ways to view the daily labor cost, and both involve the Schedules page. Below are instructions for both methods of accessing your daily labor costs.

Go to the Schedules list

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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.

Method One: Cost Bubble

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At the top of the schedules page, click on the “Cost” bubble.

Method One: Cost Bubble View

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View the daily labor cost at the bottom of the schedule.

Method Two: Daily View

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

Method Two: Click on Daily Labor Cost

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Click on the blue Daily Labor Cost button to view the chart.

View Chart

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This chart shows the daily labor cost by positions.

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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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What are Work Periods?

TimeForge gives you total control of every aspects of the scheduling process. Work Periods allow you to split the day into different ‘work periods’, such as ‘Morning’, ‘Afternoon’, and ‘Evening’, or ‘Open’, ‘Mid’, and ‘Close’. Below are instructions for adding any work periods that might be relevant to your business operations.

Go to Work Periods

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Navigate to Schedules then click on Work Periods.

Edit Work Period Information

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Work Periods allow you to split the day into different ‘work periods’, such as ‘Morning’, ‘Afternoon’, and ‘Evening’. TimeForge will use the work periods to allow easy visualization of the schedule and availability. Edit the work period information and save.

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How do I know who has read my messages?

TimeForge offers a built-in messaging service to provide a quick and convenient way for employees and managers to communicate. Additionally, TimeForge Messaging offers a written record of this correspondence. To see if your message has been read, and by whom, follow the steps below.

Go to Messages

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Navigate to the Schedules tab and click on Messages.

View Sent Messages

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On the Messages page, scroll down to sent messages.

The View Messages Column Will Show Who Has Viewed Your Messages

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Look at the View Messages column and click on one of the numbers to see who has read your message.

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How do I approve or deny shift swaps for my staff?

TimeForge enables your employees to swap shifts (if you want them to be able to do this).

Shift swaps are simple: If Joe Smith doesn’t want to work the shift that he is currently scheduled for, he can “give up” his shift, and another employee can “pick up” that shift. Then, a manager can approve or deny the swap.

You can view shift swaps either through the Schedules tab or through your Today page. After viewing shift swaps, you can accept or deny shift swaps, and you can also leave a message to the employee regarding the approval or denial of the swap.  TimeForge also has alerts which will email managers (or staff members) which shift swaps are available, or need to be reviewed.

Schedules Tab View: Go to Shift Swaps

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Navigate to the Schedules tab, then click on Shift Swaps.

Schedules Tab View: View Open Shifts

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Click on the blue link: View Open Shifts, Given Up by Employees. A pop up will show you the shifts that are available for other staff members to pick up. These open shifts have already been given up by your staff.

Today Page View: View Open Shift Swaps

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This information can also be seen on your Today page, simply scroll down if you don’t see it right when you log in.

Accept or Deny Shift Swaps

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Once another employee “Picks Up” a shift, you will be able to accept or decline the shift swap, and TimeForge will notify the relevant employees automatically. Simply click on Approve or Deny, according to your preference.

Leave a Message

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After making your decision you can leave a message for the staff members to read, if you want to. Simply type your message into the Message field, then click Continue.

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How do I turn off shift confirmations?

Shift confirmations allow employees to confirm that they will work a shift for which they are scheduled, notifying management that they “got the memo”. You will want to turn off shift confirmations if your business does not need employees to confirm their scheduled shifts. By turning off shift confirmations, employees will no longer have the option of confirming their scheduled shifts. To turn off shift confirmations, simply follow the directions below.

Go to Set Up

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Navigate to the Set Up tab and click on Settings.

Disable Shift Confirmations

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Scroll down toward the bottom of the page and find the question: “Do you want to enable staff members to confirm their scheduled shifts?”. To turn off shift confirmations, click on the drop-down menu and select “No”.

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How do I view schedules for a single employee?

Rather than viewing the schedule for all employees, you may want to view the schedule for just one employee. To do so, you’ll need to follow the directions below. Viewing a single employee’s schedule can be ideal if you are handling a scheduling dispute or don’t want to display the entire staff schedule on the screen.

Navigate to Employees list

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Navigate to the Employees tab and click on Employees.

Select an Employee

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To view the schedule for a single staff member, click on the blue Edit button.

Go to Schedules

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On the Employee Information page, click on the Schedules tab.

View Schedules

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Choose the dates of the schedule you want to view by typing them into the “Show Schedules from” fields, or by clicking on the calendar icon and selecting a date. After selecting dates, you will see the schedule, shift start and end times, costs, and whether each shift or schedule was confirmed.

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How Do I Install TimeForge with Restaurant Manager Point of Sale?

TimeForge can integrate with several Point of Sale systems, including Restaurant Manager. Restaurant Manager by ASI, is an easy to use and powerful Point of Sale system, with dealers all over the world.

TimeForge integration with ASI Restaurant Manager involves installing the TimeForge RM Bridge software on the main RM computer system.

The software will read and write to your Restaurant Manager system as necessary, and can enforce your TimeForge schedules – preventing employees from riding the clock.

Install the TimeForge-Restaurant Manager Bridge software

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Begin installing the TimeForge-Restaurant Manager Bridge software.

Accept the EULA

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Accept the terms of the End User License Agreement.

Choose a Directory to Install the Software

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Choose a directory to install the TimeForge-Restaurant Manager Bridge. The default is usually correct.

Pick a Start Menu Folder

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Choose the Start Menu Folder to install the software.

Enter Your Web Service Username and Password

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1. If you already have a TimeForge account, enter your Web Service Username and Password to connect with TimeForge.

A web service username and password is not the same as your TimeForge username (usually your email address), but is a secured username and password that allows the TimeForge-Restaurant Manager Bridge to communicate with TimeForge.

You can create a Web Service account by logging into your account, and go to the Settings for your location / store. You can then set your web service username and password.

2. If you do not yet have a TimeForge account, get started by creating a TimeForge account. We will create a Web Service Username and Password for you automatically.

Create a TimeForge Account

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If you need to create a TimeForge account, please fill out all of the fields, including your company name, first and last name, email address, password, and a password recovery answer.

We will automatically create your Web Service Username and Password for you.

Configure Restaurant Manager Connection Settings

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Set up the Restaurant Manager database connection settings. Most likely, the default settings will work with your RM installation.

All Done!

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At this point, go ahead and run the TimeForge Bridge software.

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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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