How do I make Human Resource Categories required?

Human Resource Categories help you organize and streamline your labor management by uploading documents or recording certifications and other HR items into TimeForge. TimeForge HR documents are easy to upload, easy to print, and best of all – easy to access. You can make HR documents required for specific positions. For example, if every employee on staff needs an I-9, you can require that every position has an I-9. If Bartenders need alcohol serving certifications, you can make this document required only for bartenders. Below are instructions for making HR documents required.

Go to the Employees list

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Navigate to the Employees tab and click on Human Resources.

Select a Human Resource Type

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If you have not already added HR Types, do so now. Click on the blue Edit link next to the Human Resource Document you want required.

Select Positions

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On the Human Resources Information page, click on the Positions tab, then choose the positions for which you would like this document required.
Remember to save!

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How do I enforce the labor to sales ratio?

Your labor to sales ratio provides you with a benchmark for how much profit your business is making. TimeForge can track your labor to sales ratio for convenient analysis. According to your settings and preferences, TimeForge can also TimeForge can alert you when your schedule costs exceed your schedule threshold (when a schedule is costing you more than you predicted).

Go to Sales list

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Navigate to the Sales tab and click on Sales Options.

Sales Options

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On the Sales Options page, view the question that says “Do you want to enforce the Sales Category ratios on the schedule?”
Click on the drop down menu to select Yes.
Remember to click the Save button!

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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 add a new location under Corporation Settings?

TimeForge enables you to set up multiple locations in the TimeForge system to represent the physical locations of your stores.

Corporation settings allow you to access the entire business, and after adding your second location, TimeForge will automatically switch between the Corporate Level and the Location Level as necessary.

Each location or business has specific employees, and often times different locations have completely different schedules and managers. By adding additional locations to your accounts, you can easily access schedules and employees for each individual store or business without needing multiple TimeForge accounts, keeping your management organized and efficient.

Go to Corporate Settings

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Click on the blue Corporation Settings tab.

Add a New Location

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To add a new location, click on the Locations tab, and then choose the “Locations” sub-tab, then click on Add A New Location button.

Complete Location Information

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On the location information page, complete editing and remember to click Save!

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How do I delete a department?

You might want to delete a department if an unnecessary department was created by accident, or if a department has been eliminated from your business. For example, if Amazing Vittles ‘n Things has closed down their “Dog” department, their managers will want to eliminate the Dog department from the TimeForge system to avoid future Dog related confusion.

Go to Departments

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To delete an unwanted department, navigate to the Set Up tab and click on Departments.

Delete Unwanted Department

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Find the unwanted department and click on the red Delete link.

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Why can’t I see other departments or staff members?

You will not be able to see another department if you are not associated with that department, according to your department settings. To be able to see a department, the position to which you are assigned must be associated with that department OR you must be assigned to that department (you can manage a department without working in the department).

For example, if you are a “Craft Manager” (position) in “Crafts” (department), and all “Craft Managers” are assigned to the “Crafts” department, then you will be unable to see what’s going on in the “Produce” department, unless you assign “Craft Managers” to “Crafts” and “Produce”. If you don’t want to assign all of the employees associated with that position to a department, you can add them individually. So, if you only want a specific “Craft Manager” to work in “Produce”, you can assign just the employee you want without assigning all the other “Craft Managers” to “Produce”. Below are instructions for reassigning department positions.

Go to Departments

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Navigate to Set Up and click on Departments

Select a Department

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Click on the department that you would like to be in.

Go to Positions

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Go to the Positions tab and click on the certain positions that are wanted in the department.
Click save!

Finish Editing Department Information

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This question pops up because you already have these positions in a different department. Choose one of the following and click Next.

Choose Department While Managing Attendance

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When managing time and attendance shifts, you can also choose the department that the employee is working in (note, the Department column is only shown if the position and employee can be assigned to more than one department).

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How do I add an employee to a department?

TimeForge enables you to set up multiple departments in the TimeForge system to represent the departments within your store. Often times, an employee will work at more than one department, or will transfer departments, requiring you to add them to a department, in order to schedule the staff members, or account for their payroll cost.

Go to Employees

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Navigate to the Employees tab and click on Employees.

Select an Employee

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On the Employees page, choose an employee that needs to be moved to a certain department, then click the blue Edit link.

Go to the Employee Department Section

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On the Employee information page there is a section called Employee Departments. Scroll through this section and click on the department to which you want to add the selected employee.  Additionally, you may want to set a Default Department for the staff member.
Remember to click Save when you are finished!

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How do I build a sub-Department?

You may want sub departments if your business needs them to track sales or labor needs. An example of a sub-department would be if a sporting goods retailer had a “Marketing” department, and the marketing department had a “Television Advertising” department. Sub departments mostly apply to businesses with an established departmental hierarchy.

Go to Departments

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To build a sub department, navigate to the Set Up tab and click on Departments.

Select a Department

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Choose the department that you would like to have the sub department filed under. Click on that department’s title.

Create Sub Department

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Type the name of the sub department into the Name field, then select which department this sub department will report to by clicking on the drop down box.

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How do I modify Age Rules?

TimeForge Age Rules enable your business to adhere to company, state, or federal mandates regarding minors and seniors in the workforce. For example, if employees under age 16 are restricted from working more than 20 hours per week, TimeForge can help you set up and enforce this restriction on the Age Rules Page. Below are instructions for doing so.

Go to Age Rules

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Navigate to the Employees tab and click on Age Rules.

Select an Age Rule

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Click on the blue Edit button.

Begin Modifying Age Rules

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On the Age Rule Information page, edit the Age Range section to fit your needs.
To set specific times during the week that these employees should or should not work, go to the next step.
If this does not apply, you are finished! Click Save!

Availability and Requests

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Select a day and time by clicking on it, the Add a New Preference page will pop up.

Making a Request Under Age Rules

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Setting preferences is just like entering availability or requests for staff members. Select a preference (request) type, leave type (if applicable), and the date(s) applicable. Remember to save!

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How do I Add or Edit Departments?

TimeForge enables you to set up multiple departments in the TimeForge system to represent the departments in your store. When editing a department, you can select which Payroll ID information for that department, position(s) will be associated with that department, open/close times for that department (if different from the store times), and configuration settings. Configuration settings include options like time punch settings (if different from the store settings). An example of a department for a sporting goods retailer might be “Outerwear”, “Camping supplies”, and “Cash registers”; or “Customer service”, “Stocking and Merchandising”, and “Marketing”.

Go to Departments

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Navigate to Set Up and then click on Departments.

Add a Department

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Click on Add a New Department and then begin editing the department information. Remember to SAVE!

Edit Information in the Department tab

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Click on the Department tab and begin editing information

Edit Information in the Positions tab

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Click on the Positions tab and begin editing information

Edit Information in the Configuration tab

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Click on the Configuration tab and begin editing information

Complete Department Configuration Questions

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These questions are under the configuration tab. Answer questions then save.

Edit Departments

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To edit the department information, navigate to Set Up and click the Departments tab. If you have already made a department then click the blue Edit button.

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