Labor Management - TimeForge Manual» staff members

How Do I Automatically Switch the Clocked In Position for Staff Members?

apresley — Fri, 26 Feb 2010 19:20:11 +0000

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.

How Do I Clock Employees In At an Earlier Time, or Out At a Later Time?

apresley — Tue, 23 Feb 2010 14:08:03 +0000

TimeForge is a powerful labor management solution for your business. Most hourly wage workers in a business need arrive at work on time – too early will cause payroll problems, and too late will cause customer service disruptions. Four clock in and clock out scenarios will create problems for your business:

1. Arriving before the scheduled in time will reduce business profits, as staff members will arrive at work before they are needed.
2. Arriving after the scheduled in time causes customer service problems, as staff will not be available to service the customer’s needs.

3. Leaving before the scheduled out time can cause similar problems as clocking in late. Customers may not be serviced properly, and other staff may be overworked.
4. Leaving after the scheduled out time will increase payroll costs for the business, decreasing profits.

TimeForge provides multiple technology enhancements that will enforce your labor schedule, ensuring that staff show up on time, and that management know of time entries that affect payroll costs and the bottom line. Enforcing the schedule will reduce your labor costs 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).

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.

Please check your local labor regulations to see which ones are applicable (and legal) for your business.

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.

How Do I Set Up Grace Periods for Clocking In and Out?

apresley — Mon, 22 Feb 2010 16:01:43 +0000

Navigate to the Attendance Options

Locate the Attendance Options link or sub-tab (inside of the Attendance tab).

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.

Please check your local labor regulations to see which ones are applicable (and legal) for your business.

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.

How Do I Enforce Clock Ins and Clock Outs?

apresley — Fri, 19 Feb 2010 04:21:18 +0000

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.

TimeForge University: Schedule Templates 201

apresley — Tue, 24 Nov 2009 04:15:55 +0000

TimeForge Schedule Templates can be used to easily and quickly build labor schedules. Use schedule templates and weekly templates together to identify upcoming labor requirements and plan your staffing needs.

Get the Flash Player to see this movie.

Additionally, you can build schedule templates as you build your work schedule, and can create an unlimited number of weekly and daily schedule templates. Each department can also have their own schedule templates, if desired.

TimeForge University: Availability Requests 102

apresley — Wed, 11 Nov 2009 04:45:31 +0000

Managing staff members, and when they want to work (and do not want to work) in TimeForge is easy! This video shows some of the more advanced features of TimeForge availability requests. Review time off requests, approve and deny work availability, and maintain staffing levels.

Get the Flash Player to see this movie.

Using TimeForge, availability requests can be easily managed and monitored and schedules can quickly be rearranged based on the needs of staff and management.

TimeForge University: Positions 101

apresley — Fri, 06 Nov 2009 21:41:03 +0000

TimeForge Positions allow you to group common job requirements into functional schedules, and this video shows you how to create schedules to quickly and easily schedule staff members.

Get the Flash Player to see this movie.

Use TimeForge Positions to track base pay rates, and to easily schedule staff members with similar skill sets.

TimeForge University: Clock In and Out

apresley — Fri, 06 Nov 2009 21:29:50 +0000

Clocking in and out of TimeForge is easy! This video shows you how to clock in and out of TimeForge, to record the time that you were at work (on the clock).

Get the Flash Player to see this movie.

To accurately keep track of the time worked, TimeForge allows employees to clock in and out – recording the time worked, and preparing it in an easy to use format for payroll. Staff members can use our biometric (fingerprint) devices to clock in and out where necessary.

TimeForge University: Employees 101

apresley — Fri, 06 Nov 2009 21:22:17 +0000

Managing employees in TimeForge is easy! This video walks you through creating staff members, modifying employees, and removing employees from your account.

Get the Flash Player to see this movie.

The video addresses minimum and maximum weekly hours, daily shift requirements, setting up pay rates, and creating TimeForge accounts for your staff members.

Working with labor in TimeForge is easy! Employees in TimeForge can clock in, clock out, receive schedules, send messages, and request time off.

What is a Schedule Template?

apresley — Sat, 27 Jun 2009 00:21:27 +0000

To quickly build employee schedules, many TimeForge managers rely on the TimeForge AutoScheduler and schedule forecasts, or build schedules by hand (one shift at a time). Other managers pre-build days on the schedule using collections of shifts, called templates.

Each TimeForge template contains one or more shifts, and can be used to quickly generate schedules for staff members. Each location (or store) can have many different templates (as many as are needed), and templates can be used to build new schedules.

Some examples of templates:
- Friday server / waiter template
- Monday night football template
- Summer weekend lifeguard template
- Christmas retail template

Templates can be grouped together to create Weekly Templates, for one-click schedule creation.

Employee Schedule Templates

Employee schedule templates can be built one shift at a time, or can be copied from other templates. Additionally, a template can be created from a pre-existing schedule, and if departments are enabled, each department will have individual schedule templates.

There are no limits to the number of schedule templates that can be created at a location.

Weekly Templates can be created from Daily Templates

Several schedule templates can be combined together into weekly templates, and supervisors and managers can use weekly templates to build entire schedules with a single click.

Templates can be assembled in different orders to handle labor scheduling across different seasonalities, holidays, or business requirements.