• To delete a schedule, click the red "Delete" link for that schedule.
• To post a schedule, click the green "Post" button for that schedule.
• To edit an unpublished schedule, click the "Edit" link next to an existing unpublished schedule.
• To create a template out of an existing schedule, click the "Make Template" link.

To begin scheduling employees, enter this information:

1. Start and end dates
2. A descriptive name to remember the schedule (the software will autofill a good name for your schedule when you select the dates and department)
3. If your account is configured for multiple Departments, you can choose an applicable Department

If your account is configured with Sales Forecasting, you may also have the option to choose an appropriate Sales Category.

Click Add This Schedule when finished.

Next, you'll want to assign employees to your schedule, with or without a template.

1. You can select a template for each specific department.
2. You can choose to upload a schedule you already have as an Excel spreadsheet or CSV.
3. To build staff member schedules without a template, click this option and ignore the option to select a template for each day.
4. You can select which days you want a template to be applied to.

Click Assign Employees when you are finished.

TimeForge allows you to build an employee schedule in different ways - depending on your needs.  TimeForge includes a Daily View, which includes a bar chart to easily determine staffing levels, as well as a Weekly View, which resembles Microsoft Excel, and allows you to work on an entire week at a time. Pictured below is the Daily View.

Some of the powerful features and benefits of the Daily View include:

1. Make a schedule template from the shifts you have created, or use a previously created schedule template to make a schedule fast!
2. If you have at least one schedule template, you can choose to use the TimeForge ShiftBuilder to help automatically build a schedule for you.
3. Choose Daily Labor Costs to review a graph of labor costs by position.
4. The work schedule can be built by employee (Schedule By Employee), or by position (Schedule By Position). Switch back and forth with a single click.
5. Adding a shift is easy - just pick the start and end times, then choose the employee or position from the drop-down. That's it!
6. A graphical chart is shown next to each shift to allow you to easily staff your business.
7. If you have breaks enabled and break rules created, you can choose to edit the daily breaks that are created from your employee break rules.

Pictured below is the Weekly View:

Pictured above is the Schedule Weekly View. Some of the powerful features and benefits of the Weekly View include:

1. The schedule can be built by employee (Schedule By Employee), or by position (Schedule By Position) or by Time. Switch back and forth with a single click. Group summaries (such as the total hours, number of shifts, and labor costs) can be switched on and off by clicking on Group Summaries. Click on Times, Hours, or Costs to quickly display each shift's start and end times, hours of duration, or the cost of the shift. No more sorting through Excel for this data!
2. Important messages about the schedule, including broken scheduling rules and best practices are displayed at the top of the Weekly View.
3. Click on the date header (such as Sat 08/08 or Sun 08/09) to view a pop-up window of additional actions, such as switching to the "Daily View," creating a template, copying shifts from one day to another day, and much more!
4. Click "Add Shift" or the start and end time of the shift to add or edit a new shift for the employee.

When the schedule is complete, it should be Posted. Posted schedules can be seen by all staff members that have access to TimeForge. Schedules that are not yet posted cannot be viewed by employees.

To post, simply click Post Schedule Changes. Your schedule will now be viewable by your employees that log in to TimeForge. Otherwise, you can click Do Not Post Changes to save your schedule without posting it.