Manager Guides
Set up your locations, build schedules, track attendance, run reports, and manage HR.
The Basics
16 articles- Get started quickly with the Setup Wizard
- Use the Daily Log to stay organized
- Corporate vs. Location Level
- View your list of employees
- Send a message to all employees at a location
- Set a user's security level to Employee, Supervisor, or Manager
- View job positions
- Enable and configure departments
- Import employees from a CSV file
- View employee schedules
- View and edit shifts
- Create schedule templates
- Manage employee availability and requests
- Grid View vs. List View
- Get the most out of your Today Page
- Choose the widgets on your Location dashboard (Today page)
Profile Settings
4 articlesCorporation Settings
10 articles- Organize your locations in the Company Hierarchy
- Add, edit, or delete departments
- Add, edit, or delete positions
- Create permission groups to restrict access to certain features and settings
- Apply a permission group to a specific user
- Create Leave Policies, such as "Sick Leave" and "Vacation"
- Create Custom Fields
- Enable Transfer Bid Shifts (bid shifts that can be shared across locations)
- Add, edit, or delete locations
- Show COVID-19 questionnaire during clock-ins
Location Settings
4 articlesEmployees
14 articles- The Employee Profile
- View an employee's information
- Add, edit, or remove an employee
- Terminate an employee
- Set a user as an Administrative User
- Approve or deny employee availability requests
- Apply overtime to an employee
- Calculate labor costs for salaried employees
- View your sent messages and see which employees have read them
- Assign an Internal Number and Internal Password to an employee
- Rank employees and restrict shifts by skill level
- Set blackout dates to prevent employee time-off requests for those days
- Add an employee to multiple locations
- How to use Earned - TimeForge's same day pay feature
Schedules
27 articles- Add a new schedule
- Create and use daily or weekly schedule templates
- Save or restore a schedule using snapshots
- Create a sales-driven schedule
- Define your ShiftBuilder Rules
- Create and assign shifts using the ShiftBuilder
- Add a break to a schedule, such as a lunch or meal break
- Track or enforce employee breaks
- Schedule an event
- Filter shifts by position or department
- Print a monthly work schedule
- Ways to view a schedule (Daily, Weekly, or Monthly)
- Create a schedule in under 20 minutes with the AutoScheduler
- Schedule an employee with multiple pay rates
- Move all shifts from one employee to another
- Approve or deny an employee Shift Swap
- Divide the workday into Work Periods
- View your daily labor cost
- Configure weekly iterative forecasting and notifications
- Create short term labor goals
- View schedules and timecards using RSS
- Maximize scheduling efficiency using Bid Shifts
- Schedule and approve transfer bid shifts
- Set up Transfers and temporary store assignments
- Create schedules using graphs
- Enable Close/Open Exceptions and Penalties
- Get pre-built schedules based on your scheduling history (RoboSchedule)
Reports
12 articles- Schedule and receive a report by email
- Set reports to use 24 hour time
- Add a report to your favorites list
- Create a minimum wage report
- Create an employee schedule report
- Create an employee attendance report
- Create a sales report
- Export an attendance (or other) report to PDF or Excel
- Export a schedule report to PDF or Excel
- View changes to employee pay rates
- View employee clock-in and clock-out times
- Ad-hoc reports, including hourly sales reports
Sales
13 articles- Configure your sales categories
- Forecast your sales
- Project your sales for the week
- Use Sales Analytics to analyze your labor costs
- View sales percentages and values simultaneously
- Enforce the Labor to Sales Ratio
- Enter your Sales Thresholds
- Enter your Actual Sales values
- Forecast sales using weighted average variance
- Import Sales from a CSV
- Import Sales Thresholds from a CSV
- Distribute projections throughout the day based on Actual Sales figures
- View your Sales and Analytics
Attendance
25 articles- Edit or delete a timecard entry
- Edit an employee's attendance
- View clocked-in employees
- Prevent employees from riding the clock
- Record tips and mileage
- Approve your payroll
- Export your payroll
- Set up pay periods
- Limit clock-ins and clock-outs to a specific IP address
- Prevent clock-ins from home or with a cell phone
- Additional options for clocking in and out
- Automatically switch the position for clocked-in employees with multiple jobs
- Configure break options
- Edit an employee's break
- Set your location's open and close times
- Turn attendance tracking on or off for salaried employees
- Configure and track meal penalties
- Apply a meal penalty to an employee
- Manage Attendance Overview
- Use TimeClock Mode to allow employees to clock in or out on a shared computer
- Allow employees to view their timecards
- Adjust holiday pay for an employee
- Show temperature check during clock-ins
- Show COVID-19 questionnaire during clock-ins
- Enable automatic clock outs
Human Resources
14 articles- Applicant Tracking and Onboarding Overview
- Create a Document to store and assign HR forms
- Create Applicant Tracking Steps (ATS)
- Create a job posting
- Review, hire, or archive job applicants
- Track your job applicants throughout the review and hiring process
- Add an HR document directly to an employee's profile
- Create alerts for certifications that are about to expire
- Create HR Activities to send onboarding, certification, or training documents to employees
- Create an Activity Template to quickly load documents into an HR Activity
- Add multiple HR documents to an employee's profile using HR Activities
- Create a Holiday Calendar with work and pay rules
- Create an Affordable Care Act (ACA) form for Employee Health Insurance Coverage
- New Holiday Calendars
Daily Log
5 articlesTask Management
4 articlesMobile App
17 articles- Log in and navigate the app
- Today Page Overview
- View, add, or edit employee shifts
- Review open and pending shift swaps
- Review pending bid shifts
- Review pending requests and availability
- Read your messages
- View employee attendance
- View Daily Log entries
- View and edit employees
- Review your own schedule and attendance
- Enable and exit TimeClock Mode
- Clock in, out, and take breaks in TimeClock Mode
- Enable and use Normal Mode
- Adjust the TimeClock settings
- View your Sales and Analytics
- Adjust the Manager app settings