Recent updates
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Attach files and images to items on your checklists
Updated onArticleTimeForge's task management solution allows you to rank, comment on, and upload files to a task that has been created in the system. Our file upload feature helps managers as well as employees keep track of activities they complete or work on throughout the day. This can be especially useful for documenting things like liquid spills, broken equipment, or other hazards, especially if you operate in an industry or area that requires visual documentation of workplace hazards.
This guide outlines how you can use the file upload feature to share images and documents for any tasks.
Task Management The Basics
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Enable follow-ups for checklist items
Updated onArticleTimeForge's task management solution allows you to remind managers to follow up on tasks assigned to them or other employees at a location. Each time you assign a follow up to them, a manager/supervisor sees an updated To-Do list item in the "Store Walk" widget on the dashboard.
This guide walks you through how to configure tasks for follow-ups, assign them, respond, and close out items in your to-do list.
Task Management The Basics
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Create a Document to store and assign HR forms
Updated onArticleTimeForge is capable of keeping track of employee information, including HR documents, such as I-9s, W-4s, training manuals, insurance verification, certifications, and other forms that are applicable to the labor management needs of your business. By creating Documents, you can organize these forms for easy configuration and retrieval.
Documents are further filed under specific categories that are provided by TimeForge. For example, an acceptance letter, job application, and I-9 might be filed under Onboarding Document, while a handbook on customer service policies might be filed under Ongoing Training.
Manager Guide Human Resources
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Add an HR document directly to an employee's profile
Updated onArticleTimeForge makes it easy to onboard your employees! From the employee profile, you can add forms and important documents for them to review, sign, and submit. When the employee logs in, they'll be notified of the tasks they need to complete or forms they need to fill out as part of their onboarding process, such as reading the company handbook and signing an acknowledgment form.
Although this tutorial is focused on onboarding, the steps below can also be used to add prehire documents, ongoing training documents, offboarding forms, annual notices, and certifications to an individual employee's profile.
To learn how to add multiple documents at once from a template, check out our tutorial on HR Activities!
Manager Guide Human Resources
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Apply a permission group to a specific user
Updated onArticleTo provide you with the ability to restrict who has access to some information, TimeForge allows you to create and assign permission groups. These security features can help you define who has access to make changes such as break rules, company settings, and employee positions. You can also define who can view personal information like pay rates and social security numbers.
These permission groups can be assigned to both managers and supervisors independently. In other words, you can create a unique permission group so that your managers have more access than your supervisors.
Assigning a permission group only takes a few clicks!
Manager Guide Corporation Settings
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Locate the IP address of the Biometric TimeClock
Updated onArticleKnowing the IP address of the TimeClock is an important step when trying to diagnose or troubleshoot common issues. This guide will show you how to locate the IP address of the TimeClock.
Timeclocks & Scanners Troubleshooting
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Add a break to a schedule, such as a lunch or meal break
Updated onArticleIn TimeForge, the employee breaks module is a powerful and flexible part of scheduling and attendance tracking in regards to scheduling employee breaks and meal periods. TimeForge breaks are controlled using Break Rules, and after you create an employee schedule, these Break Rules become scheduled employee breaks that can be controlled and monitored using TimeForge Attendance, or with a worksheet and signatures by staff members.
If you are using TimeForge Scheduling, you can add new schedules and breaks for staff members. Setting up employee breaks on your schedule is easy, and here's how it's done.
Manager Guide Schedules
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Enroll a fingerprint on the Biometric TimeClock
Updated onArticleIn order to use the Fingerprint Scanner on the Biometric TimeClock, you will need enroll your own fingerprint, as well your employees' prints, in the TimeClock's database. Afterward, your employees will be able to clock in/out with their fingerprints.
Timeclocks & Scanners Setup and Installation
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Create schedules using graphs
Updated onArticleManagers now have two methods for creating and assigning shifts in a schedule's Daily View. The first option (Classic) allows users to create shifts using drop down menus to select the shift's start time, end time, employee, and position. The Daily View of a schedule uses this method by default.
The second option (Graph) allows users to create schedules using drag-and-drop graphs. To use this method, you must first click on the Graph button in the schedule's Daily View.
This guide will show you how to use the Graph feature, as well as how to change between the two different methods.
Manager Guide Schedules
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Create short term labor goals
Updated onArticleTimeForge allows managers to configure their sales per labor hour (SPLH), costs per labor hour (CPLH) calculations, and labor targets in order to meet their store's labor goals while remaining within their labor budget.
This guide will show you how to set up your location correctly so that you can make use of this feature and will then walk you through creating a schedule that meets your labor goals and budget.
What's New New Feature Guides