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Getting Started
Manager Guides
Employee Guides
Hardware & Integrations
What's New
Manager Guides
The Basics
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)
Download The Basics
PDF
Profile Settings
Update your profile and contact information
Set up and receive email alerts
Reset your password from your profile page
Set up a secret question and answer
Download Profile Settings
PDF
Corporation Settings
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
Download Corporation Settings
PDF
Location Settings
Automatically approve Bid Shifts
Restrict supervisors' access to personal information
Turn off shift confirmations
Create and modify Age Rules
Download Location Settings
PDF
Employees
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
Download Employees
PDF
Schedules
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)
Download Schedules
PDF
Reports
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
Download Reports
PDF
Sales
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
Download Sales
PDF
Attendance
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
Require passwords in TimeClock Mode
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
Download Attendance
PDF
Human Resources
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
Download Human Resources
PDF
Daily Log
Advantages of the Daily Log
The Daily Log: Manager, Staff, and Audit Logs
Add or edit Daily Log categories
Add a new entry to the Daily Log
View entries in the Daily Log
Download Daily Log
PDF
Task Management
Create a checklist to manage tasks
Complete the tasks on your checklist
Enable follow-ups for checklist items
Attach files and images to items on your checklists
Download Task Management
PDF
Mobile App
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
Download Mobile App
PDF
Download all Manager Guides
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Attendance
Require passwords in TimeClock Mode
