iSolved TimeForce Supervisor Guide v4.0 - Capital … TimeForce - Supervisor Guide Page 8 May 2015 . My Screen The My Screen area is a dashboard which contains different widgets for

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iSolved TimeForce Supervisor Guide v4.0.3

iSolved TimeForce - Supervisor Guide

Page 2 May 2015

Logging into TimeForce

TimeForce Login Page

TimeForce is a web-based time and attendance product, manufactured and hosted online by Infinisource. As it is web based, all users may access the program using a web browser on any computer or mobile device with internet access, anywhere in the world. TimeForce is compatible with the following web browsers:

• Internet Explorer 9.0 and above. • Mozilla Firefox 3.0 and above.

The URL to reach the TimeForce login page is https://time.myisolved.com .

For the best user experience, please use TimeForce with Microsoft Internet Explorer (IE) or Mozilla Firefox. While other internet browsers may appear to work normally, TimeForce is engineered and tested against these web browsers.

https://time.myisolved.com/


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TimeForce Login Page Information

TimeForce Login Page

The following information will assist you with understanding the various elements and areas of the TimeForce login page:

• Username

o First initial of first name + last name

• Password

o (Call Office for password)

o The password field is case sensitive.

• Company Code

o CAPINT

o Not case sensitive

• Remember Me

o The “Remember Me” checkbox allows the user to have the browser remember the username and company code in the browser memory.


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• The “Forgot Password” link on the TimeForce login page is used by any user who does not remember their password to allow for password recovery.

Forgot Password Page

Once a user inputs the correct information for their email address, username, and company code, TimeForce will send the user their password via email so they may login without the need for a password reset. Alternately, any TimeForce company administrator can reset a user’s password in TimeForce.

• The “Login” button is used to log into TimeForce once all of the required information has been entered in the appropriate fields.


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User Menu Options

Time Card Page

The username for the current logged in user will be displayed at the top right of the screen (in red above) and contains links to several other important areas of the software. Details on each link are below.

User Menu

• Help

o This menu option displays help content related to the page currently being displayed in TimeForce.

• Time Card

o This menu option takes the user to the Time Card area.

• Time Off Requests


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o This menu option takes the user to the Time Off Requests area under the My Screen

• iSolved HCM

o This link opens another window in the browser and takes the user to the iSolved Login page.

• Preferences

o This mean option opens the TimeForce Preferences area. There is more detail on this area in the next section.

• Logout

o Logs the current user out of TimeForce and returns to the TimeForce login page.

User Preferences

User Preferences Page

The following table lists the information for each area of the User Preferences page:

• Role


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o The TimeForce role the user is currently assigned. • User

o The username of the current user. • Password/Confirm Password

o These fields are used to update the password for the user. The new password must be entered exactly the same into both fields or TimeForce will reject the password and notify the user.

• Email o This is the email address of the user.

• Start Tab

o Defines the area of TimeForce that the user is taken to upon logging into TimeForce.

• Culture

o Allows the user to specify the lanaguage, date, and time format they want TimeForce to display for their user account.

• Hours Format

o Allows the user to define if they want TimeForce to display hours totals in Decimal Hours (0.00) or Hours and Minutes (HH:MM).

• Decimal Places

o Allows the user to define the number of decimal places to be displayed for their user account in TimeForce.

• Punch View

o Allows the user to define if they want TimeForce to display punches in TimeForce in Rounded Format or Non-rounded Format.

o Note: This option only applies to customers using rounding policies. If the company is not using rounding policies, then both options would display punches in the same view.

• Show Full Department Name

o Displays the full department tree under the Hours Detail area of the Time Card.

• Show Full Job Name

o Displays the full job tree under the Hours Detail area of the Time Card

• Show Hours Detail

o Displays the Hours Detail section of the Time Card in full detail upon login.

• Default Time Card View

o Allows the user to specify if they want to see the full pay period view or weely view on the Time Card.

o Note: This option is unnecessary if your pay period type is Weekly. Only pay period types other than weekly will see any change in the Time Card view when using this option.


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My Screen

The My Screen area is a dashboard which contains different widgets for each user to customize this screen. The purpose of the widgets is to gather data from different parts of the TimeForce system to ease administration and supervisor tasks. By clicking on the “Options” button, each supervisor can setup the My Screen to their own preferences.

My Screen Page

The following lists are widgets that are available to supervisor users and a general description of each:

• Approaching Threshold

o Lists only the employees with more hours than the specified threshold for the time period defined on the My Screen.

• Calculator

o Assists the user with the conversion of decimal format hours to Hours and Minute format hours.

• Calendar

o Shows approved time off, holidays, and HR related scheduled events that pertain to the user.

• Disciplinary Scale

o Shows information related to all employees the supervisor can see and their current point total and required action as defined by the Disciplinary Scale Policy.


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• Hours Summary

o Shows hours totals for employees in a summary format. The supervisor has the option of opening each employee to see the detail breakout of the hour’s totals by pay code name.

• Meal Break Penalty

o This widget is used to monitor California Meal Break Penalty award hours.

• Messages

o Allows the supervisor to see the number of unread TimeForce Messages.

• Shift Swap Request Approval

o Allows the supervisor to see any completed shift swap requests from employees managed by the supervisor, including hours before swap and after swap, and to approve or deny the swap request.

• Time Off Requests

o Allows supervisor to see any Time Off Requests in TimeForce. The requests can be opened, approved, or denied from the widget rather than having to go to the Time Off Request area to manage the requests.

• Unapproved Errors

o Allows supervisor to see any Time Card errors that exist on employees managed by supervisor, and when the error is selected, TimeForce will take the supervisor directly to employee time card date with the error.

• Upcoming Events

o Allows supervisor to see any scheduled HR related events for their own records or for any employee supervisor manages.

• Who’s In

o Allows the supervisor to see the current status of all employees the supervisor manages including last punch time, current status, assigned schedule, and absence name if the employee is scheduled out.


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My Screen – Mass Entry

This option will allow you to add Hours to multiple employees at once. To start, click Hours:

This will bring you to a page where you will enter the information below:

1. Start Date

2. End Date

3. Start Time (OPTIONAL)

4. Hours

5. Premium Pay Code (applies to Night Rate)

6. Job

7. Task

8. Notes

9. Week Days

You will then select the employees that these hours should apply to. When done, hit Process at the top left of the screen. To return to the original screen, hit Cancel.

If the same group of employees will be working the same jobs/tasks for multiple days, then you can create a group for them. To do this, go to My Screen Mass Entry, and click Add Group at the top left of the screen:

Move the employees who should be included in this group from the left hand colum to the right, and name your group. Click Save when done. NOTE: the same employee can be included in multiple groups. The next time you return to the Mass Entry screen, you will be able to select the group for which the hours should apply before selecting the Hours entry option.


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My Screen – Mass Templates

This option will allow you to add Hours to multiple employees at once, but will ask you to create a template first. To start, click either Mass Templates or Mass Hours Edit from the menu. If you’ve never set up a template, you will be prompted to do so by filling out the fields below:

1. Name of template 2. Mass Hours Edit Default 3. Employees in template (if you skip this step, the template will include all company

employees) 4. Sort option 5. Additional Options

o Show Jobs o Show Tasks o Show Premiums o Show Notes

Click Save Template when done.


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My Screen – Mass Hours Edit

After you’ve added a template, you can now apply hours to the employees in that template. Click the option for Mass Hours Edit under the My Screen menu to begin.

By default, today’s date will appear, but you can navigate to a different date by using your arrows, or by selecting a date from the Go To Date field:

Once you’ve gotten to your starting date, click the plus button to the right of the first employee whose hours you want to add. Fill in the Job, Task, Hours, Hour Start Time (OPTIONAL), Premium Pay Code (OPTIONAL), and Notes (OPTIONAL). Hit Save at the top left to add the entry.

Next, you can apply these exact same hours/jobs/premiums to multiple employees for multiple dates simultaneously. To do this, click the plus button to the right of each affected employee, and then the resulting check box to the left. Click on the values you want to copy from the original entry. If all values should be copied, click the little blue arrow underneath the entry to be copied. The entries that will copy will be indicated by a blue box around it:

Hit Copy to Selected Rows.

If these entries should apply to multiple days, you can fill in the start/end date at the top right of the screen, as well. Hit Copy Selected Rows.


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To delete an entry you have made, click the red X to the righ of the entry you wish to delete.

Make sure to hit SAVE at the top left of the screen when done.


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Time Management – Spreadsheet Hours Entry

The Spreadsheet Hours Entry tool allows a supervisor to enter hours for one employee at a time for the entire pay period, rather than entering hours a day at a time. The other use for the tool is to assist employees and supervisors with advanced time card allocation where the hours need to be split up amongst different departments, jobs, and task values after the hours have been created. TimeForce refers to this ask as Time Card Allocation.

To access the Spreadsheet Hours Entry area, click on the “Spreadsheet Hours Entry” link on the left hand side of the screen under the Time Management menu.

Spreadsheet Hours Entry Area

To create hour lines in the Spreadsheet Hours Entry screen, click on the “+” button to the left of each date. Each time you click you will add an hour line under that date. For assistance with the fields and their meanings, refer to the information below.

• Hours

o The number of hours on this hour record.

• Start Time

o The physical start time of the hour record.

• Base Pay Code

o The TimeForce Base Pay Code assigned to the hour record.

• Overtime Pay Code


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o The TimeForce Overtime Pay Code assigned to the hour record.

• Exclude OT

o This option excludes this hour record from being calculated in the overtime calculation for the week. This is often used when entering missed overtime from a prior pay period to be paid out with the current pay period.

• Shift

o The Shift that is being applied to the hour record to enforce any schedule based policies.

• Premium Pay Code

o The TimeForce Premium Pay Code that is assigned to the hour record.

• Department

o The department value that is assigned to the hour record, if any.

• Job

o The job value that is assigned to the hour record, if any.

• Task

o The task value that is assigned to the hour record, if any.

• Notes

o Allows the supervisor to enter any appropriate notes to attach to the hour record creation.

Note: When the Spreadsheet Hours Entry area is being utilized for Time Card Allocation, there is a useful tool on the right hand side of each day in the screen that lists the difference between Punched Hours and Allocated Hours. This is a valuable tool for any user that is allocating time after the fact to ensure that all hours are accounted for correctly.

Punched vs Allocation Hours Area


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Time Management – Time Card

The Time Card displays many different types of data in one place for you to view to ensure that your time card is correct each pay period. The different areas and features are outlined below:

Time Card Page

• Area 1

o This is the date range that the current Time Card is displaying data for. Clicking on the or the buttons will take you a pay period backward or forward. Clicking

on the or the buttons will take you a month backward or forward.

• Area 2

o This area displays the daily detail for each pay in the pay period for punches.

• Area 3

o The Punch Errors area diplays various error indicators depending on a number of different factors within TimeForce.

o The Lunch Deductions area displays detail about any lunch deduction on the Time Card.

o The Total Hours area displays the number of hours for each day in a summary format, and a grand total on the right hand side for all days.


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Time Card Page

• Area 5

o This areas displays the grand total number of paid hours, unpaid hours, and the time card total on the right hand side of the area.

• Area 6

o This area displays detail about the hours on the Time Card and what Departments/Jobs/Task elements that were attached to the punches or hours.

• Area 7

o This area is where users will verify Time Cards each pay period prior to payroll being done. To verify the Time Card, click on the appropriate box for your user type with the mouse and a check will be placed in the appropriate box.

o Note: This is an optional feature and not all TimeForce companies may have this feature enabled.

Time Card Verification

Once the Time Card is completely filled out and correct, click on the Verification box next to your role to verify the Time Card.

Time Card Verification Area

NOTE: This can also be done from you’re My Screen: Hours Summary widget.


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Time Card Navigation

There are 4 simple ways to navigate to another time card:

Time Card Page

• Press the or arrow keys on your key board. Each press will take you one employee

down or up based on last name.

• Click on the or buttons using the mouse. Each click will take you one employee down or up based on last name.

Employee Search Page


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• Click on the icon to bring up the employee search page. This option will allow you to find an employee or employees based on different options and filters within TimeForce.

Employee Selection Area

• Click on the icon to see the employee list. From there you can navigate directly to any employee you have rights to access in TimeForce.


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Time Card – Entering Hours

To enter hours for an employee on their individual time card, please follow these steps:

Time Card Page

1. Click on the “Enter Hour” button at the top right hand side of the time card.

Hour Entry Work Area

2. Enter the start and end date on the hour entry in the “Dates” fields above. TimeForce will automatically fill in the days of the week below that are based on the date range you enter, but you may need to uncheck days you do not which to enter hours for, such as weekends or holidays in the range you entered.

3. Enter the number of hours you wish to create in the Hours field.

4. If you do not wish for these hours to be calculated into other overtime policy calculations, click on the Exclude from Overtime checkbox. An example reason for this is that if these are make-up hours from a previous pay period being entered in this pay period.

5. Select any premium pay codes you wish to apply to the hours.

6. Enter any Department, Job, or Task data you wish to associate with the absence.

7. Enter any notes you wish to include with the hours entry in the “Notes” field.

8. Click on the “Create” button once you are finished to create the hour record on the time card.


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Reports

The “Reports” area of TimeForce allows Supervisors to run reporting for data on their own records, and the records for any employees the supervisor manages.

A supervisor has access to the following categories of reporting, which contain multiple types of reports. Since the majority of TimeForce reports are configured and run in a similar fashion, the next section will cover running the “Time Card” report under the “Time” category as an example of how to run a report in TimeForce.

Reports Page


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Reports – Time Card Report

To run the “Time Card” report, click on the “Time Card” link on the “Report List” area. The report configuration area will be displayed.

Time Card Report Configuration Page - Upper

1. Select the date range that you would like to run the report. By default, the “Pay Period” filter option is used and only by changing to “Custom, will you be able to use whatever dates you like in the “Date Range” fields. There are also other predefined filters available in the same menu.

Time Card Report Configuration Page - Middle

2. Select the Base Pay Codes, Overtime Pay Codes, and Premium Pay codes you wish to display on the report. If all options are left as “Unselected” all options are run automatically.


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3. Select the Worked Departments you wish to filter the report down to. If you do not wish to filter the report, leave this area unmodified and all worked hours in any department will be included.

Time Card Report Configuration Page - Lower

1. Select any filters or advanced options you wish to use under the “Additional Filtering” area.

2. Click on the “Generate Report” button at the top left of the report area. 3. Go to the “Report Queue” area to retrieve the report once it has finished generating in

TimeForce.


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Employee

The “Employee” area of TimeForce contains information specific to each individual employee. The table below contains a brief description of each area. If you wish to know more detail, please see the specific section for that area in this guide.

Employee Main Page

• Employee Main

o Read only demographic information for employee.

• Position and Salary

o Information about the employee’s current position, default department, pay rate, and other related items.

• Employee Schedule

o Information about the employee’s current schedule and related items.

• Error Monitoring

o Information about the employee’s current error monitoring setup.

• Accruals

o Information about the employee’s current and historical accrual policies.

• Comp Time

o Information about the employee’s current and historical comp time policies.

• Disciplinary Scales

o Information about the employee’s current assigned company disciplinary scale policy and related data.


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Employee – Employee Main

In the Employee area, under “Employee Main”, each employee will be able to view their own specific demographic data. This data is read only and may not be modified in any way by an employee. All data must be modified by a TimeForce administrator.

Employee Main Page


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Employee – Position and Salary

In the Employee area, under “Position and Salary”, each employee will be able to view data related to their current position and salary, any attached pay levels, and default job tracking options. More detail on each section is below.

Position and Salary Page

• Effective Date o The date the current “Position and Salary” configuration was input for the

employee. • Department

o The employee’s default department for the position and salary record. This applies to all hour records unless an override is specified by a policy or user.

• Position o The current assigned “Position” title for the position and salary record.

• Supervisor o The current assigned “Supervisor” for the position and salary record.

• EEO Category o The current assigned “EEO Category” for the position and salary record.

• Pay Type o The current assigned “Pay Type” for the position and salary record.

• Pay Rate o The current assigned “Pay Rate” for the position and salary record.

• Pay Interval o The current assigned “Pay Interval” for the position and salary record.

• Change Reason o The current assigned “Change Reason” for the position and salary record.

• Base Pay Code o The current assigned system “Base Pay Code” for the position and salary record.

TimeForce will automatically use this base pay code for all worked hours unless a user or policy overridden.


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Employee – Employee Schedule

In the Employee area, under “Employee Schedule”, each employee will be able to view their active assigned schedule and see other schedule related data. More detail on each section of this page is below.

• Schedule Template History o This area displays the current assigned schedule template, the date the schedule

was assigned, and any previously active schedules that have been replaced via a supervisor or administrator. The “Request Shift Swap” button relates to a feature that is explained later in this table.

Schedule Template History Area

• Schedule Departments o By default, all employees are allowed to be scheduled in any department.

However, supervisors or administrators are able to specify which departments an employee is allowed to be scheduled for, and the specific department names are displayed in this area. If the employee has not been restricted, “All Departments” will be displayed.

Schedule Departments Area


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• Employee Availability

o The employee has the option of programming their current work availability into TimeForce via the “Employee Availability” area. This information can be displayed to any supervisor or administrator who is trying to schedule the employee to notify that person of the employee’s specific limitations or wishes. In the “Availability Status” field, “Unspecified” or “Not Available” both do not allow the employee to specify availability for a day, “Partially Available” will allow the employee to add detail to the “Availability” field, and “Available” will allow the employee to add detail to both the “Availability” and “Preference” fields.

Employee Availability Area

• Shift Swap Requests o The “Shift Swap Requests” feature is an optional component of TimeForce that

allows the employees to request shift swaps with other employees in the system. Once two employees agree to the shift swap, the detail goes to one or more supervisors for approval.

Shift Swap Request Area


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Employee – Error Monitoring

This page shows the current TimeForce Error Monitoring configuration being applied to the employee. This information is read only and is not editable by the employee. If you have questions about your specific setup, please see your TimeForce administrator.

Employee Error Monitoring Page


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Employee – Accrual Balances

In the Employee area, under “Accruals”, each employee will be able to view their active assigned accrual policies and see all of the related data. This includes:

Employee Accrual Page

• Date Range

o This is the accrual award year for this accrual, based on accrual policy setup. Only accrual data within this accrual award year will appear on the Accrual Summary page. To see more accrual history outside of the current accrual award year, click on the Date Range in blue and the entire history for the accrual will be displayed, broken out by accrual year.

• As of Date

o This is the date the accrual is currently processed up to or forecasted up to for the purposes of award and used hours calculation. To see the last two years of accrual audit detail, click on the As of Date.

• Awarded Year to Date Amount

o Total number of hours earned by the employee for the accrual policy in the current accrual award year.

• Manually Adjusted

o Total number of hours for any adjustments made by a TimeForce administrator. If this number is selected using the mouse, you can see the detail behind the total, including the date of entry, hours amount entered, any notes added at the time of the adjustment, and the username of the individual that created the adjustment.

• Carry Over

o Total number of unused hours that carried over from the prior accrual year, if allowed by policy.

• Expired

o Total number of unused hours that expired from prior accrual year, if allowed by policy.

• Used

o Total number of used hours that have already been paid out for the accrual year. To see the history behind this total, select the total using the mouse.


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• Available Hours

o Total number of hours that are currently available for use by employee.

• Pending Used

o Total number of hours that have been scheduled on the employee’s Time Card, but not yet paid out and finalized. To see the history behind this total, click on the total using the mouse.

• Pending Manual Adjustments

o Total number of hours for manual adjustments that have been entered for any future date. To see the history behind this total, click on the total using the mouse.

• Pending Available

o Total number of hours that are available after combining Available Hours, and accounting for Pending Used, and Pending Manual Adjustments.


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Employee – Comp Time

In the Employee area, under “Comp Time”, each employee will be able to view their active assigned company Compensatory Time policy and the data related to it. This policy automatically tracks all eligible hours for the Comp Time policy, depending on how TimeForce is configured.

Comp Time Policy Page

This is an optional policy type and may not be used by all users. Detailed information on this policy is below:

• Last Calculated

o The last date the employee earned hours or used hours under the Comp Time policy.

• Earned

o The total number of hours the user has earned under the Comp Time policy.

• Manually Adjusted

o The total number of hours that have been manually adjusted be a TimeForce administrator under the Comp Time policy.

• Expired

o The total number of hours that have expired and are no longer available to use based on the Comp Time policy configuration.

• Used

o The number of hours used under the Comp Time policy by the employee.

• Available

o The current hours amount available to be used under the Comp Time policy by the employee.


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Employee – Disciplinary Scales

In the Employee area, under “Disciplinary Scales”, each employee will be able to view their active assigned company Disciplinary Scale policy and the data related to it. This policy automatically adds up any points the employee has incurred for Time Card Errors and Absences, depending on how the policy is configured.

Disciplinary Scales Policy Page

This is an optional policy type and may not be used by all customers. Detailed information on the policy elements is listed below:

• Start Date o The date the Disciplinary Policy was attached to the employee. This date is used

as the start date for monitoring under the policy. • Date Range

o This field represents the date range in which the policy will be adding up points from Time Card Errors and Absences as configured in the Disciplinary Policy.

• Current Point Balance o This is the sum total of all points accumulated for the policy by the user. The point

total may vary from day to day based on how the policy will drop points from the total as errors expire and are no longer counted.

• Current Milestone o If the user has accumulated enough points to be subject to one of the policy

disciplinary levels, the name of the action level will be displayed here. • Required Action

o If the user has accumulated enough points to be subject to one of the policy disciplinary action levels, the required action based on policy will be displayed here.

• Action Taken o This field indicates if any required action has been taken by a supervisor or admin

for an active disciplinary action level infraction. • User

o Once the required action has been performed and updated in TimeForce, this will indicate the username of the person who reviewed the infraction with the employee.

• Date o This is the date the required action was documented in TimeForce.


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Schedule

By default within TimeForce, supervisors are not allowed to build schedules, only to assign existing schedules to employees. This can be changed with the use of a custom supervisor role.

Schedule – View Schedules

The View Schedules area is used to view and monitor employees with assigned schedules in one of 3 options:

Schedule View – Daily

The daily view allows the supervisor to see the employee working in a horizontal bar chart format. This can be useful for identifying gaps in coverage during business hours, for example.

Schedule View – Daily Format


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A schedule may be added to an unscheduled employee by clicking on the “Add Schedule” button on the right hand side of the Schedule Work Area.

Schedule Work Area – Add Schedule If an existing schedule is clicked with the mouse, the Schedule View Work Area is opened which is primarily used to update or remove the single day schedule for the employee.

Schedule Work Area – Modify Existing Schedule


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Schedule View – Weekly

The Schedule View Weekly shows the assigned schedules for each selected employee but for a weekly view rather than daily. The options for adding a schedule or modifying an existing schedule work the exact same way in the Weekly View as the Daily View.

Schedule View – Weekly Option

Schedule View – Monthly

The Schedule View Monthly shows the number of scheduled employees on each day of the month and allows the supervisor to see more detail by clicking on the number for the schedule on any given day. The options to adding a schedule or modify and existing schedule work the same in the Monthly View as the Weekly or Daily view.

Schedule View – Monthly Option


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Schedule – Schedule Employees

The Schedule Employees area allows a supervisor to add schedules to employees that already exist at the system level. Typically the existing schedules are created by a TimeForce Administrator or during the company on-boarding process.

The schedules can be assigned to the employees via one of three methods. The first example covers the “Schedule Template” method of assignment. The second example covers the “Employee” method. The third option can be done via the Employee – Employee Schedule area, but that method is typically used for single employee changes rather than initial schedule assignment. Please see the sections below for instructions on how to utilize both methods in the “Schedule Employee” area.

Schedule Employees By – Schedule Template

Schedule Template Assignment Area

1. Select the “Schedule Template” that you wish to assign to one or more employees. 2. Input the effective date for the assignment in the “Effective Date” field. 3. Input any department, job, or task parameters you wish to attach to the schedule. 4. Using the “Show Employees” option on the right, select the employees that you wish to

add the schedule template to, by moving their name from the left hand column to the right hand column by clicking on their name and using the >> button in the middle.

5. Click on the “Assign Employees” button at the top left to add the schedule template to the employees selected in Step 4.


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Note: A preview of the selected schedule template will appear below the employee selection area for use if you are trying to determine what a schedule template has been programmed to do.

Schedule Template Preview Area

Schedule Employees By – Employee

Schedule Template Assignment Area

1. Select the option “Employee for “Assign Employees by” field. 2. Input the effective date for the assignment in the “Effective Date” field. 3. Input the Schedule Template, department, job, or task parameters you wish to attach to

the employee. 4. Click on the “Assign Employees” button at the top left to add the schedule template to

the employees selected in Step 4.


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Schedule – Delete Schedules

The “Delete Schedules” page is used to delete or replace schedules on groups of employees. Due to the nature of this page, extreme caution should be used when utilizing this page in order to not inadvertently remove schedules from employees other than those where the supervisor means to actually remove or replace the schedules.

Delete Schedule Page

To delete a schedule from an employee or employees, follow the steps below:

1. Select the Schedule Template you wish to remove from one or more employees using the “Schedule Template” field. If you are going to change the employee or employees schedule to another template, it is recommended that you enable the “Unassign Current Schedule Template” option so that you retain the schedule template history on each employee.

2. Input the effective date for the schedule removal in the “Effective Date” field.

3. Using the “Show Employees” option on the right, select the employee or employees you wish to remove the schedule for using the columns in the center of the area.

4. Click on the “Delete” button when ready to remove or inactivate the schedule template from the employee.


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Schedule – Spreadsheet Schedule

The “Spreadsheet Schedule” page is used to input schedules in a 7 day window were the business needs don’t work with traditional schedule templates. An example of this would be a customer who operates a retail store where the hours fluctuate and change week to week.

Spreadsheet Schedule Selection Page

To configure the “Spreadsheet Schedule” page for schedule input, please follow the steps below:

1. Enter the first day of the 7 day window for the schedule in the “Start Date” field.

2. Open the “Show Employees” area on the right and select employees.

3. Enable or Disable any of the optional fields in the “Options” area.

4. Click on the “Display Schedule” button at the bottom. The “criteria” area will close and a new area will automatically be displayed.

Spreadsheet Schedule Input Area


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5. Input the desired start and end times for each day for each employee in the 7 day window. Make sure to add the appropriate Shift Policy, and other optional elements if needed to the schedule.

6. At the bottom of the page, a supervisor may click on one of two buttons to save the entries:

a. “Save Draft” only saves the schedules in the Spreadsheet Schedule area, but does not push them out to the employee’s time cards.

b. “Post Schedule” does push the schedules out to the employee’s time cards as the schedule is considered complete.

Note: Any employee with an existing schedule can be modified for a single or multiple days via the Spreadsheet Schedule area without changing the assigned Schedule Template.

Spreadsheet Schedule – Copy Schedules

Near the bottom of the Spreadsheet Schedule Criteria page, there is an option to copy existing schedules from a 7 day period out to another 7 day period. This is often used to prefill the schedules with the intent to go back and refine them at a later date taking into account other factors such as time off once the supervisor is ready to finalize the schedule. To use this option a supervisor would simply enter the 7 day range to copy from and the 7 day range to copy to. It is also typical to enable the option “Override Existing Shifts” so that if the employee has a schedule, the copy will remove it and override the existing schedule with the desired copy. This tool only copies the schedule for each employee to a later date. It is not currently possible to copy from an employee and apply that to another employee.

Spreadsheet Schedule Selection Page

Documents

iSolved TimeForce Supervisor Guide v4.0 - Capital … TimeForce - Supervisor Guide Page 8 May 2015 . My Screen The My Screen area is a dashboard which contains different widgets for