Welcome to ForeSite Manager! The following steps will guide you on how to get up and running in the tool.

Instructions

Logging on the first time

1. After getting setup in the system, you’ll need to set your password. To do this, navigate to ForeSite Manager at https://app.foresitemanager.com, click on the Reset Password link, enter your email address and Submit.
2. You will be emailed a link to the email address you just entered. Click on the link and you’ll be prompted to enter a password. The password must be at least 8 characters with uppercase, lowercase, number and a special character. Once entered, repeat the password to verify and submit. You’ll then be taken to log on.

Creating Employee Records

1. Now that you’re logged in the system, you should be looking at the Dashboard. This will contain all of your schedule. But first, we need to create some Employees to schedule and some Jobsites to schedule them to.
2. Click on Employee and Employee List from the top menu. Here you’ll see a list of all Employees in the system. Click on the Add icon and start entering employee information.
3. When assigning roles, you can select one or more of the following roles for the Employee:
   • Worker – Can see the schedule and clock in and clock out.
   • Scheduler – Can create schedules, assign Employees, and clock in and out. Also has access to Admin section for reports.
   • Team Lead – Can create schedules, transfer Employees, assign Employees, and clock in and out Employees on their assigned schedule. Also has access to Admin section for reports.
   • Admin – Can perform any and all actions in the system.
4. After making a selection for the role, you also see a Job Classification box to the right. This allows you to classify your Employees by job classification; i.e. Carpenter, Finisher, Electrician, Apprentice, etc. These can be created in the Employee → Job Classification section under the Employee menu navigation.
5. Once all information is entered, Click Save and repeat these steps for all employees.

Creating Jobsite

1. Records Now that we’ve got Employee records, let’s jump in and create a Jobsite record.
2. Click on Jobsites in the top navigation menu and you’ll be presented with a list of all Jobsites in the system. Click on the Add icon and begin setting up your first jobsite. Enter all of the required information and Save. If you don’t have an address, you can click on the Map tab to locate your jobsite, click to drop a pin, and save. You can also add any Photos or Jobsite notes here as well.
3. And that’s it.

Creating a Schedule

1. At this point, we have everything we need to create a schedule. We can click on the home button in the top left corner and be taken to the Dashboard and follow the steps in How to Create a Schedule.