Homebase FAQs

Each time a schedule is published, Homebase records when it is published, who was notified, the date range that was published, and who published it. This function will allow you to see who published eache schedule, therefore, if a change was made, you can consult the person that last published.

To find the history:

Select Schedule in the top navigation bar.

Select Tools in the top right corner.

Select View Publish History.

Employees can get their own Homebase account in one of two ways:

By being added and invited to a company by an owner or manager.

By signing up and searching for the company on their own. This requires that the company have the setting enabled to allow employees to self-onboard.

Oncethey'resigned in to their account, employees can:

View their upcoming schedule.

View past time cards and earnings.

Set their schedule availability and request time off.

Trade shifts and request covers.

Send messages to their teammates.

At Homebase, we want to make sure were serving our customers the best way we can.

If you have only one location and are on a paid plan, downgrade first :

Select your photo/initials in the top right corner of the top navigation bar.

Select Manage Plan from the drop-down.

Select the link that displays which plan you are currently on. (Image below)

Select Basic in the top left corner.

Select Start Now in the top right.

After you've downgraded, you can delete your account. If you delete your account, you will lose access to time cards and schedules. Make sure to download any time cards you need.

Select Settings in the top navigation bar.

Select Plan & Billing in the left navigation.

Select Delete Company.

If you have multiple locations or a certain location you'd like to close,please give us a call at415-361-5684.

At Homebase, we offer the ability to terminate employees who are inactive or no longer work at your company. Their info will be stored in your account in case you need to rehire them in the future.An employees account will never be fully deleted in order to protect their time card history.

Web

Sign into your Homebase account.

Select the Team tab in the top navigation bar.

Select the employee that you wish to terminate.

Click Terminate.

Enter the reason for termination, any notes, and choose whether they are eligible for rehire.

Click Terminate.

The employee will no longer appear on the schedule or team roster. To access a list of your terminated employees, select Show Terminated in your team list.

App

Open your Homebase Employee Scheduling app.

Tap Team on the lower right side of the navigation bar.

Tap on the employee youll be terminating.

Scroll to the bottom of the screen and tap Terminate Employee.

Enter the reason for termination, any notes, and choose whether they are eligible for rehire.

Tap Terminate in the upper left corner.

If your team has the mobile time clock feature enabled, you may clock-in and clock-out on your phone using the Homebase Employee Scheduling app.

Open your Homebase Employee Scheduling app.

From the homepage, tap Clock In.

Make sure your location services are on and Homebase has the permission to use them.

Confirm your shift time and location on the map.

Tap the Clock In button at the bottom of the page.

Our Team Permissions feature allows you to assign different permissions for your employees based upon their role. Check out what actions each permission tier is able to do in the Team Permissions section of your Settings.

Web

Sign in to your Homebase account.

Select the Team tab in the top navigation bar.

Click an employees name to access their profile.

Select the Locations & PINs tab.

Under Permission Level, select the preferred permission tier for this employee.

Click Save Changes in the upper right corner of the screen.

App

Open your Homebase mobile app.

Tap More on the lower right side of the navigation bar.

Select Team.

Select the employee that you want to upgrade the permissions for.

Once on their profile, select the location that they work at.

On Permission Level, select the preferred permission tier.

Select Save.

Track that your employees have received the published Schedule with schedule confirmation receipts. When the Schedule is published, notifications are sent to employees via text and email. When the Schedule notification is received as a text on their phone, you will see Delivered via SMS on the Schedule. When opened in an email, a note will be listed on the Schedule that the employee has Opened via Email.

Sign in to your Homebase account.

Select Schedule in the top navigation bar.

There will be an eye icon next to employees names that have seen the schedule.

You can make scheduling fast and easy even for lengthy employee lists. You can easily auto-schedule open shifts or apply saved templates to your entire schedule. Using a customizable formula, the schedule is automatically applied to eligible employees based off of a points system taking into account time-off and availability, max number of hours per week (set by employer), seniority, and their roles specified on the Team page.

Part 1: Create employee roles

Sign in to your Homebase account.

Select the Schedule tab in the top navigation bar.

Select Departments/Roles below the navigation bar.

Select Add New Department in the top right corner to create a department.

Add roles to your department by typing in the blank field to the right of your department, then Create new role.

Delete roles by clicking the X next to the role.

Delete departments by clicking the trash can icon to the right.

To edit the name of your department, click the blue pencil icon to the right.

Part 2 (Optional): Set employee auto-scheduling rules

Select the Team tab in the top navigation bar.

Select an employees name.

Select the Auto-Schedule Rules tab.

You can customize hours per week, seniority level, and roles the employee can work.

Homebase automatically pre-populates employee roles based on the last 60 days of information and will auto-schedule an employee in that role if they are still assigned to it.

Part 3: Create an open shifts template

Create a template to save your open shifts as a blank template before utilizing the auto-schedule feature. This will allow you to quickly reset and adjust your schedule if needed.

Select Schedule in the top navigation bar.

Select the date range in the top left corner.

Create all of your needed shifts in the open shifts row. Click ADD+ under each day column.

Select Tools in the upper right corner.

Select Templates.

Enter a template name.

Select Create.

This creates a template of the shifts you need covered that can be used to auto-schedule in future weeks.

Part 4: Auto-schedule your shifts

Once your open shifts are scheduled in the open shifts row, select the wand icon (Auto-Schedule) next to Open Shifts.

Select the rules youd like to apply and select Auto-Schedule.

Open shifts will stay in the open shifts row if there is no employee availability to cover a shift.

When your schedule is made, select Publish in the top right corner.

Q: How are employees and shifts prioritized in the Auto-Scheduling process?

A: We use a points-based system to allow for even scheduling. First, Time-Off and Availability are taken into consideration. Second, the maximum number of hours employees have shown preference to work, seniority, and their roles specified on the Team page. Third, if an employee is scheduled less hours than another, they are chosen for a shift.

Cash and credit tips are added directly to an employee's time card.

Sign in to your Homebase account.

Select Timesheets in the top navigation bar.

Set the date range in the top left corner.

You can click into the box to customize the date.

Set the view to Detailed in the drop-down next to the date.

Filter by employee in the drop-down beside the view.

Select the time card that needs tips added.

Add tips in the field provided.

Save Changes.

With the Homebase employee scheduling app, you can view your upcoming shifts any time. You'll also get notified when your schedule is published by your manager.

View your shifts

Open your Homebase Employee Scheduling app.

Tap Schedule on the lower navigation bar.

Here youll be able to see shifts that have been scheduled and published, along with the total hours youll be working for the week.

To view a different week, scroll the weekdays on the top of the page to the left or right.

Step 1: Connect a Point-of-Sale System

If you have a POS, westronglyrecommend you start by connecting it first - this will save you setup time and will help to prevent duplicate data errors later on.

When you connect a POS, we sync your company info (like your business address), your sales data, and your employees to Homebase from your POS

View the detailed guide for connecting aPOS here.

Step 2: Add Employees

Employees can be added in two ways:

By manually adding employees via the Homebase web dashboard

Sign in to your Homebase account.

Select Team in the top navigation bar.

Select Add in the top right corner.

Select Add Manually or download our CSV template to bulk add your employees.

Click Save.

By connecting a POS and importing employees to Homebase

Add your employees to your POS first.

Sign in to your Homebase account.

Select Team in the top navigation bar.

Select Add in the top right corner.

Select Import from POS.

(If applicable, select your location from the drop-down.)

Select Import.

Step 3: Customize Homebase Settings for Your Company

Homebase can be completely customized to suit your company's workflow. From settings, you can turn features on and off,updatepermissions, and manage your account's billing info.

Signin to your Homebase account.

Select Settings in the top navigation bar.

Click on the tabs inthe left navigation to switch between setting categories.

When you make a change, selectSave Changes in the top right corner.

The owner of the account has access to download message history between employees on the Homebase messenger.

Web

S ign in as the ownerof the Homebase account.

SelectSettingsin the top navigation bar.

SelectTeam Messengerin the left navigation.

Select your Date Range, Conversations, and then selectDownload Message Log.

Sign in to your Homebase account.

Select Schedule in the top navigation bar.

Select Tools in the upper right.

Select Show/Hide.

Uncheck Wages Forecast.

(Optional) Print without wages.

You can add your wage rate to your profile in order to view your earnings history. Note, thiswon'timpact your actual payout, it is for tracking purposes only.

App

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Select Earnings.

Tap Add Wage.

Enter the amount you get paid and confirm the location.

Tap OK on the lower right side of the screen.

To change the wage rate in the future, tap the gear icon and Edit.

Add your new wage and Save.

You can customize which email, text, and push notifications you receive from Homebase.

Web

Sign in to your Homebase account.

Select the Settings tab in the top navigation bar.

Select Notifications from the navigation bar on the left.

Check and uncheck the notifications you would like to receive.

Click Save Changes in the upper right corner of the page.

Mobile

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Select Settings.

Click Your Account in the navigation bar on the left.

Select Notifications.

Select a category to customize your email, text, and push notifications.

Any adjustments will save and sync automatically.

You can view the employees that have read your sent message by clicking on the count displayed next to the message. A list will appear of which employees have and haven't seen the message, as well as the time it was seen.

In Homebase, terminated employees will still have their information attached to your account, so they can easily be rehired in the future.

Sign in to your Homebase account.

Select the Team tab in the top navigation bar.

Under the Team heading in the top left corner, check the box next to Show Terminated.

Once you find the employee's name, click the three dots at the far right, then click Rehire.

Select their name to access their personal profile.

You may need to update their phone or email to ensure all their info is up-to-date.

Select Locations & PINs tab and make sure your employee is added to the Schedule/Turn on location alerts/Eligible for Open Shifts if applicable and double-check their PIN number for the Timeclock.

You can customize which email, text, and push notifications you receive from Homebase.

Web

Sign in to your Homebase account.

Select the Settings tab in the top navigation bar.

Select Notifications from the navigation bar on the left.

Check and uncheck the notifications you would like to receive.

Click Save Changes in the upper right corner of the page.

Mobile

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Select Settings.

Click Your Account in the navigation bar on the left.

Select Notifications.

Select a category to customize your email, text, and push notifications.

Any adjustments will save and sync automatically.

Sign in to your Homebase account.

Select Schedule in the top navigation bar.

Above the schedule builder, select the drop-down box with your locations name.

Select the locations to be visible on the schedule.

A gray box will show where an employee is already scheduled to ensure their schedules don't overlap across multiple locations.

Homebase displays time in decimal format as it makes exporting data much easier. We currently do not offer a way to change this setting.

To convert the time you see to minutes, simply multiply by 60 or utilize the conversion table below.

Homebase offers the ability to keep track of hours. However, Homebase is not a payroll provider. If you are searching for your pay stubs (paystubs) or direct deposit, we have records of all hours worked. This can be found on your timesheets page. To access your true paystub, check with your payroll provider or talk to your manager.

To view your timesheets:

Employees:

On the web dashboard, select Timesheets in the top navigation bar.

Set the date range in the top left corner to review your hours worked.

On the mobile app, select the Earnings tab on the navigation bar to see your pre-tax earnings.

Admins:

On the web dashboard, select Timesheets in the top navigation bar.

All employees will be displayed.

Set the date range in the top left corner.

Set individual employees with the drop-down beside the date. (Optional)

On the mobile app, tap the Timesheets tab.

Questions:

Q: Can I get access to my timesheets if I no longer work at the business where I was employed?

A: Yes, you can access your timesheets for any employer you worked for that used Homebase from the web.

Q: If I believe that my timecards were edited or deleted and I am in a dispute with my employer, is there a way for me to get a copy of that?

A: Please contact Homebase support for assistance at [email protected]

Is there Training available for Homebase?You bet! We have some great ways to learn more about the great features offered on Homebase:

Watch our free webinars: Training Webinar

Check out our tutorial videos at your convenience: Tutorial Videos

Our US-based dedicated support team is available to answer any of your questions!

Via email: [email protected]

Via phone: 415-951-3830 (Phone hours: Mon-Fri 9:30am-7pm CST)

Managers may post open shifts to the schedule as needed. You can claim these right from the Homebase Employee Scheduling app.

Open your Homebase Employee Scheduling app.

Tap Schedule on the lower navigation bar.

Select Open from the top bar.

If theres an open shift posted, tap on the shift you'd like to work

For Android: Tap Claim Shift on the bottom of the page to submit your request for approval.

For iOS: Tap Pick Up to the right of the open shift.

Homebase integrates with many payroll providers, including: ADP Pay eXpert, ADP Run, Paychex Preview, BoA, Gusto, Heartland, Millenium Payroll, Quickbooks Online Plus, Square, SurePayroll, and Wells Fargo.

Sign in to your Homebase account.

Select the Settings tab in the top navigation bar.

Select Payroll from the navigation bar on the left.

On this page, select your payroll provider.

Click Connect.

Select Yes if asked if youd like to change your provider.

Depending on your payroll preference, you may be redirected to their sign in page to authorize the integration.

Now you will be able to export your Timesheets directly to your payroll service provider.

If you need to change your payroll provider, select Disconnectnext to your current provider and selectConnectnex to your new one.

You do not need to disconnect from Excel. If Excel is your current payroll setting, select Connect next to your provider.

The Web Timeclock is available on an Admins account (manager sign in required), but is also accessible on an employees personal account on our Essentials plan.

Access the web time clock

Sign in to your Homebase account.

Hover over Timesheets in the top navigation bar and click on Get a Time Clock.

Select Launch web time clock on the right.

Take note of the PIN and click Go To Time Clock.

An employee can locate their personal PIN by going to Team > name > Locations & PINs.

Launching the time clock will automatically sign you out of your account to protect your account privacy from employees.

Select Time Clock in the upper right corner.

Enter PIN and Submit.

Select a shift to clock-in.

Enter PIN and Submit again to select clock-out of a shift or to take a break.

Ensure your business stays in compliance by setting up break rules for your team. Depending upon your location, we also provide a quick way to check your state break requirements.

Sign in to your Homebase account.

Select the Settings tab in the top navigation bar.

Select Breaks & Compliance from the navigation bar on the left.

Click the drop down to view the break requirements for your state.

You can add a break rule by clicking Add New Break.

Enter the break time, if the break is paid or unpaid, and if the break is mandatory or optional.

If the break is mandatory the employees time card will show a missed break error if a break is missed. If the break is optional the employees time cardwon'treflect if a break is missed.

Click Save Changes in the upper right corner of the page.

Cash tips

Cash tips are declared by an employee when clocking out of their Homebase shift. You can enable this setting by going to Settings > Time Clock Options. They will not be required to declare cash tips, but will have the option. When they clock-out, a pop up will appear and will allow them to manually declare tips. Any tips that are declared will be viewable on the Timesheets page for that specific employee and date.

Server Banking (only via Clover POS)

Server banking allows your employees who hold onto cash throughout the day (such as servers) the ability to see a calculation on their shift report that lets them know how much they have to reconcile with the house at the end of their shift. This calculation shows their Cash Sales minus Credit Card Tips rung up by the employee on the Clover station. *This does not include any calculations relating to cash tips.

Credit Tips (only via Clover or Square POS)

If you are connected with Clover or Square POS, we pull credit card tip information directly from the POS. Credit tips are allocated to whichever employee is clocked in on Homebase and rings up the order under their PIN number on the POS. These tips are recorded within Timesheets on Homebase. *At this time no other POS partners provides this capability.

Homebase is a tool that teams use for scheduling and time tracking. If your team is using the Homebase app, your manager will invite you to join.

Onceyou'vejoined, you can view your schedule, timesheets, and earning history. Plus you can trade shifts, request cover, request time off, and message your coworkers.

Your manager will invite you to use the Homebase app. If you havent received an email or text from us, please ask your manager to invite you.

Download the Homebase employee scheduling app for iOS or Android.

Click the link in the email or text message you received to join Homebase.

Create your password and follow the prompts to sign-in.

With our integration with RUN powered by ADP, Homebase will push timecards to RUN, and employee info will sync over from RUN.

Info that syncs:

Employee data (name, email, phone, and payroll ID)

Pay period dates

Department code

Employee ID

Base hours

Overtime hours

Double overtime hours

Cash tips

Credit card tips

This integration does not support the following features in RUN. Please ensure they are disabled before proceeding with the integration:

eTimecards

Run and Done

ezLaborManager

ADP Time & Attendance

We do not recommend this integration for Homebase customers that have:

Multiple locations

Multiple wage rates

Primarily contractors

Contractor hours can be tracked in Homebase but they will not sync to RUN. You must manually add these hours into RUN.

Connecting your accounts

Find Homebase in the ADP Marketplace.

After subscribing to Homebase via ADP Marketplace, launch Homebase by clicking on My Apps and clicking the Homebase icon.

Sign in to your Homebase account.

Select the Settings tab in the top navigation bar.

Select Payroll from the navigation bar on the left.

Click Connect next to ADP RUN.

Sync your employees

When you first sign in to Homebase after purchasing it in the ADP Marketplace, youll land on the Team page.

If you are new to Homebase, youll import employees from RUN to Homebase.

If you already have a Homebase account, youll match and sync your employees from RUN to your employees in Homebase.

As new employees join your team, add them first into RUN.

Sign in to Homebase and sync the new employee.

Go to the Team tab, click Add, and select Import from RUN. This will take you to the team matching screen.

As employees leave your team, you will need to remove them from both RUN and Homebase.

To terminate an employee in Homebase, go to Team, click on the employee name, and click the Terminate button at the bottom of the page.

Sync your timesheets

Sign in to your Homebase account.

Select the Timesheets tab in the top navigation bar.

Resolve any timesheet errors, like missed clock outs and missed breaks.

When you are ready to run payroll, click Export in the upper right corner and select ADP.

You will be prompted to choose how your business pays out tips. After you select an option, Homebase will export the data into RUN.

Sign in to RUN and click the Time Sheet Import icon. Below your timesheet data, click Combine Payroll and Import.

You can now click Approve. Note that this button is approving the timesheet import, not approving payroll. Youll be able to make edits to the timesheet data on the next page.

FAQ

Q: How do cash tips work with this integration?

A: If your employees declare cash tips to Homebase when they clock out, Homebase considers them already paid out and will send cash tip data over to RUN for tax purposes. You can select how Homebase handles cash tips when you go to export. You can choose: Include in payroll, In cash, or I do not collect tips in Homebase.

Q: How do I handle salaried employees with this integration?

A: Salaried employees should be set up in RUN. RUN will allocate the payroll amount for salaried employees for the given payroll period. Homebase will export any hours that salaried employees have worked (if they are using the time clock), but this will not have any impact on their salary. Note that salaried employees is a feature in the Homebase Plus and Enterprise plans.

Q: What if I made a mistake and need to remove the timesheet sync from RUN?

A: If you have not clicked the green Accept button, you can remove the timesheet by clicking Delete This Pay Data File in RUN.

Q: What if my check date is incorrect in RUN?

A: You can change this through the Pay Frequency page in RUN. Sign in to RUN, hover over Company, click Pay Frequency, and click edit on the far right for the pay frequency you want to change. Click the calendar icon and adjust the check date. If the Payroll status column says In Progress, you must delete the payroll before completing these steps.

Q: What if my pay period is incorrect in RUN?

A: You can change this through the Pay Frequency page in RUN. Sign in to RUN, hover over Company, click Pay Frequency, and click edit on the far right for the pay frequency you want to change. Click the Period Start Date to change the date. Period End Date will automatically change based on your start date. If the Payroll status column says In Progress, you must delete the payroll before completing these steps.

Android Google Play Store

Install the free app

iPhone/iPad Apple App Store

Install the free app

From the web

Create your free account

The Clover App Market or the App Market on your Clover device (More Tools)

Install the free app

We support multiple wages and roles for teams.

Sign in to your Homebase account.

Select the Team tab in the top navigation bar.

Click on an employees name to access their profile.

Select the Wages & Roles tab.

After you have entered one of your employees wages, click +Add Another Wage.

Add the additional wage info.

Click Save Changes.

Web

Sign into your Homebase account.

Click on your name in the upper right corner of the page.

Select My Settings.

You may update the following:

Name

Email

Phone

ZIP code

Date of birth

Language preference

Emergency contact

Click Save Changes.

Mobile

Open your Homebase mobile app.

Tap More on the lower right side of the navigation bar.

Select Profile.

Toggle to Personal at the top of the screen.

Tap the pencil icon to edit your personal info. You may update the following:

Phone

Email

Date of birth

Address

Emergency contact

Tap the check mark in the upper right corner to save your new info.

To update your full name, toggle back to My Profile and tap the pencil icon next to your name.

Homebase allows you to customize how to view your employees on the schedule builder.

Sort by name

Sign in to your Homebase account.

Select Schedule in the top navigation bar.

Select Tools in the upper right corner.

Select Sort by:

First Name

Last Name

Custom Sort

Drag and drop

Select Schedule in the top navigation bar.

To the left of the employee's name on the schedule, click the 3 vertical dots to drag and drop their name on the schedule.

By view

Select Schedule in the top navigation bar.

Next to the date range box, select the view drop-down to choose one:

Employee view

Department view

Role view

By color

Select Schedule in the top navigation bar.

Click ADD+ to create a shift, and choose a color in the drop-down.

This allows you to keep track of roles by separating by color.

The Manager Log offers a wealth of company info for managers on your team.

Access the Manager Log by signing in to your Homebase account and clicking Manager Log in the top navigation bar. Here is the info available in the log dashboard:

Search

Ability to search entire manager log history to find specific words or tags from any date.

Metrics

Weather, sales, estimated labor, and estimated labor percentage are tracked and documented for daily and future reference.

Sales

Sales for this day vs yesterday vs last week.

Est. Labor

Wages as hours worked for today vs yesterday vs last week.

Est. Labor Percentage

Wages as percent of sales today vs yesterday.

Shifts

Total number of shifts for the day.

Hours

Total number of hours worked for the day.

Missed Breaks

Number of breaks not clocked-in/out during employee shifts today.

Overtime

Any time over allotted (based on settings) for the day.

Managers

All managers on duty today.

Longest shifts

Five longest shifts today.

Labor vs Sales

Graph showing Labor vs Sales throughout the day.

Web

Head to the Homebase sign-in page.

Click Forgot password.

Enter your email address.

Click Send Reset Instructions.

If we have an account under the email address you entered, we will send you an email within a few minutes.

Follow the link in the email to reset your password and sign-in.

App

Open the Homebase mobile app.

Enter your email address and click Next.

Tap Forgot your password?

Enter your email address.

Click Send reset instructions.

If we have an account under the email address you entered, we will send you an email within a few minutes.

Follow the link in the email to reset your password and sign-in.

Need to update your password?

If you are already signed in to your Homebase account and wish to update your password, click on your name in the upper right corner, then click My Settings. Click Your Account in the left navigation and then Change Password and follow the prompts to enter your new password.

As an employee, you can leave time card notes using the Homebase Employee Scheduling app. Your manager will be able to view your notes.

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Tap Earnings.

Select the time card you want to leave a note on.

Tap the three dot icon next to a time card event to leave a note.

Tap Send Note to Manager.

Enter your note and tap Save.

When you use Homebase, you have the option to integrate your account with a wide variety of Point of Sale (POS) services. This allows you to seamlessly sync employee info so you can keep your accounts up-to-date and running smoothly.

Only the owner of the Homebase account has access to the POS Connection.

POS services that integrate with Homebase

Clover

Lightspeed Restaurant

Lightspeed Retail

PayAnywhere

Poynt

Revel

Square

Talech

Toast

Upserve (formerly Breadcrumb)

Already have a copy of your employee schedule in a spreadsheet? Dont want to manually add the info to Homebase? If you use the Homebase mobile app, you can upload a photo of the schedule right from your phone to easily share with employees.

Open your Homebase Employee Scheduling app.

Tap Schedule on the lower navigation bar.

Scroll the dates at the top to select the week youll be adding a schedule for.

Underneath the Build a Schedule button, tap Click or upload a photo of the schedule instead.

Youll have the option to upload your schedule by taking a picture or selecting one from your library.

Confirm the Location, Schedule Start Day, and Scheduled Dates.

Click Share with Team to publish your schedule and notify your team.

Sign in to your Homebase account.

Select Team in the top navigation bar.

Select the employees name.

Select Locations & PINs.

Enter a new PINnumber in the field provided.

Select Save Changes in the top right corner.

To change a 6-digit PIN to a 4-digit PIN, please call customer support at this number:

415-951-3830

If you already have your employees info stored in your Point of Sale system,you can import it into Homebase to save time entering their data.

Connect your POS during onboarding

Click Add Team by Connecting a Point of Sale.

Select your POS system and enter your credentials when prompted.

Click Connect POS.

Connect your POS after onboarding

Select the Team tab in the top navigation bar.

Click Add in the upper right corner.

Select Use your Point of Sale system.

Click on the icon for your POS system. You will be taken to your POS to complete setup.

Employee info that will sync from your POS

First and last name

Phone number

Email

Permission (Homebase offers employee, manager, or general manager roles)

Employee PIN (if using Clover, Revel, or Lightspeed)

Shout outs (shoutouts) are a great way to let your team know you appreciate and notice their efforts.

Open your Homebase Employee Scheduling app.

Toggle to your Dashboard.

Click the Shout Out card.

Select the location where your teammate works.

Here you have the option to select a person from your entire team or filter for people that have you have recently worked with.

Tap the badge that best describes your compliment and add a message.

Tap Share with Team.

Your team member will get a notification when you submit your Shout Out, and your compliment will be visible on your teams Celebration message channel.

It is only possible to send 1 shout out per day so make them count!

With the Homebase app you can send time off requests directly to your manager, plus get a notification when they respond. Approved requests will sync with your schedule to keep everyone on the team on the same page.

Web

Sign in to your Homebase account.

Select homebase in the top left corner. (The home page.)

On the right side of the page, in the lower box, under the heading Upcoming Time Off, selectRequest Time Off.(Written in blue writing.)

In the pop-up, the Whole Day toggle will be green. If you need a specific time frame, turn off the toggle and input the time by clicking into the boxes.

Select Save to send the request to your manager.

App

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Tap Requests.

Tap Time Off.

To submit a request, tap the plus icon in the upper right corner.

Enter the details of your request including the day, time, category, and memo for reference.

Click Submit to send your request to your manager.

Youll be notified when your manager responds to the request. If your request is approved it will be reflected on your schedule for that day.

Web

Sign in to your Homebase account.

Select Homebase in the top left corner.

Under Upcoming Time Off, to the far right, click the trash can icon next to the request youd like to cancel.

Select Yes to delete.

Mobile

Open your Homebase mobile app.

Select More. (Three vertical lines.)

Select Requests.

Select Time Off.

Select the Pending request.

Select Cancel Request.

Q: Can I delete a request that has already been approved?

A: Yes, but only from the web.

Select Schedule in the top navigation bar.

Set the date range in the top left corner to find the approved time-off request.

Select the request on the schedule builder.

Select Delete.

A pop-up will ask "Are you sure?", select Yes.

If your employer is using PayAnywhere, you can download the PayAnywhere app to clock-in and clock-out. You will still use the Homebase mobile app to view your timesheets and edit your personal profile.

Sign in to the PayAnywhere app.

Select Time Clock from the menu.

Choose a shift to clock into.

Youre now clocked in.

To take a break, select Time Clock from the menu and tap Take Break. When the break is over, select Time Clock and tap End Break.

To clock out, select Time Clock from the menu and tap Clock Out.

Set your schedule start day on Homebase.

Sign in to your Homebase account.

Select Settings in the top navigation bar.

Select Schedule Enforcement in the left navigation.

Select the start day from the dropdown box on the right

Select Save Changes in the upper right corner.

Availability is an ongoing basis (meaning you are not available at the same time or day every week). If you need to request specific days off, you'll need to submit time off. You can submit your availability so your manager knows when you are not available to work. Here's how:

Open your Homebase Employee Scheduling app.

Tap More on the lower right side of the navigation bar.

Select Requests.

Tap Availability, then Request New Availability at the bottom of the screen.

Select the date that your availability starts.

Tap the plus icon next to any days you'd like to make unavailable.

Select your work location.

Toggle to select All Day if youre unavailable all day.

If youre unavailable for a portion of the day, enter the start and end time.

When finished, tap Add in the top right corner.

After you've updated each day's availability, you may add a note by scrolling down and tapping Add Note.

When finished, tap Submit.

Your availability will be sent to your manager for review. Once reviewed, the status will change from Pending to Approved or Rejected.

There are three ways you can add your team members to Homebase. You can add unlimited employees at no extra cost. Only the owner of the account or managers with permission within the account may add team members.

Note: If you are receiving an error message when adding an employee OR your employee is not importing, consider changing their PIN assigned to them to remedy the issue. The unique PIN may already be taken by an employee that was previously terminated. Their PIN can be changed by going to Team>click on a team member>Locations & PINs.

Add employees via POS

Create a profile for your employee within your POS system.

Sign in to your Homebase account.

Select the Team tab in the top navigation bar.

Click Add in the upper right corner.

Select Import from Point of Sale.

New employee profiles will be imported to your Team page.

If you have any issues importing your employees this way, check out our troubleshooting article.

Add employees directly

Sign in to your Homebase account.

Select the Team tab in the top navigation bar.

Click Add in the upper right corner.

Select Add to team directly.

Enter your employees names, emails, phone numbers, and wages.

If youdon'twish to enter everything manually, click Bulk Add Team Members via CSV/Excel instead? to download our CSV template and upload it with your employee info.

Add employees via the Homebase Employee Scheduling app

Open your Homebase mobile app.

Tap More on the lower right side of the navigation bar.

Select Team.

Tap the plus icon in the upper right corner.

Select from three options:

Add team member. You will be asked to enter info manually.

Add from contacts. You will be connected to the contacts in your phone to import info.

Connect Point of Sale. You will be asked to select your POS system to import info.

Send messages

Open your Homebase Mobile app.

Tap Messages on the lower navigation bar.

Start a group conversation with All Managers, the Entire Team or select a specific group of teammates.

You also have the option to start a private conversation by selecting one teammate to send a message to.

Forward, copy, and delete messages

Locate the message youd like to change.

Tap and hold the message bubble.

Select if youd like to forward, copy, or delete your message using the buttons at the bottom of the page.

Archive a conversation in Messages by swiping from right to left and tapping on the red X to declutter your list.

Homebase offers two essential services: time tracking and scheduling. Scheduling refers to the ability to assign shifts and roles to your employees. There are many settings you can choose from as you set up the ideal schedule. Need to set up time tracking? Check out instructions here.

Build schedules with multiple views

We offer a number of ways to view and build a schedule:

By Employee. Assign shifts and publish schedules by individual employees (the default view).

By Role. Assign shifts to various roles.

By Department. Assign shifts and publish schedules by individual departments.

You can also view by Day, Week, or Month.

Add shifts to your schedule

For the best experience, we recommend using the web version of our schedule builder.

Sign in to your Homebase account.

Select the Schedule tab in the top navigation bar.

Note the date range for the week in the upper left corner. You can advance or go back a week using the arrows. Or click into the box to set the date range.

To create a shift for an employee, select the box under the date and across from their name. Click ADD+.

The scheduling window will pop up. Set the start and end time for the shift.

You can add or create a role from the drop-down menu.

Assign a color to the shift.

Click Add.

Make sure to click Publish when you are ready to publish the schedule for your employees.

If you have a recurring schedule, click here to learn how to make a template.

Edit and delete shifts

Click on the shift block you wish to edit or delete.

To edit, change shift info and click Save.

To delete the shift, click Delete.

Publish a schedule and notify employees

Once you have added all your shifts, you need to publish the schedule for it to be visible to employees.

If the green Publish button is available in the upper right corner of your page, that signals that you have shifts yet to be published.

To publish shifts, click Publish.

After you click publish, you will be given the option of which employees should be notified of the new schedule: everyone, only those employees with changes, or no-one.

Employees will be alerted of a new schedule via email and push notification to the mobile app.

All unpublished shifts will fill in with color once they are published.

To resend a schedule to your staff, do one of these:

Create a new shift and publish

Edit a shift and publish

Create an open shift and publish

Mobile

Sign in to the Homebase mobile app.

Tap Schedule in the navigation bar.

Tap the plus icon in the top right corner to create a shift.

Customize your shift

Date

Time

Choose an employee or leave the shift open

Role

Color

Shift note

Tap the purple check in the top right corner.

Repeat to add necessary shifts.

To delete a shift, select the shift and tap Delete Shift at the bottom.

When all shifts have been created, tap Publish.

Choose how you would like to notify your employees.

The Homebase Mobile Time Clock, when enabled by an owner or manager, gives employees the ability to clock in from their mobile app. The mobile time clock is on the free Basic plan.

The mobile time clock captures GPS location upon clock in/out; customers on the Plus plan can see the location of time clock activity on the time card.The mobile time clock includes the ability to set a boundary within which employees may clock in/out;customers on the Plus plan can set this boundary.

Part 1: Enable Mobile Time Clock

Sign in to your Homebase account on the web.

Select Settings in the top navigation bar.

Select Time Clock Options in the left navigation.

Check the box that reads Mobile Time Clock.

Plus plan customers and those on the plus all access pass can also:

Allow unscheduled employees to clock-in.

Set a geo-fence around the business.

Save Changes in the top right corner.

Part 2: How employees clock-in

Open the Homebase mobile app.

Tap the clock icon.

Confirm clock-in.

If a geofence is set, the app will only allow clock-in if employees are within the geofence.

Part 3: To see the location of the Mobile clock-in

Select Timesheets in the top navigation bar.

Set the date range in the top left corner.

Select the camera icon on the far right of the selected time card.