Homebase Webinar: Account Setup and Features

Introduction

• Purpose: Guide on setting up Homebase account and utilizing its features.
• Platform: Access via app.joinhomebase.com.

Account Setup

• Sign In: Access your Homebase account online.

Schedule Management

Creating and Editing Schedules

• Access: Select 'Schedule' from the navigation bar.
• Departments & Roles:
  • Add departments (e.g., back/front of house).
  • Create roles within departments.
  • Assign managers to specific departments.
  • Edit or remove departments/roles.

Team Availability

• Set recurring availability or unavailability for employees.

Schedule Views

• Employee View: Assign shifts by individual employees.
• Department View: Assign shifts by departments.
• Role View: Assign shifts by role.

Shift Management

• Creating Shifts: Set start/end times, roles, and add notes.
• Editing Shifts: Click on shifts to edit.
• Duplicating Shifts: Use the plus icon to duplicate.
• Split Shifts: Create multiple shifts for a single employee.
• Deleting Shifts: Trash icon to remove.

Publishing Schedules

• Publish Options: Notify all, only changes, or no one.
• Revisions: Republish after edits.

Tools and Features

Schedule Tools

• Add Events: Special events for team awareness.
• Time Off Blackout: Restrict time-off requests.
• Templates: Save and apply schedule templates.

Budget and Forecast

• Show/hide hours, wages, and people.
• Sales, weather, and labor forecasts.
  • Integrate with POS for automatic data.

Timesheet Management

Customizing Settings

• Pay Period, Breaks, Overtime: Adjust settings via gear icon.

Reviewing Timesheets

• Date Range: Filter by payroll periods.
• Columns: Customize view (scheduled, actual, paid, etc.).
• Editing: Click on rows to edit time cards.
• Adding/Deleting Time Cards: Plus/trash icons.

Error Management

• Missed Clock-outs/No Shows: Flags for errors.
• Lock Timesheets: Prevent further edits.

Hiring and Team Management

Job Posting

• Create Job Posts: Use templates or custom descriptions.
• Screening Questions: Add to job posts.
• Multiple Job Boards: Share and boost posts.

Applicant Management

• Communication: Message, interview, and hire via Homebase.
• Manual Entries: Add walk-in applicants.

Team Messaging

• Communication: Real-time messages via mobile app.
• Pre-created Groups: By schedule or role.
• Announcement Feature: Important alerts through email/app.

Adding Employees

• Methods: Manual, bulk upload, POS integration.
• Invitations: Send invites for account access.

Termination and Rehire

• Terminate: Remove access, retain records.
• Rehire: Reactivate past employees.

Onboarding and Document Management

New Hire Onboarding

• Setup Packet: Include forms like W4, I-9.
• Document Upload: Add company-specific documents.

Document Storage

• Access: Owners can view and upload.

Health and Safety

• Screener Setup: Mobile and tablet time clocks.
• Questions: Edit and set manager alerts.

HR Pro Features

• Resource Center: Access templates, job descriptions.
• Employee Handbook: Build custom handbooks.
• Compliance Updates: Email alerts on labor laws.

Settings Customization

Account Settings

• Location Info: Edit business details.
• POS Connection: Link with supported systems.

Time Tracking

• Options: Shift feedback, clock rounding, geofencing.
• Overtime and Breaks: Customize alerts and compliance.

Scheduling and Alerts

• Enforcement: Prevent early clock-ins, set reminders.
• Permissions: Customize manager and employee access.

Payroll and Time Off

• PTO Policies: Set accrual methods and restrictions.
• Payroll Partners: Connect with payroll services.

Team Messenger Settings

• Shoutouts: Enable or disable recognition features.

Conclusion

• Visit support.joinhomebase.com for additional questions.