thanks for joining homebase in this webinar we'll be showing you step by step on how easy it is to set up your account first sign in to your homebase account at app.joinhomebase.com let's walk through how to create and edit a schedule select schedule on the top navigation bar before we start creating our schedule let's first set up department and roles and your team's availability on the top left corner select department and roles here you'll be able to set up specific departments for your teams such as back of the house and front of the house select add new department on the top right corner and enter in your department's name then select the green check mark box from there you can then select directly in the box right next to your department name to create roles that will belong to that department type in the name of the role and hit enter you also have the option to add managers to departments this allows managers and general managers to only be able to create schedules specific to their assigned departments you can edit the name of the department by using the pencil icon next to the department's name or remove the department by selecting the trash icon to the right now let's set up your team availability here you'll be able to add if your team is unavailable or prefers a specific time they would like to work keep in mind the employees availability entered in will be recurring to create an availability for an employee select the box under the day and across from their name select add the availability window will pop up select preferred or unavailable you can select a time frame or if it's the whole day and if they work more than one of your location you can apply to one or all locations then select add as you're creating your future schedules now that day will show up as unavailable for that employee now let's go back to the main schedule tab with home base you can build schedules with multiple views by employee view you can assign shifts and publish schedules by individual employees this is our default view by department view you can assign shifts and publish schedules by individual departments or by role view you can assign shifts to various roles let's go ahead and create our schedule by employee view you can also view the schedule by day month or week since we're going to create our schedule by week let's choose which day you'd like the weekly schedule to start select the gear icon on the top right corner then select schedule setting here you can change the day that works best for you and your team then select confirm schedule settings to save refresh your page so the new start day can reflect now let's add shifts to your schedule 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 your 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 also select the day or days this shift is for you can even add in a note for your employees to let them know about any information or instruction about the shift once done click add if you need to make a change to a shift you can simply edit by clicking directly on the shift once you've made your changes select save if you have employees that work the same shifts you can save time by duplicating it to do so hover over the shift and select a plus icon on the bottom left once duplicated you can drag and drop the shift to another employee or another day you can do this as many times as you need to if employees work two or more different shifts on the same day you can create a split shift first create their first shift then hover over the shift and select the plus icon once it's duplicated you will click on the shift to edit the time or roll for their additional shift you can do this as many times as you need to to delete a shift hover over the shift and select the trash can icon now repeat the same process until your schedule is complete for the week you can add special events to your team schedule so your employees always know what's coming up find the box under the date of your event in the event row and select add enter in the title and the description of the event then select add event now that we are done creating the schedule you need to publish a 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 your schedule 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 through email and push notification to the mobile app once you select your notification setting select publish on the bottom all unpublished shifts will fill in with color once they are published a quick note if you make any changes after publishing make sure to hit that publish button again so your employees can see the new revised schedule now let's walk through some of the tools that homebase offers for the schedule builder select tools on the top right corner for add you're able to add an event a time off blackout which restricts employees from requesting time off and add new employees for clear you are able to clear out the schedule for sort by you can customize how you would like to sort your employees on the schedule for show and hide you can customize to show or hide events forecasts and employees and for templates if you have multiple schedule for different periods you can save a work schedule to a template that you can apply at any time in the future this makes creating a schedule easier and faster select templates to create a template of your current schedule enter a template name and select create to apply a new template navigate to a new week select the tools button then select templates select on the template you wish to apply and select apply your template is now added you can make adjustments if needed and select the publish button on the top right corner when you are ready with homebase you can track your scheduled labor and make sure you're hitting your target with the weather and sales forecast labor percent target and by department features first select tools in the upper right corner then select show and hide you can select to show or hide hours wages and people then in the lower right corner select the up arrow to expand the budget forecast toolbar in the budget forecast toolbar weather shows the latest weather forecast by department shows your scheduled labor by departments for labor percentage target you can enter a labor as percent of sale target for each day or for the week and will show you how you're doing sales shows your estimated sales as the average of the last two weeks for each particular day if you connected your point of sale system to home base we pull in your pos sales non-pos merchants are able to enter their sales manually we allow you to edit all sales values to estimate your labor ahead of time and just like that you're able to create and edit your schedule with home base let's walk through how to review and edit timesheets now select timesheets on the top navigation bar this is where you'll be able to review and edit your time cards to get ready for payroll first let's make sure you customize your settings on your timesheets page select the gear icon on the top right corner of the page from the drop down menu select pay period settings choose how often you run payroll and the day when your pay period starts select confirm pay period to save now that we have that set let's go back to the gear icon from the drop down menu let's select break settings this is where you can customize what breaks are required select confirm breaks to save now going back to the gear icon again let's select overtime settings this is where you can customize how overtime hours are tracked on home base select confirm over time to save now that we have customized our settings let's walk through how to review your time cards on the top left corner set the date range you would like to view you can select current payroll period previous payroll period today or custom now that we have our date range set let's customize how we would like to view our timesheets select show tools on the top right of the page you can choose how you would like to filter sort and group your time cards you also have the option to select tied employees with no hours that way only employees with hours are shown on the timesheets under column options you can customize the columns that you would like to view let's go over a few of these for scheduled it shows hours that are tracked and recorded directly from the scheduled when published for actual hours it represents the entire time the employee was present that day until clock out breaks are added into this time for total paid hours it reflects the entire time from clock in to clock out breaks are taken out of this time for regular hours it's all of the total paid hours which did not qualify as estimated overtime for estimated overtime it's overtime hours that are recorded based on your current overtime settings and may not take into consideration other factors for estimated wages it's the monetary value owed to the employee based off of total paid hours times their hourly wage rate for salaried employees or managers their daily earnings will be reflected based off of a 365 day year this value does not include tips for a paid time off it reports the amount of paid time off afforded to the employee on that date now that we have that all set up to review a time card simply click on the row of the time card a window will pop up and from here you can review the employee's schedule time the actual time they clocked in and out and when they took their breaks on the right side under the issues tab you're able to view any errors on the time card such as forgot clock out or missed breaks under the notes tab you are able to view any time card notes that an employee may have left about their shifts this is a great way to communicate about the specific shift you can also leave a manager facing note on the time card as well it works as a great tool you can always refer back to to review the edit history of a time card select view time card activity from here you are able to view any edits that were made to a time card you'll be able to see which manager made the edits and when they were made you can also review your employee's gps snapshot and photo capture of your employees time cards click the photo on the top right of the time card to open all the time card and gps photos this will help hold your employees accountable to when and where they have clocked in to adjust the time on a time card click into each field to edit don't forget to add in your timecard note as well to keep track of all the changes that are made to edit the row for the employee's time card select the pencil icon under the employee's name from the drop down menu you are able to select a different role or select the x to remove the role completely select save changes once you are done when you are done editing your time card simply click off the time card or select the x on the top right corner to save the changes you need to delete a time card select the trash can icon below the employee's name select yes to confirm delete to add a new time card select the plus icon on the far right of the timesheets page fill in the information of the time card select the date roll walk-in and clock out time and add in any breaks to save the time card click off the time card or select the x on the top right corner with home base you can easily find and fix errors on your time cards such as miss clockouts miss breaks and if employees do not clock in for their shift it will flag as a no-show when an employee clocks in for their shift on home base they are given the option to clock into their scheduled shift or an unscheduled shift in the event of last minute changes in the schedule if an employee accidentally clocks into an unscheduled shift you can connect the time card to a scheduled shift to do so select the time card with the unscheduled shift on the right select connect to scheduled shift you'll be able to see their scheduled time on top of their clock in and out click off the time card to save home base allows you to mark sick days or no show on the time sheets page select the time card that needs to be marked or changed if it's a true no show you can select a reason to the right and mark as a no show if it's not a no show click and enter and in and out time click off the time card to save changes if you like to delete the no show delete the time card by selecting the trash can icon below the employee's name once you are done reviewing and editing your time cards you can also lock your time cards as well to do so select the lock icon next to the time card this prevents other managers from coming in and making an edit to the time card it's also a great way to keep track of the time cards that you have already approved making it a seamless process when it's time to do payroll if you have employees that work at multiple locations and home base you can view their timesheets under company level timesheets customize the date you would like to view or use the quick filter select retrieve timesheets company level timesheets allows your business to track regular and overtime hours across all locations for employees once you're ready select export to choose which format you would like to download what's great about home base is we are able to store your time cards for up to four years you'll never have to worry about downloading printing and filing them away once you're done reviewing click download in the upper right corner of the page choose all time cards or payroll summary choosing all time cards will download a csv file choosing payroll summary will open a full detailed view of the pay period select download to create a csv file or your connected payroll partner and just like that you are able to review and edit your timesheets on home base looking to grow your team with homebase you can easily create job descriptions and post open roles to multiple online job boards you can also message interview and hire applicants directly from your home base account select post a job in the top navigation bar here you can choose to create your own job post or select one of our templates with expertly written job description for your industry this is where you'll be able to customize your job post enter in the wage rate select the availability that you're looking for whether it's morning shifts afternoon shifts or evening shifts then edit the job description once done select post job with your job post you have the option to add screen or questions to get to know more about your candidates type in your question and select add question to add another one once done select add to post job or select skip if you prefer not to add any questions your job is now posted home-based hiring is completely free we partner with different job boards like indeed glassdoor facebook and ziprecruiter to post your jobs feel free to share your job post to social media you can also download a sign for walk-in applicants need applicants fast you can boost your job post and get three times the applicants now that you posted your job you can manage all your job posts and applicants directly from home base select view applicants this is where you can manage and filter your applicants you can review their applications and resume in their profile to send them a message select message a window will pop up on the right where you can type out your message or select a template you can also schedule an interview and home base will send you and your applicant confirmation and date of reminders enter in the date time choose the interview type and if you like you can add a note with more info about the interview then select schedule interview in the applicant's profile you also have the option to add notes select add notes and a window will pop up on the right once done select add notes to save if you have applicants that apply elsewhere such as a walk-in you can manually add them into home base to keep them on file to do so select add applicants to fill in their information under the interviews tab you will be able to view all of your upcoming interviews with your applicants in career page you have the option to customize this page that shows all of your job postings then you can share on your website or social media you can also have applicants send a text to this number with your unique code then they will receive a link to apply to jobs at your company found the perfect one you can hire applicants directly from your home base account select view applicants then select the applicant's name of who you want to hire select the drop down menu in the upper right corner of their profile select hired then select move to hired and they'll be automatically added to your team and just like that you're able to post a job review and manage your applicants schedule interviews and more all in one place with home base let's walk through how to use our messaging tool select messages on the top navigation bar a window will pop up from the right side of the screen with homebase you can quickly communicate with your team using our message feature messages are delivered in real time to the home base mobile app through mobile notifications and through text homebase offers a number of groups pre-created for your business to help you communicate quickly and easily let's go ahead and walk through them for everyone working today based on the schedule homebase will automatically create a group with all employees scheduled today so you can quickly communicate anything that's going on for the date for entire team group every team member at a location will be included in the entire team group chat as employees join or leave your team they'll automatically be added or removed as participants for the all managers group just like the entire team chat however this group consists only of managers general managers and owner of a location for custom groups in addition to the groups above team members can create a one-on-one chat or group chats with a fixed number of participants there's no limit to the number of team members who can be part of the conversation going back to the main menu of the messaging page underneath message group we have the option to message a team member similar to custom groups you can choose who you like to message one-on-one or create your own group as well from here once you select who you like to send a message to select start message from here you can write a message and hit enter to send need to make sure your employees viewed your message select the eye icon underneath your message to check with our message red receipts you can see who has viewed them and who you need to follow up with you can also send picture messages as well to do so just select the picture icon on the bottom right corner at home base we know that email notification and text messages can get lost during a busy work day so we created announcements to help you communicate important notes to your team announcements are sent through email and can be pinned to the employee's dashboard on the home base mobile app and on the web that way we can make sure important announcements are seen by the whole team customize your audience and type out your message then select send message now under the applicants tab you are able to send messages to your applicants from your job posts as well you can also download your messages from home base select the three vertical dots on the top right corner from the drop down menu select download select a date range of the conversation that you would like to download then select download message log for homebase privacy policy everyone who sent or responded to a message during the selected period will receive an alert when you download messages home-based messaging tool is a great way to quickly and effectively message your team [Music] under team you will be able to add invite and edit your employees let's walk through how to do so to add employees select add on the top right corner there are three different ways you can add your team on home base first you can add employees information directly into home base one at a time enter your employee's names phone number and email select their access level and add in their rules and wages then select save to add your employee another way of adding your team to home base is by bulk upload this is great for larger teams and will save you time first select which information you would like to add for your employees then select next to better calculate your labor costs select the number of wages or roles an employee can be assigned then select next if you have your employees in a spreadsheet or excel file already you can copy from your file and paste directly into the columns or you can fill in your employee's info from here once done select add employees on the bottom right corner the last way to add your team and home base is by connecting your point of sale if you have a pos that we partner with you will be able to connect and import your employees directly from your pos to home base select your pos to connect and your employees will import over once you have added your employees in make sure to invite them to join when they join they can view their work schedule keep track of their hours set availability request time off and message the team select bulk actions on the top right corner then select send home base invites choose who you would like to send the invite to then select send invite they will receive a notification through email and text where they will create an account to join and just like that we have added and invited your team in the event that an employee does not work out you can terminate your employee on home base to do so select bulk actions on the top right corner then select terminate employees select the employee or employees that you would like to terminate then select next once you terminate employees they will no longer have access to the location but you can still have access to their past time cards and time off requests select the termination reason and add in any notes then select if the employee is eligible for rehire once done select terminate employees on the bottom right corner now let's walk through how to rehire an employee back select the box next to show terminated in the top left corner this will show all terminated employees and grade out lettering click directly on the employee you would like to rehire select free hire now that the employee will be showing on the roster tab be sure to deselect the box next to show terminated to remove that view on the team tab this is where you'll also be able to edit your employee's profile click on the employee's name that you would like to make edits to under the information tab you are able to edit their basic information by selecting the blue pencil once you made your changes don't forget to select save changes on the top right corner under the locations and pins tab for accounts with multiple location this is where you'll be able to use the toggle to add or remove an employee to the location you are able to edit their access level to their homebase account giving someone manager or general manager permission means they can do things like create and publish schedules edit employees clock in and out times and edit employees profile information you can also customize what access your manager and general managers can have access to in the settings tab as an account owner you will always have access to everything in the account you can also edit their pin number this is used if you are using a tablet time clock shared web time clock or a pls time clock if needed you can enter in their higher start date and payroll id as well you can edit to hide or show employees on the schedule exclude or include employees from location alerts exclude or include employees from time clock errors and give employees eligibility for requesting to take open shifts don't forget to select save changes on the top right corner under the wages enroll tab you can easily apply wages and rules to your team members for easier scheduling and the ability to forecast and view labor costs in real time assigned roles are visible to the entire team assign wages are visible only to the individual employees the wage is assigned to the account owner and any manager or general managers with the team permission turned on type in the wage rate select hourly or salary and either select a role from the home base curated list or type in your own custom roll then select the effective date of when this wage rate starts if there are previous time cards select an effective date of that time so the wage rate will be attached to past time cards you are also able to assign multiple roles and wage rates to team members who work more than one role by selecting add another wage once added select save changes now you're able to easily edit and manage your team on home base let's walk through how to set up new hire onboarding and document storage with home-based onboarding and document storage you can create an onboarding packet for new hires that can be completed by their first day of work you also have the ability to upload employees documents directly into their profile for easy storage and better tracking first let's walk through setting up your new hire onboarding packet hover over the team tab on the top navigation bar and select new hire onboarding [Music] start by selecting activate new hire onboarding then check the boxes for enable new hire packet to turn this feature on and also check the box send the new hire packet to on ut members going forward to keep onboarding efficient as part of your new hire packet you'll see the w4 i-9 and any other state required forms already included for you here you also have the option to upload additional company or industry specific documents such as your employee handbook when uploading your own documents you have the option to require an employee signature or simply acknowledge they've viewed it select upload to add the document to your new hire packet last we asked for business specific information such as your ein and address in order to create your onboarding packet only the owner of the account is able to view and modify the onboarding packet once you are done select save now that you have completed your new hire onboarding packet you can send it to your new hires or employees when adding them to your team when your employees finish filling out the documents you'll be able to view them in home base to do so hover over the team tab on the top navigation bar then select documents from the drop down menu now for security reasons please keep in mind only the owner of the home base account is able to view this page and are the only ones at this time to view these documents from here you can view multiple employees documents at once and also track their progress completing the documents you can view the status of all new hires completion of the packet whether they have viewed acknowledge or sign the individual documents by hovering over the two lines on the employee's row and then selecting the blue plus sign you can choose to upload paper documents that you may already have to store on file in home base from here you can also have the options to send or resend the documents to your employees to view or manually upload an individual employees document first select team on the top navigation bar select the employee you wish to view then select documents managers and general managers will be able to have access to this page to help upload documents or send out new hire packets but they will not be able to view them from here you will be able to upload any kind of form or documents that you would like to store you can customize the file name select the type writing note and then drop or upload your file also once your employee completes their i9 form this is where you'll be able to verify the documents let's go ahead and select an employee that has filled out their i9 select their name in the roster then select documents the us government requires businesses to store i-9 forms for up to three years regardless of whether employees are still under your employment and with home base we got you covered select verify to confirm that the employee has brought the i9 document you can choose which document the employee has brought and fill out the information then type to sign your name and select verify now that we have gone over how to set up and review your new hire onboarding packets and documents let's go ahead and quickly add in a new employee once we have added them we can go back to the main documents page by hovering over team on the top navigation bar and selecting documents once here you'll notice that our new employee has already been automatically sent their new hiring packet and also you'll notice since we verified the i9 form the status now says complete now let's go ahead and quickly go over what it would look like on the employee's end when they open up their onboarding packet your employees will receive an email or text asking them to sign in to home base and complete the documents they will be asked for basic information and can complete the packet from a phone or computer we streamline this process by auto generating the documents with the answers provided from the form once done completing the form they will just select continue with homebase new hire onboarding and document storage is something you no longer have to stress about [Music] let's walk through how to set up your health and safety screener the home-based health and safety screener allows you to ensure your employees and your business are staying healthy and safe to set it up first select safety on the top navigation bar with the health and safety screener you have the ability to set up a clock and screener that asks your employees a series of yes or no questions upon clock in you will also get alerted for specific answers and see all employees answer in a daily health and safety report at this time screener questions are available on mobile and tablet time clocks only now let's select the setup screening questions button check the box to enable the mobile time clock and to send it text your employees to update their home base app then select continue here we have provided a list of default questions to edit the questions click the pencil icon from here click on the question to edit we also offer a spanish translation option for your screener questions each question has an option to receive a manager alert for a specific answer to a screener question once you are done editing the question select save if you need to delete a question select the trash can icon to the right of the question if you would like to add a new question scroll down to the bottom and select add question from here you can type out your question and customize the alert setting once you are done editing the question select save once all questions are added and saved use the check box on the top right of the page to enable the questions then select the add questions button once you select add questions it will take you to your health and safety dashboard this is where you can review your employees answers once your employees clock in like so their answers will pop up here for you to review and to always have on record if you need to make an adjustment to your question select the gear icon on the top right corner and select edit questions from here you can delete or edit your questions or adjust the manager alert settings if you no longer wish to use the health and safety screener questions uncheck the enable check box on the top right corner to toggle on or off now let's walk through what it will look like when employees are clocking in once they clock in they will have to answer their health and safety check employees will go down the list selecting yes or no to each question if the employee selects an answer that was set to be alerted when chosen they will be prompt to speak with a manager before starting work based on your settings manager and account owners will be alerted and just like that you're able to ensure your employees and your business are staying healthy and safe let's get started with hr pro if you've got hr questions we've got answers with homebase hr pro to get started hover over team in the top navigation bar then select hr pro from the drop down menu getting hr wrong can cost thousands of dollars in fines lawsuits and bad hires hr pro can help with expert answers to your toughest question and stickiest situations so what's included in hr pro a team of certified hr advisors with years of experience that is available to talk live about your unique situation or question hr pro can create a customized employee handbook just for you with our employee handbook builder our team of hr experts can review your current policies to help you stay safe and compliant and with our hr resource center this one-stop shop includes templates job descriptions guides and more all built by experts you will also get email alerts on the latest labor laws for your state so you can stay up to date on your compliance start by filling in your profile information for your account and company your selections particularly your home state will be used to help tailor our hr content to your interests and needs then review and accept the terms of conditions before proceeding to the hr support center to do so please select accept terms on the left before saving your profile this is your hr support center from here you'll be able to find shortcuts tailored to your needs on the top we have our menu under topics you'll find a variety of important hr subjects with a series of resources for each one such as articles forms videos and more for you to use under laws here you can access easy to understand state and federal laws summarized without legalese under learning you can learn more about any hr topic with articles q a streams and even training on demand where each hr training is recorded by one of our hr professionals and covers the most important human resources issues as well as simple steps you can take in your organizations to address them hr pro has a number of tools that can help your business such as calculators that specializes in several different hr metrics and aca calculations with a job description library you have access to a number of job description templates that helps communicate the responsibility and expectations for your staff also create a customized employee handbook an employee handbook is a powerful tool to communicate your organization's policies and practices as well as its value culture and vision it can also form the first line of defense in an employment lawsuit or investigation you can use the express handbook builder where you can complete the easy to use wizard and get your handbook in about 30 minutes or you can use our professional handbook builder where you have the option to schedule a one-on-one consultation and get your new handbook in three to five business days already have an existing handbook use the handbook update manager to help update and maintain your handbook under documents you'll find a collection of different documents for you to use from checklists forms guides and letters we've got you covered on all of the above couldn't find exactly what you are looking for ask an hr pro anytime you have a question simply type out your question and attach any files if needed and select submit [Music] or prefer to speak on the phone you can give our hr pros a call at 877-880-4772 commitment is to respond to your question by phone or online within one business day once you submit a question you can always refer back to it by going to my tickets under hr on demand hr can be hard when you go it alone now you don't have to with hr pro you get certified hr advisors compliance handbooks trainings templates and peace of mind let's walk through settings this is where you'll be able to customize all the different settings in your homebase account select settings on the top navigation bar on the left we have our menu under locations you are able to edit basic info pos connection and plan and billing let's select basic info first under location details select the pencil icon to edit the business location info such as name physical address phone number time zone business type and website under company info you'll see an overview of the company's information under company location you'll see a list of your locations in home base you also have the option to add an additional business location here and last but not least we have the save changes button once you make any changes make sure to always select save changes next on the left menu we have pos connection here you can customize your daily report reset time choose a time where all labor and sales reports start over for the next day if you don't have a pos that we connect with you can manually upload sales to populate sales report through excel or csv file or select your pos to connect this is a list of all of our pos partners where you can connect your pos system with your home base account next on the left menu we have plan and billing this shows you the plan your account is on as well as your billing cycle and next billing date you will also see the credit card that you have on file to edit or update your credit card info select the pencil icon to the right under billing you'll be able to view and download all of your invoices from home base now let's go to the next section on the left menu which is time tracking here you can customize your time clock options overtime breaks and compliance settings under time clock options you can enable or disable declaring cash tips at the end of the shift during clock out you also have the option to enable or disable shift feedback this is the ability for employees to rate their shift and leave feedback upon clocking out next we have the option for time clock rounding this automatically rounds clock ins and outs to the nearest 5 or 15 minute increments under mobile timeclock you can enable or disable the mobile time clock for your location if you have irregular schedules or don't use schedules check the box to allow unscheduled shift clock-in from the mobile app this will allow employees to clock in even though they are not on the schedule this is where you set your geofence this will prevent employees from being able to clock in with the mobile app unless they are at the specific location within the range of 150 feet one block or five blocks on the map you can click and drag the pinpoint to an exact location that you would like to the right you can choose to text yourself a download link for the free homebase mobile app under tablet time clock you can enable or disable unscheduled shift role selection this allows employees to select a role when clocking in without a schedule being made on the right you can choose to email yourself a download link to the homebeats timeclock app for the ipad or android tablet under webtimeclock you can disable or enable the ability to let employees launch the web timeclock on the right you have the options to launch the web timeclock from here as well if you're not interested in using time tracking with home base at this time you can disable time tracking from here don't forget to select save changes on the top right corner to save your edits next up on the left menu we have overtime here we show you the state and federal overtime requirements to help you stay compliant this is where you can customize how you would like to track your overtime and home base you can also set up and enable overtime alerts managers can be sent an alert when an employee is approaching overtime as well as when they actually hit overtime if you have an employee that works more than one location you can track overtime across multiple locations you can also set up overtime for your salary employees as well does your business stay open through the holidays with a holiday feature you can set an hourly rate on a holiday without needing to manually edit time cards before running payroll once you're done customizing your overtime make sure to hit save changes next on the left menu we have breaks and compliance staying compliant can be complicated we've got the tools to help here you'll be able to see an overview of your state break laws as well as your federal break laws underneath you'll be able to customize your breaks this allows you to set up your ability for employees to clock out and in for breaks brakes can be set for either optional or mandatory if the break is set to mandatory the employee's time card will show a missed break error on the timesheets if a break is missed if the break is optional the employee's time card won't reflect if a break is missed you can also add new breaks which allows you to add more break options for employees to take for subtract unpaid breaks this subtracts any expected unpaid breaks to be taken by employees from the wage and hours forecast on the schedule builder we also have the option to award additional hours employees who do not clock out for mandatory breaks will be awarded additional paid hours on their timesheets for convert access paid to unpaid breaks any extra time taken outside of a paid break gets automatically converted to unpaid this is great for controlling your labor costs for example if a 10-minute paid break is granted and an employee takes a minute break 15 minutes will be converted to unpaid let's go ahead and select save changes on the top right corner now on the left menu let's select and walk through scheduling starting with schedule enforcement for scheduled start date you can customize what day you would like your scheduled date to start when you are viewing and creating the schedule for scheduling hours this will directly affect the day view and the schedule and the auto fill times when creating a shift with home base you can keep track of your employees tardiness by setting a threshold to mark an employee late preventing early clocking one of our most popular feature this allows you to set a threshold to prevent your employees from clocking in early from their scheduled start time helping you prevent time theft and keeping your labor costs in control preventing early clocking from breaks will prevent your employees from ending their breaks early for clockout reminder this will send a push notification or text to employees 10 minutes past their scheduled end time for auto clockout if enabled homebase can automatically clock out employees 10 15 30 60 90 or 120 minutes after their shift has ended you also have the option to enable or disable allowing employees to add forgotten clock out times if an employee has forgotten to clock out homebase will send them a notification through the home base messenger app if the employee replies with the time the time will be saved on their timesheets saving you time from going in to edit yourself let's go ahead and select save changes on the top right corner to save now moving to alerts and permission on the left menu here we are able to customize lead alerts this is where you can set a threshold where managers will receive an alert when employees don't clock in after a certain time past their scheduled start time you can also enable text to schedule when the schedule is published employees can receive their entire schedule through text messages for requiring availability approvals this will allow managers to deny or approve new availability requests if it's disabled all availability requests will be automatically approved you can enable or disable to only allow managers to build and publish schedules for their assigned departments only you can also choose to only allow employees to view their own schedule this would allow the employee to only view their schedule and not the entire team's schedule don't forget to select save changes now moving on to the last category under schedule on the left menu we have events and trades from here you can enable events on the schedule to inform employees of any upcoming events such as concerts holiday massive sales or team meetings we also offer shift change history which allows management to see a track record of all shift trades covers and claims managers would be able to see who the shift originally belonged to and which manager approved the request for schedule history you are able to see which manager published a schedule when it was published and how many shifts were published you can access these features under schedule on the top navigation bar now let's go to payroll on the left menu here you can customize your payroll period you can set your payroll period to weekly every two weeks once a month or twice a month for payroll period start day you can set the day when your payroll period begins you can also choose to enable or disable locked timesheets after approval once timesheets are locked they cannot be edited unless set up otherwise in team permissions underneath we have our payroll partners which is a list of our integrated payroll partners this is where you'll be able to connect your payroll accounts with home base once done select save changes on the top right corner next on the left menu we have time off and pto this is where you can set your pto policy and customize time off restrictions under time-off policy you can choose which time-off categories will count towards pto then you can create your pto policy by selecting create new policy name the policy select the accrual method the hours or the rate max balance and max carryover on the bottom of the page you have the option to limit time off requests per day and also set the number of days in advance employees need to request off once you have that set don't forget to select save changes on the top right corner now moving on to team messenger on the left menu this is where you can enable or disable team shout outs shadows allow you and your employees to send notes of appreciation and recognition to teammates who stood out or went the extra mile during a shift you can also enable or disable messenger this will allow you to disable messaging for employees you may also re-enable if you choose to do so here you will be able to download message logs this is the ability to download all messages including private messages in the form of an excel or csv file employees will receive a notification that their messages have been downloaded to view now let's select team permissions on the left menu with home base you're able to keep track of multiple wage rates you can apply different wage rates to different roles for team members you can also break down and organize your schedule by departments this allows you to track labor costs by area and allow department managers to create and publish schedules for their departments here you can enable or disable the ability for employee to self onboard this allows employees to find your business and join the account without you having to add them in your home base account there are four different permissions level the order is as following account owner general manager manager and employee underneath this is a full list of all admin capabilities within home base this is where you can control what you would like your management staff to be able to do and delegate certain tasks to general managers or managers once you're done customizing select save changes on the top right corner now going to manager log from the left menu the manager log is a tool that managers can use to communicate with each other about any information during shifts here you are able to enable or disable the manager log for managers to view and store notes next on the left menu we have api access this is where you can view our api documentation if you are interested in using the api you can request a key from here now going into account on the left menu under profile you are able to change your profile photo your profile photo will be viewed by everyone on your home base account under profile info you can edit any information regarding your profile such as name contact info and language preference this is where you'll be able to change your password to your home base account you also have the option to add in an emergency contact if you like you can add or edit any work history you may have even if they don't use home base to keep in your profile and on the bottom of the page you have the option to add new certificates to your profile with this you can add any certificates such as cpr or food handling photos of certifications can be uploaded as well as expiration dates and will let you know when it's about to be expired on the right side you'll be able to see your charts regarding your attendance experience by role and also your shift feedback now let's select location and pins on the left menu this will show you a complete list of all the locations you are currently employed with the pins for each location and last but not least on the left menu we have notifications if you have more than one location you're able to select which locations you want notifications for under shift and schedule you can adjust how you would like to be notified about new schedules being published and upcoming shifts under manager alerts managers can adjust how they would like to receive certain alerts such as overtime late daily emails and time off requests now that we went through everything in settings make sure to take some time to customize how you would like your home base account to be set up still have questions visit support.joinhomebase.com