How to Use Home Base for Scheduling and More

Introduction

• Home Base is a platform to manage teams, create schedules, payrolls, HR tasks, and more.
• Accessible at joinhomebase.com.

Setting Up

• Account Creation
  • Visit the site and click on 'Get Started'.
  • Create a business account or sign in as a manager.
  • Account setup requires basic information.
• Dashboard Overview
  • Dashboard includes: Schedule, Time Sheets, Payroll, Team, Hiring, Manager Log, Reports, Safety, and Settings.

Scheduling

• Go to the 'Schedule' option on the dashboard.
• Choose scheduling view: Day, Week, or Month.
  • Weekly view is recommended for flexibility and adaptability.
• Enables printing schedules and using various tools.

Adding and Managing Employees

• Add Employee
  • Navigate to 'Team' or use 'Add Employees' option.
  • Enter necessary details: first name, last name, contact info.
  • Select access level and assign roles (e.g., Sales Associate).
  • Determine wage rate (hourly or yearly).
• Schedule Employees
  • Use 'Add' option to set workdays and custom timing (e.g., 9 AM to 5 PM).
  • Assign colors for easy differentiation.

Team Availability

• Set availability for team members to track who is available and when.
  • Specify full-day or custom time slots.

Time Sheets

• Create and manage time sheets for employees.
• Downloadable for flexibility.

Payroll

• Access payroll information for team members.

Hiring Process

• Hire directly from Indeed and LinkedIn.
• Manage job postings, view applicants, and conduct interviews.
• Automate the hiring process with career pages.

Manager Log

• Log entries and data directly on Home Base.
• Reduces the need for external spreadsheets.

Conclusion

• Home Base serves as a comprehensive business manager.
• Centralizes scheduling, team management, reports, and hiring processes.

• Note: Ensure to explore all features for maximum efficiency and productivity.