There are a few important steps to follow in order to pay your employees through Homebase. If you have an existing employee or you’re adding a new one to Homebase, follow the steps below.
Existing Employee:
Ensure that the employee has A) the required fields in their personal information profile completed, B) their withholdings have been added, and C) confirm their wage, role, and start date are correct.
| Tax Classification | Personal Information tab | Job Details tab |
| W-2 Employee |
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A) Personal Payroll Information
After creating the employee profile, complete the steps below.
1) Navigate to the employee’s Personal Information tab
2) Complete the Required fields in the Payroll Information section by clicking on the blue pencil in the right corner.
Legal Name
Date of birth
Social Security Number
Home Address
B) Withholding
Add federal withholding and state withholding elections (if applicable) in the Personal Information tab after adding the home address. If you do not have this information, Homebase will withhold those taxes at the default rate.
Send out New Hire Packets for the employees to complete this step on their own.
C) Wage, Role, and Start date
Navigate to the Job Details tab in the employee’s profile.
Click into the Access, Roles, and Wages section and ensure you have added the role, wage rate, and start date.
On this tab, confirm the employee is active in payroll by having the “Team member is included in payroll” option turned on. Also, confirm the payroll classification is correct (W-2 employee or 1099 contractor).
Navigate to the Payroll dashboard and confirm the payroll status for the employees is "Ready for Payroll."
New Employee:
New employee information can be added while creating the employee profile from the Teams > Roster tab.
Enter the employee information and complete all fields.
Select the correct payroll classification - W2 employee or 1099 contractor.
Based on this classification, you can send out the correct New Hire Packet for your employee to complete and that information will be added to their Homebase profile.
Otherwise, the admin can enter the information in the employee profile manually.
Follow steps A, B, and C listed above and confirm the employee was added to payroll.
Navigate to the Payroll dashboard and confirm the payroll status for the employees is "Ready for Payroll."
Still have questions? Feel free to reach out and we’d be glad to help!
To contact support, click here to log in or email us at payroll@joinhomebase.com
