How to use the Homebase App

 

Here is the information you will find in this article:

View your shifts

Request time off

Delete time off requests

Trading and covering shifts

Claim open shifts

Message your team

Provide shift feedback

Add time card notes

 

Completing your new hire packet

How to reset your password

Applicants using Homebase

Add a certification to your profile

Add your wage rate

View your earnings history

Update your contact info

Notifications and alerts

Record your cash tips

Sync your schedule to your calendar

 

View your shifts

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

1. Open your Homebase Employee Scheduling app.
2. Tap Schedule on the lower navigation bar.
3. Here you’ll be able to see shifts that have been scheduled and published, along with the total hours you’ll be working for the week.
4. To view a different week, scroll the weekdays on the top of the page to the left or right.

Request time off

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

1. Sign in to your Homebase account.
2. Select homebase in the top left corner. (The home page.)
3. On the right side of the page, in the lower box, under the heading Upcoming Time Off, select Request Time Off. (Written in blue writing.)
4. 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.
5. Select Save to send the request to your manager.

 

App

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Tap Requests.
4. Tap Time Off.
5. To submit a request, tap the plus icon in the upper right corner.
6. Enter the details of your request including the day, time, category, and memo for reference.
7. Click Submit to send your request to your manager.
8. You’ll be notified when your manager responds to the request. If your request is approved it will be reflected on your schedule for that day.

Delete time off requests

If you requested time off and it has not yet been approved, you can delete your pending time off request by following steps below:

Web

1. Sign in to your Homebase account.
2. Select Homebase in the top left corner.
3. Under Upcoming Time Off, to the far right, click the trash can icon next to the request you’d like to cancel. 
4. Select Yes to delete.

Mobile

1. Open your Homebase mobile app.
2. Select More. (Three vertical lines.) 
3. Select Requests.
4. Select Time Off.
5. Select the Pending request.
6. Select Cancel Request.

If your request has already been approved by a manager, only the manager or owner of the Homebase account can delete the request. For managers to delete or edit an approved request, follow steps below:

Web:

1. Sign in as the owner or manager with Time Off Permissions at www.joinhomebase.com.
2. Hover over "Team" in the purple navigation menu and select "Time Off" from the drop-down.
3. Select "View History" near the top, above Requests. 
4. Toggle to the month and employee you wish to view. 
5.  Select the pencil icon to edit/adjust any request OR tap the trash can icon to delete a request & confirm. 

 

Trading and covering shifts

With the Homebase app, you can send cover requests to a person, a group, or the whole team. You can also trade shifts as needed.

1. Open your Homebase Employee Scheduling app.
2. Tap Schedule on the lower navigation bar.
3. Select My Shifts from the top bar.
4. Tap Find Cover to the right of any future shifts you want covered.
5. Tap Trade Shift, select all or specific teammates, and click Submit.
6. Tap Request Cover, select all or specific teammates, and click Submit.
7. Your teammates and manager will receive your request for approval.

 

Claim open shifts

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

1. Open your Homebase Employee Scheduling app.
2. Tap Schedule on the lower navigation bar.
3. Select Open from the top bar.
4. If there’s an open shift posted, tap on the shift you'd like to work
5. For Android: Tap Claim Shift on the bottom of the page to submit your request for approval.
6. For iOS: Tap Pick Up to the right of the open shift.

 

Message your team

 

Send messages

1. Open your Homebase Mobile app.
2. Tap Messages on the lower navigation bar.
3. Start a group conversation with All Managers, the Entire Team or select a specific group of teammates.
4. You also have the option to start a private conversation by selecting one teammate to send a message to.

Forward, copy, and delete messages

1. Locate the message you’d like to change.
2. Tap and hold the message bubble.
3. Select if you’d like to forward, copy, or delete your message using the buttons at the bottom of the page.
4. Archive a conversation in Messages by swiping from right to left and tapping on the red X to declutter your list.

Provide shift feedback

Let your manager know how your last shift went with shift feedback. You can rate your shift and leave notes for your manager.

1. Open your Homebase Employee Mobile app.
2. After your shift, you will be prompted to select the number of stars you’d rate your previous shift.
3. Add a note to your manager about your shift experience.
4. Tap Done to submit your feedback.

Add time card notes

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

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Tap Earnings.
4. Select the time card you want to leave a note on.
5. Tap the three dot icon next to a time card event to leave a note.
6. Tap Send Note to Manager.
7. Enter your note and tap Save.

Completing your new hire packet

Your employer uses Homebase to collect your necessary paperwork for all new hires. As soon as your employer adds you to Homebase, you'll receive a new hire packet. 

Complete your new-hire packet to be ready for your first day at work. The new-hire packet is configured by your manager(s) and the information collected will be shared with those approved to review documents at your company.

Use this guide to help you complete your new-hire packet.

 

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New Hire Pack Contents

Account Setup & Contact Info

Tax Forms and I-9

Other Documents

Get the Homebase App

 

New Hire Packet Contents

1. Account setup and contact information
2. Tax forms and the employment verification (I-9)
3. Any other documents that your manager has included in the packet for you to sign or review

You can complete the new-hire packet on your smartphone or on a desktop computer. Your progress is saved along the way so you can resume at any time. You will receive an email with a link to access your completed documents when you are all done. 

 

Account Setup & Contact Information

• If you are new to Homebase, set up your account by providing a password. You will use the email and password to login to the Homebase app.
• Next, provide your contact information so that we can add it to your tax forms automatically.

Tax Forms (W-4 and state withholding forms) and I-9

• Start by completing the W-4. Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay. If too little is withheld, you will generally owe tax when you file your tax return and may owe a penalty. If too much is withheld, you will generally be due a refund. If you have questions about the W-4, please visit the IRS website for more guidance.
• Next, complete your state's withholding forms.
• Finally, complete the I-9 form and confirm the type of document you will bring on the first day of work.

Other Documents

• Your manager might have also included other documents as part of the new-hire packet. These  documents either require you to acknowledge or sign them.
• If a document requires a signature, type your name in the signature form and we will add your signature and a completion date to the document.

If you have questions while completing these forms, contact your manager for assistance.

 

How to reset your password

On the Mobile App:

1. Open the Homebase mobile app.
2. Tap Forgot password.
3. Confirm your email address & click send sign in link.
4. If your email is set up through your phone, click the email link to open your email app. If not, visit your email. 
5. Tap the link in the email to automatically sign in to Homebase.

From the Web: 

1. Head to the Homebase sign-in page.
2. Click Forgot password.
3. Confirm your email address & click send sign in link.
4. Check your email. (The subject link is Homebase Forgot Password.)
5. Click the link in the email to automatically sign in to Homebase. 

Need to update your password?

If you are already signed in to your Homebase account and wish to update your password, click 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.

 

Applicants using Homebase

Part 1: Sign in to your Homebase profile

If you've applied for a job and got an email or text from Homebase, this means your potential employer is using Homebase Hiring (a job posting platform).

1. Sign in to your personal profile by clicking the link Homebase sent you via email. You will then log in via your phone number to access your profile.
2. Add your personal information for your potential employer to review.
3. This profile is only used for your potential employer to see the information you give them.

If your potential employer is interested, they will reach out to you. Homebase cannot give you any information on the status of your application or any information about your potential employer. 

Part 2: Interviews

If your potential employer is interested in interviewing you, you will receive an email and text from the employer with a time for the interview. If you'd like to communicate with the employer or need to reschedule the interview, reply to the email or text they sent. There is not a way for you to request to reschedule the interview any other way at this time.

 

Add a certification to your profile

On Homebase, you can add a certification to your profile so you can keep track of your qualifications and accomplishments.

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Select Profile.
4. Scroll down to Certificates.
• Tap Add if this is your first certificate.
• Tap the plus sign if you are adding additional certificates.  
5. Enter the certificate name, expiration date, and attach a photo if you’d like.
6. Tap Add in the upper right corner to add the certificate to your profile.
7. In the future, click on your certificate to edit or delete it.

 

Add your wage rate

You can add your wage rate to your profile in order to view your earnings history. Note, this won’t impact your actual payout, it is for tracking purposes only.

 

App

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Select Earnings.
4. Tap Add Wage.
5. Enter the amount you get paid and confirm the location.
6. 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.

 

View your earnings history

With the Homebase app you can view your earnings history and the details of all of your time cards.

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Tap Earnings.
4. Select the date range for which you’d like to view your earnings.
5. You can view the details of your earnings.

Web

1. Sign in to your Homebase account.
2. Select Timesheets in the left menu.
3. Set the date range in the upper left corner.
4. You can view all of your time cards and earnings history.

 

Update your contact information

Web

1. Sign into your Homebase account.
2. Click on your name in the upper right corner of the page.
3. Select My Settings.
4. You may update the following:
• Name
• Email
• Phone
• ZIP code
• Date of birth
• Language preference
• Emergency contact
5. Click Save Changes.

Mobile

1. Open your Homebase mobile app.
2. Tap More on the lower right side of the navigation bar.
3. Select Profile.
4. Toggle to Personal at the top of the screen.
5. Tap the pencil icon to edit your personal info. You may update the following:
• Phone
• Email
• Date of birth
• Address
• Emergency contact
6. Tap the check mark in the upper right corner to save your new info.
7. To update your full name, toggle back to My Profile and tap the pencil icon next to your name.

 

Notifications and alerts

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

Web

1. Sign in to your Homebase account.
2. Select the Settings tab in the left menu.
3. Select Notifications from the navigation bar on the left.
4. Check and uncheck the notifications you would like to receive.
5. Click Save Changes in the upper right corner of the page.

 

Mobile

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Select Settings.
4. Click Your Account in the navigation bar on the left.
5. Select Notifications.
6. Select a category to customize your email, text, and push notifications.
7. Any adjustments will save and sync automatically.

 

Record your cash tips

You can use the Homebase app to track the cash tips you receive by logging them at the end of your shift.

1. Open your Homebase Employee Scheduling app.
2. Tap More on the lower right side of the navigation bar.
3. Tap Earnings.
4. Select the shift you’d like to add cash tips for.
5. Click Add Cash Tips at the bottom of the shift details.
6. Enter the total amount of cash tips earned for your shift
7. Click OK at the bottom right of the page.
8. Your earned tips will now be visible below your timecard details and will be reflected in your earnings calculation.

 

Sync your schedule to your calendar

You can sync your Homebase schedule to your calendar so you can view your commitments all in one place.

1. Open your Homebase mobile app.
2. Tap More on the lower right side of the navigation bar.
3. Select Settings from the menu, then tap Calendar Sync.
4. Grant Homebase access to your calendar.
5. Toggle the switch next to Enable to turn on the sync.
6. Choose the location and calendar you’d like to sync to.
7. To help you manage your schedule, you have the option to set an alert for your shift. Click the selection to choose how far in advance you’d like a notification.
8. Any adjustments made to these settings will save and sync automatically.