New Account Set Up

 

Setting up your Homebase account for success is easy, just follow the guide here!



In this article you will find:

 

Create your account on the web

Create your account on the Mobile App (iPhone or Android)

Create your account with Clover

Set your payroll period

Set your schedule start day

Set up break rules and overtime rules

Set up one or more time clocks

Add and invite your team

Make a team member a manager

What employees can and cannot do in Homebase

Contact Homebase Support




Create your account on the Web

  1. Visit joinhomebase.com
  2. Click Set up a new business.
  3. Enter your full name, email, preferred password, and mobile number.
  4. Enter your company name and the zip code where your employees work.
  5. Complete all the onboarding questions so that Homebase can set you up for success. 
  6. Select your time clock

Create your account on the Mobile App (iPhone or Android) 

  1. Download the app from the App Store or Google Play Store
  2. Tap Set up a new business.
  3. Enter your full name, email, preferred password, and mobile number.
  4. Enter your company name and the zip code where your employees work.
  5. Complete all the onboarding questions so that Homebase can set you up for success. 
  6. You can add your team individually or via your address book. 

We recommend that you enable GPS and Notifications on your Mobile App. 

 

Create your account via Clover

  1. Visit the Clover app marketplace and select Homebase
  2. Download the Homebase app onto your Clover device. Homebase works with Station, Flex or Mini. 
  3. Open the app and follow the prompts to get Homebase set up. Be sure to create a password. 
  4. Your team will be automatically added.
  5. All PINs are the same as Clover PINs. 
  6. Sign in to your Homebase account at app.joinhomebase.com to explore scheduling, timesheets and hiring. You will need to select “Forgot password” and use the email address you use with Clover.

Set your payroll period

 

Setting your payroll period in Timesheets is crucial for accurately tracking the hours your employees work. It helps you manage overtime and allows you to better budget your labor. Follow the steps to set your payroll period:

  1. Sign in to your Homebase account from a computer (this cannot be done from the mobile app)
  2. Click on Settings on the top navigation
  3. On the left, select Payroll
  4. Choose how often payroll is run, and the day your payroll period begins
  5. Save Changes in the upper right corner

Set your schedule start day

 

Setting your schedule start day allows you to change the schedule format based on your first day of the week. For example, some businesses' first day of the week will be Sunday, while others may be Monday. You can select any day of the week as your schedule start day. Follow the steps here:

  1. Sign in to your Homebase account
  2. Click on Settings on the top navigation
  3. On the left side, select Schedule enforcement
  4. From the drop down, select the schedule start day
  5. Save Changes in the upper right corner

Set up break and overtime rules

 

Setting up break and overtime rules are crucial to help keep your business compliant.

 

Break rules:

Ensure your business stays compliant by setting up break rules for your team. 

  1. Sign in to your Homebase account on a computer.
  2. Select the Settings tab in the top navigation bar.
  3. Select Breaks & Compliance from the navigation bar on the left.
  4. Click the drop down to view the break requirements for your state.
  5. You can add a break rule by clicking Add New Break.
  6. Enter the break time, if the break is paid or unpaid, and if the break is mandatory or optional.Note: If the break is mandatory the employee’s time card will show a missed break error on the Timesheets page if a break is missed. If the break is optional the employee’s time card won’t reflect if a break is missed.
  7. Click Save Changes in the upper right corner of the page.

Overtime rules

Ensure your business stays compliant by setting up overtime rules for your team. Overtime calculations are automatically done for you and can be seen on the Timesheets page. Be sure to Edit Columns on Timesheets and check on the OT column to view totals.

  1. Sign in to your Homebase account on a computer.
  2. Select the Settings tab in the top navigation bar.
  3. Select Overtime from the navigation bar on the left.
  4. Click the drop down to view overtime requirements for your state.
  5. Enter your overtime rules.
  6. Click Save Changes in the upper right corner.

Note: On this page you also have the ability to utilize some of our more advanced features including but not limited to: tracking overtime across multiple locations, tracking overtime for salaried employees, etc.

 

Set up one or more time clocks

 

We offer several time clock options to help businesses accurately track time across one or many locations, stores, and job sites. As employees clock in and out, Homebase generates detailed, compliant time cards and payroll-ready timesheets. All time clocks are available in English or Spanish. 

To learn more about our Time Clocks and the best one for your business, please click here.

  1. Sign into your Homebase account from a computer
  2. Click on Settings on the top navigation
  3. On the left side, select Time Clock Options
  4. Check on the settings that correspond to the time clock(s) you intend to use
  5. Depending on your selection, you will need to either download the Homebase mobile app to your phone or the Homebase Time Clock app to your tablet. 
  6. Don't forget to Save Changes!

Note: on this page you also have the options to enable cash tip declaration, time clock rounding, and asking employees for shift feedback upon clock out.



Add and invite your team

 

Adding your team members and their contact information is crucial to using Homebase. When you add your team to Homebase, they get real-time schedule updates, shift reminders, operational notes and more. When you add your team, be sure to include a phone number so that they can get the free Homebase mobile app. 

Add Team on the Web:

  1. Select the Team tab in the top navigation bar.
  2. Click Add in the upper right corner.
  3. Select Add to team directly.
  4. Enter your employees’ names, emails, phone numbers, and wages.
  5. If you don’t wish to enter everything manually, click Bulk Add Team Members via CSV/Excel instead? to download our CSV template and upload it with your employee info.

Add Team on the Mobile App:

  1. Open your Homebase mobile app.
  2. Tap More on the lower right side of the navigation bar.
  3. Select Team.
  4. Tap the plus icon in the upper right corner.
  5. Select from three options:
    1. Add team member. You will be asked to enter info manually.
    2. Add from contacts. You will be connected to the contacts in your phone to import info.
    3. Connect Point of Sale. You will be asked to select your POS system to import info.

Add team on Clover:

Homebase syncs employees from the Clover employee app.

  1. IMPORTANT: First add your team members on the Clover Employees App. In order for the sync to work, employees must be added into Clover first, where they are then synced over to Homebase.
  2. Open your Homebase app on your Clover device
  3. Tap the sync icon on the lower right of the navigation bar
  4. Your team member will now sync to Homebase

Add team via other POS:

  • Create a profile for your employee within your POS system.
  • Sign in to your Homebase account
  • Select the Team tab in the top navigation bar.
  • Click Add in the upper right corner.
  • Select Import from Point of Sale.
  • New employee profiles will be imported to your Team page.
  • If you have any issues importing your employees this way, contact us

Existing Homebase Users:

Once an employee is added to Homebase by any Homebase member company, that employee controls their own account. Employees may login via a phone number or an email address. 

When you add an employee, Homebase checks to see a person with that email and/or phone number already has an account. If they do, Homebase will show you a message that asks if this is the correct person. Check the name and contact info. If it's the same person, add the team member. 

Note: If you are receiving an error message when adding an employee OR your employee is not importing, consider changing their PIN assigned to them to remedy the issue. The unique PIN may already be taken by an employee that was previously terminated. Their PIN can be changed by going to Team>click on a team member>Locations & PINs. 

 

Make a team member a manager

 

The owner of the Homebase account has the ability to give a team members Manager and General Manager permission levels. Doing this allows managers to do things like build schedules, edit time cards, and change other settings in the account. 

On the Plus Plan, not only can you have as Managers and General Managers as you like, you can also control what they can and cannot do and see in the account.

First, follow the steps to make a team member a Manager or General Manager:

  1. Sign in to your Homebase account from a computer (this can not be done on the mobile app)
  2. Click on Team > Roster on the top navigation
  3. Select the team member you wish to make a manager
  4. Select Locations & PINs
  5. Change the Access Level
  6. Save Changes

Next, follow the steps to edit their permissions to control and what can and cannot do/see in the account:

  1. Click on Settings 
  2. On the left, select Team Permissions
  3. Scroll down the page, and here you will check and uncheck the boxes corresponding to the different permissions.
  4. Edit as needed, and don't forget to Save Changes!

 

What employees can and cannot do in Homebase

 

What employees can do with the app:

  • View the schedule
  • View their own timesheets, wages, and hours worked
  • Initiate shift trade & cover requests (manager must approve) 
  • View shift notes in scheduled shifts
  • Add notes to time cards for managers to view
  • Enter in availability and time off (manager must approve)
  • Send & receive messages with the app
  • Receive notifications for shift reminders
  • Control what notifications they wish to receive

What employees cannot do in the app:

  • Trade a shift without approval
  • Update the schedule
  • Take an open shift without approval
  • Change their own wage rates or roles
  • See other peoples’ wages
  • See sales & labor reporting
  • Edit time cards

 

 

Contact Homebase Support:

We’ve got your back!

Email: help@joinhomebase.com

Email support every day including weekends!

Phone: 415-951-3830

Phone support hours: 9:30am-7pm CST, M-F