Step 1: Set Up Your New Account

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In this article, we'll start off your Homebase journey by setting up your account! We'll cover some of the basic settings that can help set your team up for success. 

 

Setting your payroll period

 

Setting your pay period allows you to tailor the view of your timesheets to match the payroll period of your business, making it easier for you to export the correct data when you're ready to run payroll!

 

  1. Select Settings in the left navigation bar.

     

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  2. Select Payroll

     

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  3. Select the drop-down next to "Payroll is run".

     

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  4. Select the drop-down next to "Our next payroll period begins on".
  5. Select Save Changes in the top right corner.

     

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Set the start of your work week & schedule start time

Setting your schedule start day & work hours allows you to change the schedule format based on your working hours. This info is will reflect in your schedule builder to make it easier for you to follow the schedule of your team. 

  1. Click on Settings on the bottom left of the navigation

     

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  2. On the left side, select Schedule enforcement

     

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  3. From the drop-down, select the schedule start day

     

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  4. Edit your scheduling hours by setting the start & end times of your day

     

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  5. Save Changes in the upper right corner

 

Customize Breaks 

Setting up break and overtime rules is crucial to help keep your business compliant. Easily track your team's break by customizing types of breaks, and get your notifications when breaks are missed in your timesheets. 

  1. Click on Settings on the bottom left of the navigation.

     

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  2. Select Breaks & Compliance from the navigation bar on the left.

     

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  3. Click the drop-down to view the break requirements for your state.

     

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  4. You can add a break rule by clicking Add New Break, or edit the existing breaks.
  5. Enter the break time, if the break is paid or unpaid, and if the break is mandatory or optional.

     

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    Mandatory vs. Optional Breaks

    When setting a break as mandatory, Homebase will mark missed breaks as a timecard issue in your timesheets. Optional breaks will not be marked if missed. 

     

  6. Any breaks with a check mark will be turned on. To turn off a break, just uncheck the box next to the break you would like to turn off.
  7. Click Save Changes in the upper right corner of the page & choose when you would like to apply your break settings. 

 

 Set 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 customize your Columns on Timesheets and check on the OT column to view totals.

  1. Click on Settings on the bottom left of the navigation.

     

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  2. Select Overtime from the navigation bar on the left.

     

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  3. Click the drop-down to view overtime requirements for your state.

     

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  4. Enter your overtime rules, then check the box to make sure the rule is turned on.

     

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  5. Click Save Changes in the upper right corner, and choose when you would like to apply your overtime settings

 

Work week & day settings

Customizing your work week & day settings ensures that your employee's overtime is calculated correctly in your timesheets. This is different than your schedule start day & scheduled hours that we went over above. These settings will affect your timesheets, not your schedule. 

  1. Follow the steps above to set up your overtime settings.
  2. Under your overtime settings, adjust your work week & day settings.Set_Up_Account_13.gif
  3. Click Save Changes in the upper right corner, and choose when you would like to apply your settings.

 

 

 

Edit Your Team Permissions

You can edit your team permissions to tailor to the needs of your team. Manager Level Access can be added on our Essentials Plan, while General Level Acces can be added on our Plus Plan! Click here to learn more about our plans and pricing.

  1. Click on Settings Set_A_Payroll_Period_3.png
  2. On the left, select Team PermissionsSet_Up_Account_11.png
  3. Scroll down the page, and here you will check and uncheck the boxes corresponding to the different permissions.Set_Up_Account_12.gif
  4. Edit as needed, and don't forget to Save Changes.

 

 

 

 

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