Clover POS

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The Homebase-Clover integration allows your employees to clock in and out directly from the Clover POS. As employees clock in and out, the information is synced into your Homebase timesheets. Owners and managers with the correct permissions are able to view sales, labor, and labor % as well as run shift reports.



Here is what you will find in this article:

 

Integrate with Clover

Sign in to Homebase from your Clover device

Sync employees from Clover to Homebase

Sync time cards from Clover to Homebase

Sync employee tips from Clover to Homebase

Shift reports and Server banking

Select a plan via Clover



Integrate with Clover

 

**There are two ways to get started on Homebase as a Clover customer. We recommend the first way. If you’ve already done it the second way, we will guide you through it as well.

 

Option A: If you don’t have a Homebase account yet

 

  1. Homebase (labeled Time Clock) is pre-installed on your Clover device, locate the app on your screen, and open it.
  2. If you are unable to locate the app, then you will need to download it from the Clover App Market
  3. Once you open the app, you will need to accept Homebase's terms and conditions using an Admin Clover PIN.
  4. Once this is completed, your Clover data will automatically sync to Homebase.
    1. We sync your locations, employees, sales, and any time cards that were created using the Clover Shifts time clock app.
  5. Employees can immediately start clocking in and out using their Clover PINs.
    1. You can check your scheduled shifts on the Clover by selecting the schedule icon on the navigation bar.
  6. If you are the owner, you will have the opportunity to set your password during setup, if not check your email for a link to set a password that you will use to sign in to the web dashboard.
  7. Employees' hours will show up under the Timesheets.
  8. We recommend checking out Settings too, to start customizing your Homebase account.

 

Option B: If you already have a Homebase account

 

  1. Sign in to your Homebase account.
  2. Select the Settings tab in the left menu. 
  3. Select POS Connection from the navigation bar on the left.
  4. Click Connect next to the Clover POS option and confirm the change.
  5. You will be redirected to Clover. Click to sign in to your Clover owner account.
  6. You will be directed back to your Homebase admin web dashboard, where you will see that your Clover data has synced.
    • We sync your locations, employees, sales, and any time cards that were created using the Clover Shifts time clock app.
  7. Open the Homebase Time Clock app to your Clover device so your employees can start clocking in and out (If you cannot locate the Time Clock app on your device then you will need to download it from the Clover App Market)
  8. Employees will clock in and out for their shifts and breaks using the same PINs they use on Clover.
  9. We also recommend downloading the free Homebase employee scheduling app on your phone so you can manage your team from anywhere.

 

Sign in to Homebase from your Clover device

 

  1.  Select the Automatic Sign In button on the sign-in page.
  2. If that action does not return you to the Time Clock screen with the keypad, check your internet connection to the Clover station (You can launch the Browser app on your Clover to check if a web page will load).

Sync employees from Clover to Homebase

 

Homebase syncs employees from the Clover Employee app.

  1. Add your team member to the Clover employees app
  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

Sync time cards from Clover Shifts to Homebase

You can transfer your Clover Shifts time cards to your Homebase account. However, this can only be done once. Ensure your employees clock in and out using Homebase app moving forward.

  1. Sign into Homebase
  2. Select Timesheets in the left menu.
  3. Select Import in the top right corner.
  4. Ensure employees clock in and out using Homebase moving forward.

***Important: The Clover Shifts app does not sync with Homebase. To avoid confusion, you may want to uninstall the Shifts app or turn off the clock-in prompt from the app.

Uninstall the Clover Shifts app

  1. On your Clover device, sign in with your manager PIN.
  2. Select App Market from the home screen.
  3. Locate the Shifts app icon.
  4. Click the Uninstall button

 

Turn off the clock-in prompt in the Shifts app

 

  1. On your Clover device, sign in with your manager PIN.
  2. Open the Shifts app.
  3. Tap Setup.
  4. Uncheck the box next to Prompt employee to sign in after login



Sync employee tips from Clover to Homebase

 

Cash tips

Cash tips are declared by an employee when clocking out of their Homebase shift. They will not be required to declare cash tips but will have the option. When they clock-out, a pop up will appear and will allow them to manually declare tips. Any tips that are declared will be viewable on the Timesheets page for that specific employee and date.

To enable this feature:

  1. Sign in to your Homebase account
  2. Select the Settings tab in the left menu
  3. Select Time Clock Options from the navigation bar on the left.
  4. Click the checkmark box next to Employees should declare cash tips at the end of their shift.
  5. Click Save Changes in the upper right-hand corner before leaving the page.

Credit Tips 

Once you are connected with Clover, we pull credit card tip information directly from the POS. Credit tips are allocated to whichever employee is clocked in on Homebase and “rings up” the order under their PIN number on the POS. These tips are recorded within Timesheets on Homebase. 

To enable this feature:

  1. Sign into your Homebase account
  2. Select the Timesheets tab on the left menu
  3. Select the gear icon in the upper right-hand corner of the page
  4. Check the box next to Import Credit Tips
  5. Select the box to the left that says Show Tools
  6. Check the box next to Credit Card Tips

 

Shift reports and Server banking

 

The shift report includes:

 

  • Labor Report showing total hours, paid hours, and estimated wages.
  • Payments made, separated by cash and credit type.
    • This also includes “Other” payments, which may include debit, gift cards, or other miscellaneous payment types like a Groupon.
  • Refunds issued, separated by cash and credit type.
  • Tips allocated to the employee, separated by cash and credit type.
  • Service charges (at the employee level).

How to print an individual employee shift report:

  1. On your Clover device, open the Homebase app.
  2. Select Shift Reports from the top navigation bar.
  3. In the drop-down menu, select the employee’s name.
    • Note that the employee must have clocked-in and out of Homebase in order to run a report for their shift.
    • If a payment was made outside of the hours the employee had clocked-in and out, their sales and tips will not be correct on the shift report.
  4. Select Print Report.

How to print an entire location shift report:

  1. On your Clover device, open the Homebase app.
  2. Select Shift Reports from the top navigation bar.
  3. In the drop-down menu, select the Location.
  4. Select Print Report

 

Server banking:

Server banking allows your employees who hold onto cash throughout the day (such as servers) the ability to see a calculation on their shift report that lets them know how much they have to reconcile with the house at the end of their shift. This calculation shows their Cash Sales minus Credit Card Tips rung up by the employee on the Clover station.  *This does not include any calculations relating to cash tips.

To enable this feature:

  1. Sign in to your Homebase account
  2. Select Settings in the left menu.
  3. Select POS Connection in the left navigation.
  4. If not connected to Clover: Select Connect next to Clover.
    • You will be prompted to sign in with your Clover credentials to finish linking the accounts.
  5. When Connected, check the box next to Server Banking
  6. Save Changes in the top right corner.
  7. At the Clover station, closeout of Homebase.
    • To do this, press the square button at the bottom of the Clover screen and swipe Homebase off the screen.
    • Open Homebase again. This will refresh the app.

 

Select a plan via Clover

 

Once you've created your Homebase account you will be placed on our free Basic plan. Our plans are designed to grow with your business, and each is packed with valuable features for business owners like you in mind. 

Details for our tiered plans can be found here:

https://joinhomebase.com/homebase-pricing/

 

Select a plan through the web:

  1. Sign in to your Homebase account
  2. Click on your icon in the top right corner of the page.
  3. Select Manage Plan
  4. Select Start Now on the Plan you would like to upgrade to.
  5. You will be redirected to your Clover account
    • You will be directed to sign in if you are already not logged in.
  6. You will be redirected to the Time Clock app page.
    • A pop up will appear and have your plan selected.
  7. Select Change Subscription, now when you log back into your Homebase account you will be on the newly upgraded plan.

 

Select a plan on your Clover POS

    1. Select the More Tools app on your Clover dashboard.
    2. Search for Time Clock in the search bar and select the Homebase Time Clock app.
    3. On the right side of the screen select Change Subscription
    4. A pop will appear, select the plan you would like to upgrade the account to, and select Change Subscription. 
    5. Your account will now be upgraded! Sign in your Homebase account to configure the new features on your plan!

If you have additional questions about selecting a plan or would like to be moved to the Basic plan after upgrading we encourage you to reach out to our Customer Support for assistance.

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