Admins

Onboarding

• Add employees to Homebase from your Point of Sale system
• Troubleshoot adding employees from your Point of Sale system
• Add employees
• Set up salaried employees
• Set up wage rates and roles for employees
• Create a Homebase account

Team

• Use the manager log
• Add an employee certification
• Add a note to an employee profile
• Change employee permissions
• Rehire a terminated employee
• Terminate an employee

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Settings

• Homebase Referral Program
• Change your Homebase plan
• Customize manager permissions
• Reset your password
• Customize Alerts and Notifications
• Update your contact info

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Hiring

• Homebase Hiring: Manage and hire applicants
• Homebase Hiring: Verify your business
• Homebase Hiring: Post a job
• Intro to Homebase Hiring
• Use ZipRecruiter Boost with Homebase Hiring

Time Tracking

• View time card notes
• Set up a break policy
• Enable unscheduled shifts
• Prevent early clock-ins
• Enable clock out reminders
• Enable time clock rounding

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Scheduling

• Edit an employee’s time off balance
• Edit a paid time off policy
• Customize time off features
• Create schedule templates
• Copy schedules to future weeks
• Set up schedules

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Messaging & Team Communication

• Alerts and Push Notifications
• Delete Messages and Archive Conversations
• Read Receipts

Point of Sale Integrations

• Overview of Homebase Point of Sale integrations
• Integrate with Clover
• Does the Clover Shifts app sync with Homebase?
• Integrate with Lightspeed Restaurant
• Integrate with Lightspeed Retail
• Integrate with PayAnywhere

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Payroll Integrations

• Integrate with Paychex Flex
• Set up a payroll integration
• Which ADP integrations do you offer?
• Integrate with RUN powered by ADP
• Integrate with Gusto
• Integrate with Quickbooks

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