How to Automatically Create a Schedule

Homebase allows for customers to generate a recommended schedule that takes information into account like:

• Your last published schedule (roles assigned, amount of shifts created, and employees assigned to those shifts).
  • Note: This can be changed to a base week of your choosing.
• Your employees updated time-off and availability
• New additions to your team or employees who have left

Note: Currently, this feature is only available while building a weekly schedule. It is not available for building schedules on a daily or monthly basis.

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Jump to Section:

• Automatically Creating a Schedule on the Web
• Automatically Generating a Schedule on the Mobile App
• How to Change Your Base Week
  • Changing Your Base Week (Web)
  • Changing Your Base Week (Mobile)

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Automatically Creating a Schedule on the Web

1. Click Shifts > Schedule on the left side of your screen.
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1. Navigate to an empty week.
2. From Jumpstart your schedule on the right side of your screen, click Recommended Schedule.
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3. (Alternatively) Click Tools in the top right of your screen, then click Draft schedule.
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4. Make any necessary changes to the schedule and then Publish when finished.
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Automatically Generating a Schedule on the Homebase Mobile App

1. Once signed into your Homebase account, go to the Schedule builder and tap Recommend a schedule.
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2. Review the recommended schedule, edit as necessary, and then tap Publish week when ready to finish.
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How to Change Your Base Week

A base week is a previously published schedule that Homebase uses as a reference to generate a more accurate and personalized recommended schedule.

By default, your base week is the most recently published schedule. However, you can manually select a specific week in the past if needed.

Changing Your Base Week

1. Create a Recommended Schedule by clicking the option from the Jumpstart your schedule pop-out or by going to Tools and clicking Draft schedule.
2. After your schedule is generated, click Change base week at the bottom of your screen.
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3. Select a date range to a preferred week and click Change base week when finished.
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For Mobile

1. Create a Recommended Schedule by clicking the option from the Jumpstart your schedule pop-out or by going to Tools and clicking Draft schedule.
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2. Select your base week and click the purple check mark to finish.
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   2. Note: Only one of the last four weeks can be chosen as a base week. For weeks prior to that, changes to the base week must be done on the web.

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