Set Up Your New Account

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. 

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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.
2. Select Payroll Settings under Payroll.
3. Select the drop-down next to Our team gets paid and choose an option.
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4. Select the drop-down next to Our payroll periods begin and choose an option.
   1. Note: The second drop down options will change depending on what is chosen for Our team gets paid. 
5. Select Save Changes in the top right corner.

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.
2. Click Schedule Enforcement under the Scheduling section.
3. Select options for both Start of Work Week and Scheduling Hours.
   
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4. Save Changes in the upper right corner.

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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.
2. Select Breaks & Compliance under Time Tracking.
3. Click the drop-down to view the break requirements for your state.
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   2. Note: Your state is determined by the zip code entered for your location's address.
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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   2. 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.
6. Click Save Changes in the upper right corner of the page & choose when you would like to apply your break settings. 

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. 

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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.
2. Select Overtime under Time Tracking.
3. Click the drop-down to view overtime requirements for your state.
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   2. Note: Your state is determined by the zip code entered for your location's address.
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 & Work Day Settings

Customizing your work week & work 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. Adjust your Workweek Settings.
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   2. Note: Workday start time starts the time when hour calculation begins for a workday. For example, if workday start time is set to 7:00am, any shift published before that time will be counted as the previous day, and all hours in that workday, including overtime, will be calculated accordingly.
3. Click Save Changes in the upper right corner, and choose when you would like to apply your settings.

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Edit Your Team Permissions

You can edit your team permissions to tailor to the needs of your team.

1. Click on Settings on the left side of your screen. 
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.
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4. Edit as needed, and don't forget to Save Changes.
5. You can assign varying Team Permissions to specific employees when they are added to the team, or after in their Team Profile.
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