How to Add Your Team to Homebase

You can add employees to your Homebase account so you can schedule them, track their time, and send new hire packets. Team members can be added one at a time, in bulk, or by importing them directly from a connected POS or payroll integration.

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Adding a Single Team Member

1. Click Team on the left side of your screen.
2. Click Add team member in the upper right corner.
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4. Enter in your new team member's Contact information:
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   2. Note: At this stage, only a first name is needed to save an employee. However, it is recommended to add a phone number and email address so your new team member can be sent an invite to join Homebase. You can easily resend and invite to any team member by clicking Resend invite to the right of their Status while on the Team Roster page.
5. Click Add team member once finished adding their Contact information.
6. There will be a pop-up confirmation message letting you know your new team member has been added. You can either View their Profile, Add another team member, or click Done to complete the process.
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Any Multiple Team Members at Once

1. Click Bulk actions in the top right corner of the screen.
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2. Click Add multiple team members.
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3. Select all of the different pieces of information you want to include for your multiple new employees added and click Next.
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4. Select how many employees will have more than one rage rate then click Next.
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5. Fill Out Employee Info and select if you would like to Invite your team to join you on Homebase. Then click Add (X) Employees.
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Importing from an Integration

Homebase offers the ability to Import your team members from your POS and Payroll integration. 

Once your integration is successfully connected, you can import your Team by going Add team member and clicking the Import from POS or  Import from Payroll option. 

Note: For information on how to setup your Payroll integration see here. For POS, see here.